Funds holding iShares U.S. Financial Service
ISIN US4642877702 · United States · LEI 549300O3BGVZIZJEZC19
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 17M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Anfield U.S. Equity Sector Rotation ETF Horizon Funds | 178,250 | 17M $ | 7.01 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Anfield U.S. Equity Sector Rotation ETF Horizon Funds | 7.01 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | -2 | 178,250 | +1,041.2 % |
| 2026Q2 | 3 | +1 | 15,620 | -84.0 % |
| 2025Q4 | 2 | +1 | 97,908 | -21.0 % |
| 2025Q3 | 1 | -1 | 123,991 | -25.2 % |
| 2025Q2 | 2 | +1 | 165,747 | +129.2 % |
| 2025Q1 | 1 | 0 | 72,314 | +12.4 % |
| 2024Q4 | 1 | -1 | 64,356 | +133.3 % |
| 2024Q3 | 2 | +1 | 27,586 | +3,059.9 % |
| 2024Q2 | 1 | 873 |
Institutional managers
264 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Dynasty Wealth Management, LLC | 2,179,071 | 180.5M $ | as of Mar 31, 2026 |
| RiverFront Investment Group, LLC | 1,478,087 | 122.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,393,596 | 112.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,246,197 | 103.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,034,389 | 85.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,033,322 | 85.6M $ | as of Mar 31, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | 896,103 | 74.2M $ | as of Mar 31, 2026 |
| OpenArc Corporate Advisory, LLC | 765,330 | 63.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 470,278 | 39M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 467,459 | 38.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 450,567 | 37.3M $ | as of Mar 31, 2026 |
| Kozak & Associates, Inc. | 430,383 | 37.4M $ | as of Mar 31, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | 428,700 | 35.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 419,852 | 34.8M $ | as of Mar 31, 2026 |
| PGIM Custom Harvest LLC | 365,312 | 30.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 355,166 | 29.4M $ | as of Mar 31, 2026 |
| Circle Wealth Management, LLC | 294,600 | 24.4M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 224,825 | 18.6M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 208,916 | 17.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 199,385 | 16.5M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 198,083 | 16.4K $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 187,495 | 15.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 186,900 | 15.5M $ | as of Mar 31, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 148,491 | 12.3M $ | as of Mar 31, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 147,679 | 12.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares U.S. Financial Service". https://titelia.com/en/stocks/ishares-u-s-financial-service-US4642877702