# ISHARES U S ETF TR (ISTM)

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

- Reporting holders: 20
- Reported value: $19.3M
- 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 |
|---|---|---|---|---|
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $7.2M | 252,426 | 0.0% | 2 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $5.3M | 184,066 | 0.0% | 8 |
| [Trek Financial, LLC](https://holderbook.com/funds/1768195-trek-financial-llc/) | $2.4M | 84,798 | 0.1% | 2 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $2.2M | 76,384 | 0.0% | 11 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $806.3K | 28,079 | 0.0% | 3 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $517.1K | 18,007 | 0.0% | 2 |
| [EHRLICH FINANCIAL GROUP](https://holderbook.com/funds/2010632-ehrlich-financial-group/) | $234.3K | 8,158 | 0.1% | 1 |
| [Sanchez Gaunt Capital Management, LLC](https://holderbook.com/funds/2113492-sanchez-gaunt-capital-management-llc/) | $204.7K | 7,130 | 0.1% | 2 |
| [First Growth Capital LLC](https://holderbook.com/funds/2112081-first-growth-capital-llc/) | $202.8K | 7,061 | 0.2% | 1 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $88.2K | 3,072 | 0.0% | 1 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $28.8K | 1,003 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $18.4K | 642 | 0.0% | 1 |
| [Rossby Financial, LCC](https://holderbook.com/funds/2056510-rossby-financial-lcc/) | $4.3K | 151 | 0.0% | 2 |
| [Montgomery Financial Services LLC](https://holderbook.com/funds/2149844-montgomery-financial-services-llc/) | $4.1K | 144 | 0.0% | 1 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $3.4K | 117 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.6K | 89 | 0.0% | 3 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $1.6K | 57 | 0.0% | 2 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $1.4K | 50 | 0.0% | 1 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.0K | 40 | 0.0% | 1 |
| [Continuum Advisory, LLC](https://holderbook.com/funds/1846532-continuum-advisory-llc/) | $833 | 29 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $19.3M |
| Q1 2026 | 13 | $18.4M |
| Q4 2025 | 4 | $7.8M |
| Q3 2025 | 2 | $8.5M |
| Q2 2025 | 3 | $8.4M |
| Q1 2025 | 3 | $8.4M |
| Q4 2024 | 3 | $7.6M |
| Q3 2024 | 4 | $10.9M |
| Q2 2024 | 4 | $11.0M |
| Q1 2024 | 2 | $10.6M |
| Q4 2023 | 2 | $10.5M |
| Q3 2023 | 1 | $10.2M |