13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IYF

ISHARES US FINANCIALS ETF

494 institutions still hold ISHARES US FINANCIALS ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287788·Exchange Traded Fund·494 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.5B
visible holders
Holders
494
filers reporting
Concentration
13.68%
Fisher Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

494 institutions reported IYF in Q1 2026. Fisher Asset Management, LLC leads at 13.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Fisher Asset Management, LLC
CIK 0000850529
$202M1.7M0.07%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$182M1.5M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$181M1.5M0.01%Q1 202604
Phoenix Financial Ltd.
CIK 0001679543
$141M1.2M1.33%Q1 202605
PGIM Custom Harvest LLC
CIK 0001845793
$126M1.1M1.97%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$84M711K0.05%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$76M645K0.01%Q1 202608
LPL Financial LLC
CIK 0001403438
$66M560K0.02%Q1 202609
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$66M559K0.05%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$50M425K0.01%Q1 202611
UBS Group AG
CIK 0001610520
$48M407K0.01%Q1 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$38M324K0.19%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$37M315K0.01%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$35M298K0.01%Q1 202615
FMR LLC
CIK 0000315066
$33M283K0.00%Q1 202616
Magnus Financial Group LLC
CIK 0001765216
$27M212K1.91%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$23M199K0.03%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$23M192K0.09%Q1 202619
SCOTIA CAPITAL INC.
CIK 0001335644
$20M168K0.08%Q1 202620
SPC Financial, Inc.
CIK 0001415201
$19M152K1.50%Q3 2025
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