Who owns ISTM?
iShares Strategic Metals ETF · iShares
20 institutions reported holding ISTM, worth $19.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ISTM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Assetmark, Inc. | Concord, CA | $7.2M | 252,426 | +11,463 shares |
| BlackRock, Inc. | New York, NY | $5.3M | 184,066 | −10,000 shares |
| Trek Financial, LLC | Scottsdale, AZ | $2.4M | 84,798 | +6,688 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.2M | 76,384 | +62,581 shares |
| Jane Street Group, LLC | New York, NY | $806K | 28,079 | −13,800 shares |
| AE Wealth Management LLC | Topeka, KS | $517K | 18,007 | +1,733 shares |
| Ehrlich Financial Group | Laguna Niguel, CA | $234K | 8,158 | New position |
| Sanchez Gaunt Capital Management, LLC | Reno, NV | $205K | 7,130 | +104 shares |
| First Growth Capital LLC | Pikesville, MD | $203K | 7,061 | New position |
| Parallel Advisors, LLC | San Francisco, CA | $88K | 3,072 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ISTM?
20 institutional managers reported holding ISTM in Form 13F filings for June 30, 2026, worth $19.3M in total. The largest reported position was held by Assetmark, Inc., at $7.2M.
Did institutions buy or sell ISTM last quarter?
Reported 13F value rose 5.1% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ISTM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.