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Security record

IALT

iShares Systematic Alternatives Active ETF · Financial Services · Asset Management

30.00 -0.3% mkt cap $98.89M quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025
28Tracked holders
+23Δ holders
108.74MShares held
$3.05BReported value
+23New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 +23 108.74M $3.05B +23 —
Q1 2026 5 +2 3.01M $82.11M +4 −2
Q4 2025 3 +2 2.88M $72.76M +2 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 50.66M New $1.42B 0.3% New 1 SEC ↗
2 LPL Financial LLC 21.73M New $609.59M 0.1% New 1 SEC ↗
3 JPMorgan Chase ✦ 10.68M New $300.11M 0.0% New 1 SEC ↗ ×2
4 Morgan Stanley ✦ 5.51M +14566.6% $154.53M 0.0% ▲ Add 2 SEC ↗
5 Mml Investors Services, Llc 3.58M New $100.51M 0.2% New 1 SEC ↗
6 Cetera Investment Advisers 3.49M New $97.87M 0.1% New 1 SEC ↗
7 Bank of New York Mellon Corp 3.18M New $89.09M 0.0% New 1 SEC ↗ ×2
8 BlackRock ✦ (passive) 2.96M +5.8% $83.08M 0.0% ▲ Add 3 SEC ↗ ×2
9 Commonwealth Equity Services, Llc 1.21M +3806.2% $33.96M 0.0% ▲ Add 2 SEC ↗
10 Stifel Financial Corp 1.06M New $29.81M 0.0% New 1 SEC ↗ ×2
11 Jane Street Group, Llc 1.02M New $28.71M 0.0% New 1 SEC ↗
12 Sumitomo Mitsui Trust Group, Inc. 987.03K New $27.69M 0.0% New 1 SEC ↗
13 Truist Financial Corp 642.67K New $18.03M 0.0% New 1 SEC ↗
14 Cerity Partners LLC 434.01K New $12.17M 0.0% New 1 SEC ↗
15 Royal Bank Of Canada 432.63K New $12.13M 0.0% New 1 SEC ↗ ×2
16 Wealth Enhancement Advisory… 397.21K +180.1% $11.30M 0.0% ▲ Add 2 SEC ↗
17 Assetmark, Inc 243.89K New $6.84M 0.0% New 1 SEC ↗
18 Mariner, LLC 216.12K New $6.06M 0.0% New 1 SEC ↗ ×2
19 Citigroup Inc 124.90K New $3.50M 0.0% New 1 SEC ↗
20 Mercer Global Advisors Inc /Adv 81.34K New $2.28M 0.0% New 1 SEC ↗
21 Osaic Holdings, Inc. 49.37K New $1.38M 0.0% New 1 SEC ↗ ×2
22 Fifth Third Bancorp 21.35K New $598,843 0.0% New 1 SEC ↗
23 Us Bancorp \De\ 15.11K +7851.1% $423,755 0.0% ▲ Add 2 SEC ↗ ×2
24 UBS Group AG 7.00K New $196,350 0.0% New 1 SEC ↗
25 Northwestern Mutual Wealth… 1.07K New $29,957 0.0% New 1 SEC ↗
26 Rockefeller Capital Management L.P. 505 New $14,174 0.0% New 1 SEC ↗ ×2
27 Wells Fargo & Company/Mn 183 New $5,133 0.0% New 1 SEC ↗ ×2
28 Jones Financial Companies Lllp 105 New $2,956 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 3.40M shares, $91.73M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API