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Ishares Strategic Metals ETF (ISTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares262,562 from 252,426
Change+10,136 (+4%)
Value$7.8M (+$586.7K)
Filed 2026-10-21
Trek Financial, LLC
DECREASED
Shares82,258 from 84,798
Change-2,540 (-3%)
Value$2.5M (+$19.7K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares11,100
Change+11,100
Value$331.2K
Filed 2026-11-03
Ehrlich Financial Group
INCREASED
Shares8,198 from 8,158
Change+40 (+0%)
Value$244.6K (+$10.4K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares7,543 from 7,130
Change+413 (+6%)
Value$225.1K (+$20.4K)
Filed 2026-11-03
First Growth Capital LLC
INCREASED
Shares7,476 from 7,061
Change+415 (+6%)
Value$223.1K (+$20.3K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares6,133 from 3,072
Change+3,061 (+100%)
Value$183.0K (+$94.8K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares740 from 1,003
Change-263 (-26%)
Value$22.1K (-$6.7K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares302 from 151
Change+151 (+100%)
Value$9.0K (+$4.7K)
Filed 2026-11-05
Global Retirement Partners, LLC
INCREASED
Shares180 from 117
Change+63 (+54%)
Value$5.4K (+$2.0K)
Filed 2026-11-10
Montgomery Financial Services LLC
DECREASED
Shares105 from 144
Change-39 (-27%)
Value$3.1K (-$1.0K)
Filed 2026-11-03
Evolution Wealth Management Inc.
NEW
Shares69
Change+69
Value$2.1K
Filed 2026-10-28
Lloyd Advisory Services, Llc.
DECREASED
Shares44 from 57
Change-13 (-23%)
Value$1.3K (-$324)
Filed 2026-11-02
UBS Group AG
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-10
BlackRock, Inc.
N/A
Shares— from 184,066
Change-184,066 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 76,384
Change-76,384 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,079
Change-28,079 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 18,007
Change-18,007 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 642
Change-642 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 50
Change-50 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 40
Change-40 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Status
Assetmark, Inc
INCREASED262,562252,426+10,136+4%$7.2M$7.8M+$586.7K2026-10-21
Trek Financial, LLC
DECREASED82,25884,798-2,540-3%$2.4M$2.5M+$19.7K2026-10-29
Ascentis Independent Advisors
NEW11,100—+11,100——$331.2K—2026-11-03
Ehrlich Financial Group
INCREASED8,1988,158+40+0%$234.3K$244.6K+$10.4K2026-10-20
Sanchez Gaunt Capital Management, LLC
INCREASED7,5437,130+413+6%$204.7K$225.1K+$20.4K2026-11-03
First Growth Capital LLC
INCREASED7,4767,061+415+6%$202.8K$223.1K+$20.3K2026-10-15
Parallel Advisors, LLC
INCREASED6,1333,072+3,061+100%$88.2K$183.0K+$94.8K2026-11-03
Kingdom Financial Group Llc.
DECREASED7401,003-263-26%$28.8K$22.1K-$6.7K2026-11-04
Rossby Financial, LCC
INCREASED302151+151+100%$4.3K$9.0K+$4.7K2026-11-05
Global Retirement Partners, LLC
INCREASED180117+63+54%$3.4K$5.4K+$2.0K2026-11-10
Montgomery Financial Services LLC
DECREASED105144-39-27%$4.1K$3.1K-$1.0K2026-11-03
Evolution Wealth Management Inc.
NEW69—+69——$2.1K—2026-10-28
Lloyd Advisory Services, Llc.
DECREASED4457-13-23%$1.6K$1.3K-$3242026-11-02
UBS Group AG
CLOSED089-89-100%$2.6K$0-$2.6K2026-11-10
BlackRock, Inc.
N/A—184,066-184,066-100%$5.3M———
Susquehanna International Group, LLP
N/A—76,384-76,384-100%$2.2M———
Jane Street Group, LLC
N/A—28,079-28,079-100%$806.3K———
AE Wealth Management LLC
N/A—18,007-18,007-100%$517.1K———
Osaic Holdings, Inc.
N/A—642-642-100%$18.4K———
Wells Fargo & Company
N/A—50-50-100%$1.4K———
Royal Bank of Canada
N/A—40-40-100%$1.0K———
Continuum Advisory, LLC
N/A—29-29-100%$833———
Showing 22 of 22 institutions