# ISHARES TR U.S. FIN SVC ETF

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.

## Summary

- Issuer: ISHARES TR
- Class: U.S. FIN SVC ETF
- CUSIP: 464287770
- Asset category: EC
- 13F holders: 283
- 13F value: $1.5B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $994K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/146221) | 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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $38.7M | 467,459 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $37.3M | 450,567 |
| [Baltimore-Washington Financial Advisors, Inc.](https://search.stillhousedata.com/firm/159388) | Columbia, MD | $35.5M | 428,700 |
| Royal Bank of Canada | TORONTO, A6 | $34.8M | 419,852 |
| [PGIM Custom Harvest LLC](https://search.stillhousedata.com/firm/290235) | NEWARK, NJ | $30.3M | 365,312 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $29.4M | 355,166 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [TFA AlphaGen Growth Fund](https://search.stillhousedata.com/fund/S000071477) | Tactical Investment Series Trust | $994K | 217.88% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464287770.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.