13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
MEAR

ISHARES U S ETF TR

237 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 46431W838·Exchange Traded Fund·237 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$770M
visible holders
Holders
237
filers reporting
Concentration
21.75%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

237 institutions reported MEAR in Q2 2026. MORGAN STANLEY leads at 21.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$168M3.3M0.01%Q2 202602
Rockwood Wealth Management, LLC
CIK 0001983670
$119M2.4M7.55%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$71M1.4M0.00%Q2 202604
Resonant Capital Advisors, LLC
CIK 0001803236
$65M1.3M3.10%Q3 202605
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$53M1.1M0.08%Q2 202606
LPL Financial LLC
CIK 0001403438
$38M755K0.01%Q2 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$33M658K0.22%Q2 202608
Foster Group, Inc.
CIK 0001841544
$31M623K0.84%Q3 202609
Cetera Investment Advisers
CIK 0001666741
$27M533K0.02%Q2 202610
Rockefeller Capital Management L.P.
CIK 0001739439
$23M457K0.04%Q2 202611
Ullmann Wealth Partners Group, LLC
CIK 0001697725
$22M444K2.03%Q2 202612
JPMORGAN CHASE & CO
CIK 0000019617
$18M367K0.00%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M342K0.02%Q2 202614
Equitable Holdings, Inc.
CIK 0001333986
$15M292K0.09%Q2 202615
Smart Money Group LLC
CIK 0001728866
$14M286K3.70%Q2 202616
Dynasty Wealth Management, LLC
CIK 0001727599
$13M260K0.10%Q2 202617
Quotient Wealth Partners, LLC
CIK 0002004904
$11M227K0.27%Q2 202618
ROYAL BANK OF CANADA
CIK 0001000275
$10M208K0.00%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$10M205K0.01%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10M196K0.00%Q2 2026
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