证券记录
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
67被追踪持有人
+1Δ持有人
11.54M持有股份
$1.47B报告持仓市值
+8新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 +1.5% ·
股份流向 +8.2% ·
净新建仓位 +1.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.18M | -23.8% | $150.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.18M | -23.8% | $150.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.18M | -23.8% | $150.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Manufacturers Life Insurance… | 1.02M | 新增 | $129.58M | 0.1% | New | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 750.60K | +5.6% | $95.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | FIL Ltd | 708.17K | 新增 | $90.30M | 0.1% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 640.31K | -0.8% | $81.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 640.31K | -0.8% | $81.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | LPL Financial LLC | 507.19K | -9.5% | $64.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 411.19K | -3.4% | $52.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 411.19K | -3.4% | $52.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 311.75K | -1.0% | $39.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 311.75K | -1.0% | $39.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 311.75K | -1.0% | $39.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 275.95K | -2.6% | $35.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 224.00K | -59.9% | $28.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 196.17K | -1.7% | $25.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 144.14K | -0.8% | $18.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | DZ BANK AG Deutsche Zentral… | 119.63K | 新增 | $15.25M | 0.0% | New | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 115.96K | +12.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 115.96K | +12.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 111.27K | +6.9% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 111.27K | +6.9% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 111.27K | +6.9% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 109.31K | -4.5% | $13.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 75.11K | -45.5% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 75.11K | -45.5% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 75.11K | -45.5% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Captrust Financial Advisors | 63.05K | +360.6% | $8.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Stifel Financial Corp | 55.48K | -33.5% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Citigroup Inc | 39.97K | +4.1% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Citigroup Inc | 39.97K | +4.1% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 33.21K | +4.5% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 31.60K | +1.6% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 31.60K | +1.6% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Mml Investors Services, Llc | 19.36K | +27.7% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Creative Planning | 18.14K | -12.8% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 17.68K | -9.3% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 17.68K | -9.3% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 17.68K | -9.3% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 15.02K | 0.0% | $1.92M | 0.0% | Held | 6 | SEC ↗ |
| 73 | Truist Financial Corp | 15.00K | -21.0% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Truist Financial Corp | 15.00K | -21.0% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 14.16K | +32.1% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Corient Private Wealth LP | 14.29K | -10.4% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Mercer Global Advisors Inc /Adv | 13.06K | +33.4% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Blair William & Co/Il | 13.00K | +0.1% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Quantinno Capital Management LP | 10.66K | -15.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Northern Trust Corp | 10.46K | -10.5% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Baird Financial Group, Inc. | 9.66K | +8.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Baird Financial Group, Inc. | 9.66K | +8.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Cibc World Market Inc. | 9.49K | +19.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Citadel Advisors ✦ | 9.48K | 新增 | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 85 | Cerity Partners LLC | 9.02K | +1.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Cerity Partners LLC | 9.02K | +1.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Cerity Partners LLC | 9.02K | +1.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Fifth Third Bancorp | 7.72K | -12.8% | $984,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Mariner, LLC | 7.13K | -76.0% | $909,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | National Bank Of Canada /Fi/ | 6.18K | -24.4% | $788,012 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | BlackRock ✦ (被动) | 5.00K | +56.5% | $637,805 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 92 | BlackRock ✦ (被动) | 5.00K | +56.5% | $637,805 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 93 | BlackRock ✦ (被动) | 5.00K | +56.5% | $637,805 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 94 | Lido Advisors, LLC | 4.79K | -28.2% | $611,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Focus Partners Wealth | 4.67K | -16.4% | $596,110 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Hrt Financial Lp | 4.12K | -69.2% | $525,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | First Trust Advisors Lp | 4.08K | 0.0% | $520,750 | 0.0% | Held | 3 | SEC ↗ |
| 98 | Us Bancorp \De\ | 3.92K | +0.6% | $500,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Us Bancorp \De\ | 3.92K | +0.6% | $500,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Financial Engines Advisors L.L.C. | 3.36K | +0.1% | $428,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Principal Financial Group Inc | $7.95M | 曾为 0.0% |
| Jane Street Group, Llc | $2.84M | 曾为 0.0% |
| Hsbc Holdings Plc | $1.56M | 曾为 0.0% |
| Renaissance Technologies | $670,662 | 曾为 0.0% |
| GAMCO Investors | $435,408 | 曾为 0.0% |
| Point72 Asset Management | $342,391 | 曾为 0.0% |
| Millennium Management | $336,743 | 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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据