Ishars Def Ind TC Ac ETF-UiIDEFETF

13F holders, Q2 2026 (June 30)
278holders +58
71new positions
12sold out
$31.77avg. 13F price*

At the end of Q2 2026, 278 institutions reported holding Ishars Def Ind TC Ac ETF-Ui (IDEF) in their 13F filings, up 58 from Q1 2026. 71 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($1.7B), LPL Financial LLC ($529.8M) and Morgan Stanley ($192.6M).

Company
Ishars Def Ind TC Ac ETF-Ui
Filed as
BLACKROCK ETF TRUST (Q2 2026)
CUSIP
09290C699
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q2 2025: 5Q2 2025Q3 2025: 7Q3 2025Q4 2025: 13Q4 2025Q1 2026: 220Q1 2026Q2 2026: 278Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions71$351.9M
Exits12$14.2M

All 13F filers, Q1 2026 → Q2 2026: 34,833,325 shares bought and 696,529 shares sold, net +34,136,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 278 holders

Envestnet Asset Management Inc. 0.39% Add +16.7% 51,978,476 $1.7B
LPL Financial LLC 0.12% Add +30.4% 16,670,755 $529.8M
Morgan Stanley 0.01% Add +36.3% 6,061,453 $192.6M
Park Avenue Securities LLC 0.95% New 4,789,547 $152.2M
MML Investors Services, LLC 0.29% Add +50.1% 4,437,994 $141.0M
Envestnet Portfolio Solutions, Inc. 0.67% Add +12.2% 4,426,641 $140.7M
Cetera Investment Advisers 0.10% Add +16.9% 3,282,053 $104.3M
Janney Montgomery Scott LLC 0.16% New 2,675,561 $85.0M
JPMorgan Chase & Co. 0.01% Add +9.2% 2,711,003 $84.9M
Bank of New York Mellon Corp 0.01% Add +21.8% 2,477,448 $78.7M
Foundations Investment Advisors, LLC 0.69% Add +19.3% 2,112,012 $67.1M
JB Capital LLC 2.03% Add +16.4% 1,845,628 $58.7M
Commonwealth Equity Services, LLC 0.06% Add +34.4% 1,531,597 $48.7M
NewEdge Advisors, LLC 0.14% Add +24.2% 1,450,258 $46.1M
United Capital Financial Advisors, LLC 0.23% Add +20.1% 1,285,564 $40.8M
Stifel Financial Corp. 0.03% Add +19.9% 1,073,687 $34.1M
Wharton Business Group, LLC 0.92% Add +7.6% 865,845 $27.5M
Susquehanna International Group, LLP 0.02% Add +885.8% 776,896 $24.7M
Cambridge Investment Research Advisors, Inc. 0.05% Add +56.0% 714,708 $22.7M
Atria Investments, Inc 0.22% Add +19.6% 705,138 $22.4M
Truist Financial Corp. 0.02% Add +16.5% 618,342 $19.7M
Icon Wealth Advisors, LLC 1.08% Add +16.9% 562,235 $17.9M
Assetmark, Inc. 0.03% Add +4.7% 541,576 $17.2M
Jane Street Group, LLC 0.01% Add +1088.6% 509,972 $16.2M
Sanctuary Advisors, LLC 0.07% Add +15.7% 486,815 $15.5M
Thrivent Financial for Lutherans 0.03% Add +46.4% 480,915 $15.2M
BlackRock, Inc. 0.00% Add +4.6% 466,717 $14.8M
Sharkey, Howes & Javer 1.71% Add +43.5% 446,691 $14.2M
Principal Securities, Inc. 0.16% Add +118.0% 416,843 $13.2M
Royal Bank of Canada 0.00% Add +20.9% 406,033 $12.9M
SteelPeak Wealth, LLC 0.32% Add +19.5% 377,114 $12.0M
Stratos Wealth Partners, LTD. 0.12% Add +4246.7% 365,691 $11.6M
Capital Analysts, LLC 0.26% Add +179.8% 351,015 $11.2M
Prosperity Consulting Group, LLC 0.41% New 341,234 $10.8M
Orion Porfolio Solutions, LLC 0.08% Add +23.1% 321,623 $10.2M
Integrity Alliance, Llc. 0.31% New 314,266 $10.0M
&partners 0.04% Add +72.6% 303,824 $9.7M
Global Retirement Partners, LLC 0.14% — 286,979 $9.1M
PAX Financial Group, LLC 1.35% Add +13.2% 285,074 $9.1M
Keystone Financial Services 2.33% Add +21.1% 284,897 $9.1M
Raymond James Financial Inc. 0.00% New 269,710 $8.6M
Swmg, LLC 1.99% Add +33.1% 268,814 $8.5M
MLG Wealth Management DBA Pine Grove Financial Group 0.83% Add +20.9% 257,487 $8.2M
Equitable Holdings, Inc. 0.05% Add +75.9% 248,823 $7.9M
Trek Financial, LLC 0.39% Add +20.5% 247,299 $7.9M
Flow Traders U.S. LLC 0.31% New 237,068 $7.5M
Legacy Financial Group LLC 0.84% Add +30.1% 233,931 $7.4M
Modern Wealth Management, LLC 0.09% Add +38.6% 228,351 $7.3M
Brookstone Capital Management 0.07% Add +30.6% 221,228 $7.0M
Regal Investment Advisors LLC 0.36% Add +23.1% 215,719 $6.9M
Steward Partners Investment Advisory, LLC 0.03% Add +162.4% 215,149 $6.8M
Integrated Wealth Concepts LLC 0.04% Add +56.4% 213,545 $6.8M
Rothschild Wealth LLC 0.54% New 212,388 $6.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +12.7% 198,230 $6.3M
Osaic Holdings, Inc. 0.01% Add +66.2% 196,071 $6.2M
Sigma Planning Corp 0.15% Add +0.4% 190,399 $6.1M
Diversify Advisory Services, LLC 0.10% New 182,404 $5.9M
Diversify Wealth Management, LLC 0.10% Add +29.3% 182,404 $5.9M
Jmac Enterprises LLC 0.98% New 183,731 $5.8M
Wealth Alliance, LLC 0.48% Reduce -13.1% 180,153 $5.7M
Advisory Services Network, LLC 0.06% Add +1.0% 172,798 $5.5M
Invst, LLC 0.53% Add +20.2% 172,470 $5.5M
Cresset Asset Management, LLC 0.02% New 168,518 $5.4M
Farther Finance Advisors, LLC 0.04% Add +50.6% 165,154 $5.2M
Merit Financial Group, LLC 0.03% Add +26.1% 160,178 $5.1M
Apollon Wealth Management, LLC 0.06% Add +157.3% 157,771 $5.0M
Blue Trust, Inc. 0.05% Add +4.3% 155,284 $4.9M
Private Advisor Group, LLC 0.02% Add +104.8% 155,171 $4.9M
Bay Harbor Wealth Management, LLC 1.11% Add +7.8% 150,962 $4.8M
WealthShield Partners, LLC 0.73% Add +11.2% 149,677 $4.8M
Fifth Third Wealth Advisors LLC 0.13% Add +45.0% 148,905 $4.7M
BCGM Wealth Management, LLC 1.00% Add +16.2% 148,236 $4.7M
Vise Technologies, Inc. 0.05% New 136,936 $4.4M
World Investment Advisors 0.07% Add +7.7% 134,991 $4.3M
Twin Peaks Wealth Advisors, LLC 0.97% Add +23.9% 135,051 $4.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.21% Add +126.2% 133,752 $4.3M
Concurrent Investment Advisors, LLC 0.04% Add +31.0% 131,191 $4.2M
Vestmark Advisory Solutions, Inc. 0.04% Add +183.0% 126,374 $4.0M
WCG Wealth Advisors LLC 0.10% New 126,199 $4.0M
Endeavor Private Wealth, Inc. 0.96% Add +37.6% 124,160 $3.9M
Cobblestone Asset Management LLC 1.64% Add +12.4% 123,418 $3.9M
VestGen Advisors, LLC 0.11% Add +24.6% 118,579 $3.8M
SigFig Wealth Management, LLC 0.10% Add +20.4% 117,322 $3.7M
Tsfg, LLC 0.46% New 115,038 $3.7M
Gateway Wealth Partners, LLC 0.22% Reduce -36.3% 113,969 $3.6M
Elevation Point Wealth Partners, LLC 0.07% Add +15.6% 111,562 $3.5M
Able Wealth Management LLC 0.78% Add +168.6% 107,622 $3.4M
Snowden Capital Advisors LLC 0.08% New 105,957 $3.4M
Redhawk Wealth Advisors, Inc. 0.32% New 102,604 $3.3M
Simplicity Wealth,LLC 0.11% Add +55.2% 101,393 $3.2M
Daviman Financial, LLC 1.72% New 98,114 $3.1M
Old Mission Capital LLC 0.08% New 97,916 $3.1M
Elequin Capital, LP 0.53% New 96,009 $3.1M
Cypress Wealth Services, LLC 0.37% Add +18.4% 95,826 $3.0M
Resolute Wealth Advisor, Inc. 1.71% No change 92,066 $3.0M
Ameritas Advisory Services, LLC 0.06% Add +1037.6% 94,771 $3.0M
Sovran Advisors, LLC 0.22% Add +23.8% 91,478 $3.0M
Liberty Wealth Management LLC 0.37% No change 89,625 $2.9M
Founders Financial Alliance, LLC 0.38% Add +31957.7% 89,441 $2.8M
Keebeck Wealth Management 0.28% Add +11.0% 89,280 $2.8M

"% of holder's portfolio" is IDEF's weight in each manager's 13F, not the share of Ishars Def Ind TC Ac ETF-Ui the manager owns.

Show all 278 holders