Security record
IALT
iShares Systematic Alternatives Active ETF · Financial Services · Asset Management
29Tracked holders
+24Δ holders
108.80MShares held
$3.05BReported value
+24New positions
−0Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +24 | 108.80M | $3.05B | +24 | — |
| Q1 2026 | 5 | +2 | 3.01M | $82.11M | +4 | −2 |
| Q4 2025 | 3 | +2 | 2.88M | $72.76M | +2 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 4 | JPMorgan Chase ✦ | 10.68M | New | $300.11M | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.51M | +14566.6% | $154.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 3.58M | New | $100.51M | 0.2% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 3.49M | New | $97.87M | 0.1% | New | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 3.18M | New | $89.09M | 0.0% | New | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 3.18M | New | $89.09M | 0.0% | New | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.96M | +5.8% | $83.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.96M | +5.8% | $83.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 1.21M | +3806.2% | $33.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 1.06M | New | $29.81M | 0.0% | New | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 1.06M | New | $29.81M | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 1.02M | New | $28.71M | 0.0% | New | 1 | SEC ↗ |
| 16 | Sumitomo Mitsui Trust Group, Inc. | 987.03K | New | $27.69M | 0.0% | New | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 642.67K | New | $18.03M | 0.0% | New | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 434.01K | New | $12.17M | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 432.63K | New | $12.13M | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 432.63K | New | $12.13M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 397.21K | +180.1% | $11.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 243.89K | New | $6.84M | 0.0% | New | 1 | SEC ↗ |
| 23 | Mariner, LLC | 216.12K | New | $6.06M | 0.0% | New | 1 | SEC ↗ |
| 24 | Mariner, LLC | 216.12K | New | $6.06M | 0.0% | New | 1 | SEC ↗ |
| 25 | Citigroup Inc | 124.90K | New | $3.50M | 0.0% | New | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 81.34K | New | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 61.40K | New | $1.72M | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 49.37K | New | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 49.37K | New | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 21.35K | New | $598,843 | 0.0% | New | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 15.11K | +7851.1% | $423,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 15.11K | +7851.1% | $423,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 7.00K | New | $196,350 | 0.0% | New | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 1.07K | New | $29,957 | 0.0% | New | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 505 | New | $14,174 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 505 | New | $14,174 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 183 | New | $5,133 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 183 | New | $5,133 | 0.0% | New | 1 | SEC ↗ |
| 39 | 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
| Envestnet Asset Management Inc | $1.42B | 0.3% |
| LPL Financial LLC | $609.59M | 0.1% |
| JPMorgan Chase | $300.11M | 0.0% |
| JPMorgan Chase | $300.11M | 0.0% |
| Mml Investors Services, Llc | $100.51M | 0.2% |
| Cetera Investment Advisers | $97.87M | 0.1% |
| Bank of New York Mellon Corp | $89.09M | 0.0% |
| Bank of New York Mellon Corp | $89.09M | 0.0% |
| Stifel Financial Corp | $29.81M | 0.0% |
| Stifel Financial Corp | $29.81M | 0.0% |
| Jane Street Group, Llc | $28.71M | 0.0% |
| Sumitomo Mitsui Trust Group… | $27.69M | 0.0% |
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 ·
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