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Ishares Ethereum Trust ETF (ETHA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
EverSource Wealth Advisors, LLC
NEW
Shares374,933
Change+374,933
Value$7.5M
Filed 2026-11-04
Palatine Hill Wealth Management, LLC
NEW
Shares104,405
Change+104,405
Value$2.1M
Filed 2026-11-03
KTF Investments, LLC
NEW
Shares41,800
Change+41,800
Value$841.0K
Filed 2026-10-23
Parallel Advisors, LLC
NEW
Shares20,566
Change+20,566
Value$413.8K
Filed 2026-11-03
Wellington Shields & Co., LLC
NEW
Shares20,000
Change+20,000
Value$402.4K
Filed 2026-11-03
Wellington Shields Capital Management, LLC
NEW
Shares20,000
Change+20,000
Value$402.4K
Filed 2026-11-03
Capital Management Associates
NEW
Shares20,000
Change+20,000
Value$402.4K
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares11,817
Change+11,817
Value$237.8K
Filed 2026-10-23
Carret Asset Management, LLC
NEW
Shares10,100
Change+10,100
Value$203.2K
Filed 2026-11-04
North Star Investment Management Corp.
NEW
Shares7,285
Change+7,285
Value$146.6K
Filed 2026-10-27
Cornerstone Planning Group LLC
NEW
Shares3,847
Change+3,847
Value$215.4K
Filed 2026-10-16
Integrity Advisory Solutions, LLC
NEW
Shares2,233
Change+2,233
Value$44.9K
Filed 2026-10-29
Highline Wealth Partners LLC
NEW
Shares1,650
Change+1,650
Value$33.2K
Filed 2026-10-19
McCarley & Cook Financial Planners
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$25.6K (+$10.5K)
Filed 2026-10-21
Princeton Global Asset Management LLC
NEW
Shares975
Change+975
Value$19.6K
Filed 2026-10-21
Wilkerson Advisory Group LLC
NEW
Shares744
Change+744
Value$15.0K
Filed 2026-10-20
Elyxium Wealth, LLC
NEW
Shares733
Change+733
Value$14.7K
Filed 2026-10-27
Hurley Capital, LLC
NEW
Shares703
Change+703
Value$14.1K
Filed 2026-11-05
Kozak & Associates, Inc.
NEW
Shares698
Change+698
Value$37.4K
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW
Shares588
Change+588
Value$11.8K
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares368
Change+368
Value$7.4K
Filed 2026-10-21
Fortitude Family Office, LLC
NEW
Shares343
Change+343
Value$6.9K
Filed 2026-10-14
Lodestone Wealth Management LLC
NEW
Shares327
Change+327
Value$6.6K
Filed 2026-10-14
Harbor Investment Advisory, LLC
NEW
Shares150
Change+150
Value$3.0K
Filed 2026-10-13
Essential Partners LLC
NEW
Shares63
Change+63
Value$1.3K
Filed 2026-10-14
Hughes Financial Services, LLC
NEW
Shares17
Change+17
Value$897
Filed 2026-10-30
Status
EverSource Wealth Advisors, LLC
NEW374,933—+374,933——$7.5M—2026-11-04
Palatine Hill Wealth Management, LLC
NEW104,405—+104,405——$2.1M—2026-11-03
KTF Investments, LLC
NEW41,800—+41,800——$841.0K—2026-10-23
Parallel Advisors, LLC
NEW20,566—+20,566——$413.8K—2026-11-03
Wellington Shields & Co., LLC
NEW20,000—+20,000——$402.4K—2026-11-03
Wellington Shields Capital Management, LLC
NEW20,000—+20,000——$402.4K—2026-11-03
Capital Management Associates
NEW20,000—+20,000——$402.4K—2026-11-03
Mainstream Capital Management LLC
NEW11,817—+11,817——$237.8K—2026-10-23
Carret Asset Management, LLC
NEW10,100—+10,100——$203.2K—2026-11-04
North Star Investment Management Corp.
NEW7,285—+7,285——$146.6K—2026-10-27
Cornerstone Planning Group LLC
NEW3,847—+3,847——$215.4K—2026-10-16
Integrity Advisory Solutions, LLC
NEW2,233—+2,233——$44.9K—2026-10-29
Highline Wealth Partners LLC
NEW1,650—+1,650——$33.2K—2026-10-19
McCarley & Cook Financial Planners
UNCHANGED1,2701,27000%$15.1K$25.6K+$10.5K2026-10-21
Princeton Global Asset Management LLC
NEW975—+975——$19.6K—2026-10-21
Wilkerson Advisory Group LLC
NEW744—+744——$15.0K—2026-10-20
Elyxium Wealth, LLC
NEW733—+733——$14.7K—2026-10-27
Hurley Capital, LLC
NEW703—+703——$14.1K—2026-11-05
Kozak & Associates, Inc.
NEW698—+698——$37.4K—2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW588—+588——$11.8K—2026-10-16
Root Financial Partners, LLC
NEW368—+368——$7.4K—2026-10-21
Fortitude Family Office, LLC
NEW343—+343——$6.9K—2026-10-14
Lodestone Wealth Management LLC
NEW327—+327——$6.6K—2026-10-14
Harbor Investment Advisory, LLC
NEW150—+150——$3.0K—2026-10-13
Essential Partners LLC
NEW63—+63——$1.3K—2026-10-14
Hughes Financial Services, LLC
NEW17—+17——$897—2026-10-30
Showing 26 of 26 institutions