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Ishares Strategic Metals ETF (ISTM)

CUSIP: 46431W515 | NYSE | 25 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC184,05116.7%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC184,051

Institutional Holders — Q3 2026

Assetmark, Inc262,562
0.0% of portfolio›$7.8M
Trek Financial, LLC82,258
0.1% of portfolio›$2.5M
Ascentis Independent Advisors11,100
0.0% of portfolio›$331.2K
Ehrlich Financial Group8,198
0.1% of portfolio›$244.6K
Sanchez Gaunt Capital Management, LLC7,543
0.1% of portfolio›$225.1K
First Growth Capital LLC7,476
0.2% of portfolio›$223.1K
Parallel Advisors, LLC6,133
0.0% of portfolio›$183.0K
Kingdom Financial Group Llc.740
0.0% of portfolio›$22.1K
Rossby Financial, LCC302
0.0% of portfolio›$9.0K
Global Retirement Partners, LLC180
0.0% of portfolio›$5.4K
Montgomery Financial Services LLC105
0.0% of portfolio›$3.1K
Evolution Wealth Management Inc.69
0.0% of portfolio›$2.1K
Lloyd Advisory Services, Llc.44
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Assetmark, Inc
262,562$7.8M0.0%ETFLowConcord, CA2026-10-21
Trek Financial, LLC
82,258$2.5M0.1%ETFHighScottsdale, AZ2026-10-29
Ascentis Independent Advisors
11,100$331.2K0.0%GrowthLowDallas, TX2026-11-03
Ehrlich Financial Group
8,198$244.6K0.1%ETFHighLaguna Niguel, CA2026-10-20
Sanchez Gaunt Capital Management, LLC
7,543$225.1K0.1%ETFMediumReno, NV2026-11-03
First Growth Capital LLC
7,476$223.1K0.2%GrowthLowPikesville, MD2026-10-15
Parallel Advisors, LLC
6,133$183.0K0.0%GrowthLowSan Francisco, CA2026-11-03
Kingdom Financial Group Llc.
740$22.1K0.0%ETFMediumPeoria, AZ2026-11-04
Rossby Financial, LCC
302$9.0K0.0%ETFMediumMelbourne, FL2026-11-05
Global Retirement Partners, LLC
180$5.4K0.0%CoreLowSan Rafael, CA2026-11-10
Montgomery Financial Services LLC
105$3.1K0.0%ETFN/AOcean City, MD2026-11-03
Evolution Wealth Management Inc.
69$2.1K0.0%ETFMediumFort Myers, FL2026-10-28
Lloyd Advisory Services, Llc.
44$1.3K0.0%ETFVery HighSuwanee, GA2026-11-02
16.7% of class · Sep 30, 2026
New 5%+ stake
No 13F filer matched