证券记录 · 已归档季度
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
67被追踪持有人
-1Δ持有人
10.68M持有股份
$1.26B报告持仓市值
+5新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -1.5% ·
股份流向 -24.0% ·
净新建仓位 -1.5%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×4 |
| 3 | Morgan Stanley ✦ | 1.54M | -0.7% | $181.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Northwestern Mutual Wealth… | 710.65K | +8.2% | $83.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 645.44K | +4.4% | $75.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 560.43K | -8.8% | $65.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 559.00K | 新增 | $65.77M | 0.1% | New | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 425.50K | -6.0% | $50.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 407.41K | -2.8% | $47.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 314.78K | +27.4% | $37.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 297.76K | +3.0% | $35.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Fidelity (FMR) ✦ | 283.21K | -0.8% | $33.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 199.47K | -7.1% | $23.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 145.25K | -2.6% | $17.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 137.78K | -21.2% | $16.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 135.62K | -87.1% | $15.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 17 | Envestnet Asset Management Inc | 114.42K | +24.3% | $13.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 104.10K | -44.2% | $12.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Jones Financial Companies Lllp | 103.47K | +12.6% | $11.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 83.37K | -58.1% | $9.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Principal Financial Group Inc | 67.59K | -75.2% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 54.30K | -85.0% | $6.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 23 | Citigroup Inc | 38.39K | -81.9% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 37.71K | +647.9% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | HighTower Advisors, LLC | 31.79K | +2.6% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 31.09K | +15.5% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Mariner, LLC | 29.71K | -27.2% | $3.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Jane Street Group, Llc | 24.13K | 新增 | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 23.68K | -3.6% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 30 | Creative Planning | 20.81K | +25.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 19.49K | +49.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Truist Financial Corp | 18.97K | -43.6% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Mml Investors Services, Llc | 15.17K | -9.4% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 15.02K | 0.0% | $1.77M | 0.0% | Held | 5 | SEC ↗ |
| 35 | Captrust Financial Advisors | 13.69K | +0.2% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Hrt Financial Lp | 13.37K | 新增 | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 37 | Hsbc Holdings Plc | 13.22K | -99.2% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Blair William & Co/Il | 12.99K | +0.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 12.65K | -2.5% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 15.95K | -50.0% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Northern Trust Corp | 11.69K | -7.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 10.72K | -6.0% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 9.79K | -21.4% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cerity Partners LLC | 8.88K | -16.9% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Baird Financial Group, Inc. | 8.87K | -0.5% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fifth Third Bancorp | 8.85K | +1164.9% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 8.18K | -5.5% | $963,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cibc World Market Inc. | 7.97K | -2.9% | $937,515 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Lido Advisors, LLC | 6.68K | -36.4% | $785,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Cwm, Llc | 6.14K | -3.8% | $722,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Renaissance Technologies ✦ | 5.70K | -63.7% | $670,662 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | Focus Partners Wealth | 5.59K | -81.1% | $657,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | First Trust Advisors Lp | 4.08K | -6.5% | $480,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Us Bancorp \De\ | 3.90K | -10.0% | $458,757 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | GAMCO Investors ✦ | 3.70K | 0.0% | $435,408 | 0.0% | Held | 4 | SEC ↗ |
| 56 | Financial Engines Advisors L.L.C. | 3.36K | -4.2% | $395,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | BlackRock ✦ (被动) | 3.20K | -99.3% | $376,159 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 58 | TD Waterhouse Canada Inc. | 3.13K | +46.6% | $369,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Point72 Asset Management ✦ | 2.91K | +52.8% | $342,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Millennium Management ✦ | 2.86K | 新增 | $336,743 | 0.0% | New | 1 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 2.76K | -34.9% | $324,997 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 62 | CIBC Bancorp USA Inc. | 2.23K | n/a | $262,714 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 1.91K | 新增 | $224,495 | 0.0% | New | 1 | SEC ↗ |
| 64 | Franklin Resources Inc | 1.50K | 0.0% | $176,490 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 639 | +74.6% | $75,185 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Assetmark, Inc | 581 | -4.1% | $68,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 156 | +122.9% | $18,342 | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Two Sigma Investments | $65.77M | 0.1% |
| Jane Street Group, Llc | $2.84M | 0.0% |
| Hrt Financial Lp | $1.57M | 0.0% |
| Millennium Management | $336,743 | 0.0% |
| UBS AM, a distinct business… | $224,495 | 0.0% |
已清仓
| Citadel Advisors | $2.94M | 曾为 0.0% |
| DZ BANK AG Deutsche Zentral… | $2.45M | 曾为 0.0% |
| Tudor Investment Corp Et Al | $1.59M | 曾为 0.0% |
| Qube Research & Technologies… | $773,967 | 曾为 0.0% |
| Barclays Plc | $394,526 | 曾为 0.0% |
| D. E. Shaw & Co. | $311,366 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 465 持有人, 16.98M 股份, $1.95B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据