# ISHARES U S ETF TR (IEDI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IEDI/

- Reporting holders: 18
- Reported value: $7.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.4M | 43,816 | 0.0% | 5 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.2M | 22,112 | 0.0% | 10 |
| [Unique Wealth Strategies, LLC](https://holderbook.com/funds/2009809-unique-wealth-strategies-llc/) | $1.1M | 20,420 | 0.4% | 10 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $923.3K | 16,852 | 0.0% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $708.0K | 12,922 | 0.0% | 6 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $392.0K | 7,155 | 0.0% | 22 |
| [Ironwood Financial, llc](https://holderbook.com/funds/1630360-ironwood-financial-llc/) | $245.9K | 4,484 | 0.0% | 25 |
| [Commonwealth Retirement Investments LLC](https://holderbook.com/funds/1963787-commonwealth-retirement-investments-llc/) | $207.3K | 3,784 | 0.1% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $133.8K | 2,441 | 0.0% | 26 |
| [SIGNATUREFD, LLC](https://holderbook.com/funds/1456048-signaturefd-llc/) | $27.6K | 503 | 0.0% | 2 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $26.0K | 475 | 0.0% | 4 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $24.7K | 450 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $16.2K | 296 | 0.0% | 1 |
| [SJS Investment Consulting Inc.](https://holderbook.com/funds/1894302-sjs-investment-consulting-inc/) | $3.3K | 61 | 0.0% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5K | 27 | 0.0% | 14 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $329 | 6 | 0.0% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $110 | 2 | 0.0% | 14 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $89 | 2 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 18 | $7.4M |
| Q1 2026 | 19 | $5.6M |
| Q4 2025 | 22 | $5.3M |
| Q3 2025 | 23 | $6.7M |
| Q2 2025 | 20 | $5.1M |
| Q1 2025 | 18 | $5.3M |
| Q4 2024 | 18 | $6.2M |
| Q3 2024 | 14 | $3.4M |
| Q2 2024 | 16 | $4.5M |
| Q1 2024 | 14 | $42.9M |
| Q4 2023 | 13 | $3.2M |
| Q3 2023 | 13 | $2.1M |