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Public ownership evidence

iShares U.S. Financials ETF (IYF) Ownership Disclosures

Read IYF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-296,584$743,005None
Corient Private Wealth LP2026-06-302026-08-2812,864$1,640,331None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28135$17,214None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28135$15,884None
Dakota Wealth Management2025-09-302026-08-272,560$324,199None
Dakota Wealth Management2025-12-312026-08-272,460$317,168None
Dakota Wealth Management2026-03-312026-08-272,761$324,860None
Forefront Wealth Partners, LLC2026-06-302026-08-212,206$281,261None
Rehmann Capital Advisory Group2026-06-302026-08-212,526$322,201None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-211,370$174,713None
Archer Investment Corp2026-06-302026-08-202,720$346,827None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2013,056$1,664,805None
Beacon Pointe Advisors, LLC2026-06-302026-08-1911,030$1,406,381None
Glenview Trust Co2026-06-302026-08-19380$48,453None
Glenview Trust Co2026-06-302026-08-194,437$565,761None
Jacobs Equity LLC2026-06-302026-08-183,388$432,004None
Caitlin John, LLC2026-06-302026-08-18176$22,467None
Payne Capital Management, LLC2026-06-302026-08-182,000$255,020None
Corient Private Wealth LP2026-06-302026-08-1814,288$1,821,802None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1873,112$9,325,862None
Equitable Holdings, Inc.2026-06-302026-08-1826,540$3,384,116None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18891$114,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1519$2,423None
Ruggiero Investments, Inc.2026-06-302026-08-152,000$255,020None
EFG International AG2026-06-302026-08-152,400$306,024None
Sequent Planning LLC2026-06-302026-08-151,830$233,378None
AMERIFLEX GROUP, INC.2026-06-302026-08-15577$73,574None
Lighthouse Financial LLC2026-06-302026-08-153,790$483,263None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15250$31,878None
Safe Harbor Fiduciary, LLC2026-06-302026-08-1528,534$3,638,370None
Federation des caisses Desjardins du Quebec2026-06-302026-08-159,788$1,248,068None
KKM Financial LLC2026-06-302026-08-1525,284$3,223,963None
Modern Wealth Management, LLC2026-06-302026-08-152,289$291,867None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-151,048$133,630None
Mutual Advisors, LLC2026-06-302026-08-1523,484$2,994,490None
Samara Investment Management, LLC2026-06-302026-08-155,007$638,443None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-158,117$1,035,022None
Navis Wealth Advisors, LLC2026-06-302026-08-1511,519$1,468,813None
Perennial Investment Advisors, LLC2026-06-302026-08-151,773$226,040None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-152,057$262,288None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-1511,231$1,432,098None
Royal Capital Wealth Management, LLC2026-06-302026-08-152,000$255,020None
Ameritas Advisory Services, LLC2026-06-302026-08-1510,807$1,378,000None
NFSG Corp2026-06-302026-08-15417$53,192None
Delos Wealth Advisors, LLC2026-06-302026-08-15182$23,207None
XTX Topco Ltd2026-06-302026-08-154,428$564,614None
Western Wealth Management, LLC2026-06-302026-08-151,576$200,922None
SYON CAPITAL LLC2026-06-302026-08-1523,258$2,965,628None
Qube Research & Technologies Ltd2026-06-302026-08-151,977$252,087None
IFG Advisory, LLC2026-06-302026-08-15262$33,434None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Forefront Wealth Partners, LLC ↗Rehmann Capital Advisory Group ↗GILL CAPITAL PARTNERS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.