IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares U.S. Consumer Focuse (IEDI)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citadel Advisors LLC
INCREASED
Shares21,908 from 6,394
Change+15,514 (+243%)
Value$1.2M (+$854.5K)
Filed 2026-09-02
Unique Wealth Strategies, LLC
DECREASED
Shares20,420 from 29,190
Change-8,770 (-30%)
Value$1.1M (-$460.0K)
Filed 2026-07-15
Susquehanna International Group, LLP
DECREASED
Shares16,852 from 18,590
Change-1,738 (-9%)
Value$923.3K (-$82.2K)
Filed 2026-08-14
LPL Financial LLC
DECREASED
Shares12,922 from 13,105
Change-183 (-1%)
Value$708.0K (-$815)
Filed 2026-08-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,056 from 10,760
Change+296 (+3%)
Value$606.0K (+$605.4K)
Filed 2026-07-30
Tower Research Capital LLC (TRC)
DECREASED
Shares7,155 from 13,380
Change-6,225 (-47%)
Value$392.0K (-$331.7K)
Filed 2026-08-11
Ironwood Financial, llc
DECREASED
Shares4,484 from 4,888
Change-404 (-8%)
Value$245.9K (-$18.5K)
Filed 2026-07-17
Commonwealth Retirement Investments LLC
DECREASED
Shares3,784 from 3,975
Change-191 (-5%)
Value$207.3K (-$7.7K)
Filed 2026-08-03
Osaic Holdings, Inc.
INCREASED
Shares2,441 from 2,128
Change+313 (+15%)
Value$133.8K (+$18.7K)
Filed 2026-08-14
Signaturefd, LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$27.6K (+$353)
Filed 2026-07-24
Allworth Financial LP
INCREASED
Shares475 from 446
Change+29 (+7%)
Value$26.0K (+$1.9K)
Filed 2026-08-11
Bank of Montreal
NEW
Shares450
Change+450
Value$24.7K
Filed 2026-08-12
UBS Group AG
NEW
Shares296
Change+296
Value$16.2K
Filed 2026-08-13
BFC Planning, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$11.5K (+$148)
Filed 2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$11.5K (+$148)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.3K (+$43)
Filed 2026-07-22
Farther Finance Advisors, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.5K (+$19)
Filed 2026-07-17
Morgan Stanley
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$329 (-$67)
Filed 2026-08-13
Wells Fargo & Company
INCREASED
Shares2 from 0
Change+2
Value$89 (+$76)
Filed 2026-08-14
Elevation Wealth Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$110 (+$1)
Filed 2026-07-08
Sound Income Strategies, LLC
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$2.9K)
Filed 2026-07-20
CWM, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Status
Citadel Advisors LLC
INCREASED21,9086,394+15,514+243%$345.8K$1.2M+$854.5K2026-09-02
Unique Wealth Strategies, LLC
DECREASED20,42029,190-8,770-30%$1.6M$1.1M-$460.0K2026-07-15
Susquehanna International Group, LLP
DECREASED16,85218,590-1,738-9%$1.0M$923.3K-$82.2K2026-08-14
LPL Financial LLC
DECREASED12,92213,105-183-1%$708.8K$708.0K-$8152026-08-07
Cambridge Investment Research Advisors, Inc.
INCREASED11,05610,760+296+3%$582$606.0K+$605.4K2026-07-30
Tower Research Capital LLC (TRC)
DECREASED7,15513,380-6,225-47%$723.7K$392.0K-$331.7K2026-08-11
Ironwood Financial, llc
DECREASED4,4844,888-404-8%$264.4K$245.9K-$18.5K2026-07-17
Commonwealth Retirement Investments LLC
DECREASED3,7843,975-191-5%$215.0K$207.3K-$7.7K2026-08-03
Osaic Holdings, Inc.
INCREASED2,4412,128+313+15%$115.1K$133.8K+$18.7K2026-08-14
Signaturefd, LLC
UNCHANGED50350300%$27.2K$27.6K+$3532026-07-24
Allworth Financial LP
INCREASED475446+29+7%$24.1K$26.0K+$1.9K2026-08-11
Bank of Montreal
NEW450—+450——$24.7K—2026-08-12
UBS Group AG
NEW296—+296——$16.2K—2026-08-13
BFC Planning, Inc.
UNCHANGED21021000%$11.4K$11.5K+$1482026-10-29
Berthel, Fisher & Company Financial Services, Inc.
UNCHANGED21021000%$11.4K$11.5K+$1482026-10-30
SJS Investment Consulting Inc.
UNCHANGED616100%$3.3K$3.3K+$432026-07-22
Farther Finance Advisors, LLC
UNCHANGED272700%$1.5K$1.5K+$192026-07-17
Morgan Stanley
DECREASED67-1-14%$396$329-$672026-08-13
Wells Fargo & Company
INCREASED20+2—$13$89+$762026-08-14
Elevation Wealth Partners, LLC
UNCHANGED2200%$109$110+$12026-07-08
Sound Income Strategies, LLC
CLOSED053-53-100%$2.9K$0-$2.9K2026-07-20
CWM, LLC
N/A—46-46-100%$2.5K———
Showing 22 of 22 institutions