ISHARES U S ETF TR (IETC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
115
Reporting holders
$317.9M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $92.1M | 858,000 | 1.27% | 6q | +18.4%+$14.3M |
| Kozak & Associates, Inc. | $49.2M | 464,639 | 8.54% | 15q | -29.0%-$20.0M |
| LPL Financial LLC | $35.7M | 332,423 | 0.01% | 23q | +8.1%+$2.7M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $13.1M | 121,823 | 0.07% | 3q | +2.1%+$269.3K |
| RAYMOND JAMES FINANCIAL INC | $9.7M | 90,783 | 0.00% | 7q | +32.6%+$2.4M |
| Hoese & Co LLP | $8.2M | 76,759 | 5.35% | 5q | +4.3%+$336.4K |
| JPMORGAN CHASE & CO | $7.8M | 74,165 | 0.00% | 15q | -13.5%-$1.2M |
| Integrated Wealth Concepts LLC | $7.0M | 65,533 | 0.03% | 2q | -2.2%-$155.0K |
| Mattson Financial Services, LLC | $6.2M | 60,068 | 1.29% | 6q | +33.7%+$1.6M |
| STIFEL FINANCIAL CORP | $5.1M | 47,690 | 0.00% | 6q | +4.9%+$239.9K |
| TWO SIGMA INVESTMENTS, LP | $5.1M | 47,600 | 0.00% | 6q | -51.4%-$5.4M |
| CITADEL ADVISORS LLC | $4.2M | 38,686 | 0.00% | 4q | +170.2%+$2.6M |
| MML INVESTORS SERVICES, LLC | $4.0M | 37,530 | 0.01% | 10q | -61.2%-$6.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0M | 37,155 | 0.00% | 8q | +6.0%+$225.5K |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 36,369 | 0.00% | 7q | +7.7%+$278.5K |
| Oakwell Private Wealth Management, LLC | $3.8M | 35,363 | 0.63% | 3q | -32.7%-$1.8M |
| PRINCIPAL SECURITIES, INC. | $3.5M | 32,744 | 0.04% | 2q | HELD |
| SUTTON PLACE INVESTORS LLC | $3.0M | 28,324 | 1.47% | 19q | +1.6%+$49.2K |
| Paladin Wealth, LLC | $2.9M | 26,617 | 1.66% | 4q | +21.0%+$495.4K |
| GTS SECURITIES LLC | $2.8M | 26,420 | 0.06% | 2q | HELD |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $2.8M | 26,400 | 0.28% | 2q | +40.6%+$818.0K |
| Advisors Capital Management, LLC | $2.4M | 22,105 | 0.03% | 14q | +23.9%+$458.3K |
| Artesa Financial Group, LLC | $2.1M | 19,127 | 1.75% | 3q | +12.3%+$224.8K |
| Shira Ridge Wealth Management | $1.7M | 16,228 | 0.61% | 15q | -4.3%-$78.7K |
| Sigma Planning Corp | $1.7M | 15,680 | 0.04% | 10q | +15.4%+$224.1K |
| JONES FINANCIAL COMPANIES LLLP | $1.6M | 15,946 | 0.00% | 6q | -7.2%-$126.3K |
| OSAIC HOLDINGS, INC. | $1.6M | 15,090 | 0.00% | 26q | -40.2%-$1.1M |
| Global Retirement Partners, LLC | $1.4M | 13,078 | 0.02% | 4q | -24.5%-$456.0K |
| &PARTNERS | $1.4M | 12,652 | 0.01% | 8q | +0.9%+$12.6K |
| TRUIST FINANCIAL CORP | $1.3M | 12,316 | 0.00% | 24q | -68.4%-$2.9M |
| Lansing Street Advisors | $1.3M | 11,941 | 0.27% | 11q | -1.2%-$15.2K |
| Steward Partners Investment Advisory, LLC | $1.2M | 11,313 | 0.01% | 5q | +3.3%+$38.6K |
| KM Capital Management Ltd. | $1.2M | 11,046 | 0.56% | 12q | HELD |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.2M | 10,970 | 0.07% | 25q | -6.4%-$80.1K |
| Financial Perspectives, Inc | $1.1M | 10,433 | 0.27% | 26q | +0.8%+$9.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 10,378 | 0.00% | 23q | +16.3%+$156.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 10,368 | 0.00% | 10q | -55.9%-$1.4M |
| Equitable Holdings, Inc. | $1.1M | 10,078 | 0.01% | 6q | +3.8%+$39.8K |
| Cetera Investment Advisers | $1.1M | 10,054 | 0.00% | 10q | +23.6%+$206.2K |
| Ironwood Financial, llc | $1.1M | 10,213 | 0.17% | 26q | HELD |
| KCM INVESTMENT ADVISORS LLC | $1.0M | 9,636 | 0.03% | 31q | HELD |
| IBEX WEALTH ADVISORS | $792.2K | 7,380 | 0.06% | 2q | -1.7%-$13.3K |
| Glen Eagle Advisors, LLC | $737.0K | 6,866 | 0.09% | 25q | +13.3%+$86.3K |
| Bay Harbor Wealth Management, LLC | $628.6K | 5,855 | 0.14% | 23q | HELD |
| HB Wealth Management, LLC | $614.0K | 5,719 | 0.00% | 5q | +35.6%+$161.3K |
| Creative Planning | $551.0K | 5,133 | 0.00% | 24q | HELD |
| Bawa N Mallick Trust | $536.8K | 5,000 | 0.17% | 7q | HELD |
| AMERIPRISE FINANCIAL INC | $531.8K | 4,954 | 0.00% | 2q | -44.4%-$425.5K |
| UBS Group AG | $523.1K | 4,873 | 0.00% | 4q | -14.5%-$88.9K |
| Stratos Wealth Partners, LTD. | $522.6K | 4,868 | 0.01% | 4q | +4.8%+$24.0K |
| Ameritas Advisory Services, LLC | $519.0K | 4,835 | 0.01% | 7q | +83.4%+$236.0K |
| Regal Investment Advisors LLC | $510.3K | 4,753 | 0.03% | 21q | +1.0%+$5.2K |
| Icon Wealth Advisors, LLC | $508.2K | 4,734 | 0.03% | 7q | HELD |
| ROYAL BANK OF CANADA | $472.0K | 4,398 | 0.00% | 22q | -89.3%-$3.9M |
| Sanctuary Advisors, LLC | $429.3K | 3,999 | 0.00% | 9q | -2.4%-$10.4K |
| Cornerstone Wealth Management, LLC | $421.6K | 3,927 | 0.02% | 4q | -2.5%-$10.7K |
| TFB Advisors LLC | $415.1K | 3,867 | 0.18% | 6q | HELD |
| MMBG INVESTMENT ADVISORS CO. | $405.1K | 3,774 | 0.03% | 3q | HELD |
| Comprehensive Financial Planning, Inc./PA | $382.6K | 3,564 | 0.20% | 7q | HELD |
| Haverford Trust Co | $334.4K | 3,115 | 0.00% | 10q | HELD |
| MORGAN STANLEY | $330.4K | 3,078 | 0.00% | 12q | +9.6%+$28.9K |
| Nova Wealth Management, Inc. | $327.5K | 3,051 | 0.18% | 6q | -4.7%-$16.3K |
| Hilltop Holdings Inc. | $326.1K | 3,038 | 0.03% | new | NEW |
| PARSONS CAPITAL MANAGEMENT INC/RI | $318.1K | 2,963 | 0.01% | 6q | -7.8%-$26.8K |
| Advisory Services Network, LLC | $317.3K | 2,956 | 0.00% | 2q | +103.4%+$161.3K |
| Mariner, LLC | $294.8K | 2,746 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $276.4K | 2,574 | 0.00% | 5q | -26.9%-$101.6K |
| Focus Partners Wealth | $258.1K | 2,404 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $243.4K | 2,268 | 0.00% | 3q | HELD |
| Cerity Partners LLC | $242.5K | 2,259 | 0.00% | new | NEW |
| Soundwatch Capital LLC | $236.0K | 2,198 | 0.03% | 2q | -9.0%-$23.3K |
| Archer Investment Management, LLC | $233.6K | 2,176 | 0.08% | new | NEW |
| Root Financial Partners, LLC | $227.3K | 2,118 | 0.01% | 3q | HELD |
| Saxony Capital Management, LLC | $225.7K | 2,102 | 0.10% | 4q | -24.2%-$72.1K |
| J.W. COLE ADVISORS, INC. | $219.0K | 2,040 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $215.8K | 2,010 | 0.00% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $210.6K | 1,962 | 0.01% | 4q | -18.4%-$47.4K |
| CAPTRUST FINANCIAL ADVISORS | $205.9K | 1,918 | 0.00% | new | NEW |
| Guardian Asset Advisors, LLC | $203.9K | 1,899 | 0.09% | new | NEW |
| ASSETMARK, INC | $203.8K | 1,898 | 0.00% | 6q | -63.0%-$347.6K |
| AE Wealth Management LLC | $172.7K | 1,609 | 0.00% | 6q | -0.9%-$1.5K |
| Allworth Financial LP | $150.7K | 1,404 | 0.00% | 10q | HELD |
| Manchester Capital Management LLC | $101.4K | 945 | 0.01% | 2q | HELD |
| NewEdge Advisors, LLC | $75.1K | 700 | 0.00% | new | NEW |
| Richardson Capital Management LLC | $61.7K | 575 | 0.03% | 10q | -40.7%-$42.3K |
| IFP Advisors, Inc | $59.9K | 558 | 0.00% | 5q | -35.6%-$33.2K |
| Federation des caisses Desjardins du Quebec | $54.0K | 503 | 0.00% | 26q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $53.7K | 501 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $51.4K | 479 | 0.00% | 3q | HELD |
| MONTAG A & ASSOCIATES INC | $49.3K | 459 | 0.00% | 10q | HELD |
| HARBOUR INVESTMENTS, INC. | $37.3K | 347 | 0.00% | 8q | +19.7%+$6.1K |
| Private Wealth Asset Management, LLC | $28.7K | 267 | 0.00% | 6q | HELD |
| Kingdom Financial Group LLC. | $23.9K | 222 | 0.01% | 3q | HELD |
| Arax Advisory Partners | $18.7K | 174 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $17.4K | 162 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $14.2K | 132 | 0.00% | 14q | HELD |
| MCGUIRE CAPITAL ADVISORS INC | $11.1K | 103 | 0.01% | 3q | +110.2%+$5.8K |
| Concord Wealth Partners | $10.8K | 100 | 0.00% | new | NEW |
| Central Pacific Bank - Trust Division | $10.6K | 99 | 0.00% | 10q | HELD |
| PNC Financial Services Group, Inc. | $8.8K | 82 | 0.00% | 4q | HELD |
Showing the largest 100 of 119 reported holders.
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 | 115 | $317.9M | 2,972,864 | 17 | 31 | 33 | 0.0% |
| Q1 2026 | 109 | $282.8M | 3,152,492 | 11 | 32 | 37 | 0.0% |
| Q4 2025 | 126 | $330.6M | 3,240,810 | 16 | 39 | 35 | 0.2% |
| Q3 2025 | 124 | $333.3M | 3,264,890 | 25 | 43 | 24 | 0.6% |
| Q2 2025 | 102 | $225.3M | 2,384,181 | 25 | 35 | 13 | 0.2% |
| Q1 2025 | 81 | $156.1M | 2,087,837 | 24 | 24 | 15 | 0.0% |
| Q4 2024 | 64 | $135.1M | 1,569,519 | 12 | 18 | 11 | 0.2% |
| Q3 2024 | 55 | $113.1M | 1,425,087 | 9 | 24 | 4 | 0.0% |
| Q2 2024 | 52 | $99.7M | 1,311,455 | 7 | 16 | 10 | 0.0% |
| Q1 2024 | 47 | $86.6M | 1,222,976 | 13 | 9 | 10 | 0.0% |
| Q4 2023 | 36 | $66.5M | 1,060,325 | 6 | 9 | 5 | 0.0% |
| Q3 2023 | 36 | $51.8M | 960,034 | 8 | 9 | 5 | 0.0% |
| Q2 2023 | 32 | $49.3M | 895,858 | 1 | 9 | 8 | 0.0% |
| Q1 2023 | 33 | $38.9M | 823,932 | 5 | 7 | 9 | 0.0% |
| Q4 2022 | 30 | $10.8M | 268,194 | 9 | 2 | 9 | 0.0% |
| Q3 2022 | 29 | $20.6M | 505,256 | 3 | 6 | 10 | 0.0% |
| Q2 2022 | 29 | $17.8M | 421,826 | 2 | 13 | 8 | 0.0% |
| Q1 2022 | 36 | $25.8M | 468,181 | 3 | 13 | 9 | 0.0% |
| Q4 2021 | 43 | $30.7M | 491,103 | 9 | 15 | 9 | 0.0% |
| Q3 2021 | 36 | $21.1M | 377,695 | 5 | 13 | 7 | 0.0% |
| Q2 2021 | 34 | $18.5M | 336,555 | 7 | 6 | 13 | 0.0% |
| Q1 2021 | 30 | $27.4M | 817,345 | 3 | 8 | 9 | 0.0% |
| Q4 2020 | 34 | $29.1M | 612,070 | 8 | 9 | 9 | 0.0% |
| Q3 2020 | 26 | $26.2M | 615,897 | 9 | 11 | 4 | 0.0% |
| Q2 2020 | 19 | $11.5M | 300,065 | 8 | 5 | 3 | 0.0% |
| Q1 2020 | 14 | $4.7M | 160,123 | 7 | 1 | 1 | 0.0% |
| Q4 2019 | 8 | $2.7M | 84,293 | 4 | 3 | 0 | 0.0% |
| Q3 2019 | 4 | $2.3M | 77,834 | 1 | 1 | 0 | 0.0% |
| Q2 2019 | 4 | $910.0K | 31,389 | 2 | 1 | 0 | 0.0% |
| Q1 2019 | 2 | $426.0K | 15,419 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 4 | $1.4M | 59,179 | 0 | 0 | 0 | 0.0% |