13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
LQDH

ISHARES U S ETF TR

110 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 46431W705·110 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.5%
vs prior quarter
13F value held
$266M
77.0% inst. owned
of float
Holders
110
-14 QoQ
filers reporting
Activity
+75 / −107
+944 added · −807 reduced
this quarter
Concentration
32.27%
Destination Wealth Management #1
top holder share
AI Holders Summary · Q1 2026

110 institutions reported LQDH in Q1 2026. Destination Wealth Management leads at 32.3% of the visible book. -14 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Destination Wealth Management
CIK 0001278573
$86M930K2.23%Q1 202602
LPL Financial LLC
CIK 0001403438
$34M366K0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M293K0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$20M222K0.00%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M188K0.00%Q1 202606
Capital Investment Advisory Services, LLC
CIK 0001659203
$11M114K0.77%Q1 202607
Twelve Points Wealth Management LLC
CIK 0001877090
$10M113K2.30%Q1 202608
Harbour Wealth Management Group, Inc.
CIK 0002085855
$10M104K7.26%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M68K0.00%Q1 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M63K0.02%Q1 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$6M60K0.00%Q1 202612
BANK OF MONTREAL /CAN/
CIK 0000927971
$5M56K0.00%Q1 202613
Founders Financial Alliance, LLC
CIK 0001832190
$5M53K0.88%Q1 202614
UBS Group AG
CIK 0001610520
$5M51K0.00%Q1 202615
Rockefeller Capital Management L.P.
CIK 0001739439
$4M43K0.01%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M42K0.01%Q1 202617
Savvy Advisors, Inc.
CIK 0002003633
$3M35K0.09%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$2M27K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$2M27K0.00%Q1 202620
ASSETMARK, INC
CIK 0001344551
$2M25K0.00%Q4 2025
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