ISHARES U S ETF TR (IEDI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
17
Reporting holders
$5.0M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $1.2M | 21,908 | 0.00% | 5q | +242.6%+$850.0K |
| Unique Wealth Strategies, LLC | $1.1M | 20,420 | 0.41% | 10q | -30.0%-$480.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $923.3K | 16,852 | 0.00% | 7q | -9.3%-$95.2K |
| LPL Financial LLC | $708.0K | 12,922 | 0.00% | 6q | -1.4%-$10.0K |
| Tower Research Capital LLC (TRC) | $392.0K | 7,155 | 0.01% | 22q | -46.5%-$341.1K |
| Ironwood Financial, llc | $245.9K | 4,484 | 0.04% | 25q | -8.3%-$22.2K |
| Commonwealth Retirement Investments LLC | $207.3K | 3,784 | 0.06% | 3q | -4.8%-$10.5K |
| OSAIC HOLDINGS, INC. | $133.8K | 2,441 | 0.00% | 26q | +14.7%+$17.2K |
| SIGNATUREFD, LLC | $27.6K | 503 | 0.00% | 2q | HELD |
| Allworth Financial LP | $26.0K | 475 | 0.00% | 4q | +6.5%+$1.6K |
| BANK OF MONTREAL /CAN/ | $24.7K | 450 | 0.00% | new | NEW |
| UBS Group AG | $16.2K | 296 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $3.3K | 61 | 0.00% | 18q | HELD |
| Farther Finance Advisors, LLC | $1.5K | 27 | 0.00% | 14q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 22,112 | 0.00% | 10q | +105.5% |
| MORGAN STANLEY | $329 | 6 | 0.00% | 8q | -14.3% |
| ELEVATION WEALTH PARTNERS, LLC | $110 | 2 | 0.00% | 14q | HELD |
| WELLS FARGO & COMPANY/MN | $89 | 2 | 0.00% | 14q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 17 | $5.0M | 91,788 | 2 | 3 | 7 | 0.0% |
| Q1 2026 | 18 | $5.0M | 93,045 | 2 | 5 | 5 | 0.0% |
| Q4 2025 | 20 | $4.8M | 86,275 | 4 | 3 | 5 | 0.0% |
| Q3 2025 | 20 | $5.7M | 100,858 | 4 | 7 | 2 | 0.0% |
| Q2 2025 | 17 | $4.0M | 73,992 | 3 | 4 | 5 | 0.0% |
| Q1 2025 | 15 | $4.5M | 87,947 | 3 | 1 | 5 | 0.0% |
| Q4 2024 | 16 | $5.5M | 102,716 | 4 | 3 | 2 | 0.0% |
| Q3 2024 | 12 | $2.8M | 53,199 | 1 | 1 | 3 | 0.0% |
| Q2 2024 | 13 | $3.2M | 65,663 | 3 | 1 | 4 | 0.0% |
| Q1 2024 | 12 | $42.4M | 852,002 | 3 | 1 | 3 | 0.0% |
| Q4 2023 | 12 | $3.2M | 72,918 | 2 | 1 | 4 | 0.0% |
| Q3 2023 | 12 | $2.1M | 53,469 | 3 | 4 | 2 | 0.0% |
| Q2 2023 | 9 | $2.3M | 56,085 | 0 | 2 | 4 | 0.0% |
| Q1 2023 | 9 | $873.4K | 23,109 | 3 | 2 | 1 | 0.0% |
| Q4 2022 | 7 | $1.3M | 35,370 | 1 | 0 | 5 | 0.0% |
| Q3 2022 | 12 | $7.0M | 200,872 | 1 | 4 | 3 | 0.0% |
| Q2 2022 | 10 | $6.1M | 176,901 | 3 | 3 | 3 | 0.0% |
| Q1 2022 | 12 | $4.8M | 109,838 | 3 | 3 | 3 | 0.0% |
| Q4 2021 | 15 | $12.4M | 256,074 | 2 | 2 | 6 | 0.0% |
| Q3 2021 | 10 | $5.4M | 121,313 | 2 | 0 | 6 | 0.0% |
| Q2 2021 | 9 | $10.0M | 223,401 | 1 | 2 | 5 | 0.0% |
| Q1 2021 | 11 | $9.4M | 225,901 | 4 | 1 | 4 | 0.0% |
| Q4 2020 | 8 | $15.2M | 379,273 | 1 | 4 | 2 | 0.0% |
| Q3 2020 | 8 | $13.1M | 358,161 | 1 | 2 | 4 | 0.0% |
| Q2 2020 | 9 | $5.0M | 157,819 | 5 | 1 | 2 | 0.0% |
| Q1 2020 | 5 | $1.5M | 58,347 | 2 | 1 | 1 | 0.0% |
| Q4 2019 | 6 | $3.6M | 115,391 | 5 | 1 | 0 | 0.0% |
| Q3 2019 | 1 | $86.0K | 2,862 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 3 | $8.0M | 278,286 | 1 | 1 | 0 | 0.0% |
| Q1 2019 | 2 | $4.3M | 153,857 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $3.8M | 153,854 | 0 | 0 | 0 | 0.0% |