증권 기록 · 과거 분기 (아카이브)
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
67추적 보유자
-1Δ 보유자
10.68M보유 주식 수
$1.26B보고 가치
+5신규 편입 포지션
−6청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.5% ·
주식 흐름 -24.0% ·
순 신규 포지션 -1.5%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | +1 | 11.54M | $1.47B | +8 | −7 |
| 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 | — | −1 |
| Q2 2025 | 10 | +4 | 2.55M | $308.94M | +4 | — |
| Q1 2025 | 4 | -1 | 1.88M | $212.16M | +2 | −3 |
| Q4 2024 | 5 | 0 | 1.98M | $219.29M | — | — |
| Q3 2024 | 5 | 0 | 2.07M | $214.68M | — | — |
| Q2 2024 | 5 | — | 2.09M | $198.04M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 1.72M | -0.9% | $202.09M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.55M | -1.4% | $181.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.55M | -1.4% | $181.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.55M | -1.4% | $181.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.55M | -1.4% | $181.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.54M | -0.7% | $181.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.54M | -0.7% | $181.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.54M | -0.7% | $181.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.54M | -0.7% | $181.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.54M | -0.7% | $181.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 710.65K | +8.2% | $83.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 645.44K | +4.4% | $75.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 645.44K | +4.4% | $75.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 560.43K | -8.8% | $65.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 559.00K | 신규 | $65.77M | 0.1% | New | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 425.50K | -6.0% | $50.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 425.50K | -6.0% | $50.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 407.41K | -2.8% | $47.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 407.41K | -2.8% | $47.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 407.41K | -2.8% | $47.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 314.78K | +27.4% | $37.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 314.78K | +27.4% | $37.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 314.78K | +27.4% | $37.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 297.76K | +3.0% | $35.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 297.76K | +3.0% | $35.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 297.76K | +3.0% | $35.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 297.76K | +3.0% | $35.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 297.76K | +3.0% | $35.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 283.21K | -0.8% | $33.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 199.47K | -7.1% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 145.25K | -2.6% | $17.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 137.78K | -21.2% | $16.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 137.78K | -21.2% | $16.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 135.62K | -87.1% | $15.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 135.62K | -87.1% | $15.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 135.62K | -87.1% | $15.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 135.62K | -87.1% | $15.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 135.62K | -87.1% | $15.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 135.62K | -87.1% | $15.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Envestnet Asset Management Inc | 114.42K | +24.3% | $13.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 104.10K | -44.2% | $12.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 104.10K | -44.2% | $12.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 104.10K | -44.2% | $12.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 103.47K | +12.6% | $11.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 83.37K | -58.1% | $9.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Principal Financial Group Inc | 67.59K | -75.2% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 54.30K | -85.0% | $6.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 54.30K | -85.0% | $6.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 54.30K | -85.0% | $6.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 54.30K | -85.0% | $6.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 54.30K | -85.0% | $6.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Citigroup Inc | 38.39K | -81.9% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Citigroup Inc | 38.39K | -81.9% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 37.71K | +647.9% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Susquehanna International Group, Llp | 37.71K | +647.9% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | HighTower Advisors, LLC | 31.79K | +2.6% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 31.09K | +15.5% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 31.09K | +15.5% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Mariner, LLC | 29.71K | -27.2% | $3.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mariner, LLC | 29.71K | -27.2% | $3.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Jane Street Group, Llc | 24.13K | 신규 | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 23.68K | -3.6% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 23.68K | -3.6% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 23.68K | -3.6% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 23.68K | -3.6% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 23.68K | -3.6% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Creative Planning | 20.81K | +25.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 19.49K | +49.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 19.49K | +49.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 19.49K | +49.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Truist Financial Corp | 18.97K | -43.6% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Truist Financial Corp | 18.97K | -43.6% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Mml Investors Services, Llc | 15.17K | -9.4% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Gotham Asset Management ✦ | 15.02K | 0.0% | $1.77M | 0.0% | Held | 5 | SEC ↗ |
| 75 | Captrust Financial Advisors | 13.69K | +0.2% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Hrt Financial Lp | 13.37K | 신규 | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 77 | Hsbc Holdings Plc | 13.22K | -99.2% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Blair William & Co/Il | 12.99K | +0.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Quantinno Capital Management LP | 12.65K | -2.5% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Corient Private Wealth LP | 15.95K | -50.0% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Northern Trust Corp | 11.69K | -7.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Wealth Enhancement Advisory… | 10.72K | -6.0% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Mercer Global Advisors Inc /Adv | 9.79K | -21.4% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Cerity Partners LLC | 8.88K | -16.9% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Cerity Partners LLC | 8.88K | -16.9% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Cerity Partners LLC | 8.88K | -16.9% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Baird Financial Group, Inc. | 8.87K | -0.5% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Fifth Third Bancorp | 8.85K | +1164.9% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | National Bank Of Canada /Fi/ | 8.18K | -5.5% | $963,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Cibc World Market Inc. | 7.97K | -2.9% | $937,515 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Lido Advisors, LLC | 6.68K | -36.4% | $785,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Cwm, Llc | 6.14K | -3.8% | $722,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Renaissance Technologies ✦ | 5.70K | -63.7% | $670,662 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 94 | Focus Partners Wealth | 5.59K | -81.1% | $657,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | First Trust Advisors Lp | 4.08K | -6.5% | $480,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Us Bancorp \De\ | 3.90K | -10.0% | $458,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Us Bancorp \De\ | 3.90K | -10.0% | $458,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | GAMCO Investors ✦ | 3.70K | 0.0% | $435,408 | 0.0% | Held | 4 | SEC ↗ |
| 99 | Financial Engines Advisors L.L.C. | 3.36K | -4.2% | $395,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | BlackRock ✦ (패시브) | 3.20K | -99.3% | $376,159 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Two Sigma Investments | $65.77M | 0.1% |
| Jane Street Group, Llc | $2.84M | 0.0% |
| Hrt Financial Lp | $1.57M | 0.0% |
청산됨
| Citadel Advisors | $2.94M | 이었음 0.0% |
| DZ BANK AG Deutsche Zentral… | $2.45M | 이었음 0.0% |
| Tudor Investment Corp Et Al | $1.59M | 이었음 0.0% |
| Qube Research & Technologies… | $773,967 | 이었음 0.0% |
| Barclays Plc | $394,526 | 이었음 0.0% |
| D. E. Shaw & Co. | $311,366 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 465 보유 기관, 16.98M 주식, $1.95B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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