iShares U.S. ETF Trust - IGBH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 917,538 | 22,186 | 0.0% | 0.0% | 1 | +362,630 | 65.35% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 635,203 | 15,359 | 0.0% | 0.0% | 2 | +411,077 | 183.41% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 236,735 | 5,738 | 0.28% | 0.28% | 3 | -3,528 | -1.47% | Q1 2026 | Apr 27, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 168,508 | 4,150 | 1.22% | 1.22% | 4 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 164,826 | 3,985 | 0.0% | 0.0% | 5 | +57,129 | 53.05% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 156,250 | 3,778 | 0.0% | 0.0% | 6 | +49,823 | 46.81% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 153,519 | 3,712 | 0.14% | 0.13% | 7 | +9,696 | 6.74% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | New | 138,872 | 3,357 | 0.02% | — | 8 | +138,872 | New | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 114,661 | 2,772 | 0.0% | 0.0% | 9 | +58,140 | 102.86% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | New | 83,482 | 2,056 | 0.01% | — | 10 | +83,482 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 69,659 | 1,684 | 0.0% | 0.0% | 11 | +60,078 | 627.05% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 64,414 | 1,557 | 0.0% | 0.0% | 12 | +46,387 | 257.32% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 56,454 | 1,365 | 0.0% | — | 13 | +56,454 | New | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 53,080 | 1,283 | 0.0% | 0.0% | 14 | +34,089 | 179.5% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 41,298 | 998 | 0.01% | 0.01% | 15 | +23,020 | 125.94% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 37,532 | 907 | 0.0% | — | 16 | +37,532 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 36,141 | 874 | 0.01% | 0.01% | 17 | -695 | -1.89% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 34,153 | 826 | 0.0% | 0.0% | 18 | +3,518 | 11.48% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 31,039 | 752 | 0.05% | 0.01% | 19 | +26,667 | 609.95% | Q1 2026 | May 01, 2026 |
| Destination Wealth Management | History | Added to | 31,069 | 751 | 0.02% | 0.02% | 20 | +75 | 0.24% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,462 | 349 | 0.0% | 0.0% | 21 | +4,385 | 43.51% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,019 | 314 | 0.01% | 0.01% | 22 | -918 | -6.59% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,520 | 303 | 0.0% | 0.0% | 23 | -1,400 | -10.06% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,507 | 302 | 0.0% | 0.0% | 24 | +4,071 | 48.26% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 12,224 | 295 | 0.0% | 0.0% | 25 | +104 | 0.86% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,697 | 258 | 0.0% | 0.0% | 26 | +654 | 6.51% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,207 | 222 | 0.01% | 0.01% | 27 | -2,503 | -21.37% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,895 | 216 | 0.0% | — | 28 | +8,895 | New | Q1 2026 | May 01, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 8,359 | 202 | 0.2% | 0.23% | 29 | -2,993 | -26.37% | Q1 2026 | May 12, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 6,031 | 145 | 0.04% | 0.04% | 30 | -345 | -5.41% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,568 | 135 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | New | 2,586 | 63 | 0.0% | — | 32 | +2,586 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,531 | 61 | 0.0% | — | 33 | +2,531 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,472 | 59 | 0.0% | 0.0% | 34 | -2,050 | -45.33% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,060 | 49 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,769 | 42 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,415 | 34 | 0.0% | 0.0% | 37 | -86 | -5.73% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | No change | 770 | 18 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Added to | 596 | 14 | 0.01% | — | 39 | +592 | 14800.0% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 374 | 9 | 0.0% | 0.0% | 40 | +3 | 0.81% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 294 | 7 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 266 | 6 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 134 | 3 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 95 | 2 | 0.0% | 0.0% | 44 | -14 | -12.84% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 110 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Decker Retirement Planning Inc. | History | New | 67 | 1 | 0.0% | — | 48 | +67 | New | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 56 | 1 | 0.0% | — | 46 | +55 | 5500.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 3.16% | — | -217,354 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,923 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,192 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,572 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,929 | -100.0% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | May 06, 2026 |
| PMV Capital Advisers, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 16, 2026 |