Ishrs Secur Incom ACT ETF (SECU)

CUSIP: 092528819 | NYSE | 125 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/A FMR LLC	470,126	3.1%	−273,986	Sep 30, 2026	744,112 sh (Jun 30, 2026)
13G/ABlackRock Portfolio Management LLC	229,974	1.5%

Institutional Holders — Q3 2026

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State of Michigan Retirement System1,900,000

0.4% of portfolio$92.3M

LPL Financial LLC1,014,553

0.0% of portfolio$49.3M

Assetmark, Inc314,516

0.0% of portfolio$15.3M

PNC Financial Services Group, Inc.243,816

0.0% of portfolio$11.8M

Commonwealth Equity Services, LLC215,805

0.0% of portfolio$10.5M

Diversify Advisory Services, LLC128,366

0.1% of portfolio$6.3M

Diversify Wealth Management, LLC128,366

0.1% of portfolio$6.3M

Kelly Financial Services LLC116,283

1.2% of portfolio$5.6M

Cabot Wealth Management Inc92,456

0.4% of portfolio$4.5M

JB Capital LLC89,605

0.1% of portfolio$4.4M

Saxony Capital Management, LLC89,487

1.8% of portfolio$4.3M

Park Avenue Securities LLC84,780

0.1% of portfolio$4.1M

Tennessee Valley Asset Management Partners73,808

0.4% of portfolio$3.6M

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors67,728

0.2% of portfolio$3.3M

Cambridge Investment Research Advisors, Inc.57,926

0.0% of portfolio$2.8M

TCP Asset Management, LLC54,204

0.3% of portfolio$2.6M

Bulwark Capital Corp53,065

1.4% of portfolio$2.6M

Triad Wealth Partners, LLC46,880

0.1% of portfolio$2.3M

Independent Financial Group, LLC36,026

0.0% of portfolio$1.7M

ShoreHaven Wealth Partners, LLC35,917

0.5% of portfolio$1.7M

Truist Financial Corp29,694

0.0% of portfolio$1.4M

Beacon Financial Group22,247

0.1% of portfolio$1.1M

Detalus Advisors, LLC19,705

0.2% of portfolio$956.8K

Canandaigua National Trust Co of Florida16,027

0.4% of portfolio$778.2K

Avantra Family Wealth, Inc.15,002

0.4% of portfolio$728.5K

Simplicity Wealth,LLC14,342

0.0% of portfolio$696.4K

Integrated Advisors Network LLC13,997

0.0% of portfolio$679.7K

Two West Capital Advisors LLC11,818

0.3% of portfolio$574.5K

OpenArc Corporate Advisory, LLC11,744

0.0% of portfolio$570.3K

Shepherd Financial Partners LLC10,550

0.0% of portfolio$512.3K

Ehrlich Financial Group9,026

0.2% of portfolio$438.3K

IFP Advisors, Inc8,830

0.0% of portfolio$428.8K

Sagespring Wealth Partners, LLC8,379

0.0% of portfolio$406.9K

SigFig Wealth Management, LLC8,228

0.0% of portfolio$399.5K

Skyline Advisors, Inc.7,555

0.1% of portfolio$366.9K

Lockerman Financial Group, Inc.6,507

0.5% of portfolio$316.0K

Security Financial Services, Inc.6,024

0.0% of portfolio$292.5K

Asset One Wealth Management LLC5,910

0.0% of portfolio$287.0K

Strategic Blueprint, LLC5,868

0.0% of portfolio$284.9K

Embree Financial Group5,177

0.0% of portfolio$251.4K

Perigon Wealth Management, LLC4,620

0.0% of portfolio$224.3K

Town Capital LLC4,497

0.1% of portfolio$218.4K

Fifth Third Bancorp4,397

0.0% of portfolio$213.5K

Farther Finance Advisors, LLC2,304

0.0% of portfolio$111.9K

Rossby Financial, LCC2,162

0.0% of portfolio$105.0K

West Branch Capital LLC497

0.0% of portfolio$24.1K

Private Trust Co NA466

0.0% of portfolio$22.6K

Compass Financial Management LLC173

0.0% of portfolio$8.4K

Ashton Thomas Private Wealth, LLC169

0.0% of portfolio$8.2K

Signature Equity Partners, LLC77

0.0% of portfolio$3.7K

Creative Financial Designs Inc67

0.0% of portfolio$3.3K

Silver Grove Financial Group, Inc.53

0.0% of portfolio$2.6K

Capital Investment Advisory Services, LLC18

0.0% of portfolio$875

Lanark Financial, Inc.12

0.0% of portfolio$565

				Style	Turnover	Location	Filed
State of Michigan Retirement System	1,900,000	$92.3M	0.4%	Index	Low	East Lansing, MI	2026-10-27
LPL Financial LLC	1,014,553	$49.3M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Assetmark, Inc	314,516	$15.3M	0.0%	ETF	Low	Concord, CA	2026-10-21
PNC Financial Services Group, Inc.	243,816	$11.8M	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Commonwealth Equity Services, LLC	215,805	$10.5M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Diversify Advisory Services, LLC	128,366	$6.3M	0.1%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	128,366	$6.3M	0.1%	Growth	Medium	Sandy, UT	2026-10-20
Kelly Financial Services LLC	116,283	$5.6M	1.2%	ETF	Medium	Braintree, MA	2026-10-20
Cabot Wealth Management Inc	92,456	$4.5M	0.4%	Core	Medium	Beverly, MA	2026-11-05
JB Capital LLC	89,605	$4.4M	0.1%	ETF	Medium	Wethersfield, CT	2026-10-19
Saxony Capital Management, LLC	89,487	$4.3M	1.8%	ETF	Medium	St. Louis, MO	2026-10-15
Park Avenue Securities LLC	84,780	$4.1M	0.1%	ETF	Medium	New York, NY	2026-10-26
Tennessee Valley Asset Management Partners	73,808	$3.6M	0.4%	ETF	Low	Knoxville, TN	2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	67,728	$3.3M	0.2%	ETF	Medium	Westlake, OH	2026-10-14
Cambridge Investment Research Advisors, Inc.	57,926	$2.8M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
TCP Asset Management, LLC	54,204	$2.6M	0.3%	ETF	Low	Upper Arlington, OH	2026-10-14
Bulwark Capital Corp	53,065	$2.6M	1.4%	ETF	Medium	Fernandina Beach, FL	2026-10-13
Triad Wealth Partners, LLC	46,880	$2.3M	0.1%	ETF	Medium	Lawrence, KS	2026-10-26
Independent Financial Group, LLC	36,026	$1.7M	0.0%	Growth	Low	San Diego, CA	2026-10-13
ShoreHaven Wealth Partners, LLC	35,917	$1.7M	0.5%	ETF	Medium	Red Bank, NJ	2026-10-16
Truist Financial Corp	29,694	$1.4M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Beacon Financial Group	22,247	$1.1M	0.1%	ETF	Medium	Dallas, TX	2026-10-19
Detalus Advisors, LLC	19,705	$956.8K	0.2%	ETF	Low	St. Louis, MO	2026-10-15
Canandaigua National Trust Co of Florida	16,027	$778.2K	0.4%	Core	Low	Canandaigua, NY	2026-10-07
Avantra Family Wealth, Inc.	15,002	$728.5K	0.4%	Core	Medium	Mechanicsburg, PA	2026-10-20
Simplicity Wealth,LLC	14,342	$696.4K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Integrated Advisors Network LLC	13,997	$679.7K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
Two West Capital Advisors LLC	11,818	$574.5K	0.3%	ETF	Low	Overland Park, KS	2026-10-15
OpenArc Corporate Advisory, LLC	11,744	$570.3K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Shepherd Financial Partners LLC	10,550	$512.3K	0.0%	ETF	Low	Winchester, MA	2026-11-03
Ehrlich Financial Group	9,026	$438.3K	0.2%	ETF	High	Laguna Niguel, CA	2026-10-20
IFP Advisors, Inc	8,830	$428.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Sagespring Wealth Partners, LLC	8,379	$406.9K	0.0%	ETF	Low	Franklin, TN	2026-10-22
SigFig Wealth Management, LLC	8,228	$399.5K	0.0%	ETF	Low	San Francisco, CA	2026-10-07
Skyline Advisors, Inc.	7,555	$366.9K	0.1%	ETF	Medium	Bellingham, WA	2026-11-03
Lockerman Financial Group, Inc.	6,507	$316.0K	0.5%	ETF	Medium	Newport Beach, CA	2026-10-19
Security Financial Services, Inc.	6,024	$292.5K	0.0%	ETF	Medium	Fort Wayne, IN	2026-10-29
Asset One Wealth Management LLC	5,910	$287.0K	0.0%	Growth	Low	Bellevue, WA	2026-11-02
Strategic Blueprint, LLC	5,868	$284.9K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
Embree Financial Group	5,177	$251.4K	0.0%	ETF	Low	Chicago, IL	2026-10-22
Perigon Wealth Management, LLC	4,620	$224.3K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Town Capital LLC	4,497	$218.4K	0.1%	ETF	High	Bel Air, MD	2026-11-03
Fifth Third Bancorp	4,397	$213.5K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Farther Finance Advisors, LLC	2,304	$111.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Rossby Financial, LCC	2,162	$105.0K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
West Branch Capital LLC	497	$24.1K	0.0%	Growth	Very Low	Amherst, MA	2026-10-20
Private Trust Co NA	466	$22.6K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Compass Financial Management LLC	173	$8.4K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Ashton Thomas Private Wealth, LLC	169	$8.2K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Signature Equity Partners, LLC	77	$3.7K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Creative Financial Designs Inc	67	$3.3K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Silver Grove Financial Group, Inc.	53	$2.6K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Capital Investment Advisory Services, LLC	18	$875	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Lanark Financial, Inc.	12	$565	0.0%	Core	Medium	Birmingham, AL	2026-10-26