Funds holding iShares U.S. Financials ETF
ISIN US4642877884 · United States · LEI 549300XJFHQIYSJ58K73
- Fund holders
- 0
No tracked fund declares this company in its latest report.
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 |
|---|---|---|---|---|
| 2026Q2 | 2 | +1 | 1,156 | -90.5 % |
| 2025Q4 | 1 | -3 | 12,219 | -36.9 % |
| 2025Q3 | 4 | +1 | 19,367 | +70.3 % |
| 2025Q2 | 3 | -1 | 11,370 | -70.9 % |
| 2025Q1 | 4 | +3 | 39,046 | +985.8 % |
| 2024Q4 | 1 | 0 | 3,596 | +142.2 % |
| 2024Q3 | 1 | 0 | 1,485 | -79.2 % |
| 2024Q1 | 1 | 7,126 |
Institutional managers
466 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Fisher Asset Management, LLC | 1,717,595 | 202.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,545,911 | 181.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,540,548 | 181.3M $ | as of Mar 31, 2026 |
| Phoenix Financial Ltd. | 1,196,572 | 140.8M $ | as of Mar 31, 2026 |
| PGIM Custom Harvest LLC | 1,069,475 | 125.8M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 710,650 | 83.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 645,442 | 75.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 560,433 | 65.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 559,000 | 65.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 425,495 | 50.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 407,414 | 47.9M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 324,033 | 38.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 314,780 | 37M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 297,765 | 35M $ | as of Mar 31, 2026 |
| FMR LLC | 283,210 | 33.3M $ | as of Mar 31, 2026 |
| Magnus Financial Group LLC | 206,631 | 24.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 199,475 | 23.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 191,709 | 22.6M $ | as of Mar 31, 2026 |
| SCOTIA CAPITAL INC. | 168,436 | 19.8M $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 151,549 | 17.8K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 145,255 | 17.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 137,776 | 16.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 135,622 | 15.6M $ | as of Mar 31, 2026 |
| PATTEN & PATTEN INC/TN | 116,943 | 13.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 114,417 | 13.5M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares U.S. Financials ETF". https://titelia.com/en/stocks/ishares-u-s-financials-etf-US4642877884