13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
COMT

ISHARES U S ETF TR

175 institutions still hold ISHARES U S ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46431W853·175 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.1%
vs prior quarter
13F value held
$295M
59.0% inst. owned
of float
Holders
175
-31 QoQ
filers reporting
Activity
+34 / −61
+776 added · −707 reduced
this quarter
Concentration
37.48%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

175 institutions reported COMT in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 37.5% of the visible book. -31 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$110M3.3M0.01%Q1 202602
Tradewinds Capital Management, LLC
CIK 0001616026
$47M1.4M9.32%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$22M644K0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$14M404K0.00%Q1 202605
UBS Group AG
CIK 0001610520
$10M295K0.00%Q1 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$9M252K0.00%Q1 202607
Focus Partners Wealth
CIK 0001542153
$8M324K0.01%Q4 202508
VCI Wealth Management LLC
CIK 0002009388
$8M226K2.12%Q1 202609
Vontobel Holding Ltd.
CIK 0001588340
$7M205K0.02%Q1 202610
NWAM LLC
CIK 0001655006
$7M200K0.39%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$7M199K0.01%Q1 202612
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
CIK 0001056549
$7M198K0.36%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M196K0.00%Q1 202614
Sunbelt Securities, Inc.
CIK 0001632932
$6M172K0.37%Q1 202615
ASSETMARK, INC
CIK 0001344551
$6M228K0.01%Q4 202516
ROYAL BANK OF CANADA
CIK 0001000275
$6M164K0.00%Q1 202617
Chicago Wealth Management, Inc.
CIK 0001592178
$5M147K1.99%Q1 202618
Proficio Capital Partners LLC
CIK 0001654175
$4M124K0.22%Q1 202619
HANCOCK WHITNEY CORP
CIK 0000750577
$4M113K0.07%Q1 202620
WEALTH ALLIANCE, LLC
CIK 0001793904
$4M106K0.35%Q1 2026
Page 1 of 9
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