Security record · archived quarter
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
67Tracked holders
+1Δ holders
14.05MShares held
$1.81BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +1.5% ·
share flow -0.9% ·
net new positions +1.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.89K | $1.89M | n/a | −1 |
| Q2 2026 | 66 | +1 | 11.51M | $1.47B | +8 | −8 |
| Q1 2026 | 67 | -1 | 10.68M | $1.26B | +5 | −6 |
| Q4 2025 | 67 | +1 | 14.05M | $1.81B | +2 | −1 |
| Q3 2025 | 12 | -1 | 5.91M | $748.34M | n/a | −1 |
| Q2 2025 | 10 | +4 | 2.55M | $308.94M | +4 | n/a |
| Q1 2025 | 4 | -1 | 1.88M | $212.16M | +2 | −3 |
| Q4 2024 | 5 | 0 | 1.98M | $219.29M | n/a | n/a |
| Q3 2024 | 5 | 0 | 2.07M | $214.68M | n/a | n/a |
| Q2 2024 | 5 | n/a | 2.09M | $198.04M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 1.73M | -2.8% | $223.48M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 2 | Hsbc Holdings Plc | 1.61M | n/a | $207.65M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 1.57M | n/a | $202.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 1.55M | 0.0% | $200.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | JPMorgan Chase ✦ | 1.05M | +42.0% | $135.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 656.87K | n/a | $84.69M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 618.45K | -5.2% | $79.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 614.25K | n/a | $79.20M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 475.69K | +0.4% | $61.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Wells Fargo & Company/Mn | 452.90K | n/a | $58.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 418.92K | n/a | $54.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Bank Of Montreal /Can/ | 362.88K | n/a | $46.79M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Royal Bank Of Canada | 288.94K | n/a | $37.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | Fidelity (FMR) ✦ | 285.46K | -1.2% | $36.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Principal Financial Group Inc | 272.81K | n/a | $35.17M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 247.03K | n/a | $31.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Commonwealth Equity Services, Llc | 214.66K | n/a | $27.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 211.66K | n/a | $27.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Stifel Financial Corp | 198.90K | n/a | $25.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 186.43K | n/a | $24.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Ameriprise Financial Inc | 174.85K | n/a | $22.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 149.20K | n/a | $19.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 92.03K | n/a | $11.86M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 91.91K | n/a | $11.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 40.80K | n/a | $5.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 33.62K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 31.89K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | HighTower Advisors, LLC | 30.98K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 29.54K | n/a | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 26.93K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 24.58K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 32 | Citadel Advisors ✦ | 22.78K | +22.5% | $2.94M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | DZ BANK AG Deutsche Zentral… | 19.00K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 16.74K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 16.60K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 15.70K | +15.4% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 15.02K | 0.0% | $1.94M | 0.0% | Held | 4 | SEC ↗ |
| 38 | Captrust Financial Advisors | 13.66K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 13.05K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Blair William & Co/Il | 12.98K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 12.97K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northern Trust Corp | 12.57K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 12.46K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Tudor Investment Corp Et Al | 12.35K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 11.41K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 10.67K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Lido Advisors, LLC | 10.50K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 8.91K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 8.66K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Cibc World Market Inc. | 8.21K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cwm, Llc | 6.38K | n/a | $822,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 6.00K | n/a | $773,967 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 5.04K | n/a | $650,065 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | First Trust Advisors Lp | 4.37K | n/a | $563,166 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 4.33K | n/a | $558,525 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | AQR Capital Management ✦ | 4.24K | -26.4% | $547,201 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | GAMCO Investors ✦ | 3.70K | -6.2% | $477,114 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Financial Engines Advisors L.L.C. | 3.51K | n/a | $452,158 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Barclays Plc | 3.06K | n/a | $394,526 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 2.42K | New | $311,366 | 0.0% | New | 1 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 2.13K | n/a | $275,030 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Point72 Asset Management ✦ | 1.91K | New | $245,612 | 0.0% | New | 1 | SEC ↗ |
| 63 | Franklin Resources Inc | 1.50K | n/a | $193,395 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Fifth Third Bancorp | 700 | n/a | $90,251 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 606 | n/a | $78,132 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 366 | n/a | $47,188 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 70 | n/a | $9,011 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $311,366 | 0.0% |
| Point72 Asset Management | $245,612 | 0.0% |
Exited
| Two Sigma Investments | $45.68M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 465 holders, 16.98M shares, $1.95B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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