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Ishares U S ETF TR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
DECREASED
Shares9,624 from 10,413
Change-789 (-8%)
Value$197.1K (-$7.5K)
Filed 2025-11-14
BKM Wealth Management, LLC
CLOSED
Shares0 from 216,801
Change-216,801 (-100%)
Value$0 (-$4.3M)
Filed 2025-10-23
Mariner, LLC
CLOSED
Shares0 from 164,297
Change-164,297 (-100%)
Value$0 (-$3.2M)
Filed 2025-11-14
Bank of America Corp
CLOSED
Shares0 from 129,230
Change-129,230 (-100%)
Value$0 (-$2.5M)
Filed 2026-02-03
Jane Street Group, LLC
CLOSED
Shares0 from 46,251
Change-46,251 (-100%)
Value$0 (-$908.9K)
Filed 2025-11-14
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 8,420
Change-8,420 (-100%)
Value$0 (-$165.5K)
Filed 2025-10-22
AE Wealth Management LLC
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$12.7K)
Filed 2025-11-03
US Bancorp \de\
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$9.8K)
Filed 2025-11-12
Total Investment Management Inc
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$428)
Filed 2025-11-13
Morgan Stanley
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$23)
Filed 2026-05-27
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
DECREASED9,62410,413-789-8%$204.6K$197.1K-$7.5K2025-11-14
BKM Wealth Management, LLC
CLOSED0216,801-216,801-100%$4.3M$0-$4.3M2025-10-23
Mariner, LLC
CLOSED0164,297-164,297-100%$3.2M$0-$3.2M2025-11-14
Bank of America Corp
CLOSED0129,230-129,230-100%$2.5M$0-$2.5M2026-02-03
Jane Street Group, LLC
CLOSED046,251-46,251-100%$908.9K$0-$908.9K2025-11-14
New England Capital Financial Advisors LLC
CLOSED08,420-8,420-100%$165.5K$0-$165.5K2025-10-22
AE Wealth Management LLC
CLOSED0648-648-100%$12.7K$0-$12.7K2025-11-03
US Bancorp \de\
CLOSED0500-500-100%$9.8K$0-$9.8K2025-11-12
Total Investment Management Inc
CLOSED022-22-100%$428$0-$4282025-11-13
Morgan Stanley
CLOSED01-1-100%$23$0-$232026-05-27
Proequities, Inc.
N/A—00—$0———
Showing 11 of 11 institutions