ISHARES U S ETF TR
CUSIP 46431W853
Ishares U S Etf Tr has 165 institutional holders in Filings Flow’s 13F database, together reporting 13.40M shares worth $448M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Assetmark, Inc, and Tradewinds Capital Management, LLC.
Institutional Holders
165
Q1 2026
Reported Value
$448M
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 |
|---|---|---|---|---|
| Tradewinds Capital Management, LLC$504M AUM | 9.32% | $47M | 1.39M | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 2.12% | $8M | 226.4K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 1.99% | $5M | 147.3K | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 1.70% | $2M | 73.9K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 1.29% | $3M | 74.6K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 1.25% | $3M | 74.0K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.81% | $2M | 62.4K | Q2 2026 |
| Alhambra Investment Management LLC$217M AUM | 0.80% | $2M | 51.4K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.45% | $1M | 44.0K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.43% | $3M | 82.1K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.42% | $2M | 49.3K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.42% | $756,769 | 22.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.39% | $7M | 200.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.37% | $6M | 172.4K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.36% | $7M | 197.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.35% | $4M | 106.0K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.35% | $386,447 | 11.4K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.33% | $2M | 51.3K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.32% | $984,379 | 29.1K | Q1 2026OLDER |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.32% | $373,419 | 15.0K | Q4 2025OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.32% | $3M | 91.5K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 0.29% | $507,726 | 15.0K | Q1 2026OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.28% | $1M | 40.3K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.28% | $2M | 61.3K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 0.28% | $558,852 | 16.5K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.22% | $4M | 123.7K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.21% | $844,096 | 25.0K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.18% | $582,511 | 21.7K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.18% | $87M | 2.56M | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.15% | $237,187 | 7.0K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.14% | $3M | 78.7K | Q1 2026OLDER |
| Ryan Investment Management, Inc.$221M AUM | 0.14% | $307,891 | 10.1K | Q2 2026 |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.12% | $234,699 | 7.7K | Q2 2026 |
| Columbus Macro, LLC$936M AUM | 0.12% | $1M | 32.8K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.11% | $609,062 | 18.0K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.11% | $405,162 | 12.0K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.11% | $273,363 | 8.1K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.11% | $288,738 | 8.3K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.11% | $288,738 | 8.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.11% | $11M | 441.6K | Q4 2025OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 0.09% | $334,449 | 9.9K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.09% | $2M | 59.7K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.08% | $263,398 | 9.8K | Q3 2025OLDER |
| Marion Wealth Management$451M AUM | 0.08% | $351,354 | 10.4K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.07% | $3M | 92.9K | Q2 2026 |
| KM Capital Management Ltd.$149M AUM | 0.07% | $107,438 | 3.0K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.07% | $4M | 113.4K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.06% | $225,817 | 6.7K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.05% | $323,562 | 9.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.05% | $1M | 35.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.05% | $1M | 34.9K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.04% | $280,893 | 8.3K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.04% | $245,968 | 7.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $3M | 93.7K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.04% | $59,647 | 2.4K | Q4 2025OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.04% | $245,663 | 7.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.03% | $166,870 | 5.0K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.03% | $337,560 | 10.0K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.03% | $263,887 | 7.8K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.02% | $7M | 205.4K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $78,054 | 2.3K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $295,127 | 8.7K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.02% | $49,875 | 1.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $453,736 | 17.1K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $425,431 | 12.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $460,067 | 13.6K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.01% | $18,765 | 555 | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.01% | $29,535 | 1.1K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 84.6K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $901,076 | 26.7K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $34,028 | 1.0K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $34,028 | 1.0K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.01% | $38,001 | 197 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $522,067 | 15.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $8M | 250.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $314,511 | 10.4K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 198.5K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $30,745 | 1.2K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $110M | 3.27M | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $711,362 | 21.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $549,582 | 16.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $662,278 | 19.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $21M | 781.0K | Q3 2025OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.01% | $229,840 | 6.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $225,889 | 8.4K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $27,995 | 828 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $66,145 | 2.7K | Q4 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.01% | $18,995 | 763 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $22M | 644.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $297,841 | 8.8K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $221,693 | 6.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 40.5K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $5,599 | 166 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 67.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $645,299 | 19.1K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $23,701 | 701 | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $8,914 | 332 | Q3 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $281,502 | 8.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 69.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $136,248 | 5.5K | Q4 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $25,706 | 760 | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $4M | 148.7K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,434 | 72 | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.00% | $3,719 | 110 | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.00% | $2,671 | 79 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $11,157 | 330 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $518,218 | 15.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $37,048 | 1.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $80,197 | 2.4K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $9,670 | 286 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 195.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 294.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $222,087 | 6.6K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $2,489 | 100 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $949,421 | 28.1K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $61,027 | 1.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $297,291 | 8.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $875,645 | 25.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $34,679 | 1.4K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 63.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $411,566 | 12.2K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $2,029 | 60 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 49.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $15,316 | 453 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 164.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $121,885 | 3.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 251.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 104.1K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $6,522 | 262 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $472,452 | 17.6K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $20,356 | 602 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $74,268 | 2.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $36,921 | 1.1K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $41,181 | 1.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $22,349 | 661 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $1,718 | 64 | Q3 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $216,098 | 8.7K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $9,482 | 352 | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $8,013 | 237 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $477,219 | 14.1K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $524,055 | 15.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $388,320 | 11.5K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $17,277 | 511 | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.00% | $3,313 | 98 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $436,125 | 12.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $227,009 | 6.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $5,511 | 163 | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.00% | $473 | 19 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 219.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $6,668 | 200 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $473,346 | 14.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $110,190 | 3.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $44,697 | 1.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $744 | 22 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,386 | 136 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $16,731 | 495 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $17,012 | 468 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $5,646 | 167 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $574,770 | 17.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 46.6K | Q4 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $297 | 10 | Q2 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $1,758 | 52 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $854,716 | 31.8K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $406,870 | 12.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 53.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $685 | 19 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $51,426 | 1.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $22,281 | 659 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $43,750 | 1.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $6,863 | 203 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $135 | 4 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $4,216 | 157 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $16,736 | 495 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $36,955 | 1.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1,792 | 72 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10,232 | 302 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17,007 | 503 | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $90 | 3 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5,551 | 223 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,589 | 47 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $574 | 17 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $7,131 | 211 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $21,402 | 633 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.