ISHARES U S ETF TR
CUSIP 46431W705
Ishares U S Etf Tr has 103 institutional holders in Filings Flow’s 13F database, together reporting 3.19M shares worth $286M as of Q1 2026. The largest reported holders are Destination Wealth Management, Lpl Financial LLC, and Bank Of America Corp /De/.
Institutional Holders
103
Q1 2026
Reported Value
$286M
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 |
|---|---|---|---|---|
| Harbour Wealth Management Group, Inc.$133M AUM | 7.26% | $10M | 104.4K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 2.30% | $10M | 113.2K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 2.23% | $86M | 929.6K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 1.11% | $2M | 18.8K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.88% | $5M | 53.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.77% | $11M | 114.4K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 0.60% | $2M | 21.7K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.27% | $2M | 16.4K | Q4 2025OLDER |
| MTM FINANCIAL GROUP, LLC$213M AUM | 0.26% | $556,349 | 6.0K | Q2 2026 |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.24% | $462,119 | 5.0K | Q4 2025OLDER |
| Vista Cima Wealth Management LLC$101M AUM | 0.23% | $273,702 | 2.9K | Q4 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.20% | $1M | 12.0K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.20% | $752,889 | 8.2K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.18% | $222,748 | 2.4K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.14% | $219,123 | 2.4K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.13% | $239,939 | 2.6K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.11% | $586,646 | 6.4K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.09% | $252,071 | 2.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.09% | $3M | 34.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.08% | $5M | 57.1K | Q3 2025OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.07% | $439,354 | 4.8K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.07% | $504,176 | 5.5K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 0.07% | $225,814 | 2.4K | Q4 2025OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.07% | $910,187 | 9.9K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.06% | $2M | 21.9K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $351,815 | 3.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $5M | 51.3K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $394,107 | 4.3K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $4M | 40.3K | Q4 2025OLDER |
| West Wealth Group, LLC$506M AUM | 0.04% | $213,545 | 2.3K | Q4 2025OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.04% | $561,269 | 6.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $367,904 | 4.0K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.04% | $899,163 | 9.7K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.04% | $121,984 | 1.3K | Q3 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.03% | $41,543 | 450 | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.03% | $248,210 | 2.7K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.03% | $216,630 | 2.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 16.4K | Q4 2025OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.03% | $322,133 | 3.5K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.03% | $681,094 | 7.3K | Q2 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $45,339 | 491 | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.02% | $488,208 | 5.3K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $60,091 | 651 | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $535,627 | 5.8K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $251,077 | 2.7K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 62.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 25.5K | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.01% | $609,906 | 6.6K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.01% | $325,960 | 3.5K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $295,278 | 3.2K | Q4 2025OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.01% | $294,986 | 3.2K | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $114,216 | 1.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $185,418 | 2.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $34M | 365.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $28,763 | 308 | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $292,385 | 3.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $381,127 | 4.1K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 42.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $220,196 | 2.3K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 13.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $489,771 | 5.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $322,049 | 3.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 42.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 11.1K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $138,510 | 1.5K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $210,791 | 2.3K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $9,234 | 100 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $17M | 188.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $247,747 | 2.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $228,148 | 2.4K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $937,066 | 10.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $215,991 | 2.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $248,487 | 2.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $94,649 | 1.0K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $16,067 | 174 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $125,929 | 1.3K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $37,819 | 410 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $25,116 | 272 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $27M | 292.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 15.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 68.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $5M | 56.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $304,814 | 3.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 27.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 14.5K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $17,229 | 185 | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $255,384 | 2.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $10,477 | 112 | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $5,263 | 57 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $15,421 | 167 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $26,156 | 283 | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $3,267 | 35 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $13,360 | 143 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $407,686 | 4.4K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,614 | 28 | Q4 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $9,055 | 97 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 51.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $9,708 | 104 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 59.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 99.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $119,394 | 1.3K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $16,298 | 175 | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $303,359 | 3.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 26.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $272,270 | 2.9K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 21.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $145,436 | 1.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 20.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $210,791 | 2.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $202,686 | 2.2K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $560 | 6 | Q4 2025OLDER |
| MOTCO$1.1B AUM | 0.00% | $1,871 | 20 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $249,041 | 2.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $12,687 | 137 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $708,007 | 7.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $27,631 | 296 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,308 | 122 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $8,034 | 87 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,122 | 12 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $77,581 | 840 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $14,498 | 157 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $3,140 | 34 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $204,564 | 2.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $2,147 | 23 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $10,250 | 111 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6,702 | 72 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $54,388 | 589 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $92 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $7,468 | 80 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.