ISTM — Ishares U S ETF Tr Institutional Holders · Q2 2026
Who owns Ishares U S ETF Tr (ISTM)? 22 institutions reported holding $19.28M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Assetmark, Inc ($7.2M), BlackRock, Inc. ($5.3M), Trek Financial, LLC ($2.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ASSETMARK, INC | $7.2M | 252,426 | Added |
| 2 | BlackRock, Inc. | $5.3M | 184,066 | Trimmed |
| 3 | Trek Financial, LLC | $2.4M | 84,798 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 76,384 | Added |
| 5 | JANE STREET GROUP, LLC | $806,288 | 28,079 | Trimmed |
| 6 | AE Wealth Management LLC | $517,072 | 18,007 | Added |
| 7 | EHRLICH FINANCIAL GROUP | $234,257 | 8,158 | New |
| 8 | Sanchez Gaunt Capital Management, LLC | $204,732 | 7,130 | Added |
| 9 | First Growth Capital LLC | $202,757 | 7,061 | New |
| 10 | Parallel Advisors, LLC | $88,213 | 3,072 | New |
| 11 | Kingdom Financial Group LLC. | $28,801 | 1,003 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $18,435 | 642 | New |
| 13 | Rossby Financial, LCC | $4,336 | 151 | Hold |
| 14 | Montgomery Financial Services LLC | $4,135 | 144 | New |
| 15 | Global Retirement Partners, LLC | $3,360 | 117 | New |
| 16 | UBS Group AG | $2,556 | 89 | Trimmed |
| 17 | Lloyd Advisory Services, LLC. | $1,637 | 57 | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $1,436 | 50 | New |
| 19 | Royal Bank of Canada | $1,000 | 40 | New |
| 20 | Continuum Advisory, LLC | $833 | 29 | New |
| 21 | Golden State Equity Partners | $0 | 0 | Exited |
| 22 | Ameritas Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30