Security record · archived quarter
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
2Tracked holders
0Δ holders
14.89KShares held
$1.89MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.89K | $1.89M | n/a | n/a |
| 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 | 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 · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 12.02K | -15.1% | $1.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 2.87K | -0.2% | $361,735 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q3 2026 ·
Methodology ·
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