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 | 554,908 | 13,667 | 0.0% | 0.0% | 1 | +82,110 | 17.37% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 240,263 | 5,984 | 0.28% | 0.32% | 2 | -1,505 | -0.62% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 224,126 | 5,520 | 0.0% | 0.0% | 3 | +88,737 | 65.54% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Wealth Management, LLC | History | New | 217,354 | 5,353 | 3.16% | — | 4 | +217,354 | New | Q4 2025 | Feb 11, 2026 |
| Yeomans Consulting Group, Inc. | History | Reduced | 168,508 | 4,150 | 1.22% | 3.16% | 5 | -203,056 | -54.65% | Q4 2025 | Jan 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 143,823 | 3,542 | 0.13% | 0.16% | 6 | +3,423 | 2.44% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 107,697 | 2,652 | 0.0% | 0.0% | 7 | +3,135 | 3.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 106,427 | 2,621 | 0.0% | 0.0% | 8 | +83,413 | 362.44% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | New | 56,521 | 1,392 | 0.0% | — | 9 | +56,521 | New | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 54,923 | 1,356 | 0.0% | 0.0% | 10 | +31,839 | 137.93% | Q4 2025 | Jan 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 36,836 | 907 | 0.01% | 0.01% | 11 | +5,638 | 18.07% | Q4 2025 | Jan 05, 2026 |
| Destination Wealth Management | History | Added to | 30,994 | 763 | 0.02% | 0.02% | 12 | +169 | 0.55% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,635 | 755 | 0.0% | 0.0% | 13 | +14,195 | 86.34% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 28,192 | 694 | 0.01% | — | 14 | +28,192 | New | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,572 | 506 | 0.0% | — | 15 | +20,572 | New | Q4 2025 | Mar 25, 2026 |
| Kestra Advisory Services, LLC | History | New | 18,991 | 467 | 0.0% | — | 16 | +18,991 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 18,278 | 450 | 0.01% | — | 17 | +18,278 | New | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 18,027 | 444 | 0.0% | 0.0% | 18 | +2,068 | 12.96% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,937 | 343 | 0.01% | 0.0% | 20 | +13,083 | 1531.97% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,920 | 343 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,120 | 298 | 0.0% | 0.01% | 21 | -11,892 | -49.53% | Q4 2025 | Feb 11, 2026 |
| Trilogy Capital Inc. | History | No change | 11,710 | 288 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 11,352 | 279 | 0.23% | 0.23% | 23 | +53 | 0.47% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,077 | 248 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,043 | 247 | 0.0% | 0.0% | 25 | -991 | -8.98% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,581 | 235 | 0.0% | 0.0% | 26 | +1,061 | 12.45% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 8,929 | 222 | 0.01% | 0.01% | 27 | -365 | -3.93% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,436 | 207 | 0.0% | 0.0% | 28 | +1,117 | 15.26% | Q4 2025 | Feb 12, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 6,376 | 157 | 0.04% | 0.05% | 29 | -2,269 | -26.25% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,568 | 137 | 0.0% | — | 30 | +5,568 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,522 | 111 | 0.0% | 0.0% | 31 | +1,059 | 30.58% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,372 | 107 | 0.01% | — | 32 | +4,372 | New | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,060 | 50 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 1,769 | 43 | 0.02% | — | 34 | +1,769 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,501 | 36 | 0.0% | 0.0% | 35 | +150 | 11.1% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 770 | 18 | 0.0% | — | 36 | +770 | New | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Added to | 371 | 9 | 0.0% | 0.0% | 37 | +4 | 1.09% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 294 | 7 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 266 | 6 | 0.0% | — | 39 | +266 | New | Q4 2025 | Feb 19, 2026 |
| Allworth Financial LP | History | New | 134 | 3 | 0.0% | — | 40 | +134 | New | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 110 | 2 | 0.0% | 0.0% | 42 | -97 | -46.86% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 109 | 2 | 0.0% | 0.0% | 41 | +62 | 131.91% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,823 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,692 | -100.0% | Q3 2025 | Nov 18, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,001 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,048 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AE Wealth Management LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -100 | -99.01% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Key Capital Management, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |