Security record
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
67Tracked holders
+1Δ holders
11.54MShares held
$1.47BReported value
+8New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +1.5% ·
share flow +8.2% ·
net new positions +1.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 1.68M | -2.5% | $213.65M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 1.18M | -23.8% | $150.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Manufacturers Life Insurance… | 1.02M | New | $129.58M | 0.1% | New | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 750.60K | +5.6% | $95.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | FIL Ltd | 708.17K | New | $90.30M | 0.1% | New | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 640.31K | -0.8% | $81.65M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 507.19K | -9.5% | $64.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 411.19K | -3.4% | $52.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Raymond James Financial Inc | 311.75K | -1.0% | $39.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 13 | Fidelity (FMR) ✦ | 275.95K | -2.6% | $35.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 224.00K | -59.9% | $28.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 196.17K | -1.7% | $25.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 144.14K | -0.8% | $18.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 18 | DZ BANK AG Deutsche Zentral… | 119.63K | New | $15.25M | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 115.96K | +12.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 111.27K | +6.9% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Envestnet Asset Management Inc | 109.31K | -4.5% | $13.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 23 | Ameriprise Financial Inc | 75.11K | -45.5% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Captrust Financial Advisors | 63.05K | +360.6% | $8.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 55.48K | -33.5% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citigroup Inc | 39.97K | +4.1% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | HighTower Advisors, LLC | 33.21K | +4.5% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 31.60K | +1.6% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Mml Investors Services, Llc | 19.36K | +27.7% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 18.14K | -12.8% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 17.68K | -9.3% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Gotham Asset Management ✦ | 15.02K | 0.0% | $1.92M | 0.0% | Held | 6 | SEC ↗ |
| 34 | Truist Financial Corp | 15.00K | -21.0% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Wealth Enhancement Advisory… | 14.16K | +32.1% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Corient Private Wealth LP | 14.29K | -10.4% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 13.06K | +33.4% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 13.00K | +0.1% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 10.66K | -15.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 10.46K | -10.5% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 9.66K | +8.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Cibc World Market Inc. | 9.49K | +19.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 9.48K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 9.02K | +1.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Fifth Third Bancorp | 7.72K | -12.8% | $984,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Mariner, LLC | 7.13K | -76.0% | $909,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 6.18K | -24.4% | $788,012 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | BlackRock ✦ (passive) | 5.00K | +56.5% | $637,805 | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 49 | Lido Advisors, LLC | 4.79K | -28.2% | $611,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Focus Partners Wealth | 4.67K | -16.4% | $596,110 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Hrt Financial Lp | 4.12K | -69.2% | $525,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | First Trust Advisors Lp | 4.08K | 0.0% | $520,750 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Us Bancorp \De\ | 3.92K | +0.6% | $500,222 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Financial Engines Advisors L.L.C. | 3.36K | +0.1% | $428,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 2.88K | -8.1% | $374,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Invesco Ltd. | 2.71K | New | $345,934 | 0.0% | New | 1 | SEC ↗ ×2 |
| 57 | AQR Capital Management ✦ | 2.63K | -4.7% | $335,628 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | CIBC Bancorp USA Inc. | 2.23K | 0.0% | $284,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 2.09K | -94.5% | $266,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 1.98K | New | $252,087 | 0.0% | New | 1 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 1.91K | 0.0% | $243,289 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Brown Advisory Inc | 1.82K | New | $231,813 | 0.0% | New | 1 | SEC ↗ |
| 63 | Franklin Resources Inc | 1.75K | +17.0% | $223,780 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 64 | Assetmark, Inc | 684 | +17.7% | $87,217 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 356 | -44.3% | $45,394 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Simplex Trading, Llc | 49 | New | $6,247 | 0.0% | New | 1 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 48 | -69.2% | $6,106 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Manufacturers Life Insurance… | $129.58M | 0.1% |
| FIL Ltd | $90.30M | 0.1% |
| DZ BANK AG Deutsche Zentral… | $15.25M | 0.0% |
| Citadel Advisors | $1.21M | 0.0% |
| Invesco Ltd. | $345,934 | 0.0% |
| Qube Research & Technologies… | $252,087 | 0.0% |
| Brown Advisory Inc | $231,813 | 0.0% |
| Simplex Trading, Llc | $6,247 | 0.0% |
Exited
| Principal Financial Group Inc | $7.95M | was 0.0% |
| Jane Street Group, Llc | $2.84M | was 0.0% |
| Hsbc Holdings Plc | $1.56M | was 0.0% |
| Renaissance Technologies | $670,662 | was 0.0% |
| GAMCO Investors | $435,408 | was 0.0% |
| Point72 Asset Management | $342,391 | was 0.0% |
| Millennium Management | $336,743 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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