ISHARES U S ETF TR (IEDI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
18
Reporting holders
$7.4M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $2.4M | 43,816 | 0.00% | 5q | +585.3%+$2.1M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 22,112 | 0.00% | 10q | +105.5%+$622.2K |
| 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 |
| 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 | 18 | $7.4M | 135,808 | 2 | 4 | 7 | 0.0% |
| Q1 2026 | 19 | $5.6M | 103,805 | 2 | 6 | 5 | 0.0% |
| Q4 2025 | 22 | $5.3M | 96,691 | 4 | 3 | 6 | 0.0% |
| Q3 2025 | 23 | $6.7M | 118,849 | 4 | 8 | 3 | 0.0% |
| Q2 2025 | 20 | $5.1M | 93,519 | 4 | 4 | 5 | 0.0% |
| Q1 2025 | 18 | $5.3M | 103,558 | 3 | 1 | 6 | 0.0% |
| Q4 2024 | 18 | $6.2M | 115,754 | 4 | 4 | 2 | 0.0% |
| Q3 2024 | 14 | $3.4M | 65,764 | 1 | 1 | 4 | 0.0% |
| Q2 2024 | 16 | $4.5M | 92,383 | 4 | 2 | 4 | 0.0% |
| Q1 2024 | 14 | $42.9M | 863,003 | 4 | 1 | 3 | 0.0% |
| Q4 2023 | 13 | $3.2M | 72,964 | 2 | 1 | 4 | 0.0% |
| Q3 2023 | 13 | $2.1M | 53,515 | 3 | 4 | 2 | 0.0% |
| Q2 2023 | 11 | $3.0M | 73,747 | 0 | 3 | 4 | 0.0% |
| Q1 2023 | 12 | $2.9M | 77,589 | 3 | 4 | 2 | 0.0% |
| Q4 2022 | 11 | $2.9M | 80,350 | 1 | 1 | 7 | 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% |