iShares U.S. ETF Trust - Exchange Traded Fund (COMT) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2014 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
COMT
Shares outstanding
26,680,334
Price per share
$27.97
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,676,730
Total reported value
$216,216,924
% of total 13F portfolios
0%
Share change
-864,909
Value change
-$23,504,260
Number of holders
124
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares U.S. ETF Trust - Exchange Traded Fund (COMT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 1.9% -76% $13,104,046 -$56,112,905 506,926 -81% TRUIST FINANCIAL CORP 31 Dec 2024

As of 31 Dec 2025, 124 institutional investors reported holding 8,676,730 shares of iShares U.S. ETF Trust - Exchange Traded Fund (COMT). This represents 33% of the company’s total 26,680,334 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares U.S. ETF Trust - Exchange Traded Fund (COMT) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BANK OF AMERICA CORP /DE/ 8.3% 2,216,208 -2% 0% $55,171,781
TRUE Private Wealth Advisors 2.6% 688,087 +2.3% 1.7% $17,129,642
Vontobel Holding Ltd. 2.3% 601,900 +186% 0.05% $14,984,060
SkyView Investment Advisors, LLC 1.8% 470,849 1.5% $11,722,000
OneDigital Investment Advisors LLC 1.7% 441,620 0.11% $10,993,953
Focus Partners Wealth 1.2% 324,202 +14% 0.01% $8,070,904
VCI Wealth Management LLC 0.88% 234,159 +12% 1.6% $5,829,302
ASSETMARK, INC 0.85% 228,005 +1059% 0.01% $5,676,085
MORGAN STANLEY 0.82% 218,950 -8% 0% $5,450,688
TRUIST FINANCIAL CORP 0.82% 218,350 -38% 0.01% $5,435,725
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.75% 201,347 +8.4% 0.26% $5,012,453
NWAM LLC 0.74% 196,662 -1.1% 0.28% $4,974,570
Sumitomo Mitsui Trust Group, Inc. 0.56% 148,723 +16% 0% $3,702,400
Sunbelt Securities, Inc. 0.55% 146,459 +2.9% 0.24% $3,646,037
AMERIPRISE FINANCIAL INC 0.54% 143,318 +5.1% 0% $3,567,814
UBS Group AG 0.51% 136,346 -29% 0% $3,394,334
Evolution Wealth Advisors, LLC 0.46% 123,677 -13% 0.31% $3,078,893
HANCOCK WHITNEY CORP 0.42% 111,734 +2.5% 0.05% $2,781,576
WEALTH ALLIANCE, LLC 0.39% 105,382 +0.73% 0.26% $2,623,442
Avior Wealth Management, LLC 0.36% 97,367 +8.7% 0.08% $2,423,907
Trek Financial, LLC 0.33% 89,180 +15% 0.13% $2,220,101
Note Advisors, LLC 0.29% 77,232 +6.4% 1.1% $2,034,291
Carrera Capital Advisors 0.28% 75,987 +12% 0.32% $1,891,667
ARKANSAS FINANCIAL GROUP, INC. 0.27% 71,620 -0.07% 0.26% $1,782,953
NewEdge Advisors, LLC 0.26% 70,448 -40% 0.01% $1,753,776

Institutional Holders of iShares U.S. ETF Trust - Exchange Traded Fund (COMT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 8,676,730 $216,216,924 -$23,504,260 $24.89 124
2025 Q3 9,617,212 $258,205,169 +$6,736,692 $26.85 135
2025 Q2 9,308,953 $240,532,781 -$38,040,634 $25.85 136
2025 Q1 10,764,279 $284,583,999 +$23,013,903 $26.47 140
2024 Q4 9,904,280 $250,719,284 -$86,209,272 $25.31 146
2024 Q3 18,733,486 $487,077,137 -$336,548,116 $25.91 143
2024 Q2 31,088,310 $848,926,753 +$443,395,132 $27.31 159
2024 Q1 14,640,854 $395,196,908 -$29,878,308 $27.00 154
2023 Q4 15,830,298 $397,067,313 -$68,862,107 $25.07 178
2023 Q3 18,355,554 $535,060,262 +$7,230,043 $29.15 174
2023 Q2 18,238,947 $473,898,996 -$44,177,080 $25.98 177
2023 Q1 19,857,763 $536,971,076 -$831,099,265 $27.03 210
2022 Q4 50,520,011 $1,423,887,926 -$60,013,718 $28.19 311
2022 Q3 52,145,627 $1,865,920,574 -$4,125,872 $35.72 311
2022 Q2 51,986,675 $2,125,327,291 -$1,498,720,307 $40.94 322
2022 Q1 88,562,835 $3,551,436,869 +$514,240,599 $40.05 329
2021 Q4 75,953,662 $2,351,613,942 +$30,760,862 $30.88 286
2021 Q3 70,423,159 $2,525,076,924 +$207,260,771 $35.84 249
2021 Q2 67,358,696 $2,322,085,555 +$1,703,534,958 $34.50 219
2021 Q1 17,342,181 $533,895,623 +$280,869,174 $29.92 79
2020 Q4 4,707,339 $125,545,653 -$4,653,420 $26.67 62
2020 Q3 4,848,296 $121,039,088 +$13,422,556 $24.96 55
2020 Q2 4,356,394 $103,459,147 -$62,579,162 $23.75 55
2020 Q1 6,971,875 $157,250,599 -$44,247,988 $22.45 56
2019 Q4 9,758,805 $326,262,601 -$227,632,446 $32.91 71
2019 Q3 16,551,534 $531,720,253 +$227,217,935 $31.54 73
2019 Q2 9,459,888 $315,177,306 -$75,310,432 $32.70 74
2019 Q1 11,792,806 $394,609,248 -$45,925,002 $33.07 79
2018 Q4 9,869,531 $301,033,824 -$204,149,775 $30.49 72
2018 Q3 16,210,044 $631,265,343 +$36,852,953 $38.93 75
2018 Q2 15,261,753 $596,166,976 +$472,925,953 $39.06 72
2018 Q1 7,128,689 $263,137,708 +$28,018,218 $36.92 62
2017 Q4 6,368,264 $231,447,411 +$58,856,396 $36.34 51
2017 Q3 4,748,859 $165,419,973 -$7,245,660 $34.83 42
2017 Q2 4,999,389 $162,933,450 -$4,086,887 $32.59 45
2017 Q1 3,886,864 $130,636,126 -$747,991 $33.55 43
2016 Q4 5,077,022 $174,521,102 -$149,354,260 $34.29 49
2016 Q3 9,143,667 $298,366,257 +$32,708,933 $32.62 41
2016 Q2 8,141,612 $267,199,645 -$17,484,685 $32.82 37
2016 Q1 8,645,216 $249,410,645 +$55,880,169 $28.85 29
2015 Q4 6,698,404 $190,504,000 -$21,400,504 $28.45 27
2015 Q3 7,445,684 $239,752,000 -$3,395,853 $32.21 28
2015 Q2 7,548,517 $297,940,026 -$8,047,288 $39.47 17
2015 Q1 7,753,332 $296,640,000 +$282,842,804 $38.24 20
2014 Q4 360,580 $14,898,000 +$14,676,000 $41.29 5