ISHARES U S ETF TR (ISTM)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
20
Reporting holders
$19.3M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| ASSETMARK, INC | $7.2M | 252,426 | 0.01% | 2q | +4.8%+$329.2K |
| BlackRock, Inc. | $5.3M | 184,066 | 0.00% | 8q | -5.2%-$287.1K |
| Trek Financial, LLC | $2.4M | 84,798 | 0.12% | 2q | +8.6%+$192.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 76,384 | 0.00% | 11q | +453.4%+$1.8M |
| JANE STREET GROUP, LLC | $806.3K | 28,079 | 0.00% | 3q | -33.0%-$396.3K |
| AE Wealth Management LLC | $517.1K | 18,007 | 0.00% | 2q | +10.6%+$49.8K |
| EHRLICH FINANCIAL GROUP | $234.3K | 8,158 | 0.12% | new | NEW |
| Sanchez Gaunt Capital Management, LLC | $204.7K | 7,130 | 0.11% | 2q | +1.5%+$3.0K |
| First Growth Capital LLC | $202.8K | 7,061 | 0.15% | new | NEW |
| Parallel Advisors, LLC | $88.2K | 3,072 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $28.8K | 1,003 | 0.01% | 2q | -1.0% |
| OSAIC HOLDINGS, INC. | $18.4K | 642 | 0.00% | new | NEW |
| Rossby Financial, LCC | $4.3K | 151 | 0.00% | 2q | HELD |
| Montgomery Financial Services LLC | $4.1K | 144 | 0.00% | new | FIRST |
| Global Retirement Partners, LLC | $3.4K | 117 | 0.00% | new | NEW |
| UBS Group AG | $2.6K | 89 | 0.00% | 3q | -5.3% |
| Lloyd Advisory Services, LLC. | $1.6K | 57 | 0.00% | 2q | -94.4%-$27.5K |
| WELLS FARGO & COMPANY/MN | $1.4K | 50 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $1.0K | 40 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $833 | 29 | 0.00% | new | NEW |
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 | 20 | $19.3M | 671,503 | 8 | 5 | 5 | 0.0% |
| Q1 2026 | 13 | $18.4M | 608,293 | 8 | 1 | 2 | 0.0% |
| Q4 2025 | 4 | $7.8M | 275,782 | 2 | 1 | 1 | 0.0% |
| Q3 2025 | 2 | $8.5M | 317,453 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $8.4M | 338,787 | 0 | 1 | 1 | 0.0% |
| Q1 2025 | 3 | $8.4M | 348,758 | 0 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $7.6M | 354,707 | 0 | 0 | 2 | 0.0% |
| Q3 2024 | 4 | $10.9M | 365,238 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 4 | $11.0M | 385,248 | 2 | 0 | 1 | 0.0% |
| Q1 2024 | 2 | $10.6M | 409,700 | 0 | 0 | 0 | 0.0% |
| Q4 2023 | 2 | $10.5M | 409,700 | 1 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $10.2M | 400,000 | 1 | 0 | 0 | 0.0% |