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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $351.9M |
| Exits | 12 | $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 |
| HighTower Advisors, LLC | 0.00% | Add +161.1% | 88,345 | $2.8M |
| Core Wealth Advisors, LLC | 2.06% | Add +12.2% | 87,852 | $2.8M |
| Citigroup Inc. | 0.00% | Add +456.8% | 86,516 | $2.7M |
| Pinion Investment Advisors, LLC | 0.52% | New | 86,321 | $2.7M |
| Polaris Investment Advisors, LLC | 1.71% | Add +149.0% | 84,002 | $2.7M |
| Arax Advisory Partners | 0.02% | New | 83,010 | $2.6M |
| One Wealth Capital Management, LLC | 0.75% | Add +37.3% | 82,595 | $2.6M |
| Alterna Wealth Management, Inc. | 1.50% | Add +640.0% | 82,448 | $2.6M |
| Lantz Financial LLC | 0.47% | Add +18.7% | 80,121 | $2.5M |
| Absolute Capital Management, LLC | 0.62% | Add +43.1% | 78,418 | $2.5M |
| Apeiron RIA LLC | 0.63% | Add +3.9% | 77,184 | $2.5M |
| Mgo One Seven LLC | 0.04% | Add +20.3% | 76,004 | $2.4M |
| Portfolio Resources Advisor Group, Inc. | 1.86% | Add +15.7% | 69,119 | $2.2M |
| Advyzon Investment Management, LLC | 0.16% | Reduce -10.6% | 69,111 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +71.3% | 68,593 | $2.2M |
| Cornerstone Planning Group LLC | 0.27% | Add +24.7% | 69,238 | $2.2M |
| Csenge Advisory Group | 0.09% | Add +5.5% | 66,294 | $2.1M |
| LiftPoint Family Wealth Advisors LLC | 1.43% | Add +21.4% | 66,237 | $2.1M |
| Ashton Thomas Securities, LLC | 0.30% | New | 63,486 | $2.0M |
| Western Wealth Management, LLC | 0.06% | Add +86.2% | 62,442 | $2.0M |
| Shared Vision Wealth Group LLC | 0.68% | Add +4.9% | 62,259 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | New | 61,138 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +188.7% | 57,452 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +306.7% | 56,737 | $1.8M |
| IFP Advisors, Inc | 0.03% | Add +25.5% | 56,412 | $1.8M |
| RFG Advisory, LLC | 0.03% | Add +8.7% | 56,351 | $1.8M |
| Hoxton Planning & Management, LLC | 0.45% | Add +2.7% | 54,121 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.77% | Add +4.7% | 52,296 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +709.7% | 49,296 | $1.6M |
| LifePlan Investment Advisors, Inc. | 0.51% | Add +14.9% | 46,825 | $1.5M |
| Davis Wealth Advisors, LLC | 1.14% | Add +7.1% | 46,280 | $1.5M |
| Blalock Williams, LLC | 0.94% | Add +8.2% | 45,437 | $1.4M |
| Intesa Sanpaolo Wealth Management | 0.29% | No change | 45,041 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Add +16.4% | 44,261 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | New | 43,683 | $1.4M |
| Hoese & Co LLP | 0.90% | New | 43,651 | $1.4M |
| Retirement Wealth Solutions LLC | 0.75% | Add +18.4% | 42,815 | $1.4M |
| Commonwealth Retirement Investments LLC | 0.36% | Add +7.1% | 41,639 | $1.3M |
| Zenith Solutions, Inc. | 1.10% | — | 38,063 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +16.1% | 37,235 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.14% | New | 35,599 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +31.8% | 35,192 | $1.1M |
| Integrity Advisory Solutions, LLC | 0.11% | New | 34,512 | $1.1M |
| BCU Wealth Advisors, LLC | 0.35% | Add +5.8% | 33,321 | $1.1M |
| First Heartland Consultants, Inc. | 0.07% | Add +9.6% | 32,624 | $1.0M |
| J.M. Arbour, LLC | 0.87% | Add +16.7% | 31,760 | $1.0M |
| WNY Asset Management, LLC | 0.09% | Add +27.5% | 31,414 | $998K |
| Capital Investment Management, Inc. | 0.30% | Add +26.1% | 31,191 | $991K |
| Leigh Baldwin & Co., LLC | 0.52% | Add +56.5% | 30,347 | $964K |
| Moors & Cabot, Inc. | 0.04% | New | 30,083 | $956K |
| Two West Capital Advisors LLC | 0.45% | Add +45.5% | 29,099 | $900K |
| Benjamin Edwards Inc. | 0.01% | Add +20.2% | 27,904 | $887K |
| Transamerica Financial Advisors, LLC | 0.07% | Add +43.4% | 26,971 | $857K |
| Sovereign Financial Group, Inc. | 0.13% | Add +13.9% | 26,951 | $857K |
| JFS Wealth Advisors, LLC | 0.04% | Add +17.5% | 26,795 | $852K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +45.7% | 26,573 | $845K |
| BridgePort Financial Solutions, LLC | 0.21% | Add +4.0% | 25,763 | $819K |
| Raleigh Capital Management Inc. | 0.26% | Add +17.7% | 25,693 | $817K |
| Advus Financial Partners, LLC | 0.18% | New | 24,644 | $783K |
| Accelerate Investment Advisors LLC | 0.44% | Add +27.3% | 24,147 | $767K |
| Vantus Wealth LLC | 0.41% | — | 23,895 | $759K |
| W Advisors, LLC | 0.32% | Add +4.1% | 22,135 | $703K |
| US Bancorp \de | 0.00% | Add +188.6% | 22,044 | $701K |
| Summit Financial, LLC | 0.01% | New | 21,956 | $698K |
| Summit Wealth Partners, LLC | 0.10% | New | 21,804 | $693K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +39.6% | 21,637 | $688K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 21,207 | $674K |
| Avantra Family Wealth, Inc. | 0.42% | New | 20,797 | $661K |
| Arkadios Wealth Advisors | 0.01% | Add +17.2% | 20,459 | $650K |
| IFG Advisory, LLC | 0.02% | New | 19,973 | $635K |
| Savvy Advisors, Inc. | 0.01% | Add +105.1% | 19,677 | $625K |
| Perigon Wealth Management, LLC | 0.01% | Add +21.6% | 19,349 | $615K |
| IHT Wealth Management, LLC | 0.01% | New | 19,196 | $610K |
| Balefire, LLC | 0.09% | New | 18,060 | $574K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.6% | 17,741 | $564K |
| Semus Wealth Partners LLC | 0.27% | Add +20.6% | 17,589 | $559K |
| Alta Wealth Advisors LLC | 0.15% | Add +12.0% | 16,955 | $539K |
| Interchange Capital Partners, LLC | 0.10% | New | 16,948 | $539K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +14.0% | 16,939 | $538K |
| M Holdings Securities, Inc. | 0.07% | Add +7.0% | 16,495 | $516K |
| Fifth Third Bancorp | 0.00% | Add +14.9% | 16,223 | $516K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -39.1% | 15,921 | $506K |
| DAVENPORT & Co LLC | 0.00% | Add +20.7% | 15,757 | $501K |
| Mariner, LLC | 0.00% | Reduce -77.5% | 15,636 | $497K |
| Golden State Wealth Management, LLC | 0.04% | Add +916.1% | 15,222 | $484K |
| Verus Capital Partners, LLC | 0.03% | Add +17.9% | 15,185 | $483K |
| Cadia Private Client LLC | 0.34% | Add +81.3% | 14,694 | $467K |
| Argent Trust Co | 0.01% | Reduce -4.6% | 14,575 | $463K |
| Aspire Private Capital, LLC | 0.09% | Add +18.5% | 13,776 | $438K |
| Scarborough Advisors, LLC | 0.05% | Reduce -86.7% | 13,358 | $431K |
| Centurion Wealth Management LLC | 0.10% | New | 13,145 | $418K |
| GWN Securities Inc. | 0.07% | Add +78.6% | 13,033 | $414K |
| Vista Investment Partners LLC | 0.10% | Reduce -18.3% | 13,025 | $414K |
| Cary Street Partners Investment Advisory LLC | 0.08% | Reduce -9.8% | 12,133 | $386K |
| Lifeworks Advisors, LLC | 0.04% | Add +3.0% | 12,023 | $382K |
| Strategic Blueprint, LLC | 0.02% | Add +4.5% | 11,939 | $379K |
| Transcend Capital Advisors, LLC | 0.03% | Add +10.4% | 11,884 | $378K |
| JT Stratford LLC | 0.04% | Reduce -4.2% | 11,440 | $364K |
| World Equity Group, Inc. | 0.08% | Add +12.0% | 11,247 | $357K |
| Private Trust Co. NA | 0.03% | Add +16.2% | 10,860 | $345K |
| Cape Investment Advisory, Inc. | 0.09% | Add +31.2% | 10,476 | $333K |
| Embree Financial Group | 0.03% | New | 10,402 | $331K |
| Lockerman Financial Group, Inc. | 0.50% | Add +42.8% | 10,376 | $330K |
| Richmond Investment Services, LLC | 0.10% | Reduce -16.3% | 10,303 | $327K |
| Signal Advisors Wealth, LLC | 0.02% | Add +34.0% | 10,158 | $323K |
| Blue Capital, Inc. | 0.20% | New | 9,774 | $311K |
| Legacy Wealth Partners, LLC | 0.07% | Add +9.6% | 9,637 | $306K |
| Sterling Group Wealth Management, LLC | 0.12% | New | 9,479 | $301K |
| VestGen Investment Management | 0.16% | Add +5.2% | 9,445 | $300K |
| Wedbush Securities Inc. | 0.01% | Add +12.3% | 9,310 | $296K |
| EFG International AG | 0.01% | Add +20.3% | 9,134 | $290K |
| Sanchez Gaunt Capital Management, LLC | 0.16% | Add +4.3% | 8,841 | $281K |
| Spinnaker Investment Group, LLC | 0.04% | New | 8,724 | $277K |
| Yukon Wealth Management, Inc. | 0.08% | New | 8,637 | $274K |
| Concorde Asset Management, LLC | 0.16% | New | 8,625 | $274K |
| Arvest Bank Trust Division | 0.01% | New | 8,400 | $267K |
| Aegis Wealth Management, Inc. | 0.17% | Add +21.9% | 8,369 | $266K |
| Kovack Advisors, Inc. | 0.01% | New | 8,164 | $260K |
| Cerity Partners LLC | 0.00% | New | 8,139 | $259K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | Add +0.1% | 8,127 | $258K |
| Maripau Wealth Management LLC | 0.09% | Add +14.7% | 8,095 | $257K |
| Kelly Financial Services LLC | 0.06% | Add +12.2% | 8,088 | $257K |
| RCS Financial Planning, LLC | 0.12% | Add +4.5% | 7,658 | $243K |
| Atlatl Advisers LLC | 0.06% | Add +18.6% | 7,528 | $239K |
| Seeds Investor LLC | 0.02% | Add +15.1% | 7,528 | $239K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 7,167 | $228K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +6.4% | 7,092 | $225K |
| Fiscal Wisdom Wealth Management, LLC | 0.19% | New | 7,010 | $223K |
| Perennial Investment Advisors, LLC | 0.01% | New | 6,693 | $213K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 6,496 | $206K |
| Ballast Rock Private Wealth LLC | 0.09% | New | 6,299 | $200K |
| Continuum Advisory, LLC | 0.01% | New | 5,788 | $184K |
| GeoWealth Management, LLC | 0.00% | Add +17.7% | 4,504 | $143K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 4,437 | $141K |
| Vision Retirement, LLC | 0.03% | Add +355.6% | 4,292 | $136K |
| New Republic Capital, LLC | 0.03% | Add +13.9% | 3,636 | $116K |
| KERR FINANCIAL PLANNING Corp | 0.13% | Reduce -6.7% | 3,605 | $115K |
| Capital Advisor Network LLC | 0.13% | Add +22.3% | 3,364 | $107K |
| Belvedere Trading LLC | 0.01% | New | 3,245 | $103K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,511 | $80K |
| Kilter Group LLC | 0.03% | Add +332.5% | 2,487 | $79K |
| LifeSteps Financial, Inc. | 0.03% | New | 2,265 | $72K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,150 | $69K |
| NBH Bank | 0.02% | — | 1,790 | $57K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,711 | $54K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 1,691 | $54K |
| National Bank of Canada | 0.00% | No change | 1,384 | $44K |
| Islay Capital Management, LLC | 0.02% | New | 1,336 | $42K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1,276 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +29.9% | 1,125 | $36K |
| Atlantic Union Bankshares Corp | 0.00% | Add +278.3% | 1,078 | $34K |
| Allworth Financial LP | 0.00% | New | 1,041 | $33K |
| Wells Fargo & Company | 0.00% | New | 972 | $31K |
| Fiduciary Financial Advisors | 0.00% | New | 874 | $28K |
| Decker Retirement Planning Inc. | 0.01% | New | 667 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 628 | $20K |
| Cordant, Inc. | 0.01% | New | 614 | $20K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 593 | $19K |
| Signature Equity Partners, LLC | 0.01% | Add +10.1% | 568 | $18K |
| Key Capital Management, INC | 0.01% | Add +35.9% | 500 | $16K |
| Larson Financial Group LLC | 0.00% | New | 319 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +220.2% | 269 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.0% | 253 | $8K |
| Jones Financial Companies LLLP | 0.00% | Reduce -82.8% | 208 | $6K |
| Tidemark, LLC | 0.00% | Add +10.7% | 186 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 183 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 169 | $5K |
| American Capital Advisory, LLC | 0.00% | No change | 142 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -90.9% | 141 | $4K |
| Advocate Investing Services LLC | 0.00% | New | 138 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -65.0% | 79 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -40.0% | 75 | $2K |
| Archer Investment Corp | 0.00% | New | 74 | $2K |
| Lanark Financial, Inc. | 0.00% | Add +200.0% | 60 | $2K |
| Compass Financial Management LLC | 0.00% | — | 49 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | Add +17.1% | 48 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 19 | $604 |
| CENTRAL TRUST Co | 0.00% | New | 11 | $350 |
"% 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.