13F Insight
DOSSIER · 13F Holders · Q2 2026
IETC

ISHARES U S ETF TR

130 institutions still hold ISHARES U S ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46431W648·130 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$280M
visible holders
Holders
130
filers reporting
Concentration
32.86%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

130 institutions reported IETC in Q2 2026. Gradient Investments LLC leads at 32.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$92M858K1.27%Q2 202602
Kozak & Associates, Inc.
CIK 0001764970
$49M465K8.54%Q2 202603
LPL Financial LLC
CIK 0001403438
$36M332K0.01%Q2 202604
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$13M122K0.07%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M91K0.00%Q2 202606
Apexium Financial, LP
CIK 0001765285
$9M89K0.44%Q3 202507
Hoese & Co LLP
CIK 0001840268
$8M77K5.35%Q2 202608
JPMORGAN CHASE & CO
CIK 0000019617
$8M74K0.00%Q2 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$7M66K0.05%Q2 202610
Mattson Financial Services, LLC
CIK 0002034595
$6M60K1.29%Q2 202611
Atria Wealth Solutions, Inc.
CIK 0001927543
$5M56K0.12%Q2 202512
STIFEL FINANCIAL CORP
CIK 0000720672
$5M48K0.00%Q2 202613
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M48K0.00%Q2 202614
CITADEL ADVISORS LLC
CIK 0001423053
$4M39K0.00%Q2 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M38K0.01%Q2 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M37K0.00%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M36K0.00%Q2 202618
Oakwell Private Wealth Management, LLC
CIK 0001844024
$4M35K0.63%Q2 202619
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$4M33K0.04%Q2 202620
Brown Financial Advisors
CIK 0002035548
$3M30K1.13%Q2 2026
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