Ishars Def Ind TC Ac ETF-UiIDEFETF

13F holders, Q1 2026 (March 31)
220holders +207
205new positions
2sold out
$32.70avg. 13F price*

At the end of Q1 2026, 220 institutions reported holding Ishars Def Ind TC Ac ETF-Ui (IDEF) in their 13F filings, up 207 from Q4 2025. 205 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($1.5B), LPL Financial LLC ($418.2M) and Morgan Stanley ($145.5M).

Company
Ishars Def Ind TC Ac ETF-Ui
Filed as
BLACKROCK ETF TRUST (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions205$2.8B
Exits2$1.2M

All 13F filers, Q4 2025 → Q1 2026: 102,752,334 shares bought and 37,776 shares sold, net +102,714,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

Envestnet Asset Management Inc. 0.39% New 44,550,002 $1.5B
LPL Financial LLC 0.11% Add +53906.0% 12,782,135 $418.2M
Morgan Stanley 0.01% Add +123344.4% 4,447,701 $145.5M
Cwm, LLC 0.37% New 4,250,401 $139.1M
Envestnet Portfolio Solutions, Inc. 0.71% New 3,945,092 $129.1M
MML Investors Services, LLC 0.27% New 2,956,001 $96.7M
Cetera Investment Advisers 0.10% New 2,806,909 $91.8M
JPMorgan Chase & Co. 0.01% New 2,482,942 $78.0M
Bank of New York Mellon Corp 0.01% New 2,034,240 $66.6M
Foundations Investment Advisors, LLC 0.72% New 1,771,126 $58.0M
JB Capital LLC 2.10% New 1,585,599 $51.9M
NewEdge Advisors, LLC 0.14% New 1,167,410 $38.2M
Commonwealth Equity Services, LLC 0.05% New 1,139,583 $37.3M
United Capital Financial Advisors, LLC 0.22% New 1,070,854 $34.9M
Stifel Financial Corp. 0.03% New 895,284 $29.3M
Wharton Business Group, LLC 1.03% New 804,617 $27.1M
Atria Investments, Inc 0.22% New 589,600 $19.3M
Truist Financial Corp. 0.02% New 530,879 $17.4M
Assetmark, Inc. 0.03% New 517,044 $16.9M
Icon Wealth Advisors, LLC 1.01% New 480,800 $15.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +651.3% 458,088 $15.0M
BlackRock, Inc. 0.00% Add +11.6% 446,343 $14.6M
Sanctuary Advisors, LLC 0.07% New 420,865 $13.8M
Royal Bank of Canada 0.00% New 335,722 $11.0M
Thrivent Financial for Lutherans 0.02% New 328,476 $10.5M
SteelPeak Wealth, LLC 0.32% New 315,470 $10.3M
Sharkey, Howes & Javer 1.37% New 311,318 $10.2M
Orion Porfolio Solutions, LLC 0.07% New 261,268 $8.5M
PAX Financial Group, LLC 1.41% New 251,872 $8.2M
Keystone Financial Services 2.26% New 235,248 $7.7M
Beaumont Financial Advisors, LLC 0.51% New 228,745 $7.5M
MLG Wealth Management DBA Pine Grove Financial Group 0.81% New 212,920 $7.0M
Wealth Alliance, LLC 0.67% New 207,185 $6.8M
Trek Financial, LLC 0.36% New 205,285 $6.7M
Swmg, LLC 1.89% New 201,930 $6.6M
Principal Securities, Inc. 0.09% New 191,256 $6.3M
Sigma Planning Corp 0.17% New 189,702 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% New 175,847 $6.0M
Legacy Financial Group LLC 0.74% New 179,828 $5.9M
Gateway Wealth Partners, LLC 0.23% New 178,822 $5.9M
&partners 0.03% New 176,036 $5.8M
Regal Investment Advisors LLC 0.33% New 175,232 $5.7M
Advisory Services Network, LLC 0.07% New 171,098 $5.6M
Modern Wealth Management, LLC 0.10% New 164,777 $5.6M
Brookstone Capital Management 0.06% New 169,373 $5.5M
Marks Group Wealth Management, Inc 0.51% New 161,230 $5.3M
Blue Trust, Inc. 0.06% New 148,835 $4.9M
Invst, LLC 0.53% New 143,438 $4.7M
Equitable Holdings, Inc. 0.03% New 141,436 $4.6M
Bay Harbor Wealth Management, LLC 1.19% New 140,090 $4.6M
Diversify Wealth Management, LLC 0.08% New 141,061 $4.6M
Integrated Wealth Concepts LLC 0.04% New 136,550 $4.5M
WealthShield Partners, LLC 0.49% New 134,611 $4.4M
BCGM Wealth Management, LLC 1.05% New 127,580 $4.2M
Merit Financial Group, LLC 0.03% New 127,008 $4.2M
Capital Analysts, LLC 0.11% New 125,441 $4.1M
World Investment Advisors 0.07% New 125,291 $4.1M
Osaic Holdings, Inc. 0.01% New 117,963 $3.9M
Farther Finance Advisors, LLC 0.03% New 109,645 $3.7M
Cobblestone Asset Management LLC 1.62% New 109,785 $3.6M
Twin Peaks Wealth Advisors, LLC 0.90% New 108,960 $3.6M
Fifth Third Wealth Advisors LLC 0.11% New 102,663 $3.4M
Scarborough Advisors, LLC 0.36% New 100,598 $3.3M
Concurrent Investment Advisors, LLC 0.04% New 100,139 $3.3M
SigFig Wealth Management, LLC 0.09% New 97,437 $3.2M
Elevation Point Wealth Partners, LLC 0.08% New 96,522 $3.2M
VestGen Advisors, LLC 0.09% New 95,180 $3.1M
Resolute Wealth Advisor, Inc. 1.71% — 92,066 $3.0M
Endeavor Private Wealth, Inc. 0.85% New 90,247 $3.0M
Liberty Wealth Management LLC 0.37% New 89,625 $2.9M
True Vision MN LLC 1.48% New 87,908 $2.9M
Steward Partners Investment Advisory, LLC 0.01% New 81,982 $2.7M
Cypress Wealth Services, LLC 0.37% New 80,921 $2.6M
Keebeck Wealth Management 0.30% New 80,403 $2.6M
Susquehanna International Group, LLP 0.00% Add +530.5% 78,812 $2.6M
Core Wealth Advisors, LLC 1.97% New 78,335 $2.6M
Advyzon Investment Management, LLC 0.23% New 77,282 $2.5M
Private Advisor Group, LLC 0.01% New 75,778 $2.5M
Sovran Advisors, LLC 0.19% New 73,870 $2.5M
Apeiron RIA LLC 0.56% New 74,290 $2.4M
Mariner, LLC 0.00% New 69,349 $2.3M
Lantz Financial LLC 0.46% New 67,487 $2.2M
Simplicity Wealth,LLC 0.12% New 65,315 $2.1M
Mgo One Seven LLC 0.04% New 63,171 $2.1M
Csenge Advisory Group 0.09% New 62,859 $2.1M
Apollon Wealth Management, LLC 0.03% New 61,328 $2.0M
One Wealth Capital Management, LLC 0.86% New 60,167 $2.0M
Portfolio Resources Advisor Group, Inc. 1.94% New 59,765 $2.0M
Shared Vision Wealth Group LLC 0.79% New 59,372 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% New 59,127 $1.9M
Cornerstone Planning Group LLC 0.25% New 55,505 $1.8M
Absolute Capital Management, LLC 0.60% New 54,814 $1.8M
LiftPoint Family Wealth Advisors LLC 1.48% New 54,564 $1.8M
Hoxton Planning & Management, LLC 0.52% New 52,682 $1.7M
RFG Advisory, LLC 0.03% New 51,861 $1.7M
Barnes Wealth Management Group, Inc 0.83% New 49,929 $1.6M
Intesa Sanpaolo Wealth Management 0.36% Add +26.8% 45,041 $1.5M
IFP Advisors, Inc 0.03% New 44,953 $1.5M
Vestmark Advisory Solutions, Inc. 0.02% New 44,649 $1.5M
Davis Wealth Advisors, LLC 1.18% New 43,229 $1.4M
Jane Street Group, LLC 0.00% Add +234.6% 42,906 $1.4M
Blalock Williams, LLC 1.06% New 42,007 $1.4M
Cfo Capital Management LLC 1.12% New 41,514 $1.4M
LifePlan Investment Advisors, Inc. 0.52% New 40,736 $1.3M
Able Wealth Management LLC 0.35% New 40,066 $1.3M
Kestra Advisory Services, LLC 0.01% New 40,037 $1.3M
Commonwealth Retirement Investments LLC 0.39% New 38,884 $1.3M
CoreCap Advisors, LLC 0.04% New 38,014 $1.2M
Retirement Wealth Solutions LLC 0.75% New 36,152 $1.2M
HighTower Advisors, LLC 0.00% New 33,831 $1.1M
Polaris Investment Advisors, LLC 0.80% New 33,740 $1.1M
Western Wealth Management, LLC 0.04% New 33,531 $1.1M
BCU Wealth Advisors, LLC 0.38% New 31,484 $1.0M
B. Riley Wealth Advisors, Inc. 0.07% New 32,086 $1.0M
First Heartland Consultants, Inc. 0.07% New 29,762 $974K
J.M. Arbour, LLC 0.86% New 27,225 $891K
Rockefeller Capital Management L.P. 0.00% New 26,712 $874K
Capital Asset Managemnet, LLC 0.96% New 26,176 $856K
OneDigital Investment Advisors LLC 0.01% New 26,158 $856K
BridgePort Financial Solutions, LLC 0.23% New 24,761 $810K
Capital Investment Management, Inc. 0.28% New 24,732 $809K
WNY Asset Management, LLC 0.08% — 24,646 $806K
Sovereign Financial Group, Inc. 0.13% New 23,671 $775K
U.S. Capital Wealth Advisors, LLC 0.02% Add +211.2% 23,422 $766K
Benjamin Edwards Inc. 0.01% New 23,208 $759K
JFS Wealth Advisors, LLC 0.04% New 22,803 $746K
Raleigh Capital Management Inc. 0.25% New 21,830 $714K
W Advisors, LLC 0.36% New 21,259 $696K
AE Wealth Management LLC 0.00% Add +16214.8% 19,904 $651K
Two West Capital Advisors LLC 0.34% New 20,000 $649K
Leigh Baldwin & Co., LLC 0.41% New 19,385 $634K
Accelerate Investment Advisors LLC 0.41% New 18,970 $621K
Transamerica Financial Advisors, LLC 0.05% New 18,806 $615K
Avidian Wealth Enterprises, LLC 0.02% New 18,233 $597K
Arkadios Wealth Advisors 0.01% New 17,462 $571K
Flagship Harbor Advisors, LLC 0.02% New 17,285 $566K
Vista Investment Partners LLC 0.14% New 15,950 $522K
Perigon Wealth Management, LLC 0.01% New 15,914 $521K
M Holdings Securities, Inc. 0.03% New 15,411 $513K
Citigroup Inc. 0.00% New 15,539 $508K
Signature Estate & Investment Advisors LLC 0.01% New 15,504 $507K
Argent Trust Co 0.02% New 15,272 $500K
Alta Wealth Advisors LLC 0.16% New 15,140 $495K
Gladstone Institutional Advisory LLC 0.02% New 14,863 $486K
Semus Wealth Partners LLC 0.27% New 14,584 $477K
Fifth Third Bancorp 0.00% New 14,117 $462K
Patriot Financial Group Insurance Agency, LLC 0.03% New 13,950 $456K
Cary Street Partners Investment Advisory LLC 0.11% New 13,445 $440K
DAVENPORT & Co LLC 0.00% New 13,053 $427K
Verus Capital Partners, LLC 0.03% New 12,884 $422K
Richmond Investment Services, LLC 0.07% New 12,309 $403K
JT Stratford LLC 0.05% New 11,938 $391K
Lifeworks Advisors, LLC 0.05% New 11,670 $382K
Aspire Private Capital, LLC 0.09% New 11,629 $381K
Strategic Blueprint, LLC 0.02% New 11,423 $374K
Alterna Wealth Management, Inc. 0.28% New 11,142 $365K
Transcend Capital Advisors, LLC 0.03% New 10,765 $352K
World Equity Group, Inc. 0.09% New 10,045 $329K
Savvy Advisors, Inc. 0.01% New 9,595 $314K
Private Trust Co. NA 0.03% New 9,344 $306K
VestGen Investment Management 0.16% New 8,979 $294K
Legacy Wealth Partners, LLC 0.07% New 8,791 $288K
Sanchez Gaunt Capital Management, LLC 0.17% — 8,478 $277K
Stratos Wealth Partners, LTD. 0.00% New 8,413 $275K
Ameritas Advisory Services, LLC 0.01% New 8,331 $273K
Wedbush Securities Inc. 0.01% New 8,293 $271K
Hutchens & Kramer Investment Management Group, LLC 0.08% New 8,122 $266K
Cadia Private Client LLC 0.22% New 8,104 $265K
Cape Investment Advisory, Inc. 0.09% New 7,985 $261K
Horst & Graben Wealth Management LLC 0.04% New 7,870 $260K
Firethorn Wealth Partners, LLC 0.10% New 7,928 $259K
US Bancorp \de 0.00% New 7,639 $250K
EFG International AG 0.01% New 7,590 $248K
Signal Advisors Wealth, LLC 0.02% New 7,582 $248K
RCS Financial Planning, LLC 0.12% New 7,327 $240K
EverSource Wealth Advisors, LLC 0.01% New 7,300 $239K
GWN Securities Inc. 0.05% New 7,298 $239K
Lockerman Financial Group, Inc. 0.43% New 7,265 $238K
Kelly Financial Services LLC 0.06% New 7,210 $236K
Maripau Wealth Management LLC 0.10% New 7,055 $231K
Seeds Investor LLC 0.03% New 6,541 $229K
Aegis Wealth Management, Inc. 0.18% New 6,867 $225K
Gallagher Fiduciary Advisors, LLC 0.01% New 6,663 $218K
Atlatl Advisers LLC 0.15% New 6,350 $208K
Ashton Thomas Private Wealth, LLC 0.00% New 6,088 $199K
KERR FINANCIAL PLANNING Corp 0.09% New 3,865 $126K
GeoWealth Management, LLC 0.00% New 3,828 $125K
New Republic Capital, LLC 0.04% New 3,191 $104K
Capital Advisor Network LLC 0.13% — 2,750 $90K
TD Waterhouse Canada Inc. 0.00% New 2,150 $72K
Opal Wealth Advisors, LLC 0.02% New 2,114 $69K
AdvisorNet Financial, Inc 0.00% New 1,548 $51K
Golden State Wealth Management, LLC 0.01% New 1,498 $49K
National Bank of Canada 0.00% New 1,384 $45K
Jones Financial Companies LLLP 0.00% New 1,210 $39K
Vision Retirement, LLC 0.01% New 942 $31K
2UniFi Bank 0.01% New 875 $29K
Harbour Investments, Inc. 0.00% New 866 $28K
Harbor Investment Advisory, LLC 0.00% New 628 $21K
Kilter Group LLC 0.01% New 575 $19K
Signature Equity Partners, LLC 0.01% New 516 $17K
Key Capital Management, INC 0.01% New 368 $12K
Sunbelt Securities, Inc. 0.00% New 312 $10K
Atlantic Union Bankshares Corp 0.00% New 285 $9K
Founders Financial Alliance, LLC 0.00% New 279 $9K
FMR LLC 0.00% New 263 $9K
Aptus Capital Advisors, LLC 0.00% New 241 $8K
Northwestern Mutual Wealth Management Co. 0.00% New 226 $7K
Guardian Wealth Advisors, LLC / NC 0.00% New 208 $7K
Rossby Financial, LCC 0.00% New 183 $6K
Tidemark, LLC 0.00% New 168 $5K
American Capital Advisory, LLC 0.00% No change 142 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% New 125 $4K
Merkkuri Wealth Advisors LLC 0.00% New 124 $4K
Clearstead Advisors, LLC 0.00% Add +55.6% 84 $3K
O'shaughnessy Asset Management, LLC 0.00% New 78 $3K
Root Financial Partners, LLC 0.00% New 61 $2K
Johnson Financial Group, Inc. 0.00% New 49 $2K
Gilpin Wealth Management, LLC 0.00% New 41 $1K
Lanark Financial, Inc. 0.00% New 20 $654

"% 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.