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 | No change | 1,189,923 | 29,248 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | Added to | 310,100 | 7,625 | 3.93% | 3.53% | 2 | +28,900 | 10.28% | Q3 2026 | Oct 19, 2026 |
| LPL Financial LLC | History | No change | 291,175 | 7,157 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 273,039 | 6,714 | 0.01% | 0.01% | 4 | +10,636 | 4.05% | Q3 2026 | Oct 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 261,364 | 6,424 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCoast Asset Management LLC | History | No change | 259,244 | 6,372 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 232,336 | 5,713 | 0.01% | 0.0% | 7 | +74,456 | 47.16% | Q3 2026 | Nov 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 230,389 | 5,665 | 0.17% | 0.15% | 8 | +40,002 | 21.01% | Q3 2026 | Oct 29, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 230,316 | 5,658 | 0.25% | 0.26% | 9 | -2,720 | -1.17% | Q3 2026 | Oct 09, 2026 |
| Merit Financial Group, LLC | History | No change | 175,271 | 4,308 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 159,501 | 3,920 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 121,141 | 2,977 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cetera Investment Advisers | History | No change | 75,368 | 1,852 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 69,709 | 1,713 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 66,437 | 1,633 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 66,467 | 1,633 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 64,728 | 1,591 | 0.0% | 0.0% | 17 | +4,937 | 8.26% | Q3 2026 | Nov 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 43,835 | 1,077 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 38,033 | 933 | 0.06% | 0.06% | 19 | -9 | -0.02% | Q3 2026 | Nov 02, 2026 |
| Destination Wealth Management | History | No change | 31,185 | 766 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WJ Wealth Management, LLC | History | New | 30,437 | 748 | 0.3% | — | 21 | +30,437 | New | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 28,393 | 698 | 0.01% | 0.01% | 22 | -4,780 | -14.41% | Q3 2026 | Oct 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 26,819 | 659 | 0.0% | 0.0% | 23 | -725 | -2.63% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 22,650 | 556 | 0.03% | — | 24 | +22,650 | New | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,251 | 448 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,820 | 315 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,020 | 271 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,229 | 251 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 10,107 | 248 | 0.0% | 0.0% | 29 | +38 | 0.38% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 10,107 | 248 | 0.0% | 0.0% | 30 | +38 | 0.38% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,820 | 241 | 0.0% | 0.0% | 31 | -23,063 | -70.14% | Q3 2026 | Nov 02, 2026 |
| Trilogy Capital Inc. | History | No change | 9,207 | 226 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 8,381 | 206 | 0.07% | 0.02% | 34 | +6,612 | 373.77% | Q3 2026 | Oct 29, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 8,392 | 206 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,677 | 188 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,568 | 137 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goodman Advisory Group, LLC | History | New | 5,298 | 130 | 0.03% | — | 37 | +5,298 | New | Q3 2026 | Oct 30, 2026 |
| Capital Analysts, LLC | History | No change | 2,628 | 65 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,472 | 60 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,060 | 50 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 1,652 | 40 | 0.02% | — | 41 | +1,652 | New | Q3 2026 | Oct 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,409 | 34 | 0.0% | 0.0% | 42 | +2 | 0.14% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 906 | 22 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 770 | 18 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Heritage Family Offices, LLP | History | New | 463 | 11 | 0.0% | — | 45 | +463 | New | Q3 2026 | Nov 02, 2026 |
| Balance Wealth Partners LLC | History | New | 450 | 11 | 0.0% | — | 46 | +450 | New | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | Reduced | 330 | 8 | 0.0% | 0.0% | 47 | -47 | -12.47% | Q3 2026 | Oct 30, 2026 |
| Latitude Advisors, LLC | History | New | 317 | 7 | 0.0% | — | 51 | +317 | New | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 308 | 7 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 293 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 294 | 7 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 202 | 4 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 134 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Trust, Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| McNaughton Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,500 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2026 | Nov 03, 2026 |