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

ISHARES U S ETF TR ISHARES U S

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

CUSIP 46431w648·123 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.7%
vs prior quarter
13F value held
$268M
59.0% inst. owned
of float
Holders
123
-113 QoQ
filers reporting
Activity
+42 / −23
+800 added · −728 reduced
this quarter
Concentration
23.89%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

123 institutions reported IETC in Q1 2026. Gradient Investments LLC leads at 23.9% of the visible book. -113 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$64M724K0.99%Q1 202602
Kozak & Associates, Inc.
CIK 0001764970
$62M654K12.07%Q1 202603
LPL Financial LLC
CIK 0001403438
$27M308K0.01%Q1 202604
ASSETMARK, INC
CIK 0001344551
$21M209K0.04%Q4 202505
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$11M119K0.06%Q1 202606
Apexium Financial, LP
CIK 0001765285
$9M89K0.44%Q3 202507
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$9M98K0.01%Q1 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$9M97K0.02%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$7M86K0.00%Q1 202610
Hoese & Co LLP
CIK 0001840268
$7M74K4.83%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M68K0.00%Q1 202612
Integrated Wealth Concepts LLC
CIK 0001737109
$6M67K0.05%Q1 202613
Atria Wealth Solutions, Inc.
CIK 0001927543
$5M56K0.12%Q2 202514
Oakwell Private Wealth Management, LLC
CIK 0001844024
$5M53K0.83%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$4M45K0.00%Q1 202616
Mattson Financial Services, LLC
CIK 0002034595
$4M45K0.95%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$4M41K0.00%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$3M39K0.00%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M35K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M34K0.00%Q1 2026
Page 1 of 7
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