DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
MEAR

ISHARES U S ETF TR

226 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 46431W838·Exchange Traded Fund·226 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$783M
visible holders
Holders
226
filers reporting
Concentration
20.95%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

226 institutions reported MEAR in Q1 2026. MORGAN STANLEY leads at 20.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$164M3.3M0.01%Q1 2026
02
Rockwood Wealth Management, LLC
CIK 0001983670
$119M2.4M7.55%Q2 2026
03
Resonant Capital Advisors, LLC
CIK 0001803236
$84M1.7M4.41%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$71M1.4M0.01%Q1 2026
05
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$54M1.1M0.09%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$38M760K0.01%Q1 2026
07
Integrated Wealth Concepts LLC
CIK 0001737109
$33M658K0.26%Q1 2026
08
Foster Group, Inc.
CIK 0001841544
$31M612K0.82%Q2 2026
09
Cetera Investment Advisers
CIK 0001666741
$25M506K0.03%Q1 2026
10
Ullmann Wealth Partners Group, LLC
CIK 0001697725
$22M436K2.28%Q1 2026
11
Bank of New York Mellon Corp
CIK 0001390777
$22M429K0.00%Q1 2026
12
Equitable Holdings, Inc.
CIK 0001333986
$19M385K0.12%Q1 2026
13
JPMORGAN CHASE & CO
CIK 0000019617
$17M329K0.00%Q1 2026
14
Crewe Advisors LLC
CIK 0001730033
$15M307K1.32%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M297K0.02%Q1 2026
16
Rockefeller Capital Management L.P.
CIK 0001739439
$11M226K0.02%Q1 2026
17
Dynasty Wealth Management, LLC
CIK 0001727599
$11M222K0.10%Q1 2026
18
Quotient Wealth Partners, LLC
CIK 0002004904
$10M204K0.27%Q1 2026
19
Focus Partners Wealth
CIK 0001542153
$10M202K0.01%Q4 2025
20
HighTower Advisors, LLC
CIK 0001462245
$10M194K0.01%Q1 2026
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