ISHARES US FINANCIALS ETF COM is a security (CUSIP 464287788) tracked across SEC portfolio filings. 482 institutional managers reported $2.0B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $165K via N-PORT as of 2026-03-31.
Showing 15 of 482 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Fisher Asset Management, LLC | PLANO, TX | $213.7M | 1,675,570 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $181.9M | 1,545,911 |
| MORGAN STANLEY | NEW YORK, NY | $181.3M | 1,540,548 |
| Phoenix Holdings Ltd. | Givatayim, L3 | $140.8M | 1,196,572 |
| PGIM Custom Harvest LLC | NEWARK, NJ | $125.8M | 1,069,475 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $83.6M | 710,650 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $75.9M | 645,442 |
| LPL Financial LLC | FORT MILL, SC | $65.9M | 560,433 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $65.8M | 559,000 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $50.1M | 425,495 |
| UBS Group AG | Zurich, V8 | $47.9M | 407,414 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $38.1M | 324,033 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $37.0M | 314,780 |
| Royal Bank of Canada | TORONTO, A6 | $35.0M | 297,765 |
| FMR LLC | BOSTON, MA | $33.3M | 283,210 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| TFA AlphaGen Growth Fund | Tactical Investment Series Trust | $165K | 36.10% |