ISHARES TR U.S. FIN SVC ETF is a security (CUSIP 464287770) tracked across SEC portfolio filings. 283 institutional managers reported $1.5B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $994K via N-PORT as of 2026-03-31.
Showing 15 of 283 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Dynasty Wealth Management, LLC | ST. PETERSBURG, FL | $180.5M | 2,179,071 |
| RiverFront Investment Group, LLC | RICHMOND, VA | $137.8M | 1,523,347 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $112.6M | 1,393,596 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $110.6M | 1,222,231 |
| MORGAN STANLEY | NEW YORK, NY | $85.7M | 1,034,389 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $85.6M | 1,033,322 |
| SAGESPRING WEALTH PARTNERS, LLC | FRANKLIN, TN | $66.9M | 739,777 |
| OpenArc Corporate Advisory, LLC | ATLANTA, GA | $44.1M | 487,555 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $39.0M | 470,278 |
| LPL Financial LLC | FORT MILL, SC | $38.7M | 467,459 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $37.3M | 450,567 |
| Baltimore-Washington Financial Advisors, Inc. | Columbia, MD | $35.5M | 428,700 |
| Royal Bank of Canada | TORONTO, A6 | $34.8M | 419,852 |
| PGIM Custom Harvest LLC | NEWARK, NJ | $30.3M | 365,312 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $29.4M | 355,166 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| TFA AlphaGen Growth Fund | Tactical Investment Series Trust | $994K | 217.88% |