ISHARES U S ETF TR
CUSIP 46431W648
Ishares U S Etf Tr has 114 institutional holders in Filings Flow’s 13F database, together reporting 3.19M shares worth $282M as of Q1 2026. The largest reported holders are Gradient Investments LLC, Kozak & Associates, Inc., and Lpl Financial LLC.
Institutional Holders
114
Q1 2026
Reported Value
$282M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kozak & Associates, Inc.$576M AUM | 8.54% | $49M | 464.6K | Q2 2026 |
| Hoese & Co LLP$135M AUM | 4.83% | $7M | 73.6K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 3.06% | $13M | 128.5K | Q3 2025OLDER |
| Paladin Wealth, LLC$172M AUM | 1.66% | $3M | 26.6K | Q2 2026 |
| Artesa Financial Group, LLC$105M AUM | 1.43% | $2M | 17.0K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 1.35% | $2M | 27.9K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 1.27% | $92M | 858.0K | Q2 2026 |
| Brown Financial Advisors$264M AUM | 0.97% | $3M | 29.0K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.95% | $4M | 44.9K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 0.83% | $5M | 52.5K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.79% | $1M | 11.0K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 0.61% | $2M | 16.2K | Q2 2026 |
| Brendel Financial Advisors LLC$202M AUM | 0.55% | $1M | 10.5K | Q3 2025OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.48% | $643,410 | 6.3K | Q4 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 0.45% | $8M | 75.9K | Q4 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.44% | $9M | 89.2K | Q3 2025OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.43% | $449,153 | 5.0K | Q4 2025OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.28% | $486,522 | 4.8K | Q4 2025OLDER |
| Lansing Street Advisors$397M AUM | 0.27% | $1M | 12.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.26% | $914,346 | 10.3K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.22% | $271,061 | 3.1K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.22% | $314,722 | 3.6K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.18% | $283,081 | 3.2K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.18% | $441,900 | 5.0K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.18% | $341,765 | 3.9K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.17% | $2M | 18.8K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.16% | $907,044 | 10.3K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 0.14% | $246,533 | 2.4K | Q4 2025OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.14% | $245,166 | 2.8K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.13% | $516,970 | 5.8K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.13% | $264,134 | 2.6K | Q4 2025OLDER |
| Worth Asset Management, LLC$313M AUM | 0.11% | $250,013 | 2.5K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.08% | $2M | 26.4K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.08% | $233,594 | 2.2K | Q2 2026 |
| Kesler, Norman & Wride, LLC$581M AUM | 0.08% | $435,890 | 4.9K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.08% | $535,803 | 6.1K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.07% | $856,309 | 8.4K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.07% | $2M | 17.8K | Q4 2025OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.07% | $1M | 11.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.06% | $11M | 119.3K | Q1 2026OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.06% | $663,177 | 7.5K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.06% | $486,872 | 5.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $6M | 67.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 32.7K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.04% | $85,631 | 969 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 13.6K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $1M | 11.1K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 17.3K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $344,231 | 3.4K | Q3 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.03% | $477,998 | 4.7K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.03% | $333,546 | 3.8K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.03% | $851,630 | 9.6K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.03% | $55,597 | 629 | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $321,964 | 3.2K | Q4 2025OLDER |
| Soundwatch Capital LLC$793M AUM | 0.03% | $213,425 | 2.4K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.03% | $229,343 | 2.3K | Q3 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $415,838 | 4.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $9M | 96.7K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $324,986 | 3.2K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $307,013 | 3.0K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.02% | $2M | 17.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $355,866 | 4.0K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $283,965 | 3.2K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $83,520 | 945 | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $212,465 | 2.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $309,860 | 3.5K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $3M | 27.3K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $233,054 | 2.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $187,167 | 2.1K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $257,881 | 2.5K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $351,806 | 3.5K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $27M | 307.6K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $2M | 22.0K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $9M | 98.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $101,590 | 1.0K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $272,832 | 2.7K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $986,134 | 9.7K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $19,626 | 222 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $19,626 | 222 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 12.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $135,513 | 1.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $968,048 | 11.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $410,525 | 4.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 39.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $231,269 | 2.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 45.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 25.2K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $4,331 | 49 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $23,597 | 267 | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.00% | $275,304 | 3.1K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $372,778 | 4.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $26,073 | 295 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $510,975 | 5.0K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $362,006 | 4.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 35.1K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $40,567 | 459 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 68.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $128,418 | 1.5K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $6,275 | 71 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $76,625 | 867 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $10,172 | 100 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $311,064 | 3.5K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $373,064 | 3.7K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $788,460 | 8.9K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $10,628 | 99 | Q2 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $12,903 | 146 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $453,920 | 5.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 33.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $143,441 | 1.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $718,831 | 8.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 17.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 40.9K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,149 | 13 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $294,947 | 2.9K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $5,097 | 50 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $124,086 | 1.4K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $661,180 | 6.5K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 85.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $330,749 | 3.2K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $25,669 | 290 | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $336,879 | 3.3K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $35,510 | 398 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $229,462 | 2.3K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $452,012 | 5.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,795 | 65 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $222,279 | 2.2K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $209,987 | 2.1K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $66,285 | 750 | Q2 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $6,383 | 72 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 23.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 14.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 14.1K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $44,455 | 503 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $713 | 8 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $32,312 | 317 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $42,334 | 479 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $63,304 | 623 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $618,988 | 6.1K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $394,086 | 4.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $503,854 | 5.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $1,776 | 20 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,040 | 19 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $16,533 | 187 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $14,382 | 162 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $108 | 1 | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $5,127 | 58 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $54,227 | 532 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $285,265 | 2.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $8,131 | 92 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $54 | 1 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $13 | 130 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7,247 | 82 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $3,093 | 35 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $6,299 | 62 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.