Who owns iShares U.S. Financials ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IYF from SEC Form 13F filings across 464 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 464 institutions disclosed 17.6M shares of iShares U.S. Financials ETF worth $2.24B — about 53.5% of shares outstanding; the largest disclosed holder is Fisher Asset Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
464
13F holders
$2.24B
value, 2026 filers
53.5%
of shares outstanding (17.6M sh)
52
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IYF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 1.7M | $213.7M | 0.1% | 5.1% | -2.4% |
| 2 | MORGAN STANLEY | 1.6M | $203.6M | 0.0% | 4.9% | +3.7% |
| 3 | Phoenix Financial Ltd. | 1.2M | $152.6M | 1.0% | 3.6% | 0.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 1.2M | $150.2M | 0.0% | 3.6% | -23.8% |
| 5 | PGIM Custom Harvest LLC | 1.1M | $136.7M | 1.7% | 3.3% | +0.3% |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THENEW | 1.0M | $129.6M | 0.1% | 3.1% | new |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 750,596 | $95.7M | 0.1% | 2.3% | +5.6% |
| 8 | FIL LtdNEW | 708,174 | $90.3M | 0.1% | 2.2% | new |
| 9 | GOLDMAN SACHS GROUP INC | 640,308 | $81.6M | 0.0% | 1.9% | -0.8% |
| 10 | LPL Financial LLC | 507,194 | $64.7M | 0.0% | 1.5% | -9.5% |
| 11 | WELLS FARGO & COMPANY/MN | 411,187 | $52.4M | 0.0% | 1.2% | -3.4% |
| 12 | UBS Group AG | 383,365 | $48.9M | 0.0% | 1.2% | -5.9% |
| 13 | RAYMOND JAMES FINANCIAL INC | 311,755 | $39.8M | 0.0% | 0.9% | -1.0% |
| 14 | ROYAL BANK OF CANADA | 278,069 | $35.5M | 0.0% | 0.8% | -6.6% |
| 15 | FMR LLC | 275,949 | $35.2M | 0.0% | 0.8% | -2.6% |
| 16 | TWO SIGMA INVESTMENTS, LP | 224,000 | $28.6M | 0.0% | 0.7% | -59.9% |
| 17 | Magnus Financial Group LLC | 211,969 | $27.0M | 1.9% | 0.6% | +2.6% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 196,169 | $25.0M | 0.0% | 0.6% | -1.7% |
| 19 | Kestra Advisory Services, LLC | 184,347 | $23.5M | 0.1% | 0.6% | -3.8% |
| 20 | SCOTIA CAPITAL INC. | 171,941 | $21.9M | 0.1% | 0.5% | +2.1% |
| 21 | Thrivent Financial for Lutherans | 156,036 | $19.9M | 0.0% | 0.5% | +3.0% |
| 22 | Cetera Investment Advisers | 144,136 | $18.4M | 0.0% | 0.4% | -0.8% |
| 23 | Steward Partners Investment Advisory, LLC | 129,455 | $16.5M | 0.1% | 0.4% | -60.0% |
| 24 | JPMORGAN CHASE & CO | 119,870 | $15.3M | 0.0% | 0.4% | -11.6% |
| 25 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNEW | 119,628 | $15.3M | 0.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.