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Disclosery

IDEF BLACKROCK ETF TRUST

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ISHARES DEFENSE (fund)

218 managers (220 13F filers) reported a position in IDEF shares at 2026-03-31, 103,437,224 shares in all. 205 filers opened a position and 2 filers sold out during the quarter.

Managers
218
13F filers
220
New
205
Added
10
Reduced
0
Sold out
2
Shares held by filers
103,437,224

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding48,495,094$1.59BnewTimeline
LPL Financial LLC12,782,135$418M0.11%+12,758,46713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,447,701$146M0.01%+4,444,09813F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,250,401$139M0.37%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,956,001$96.7M0.27%new13F-HRTimeline
Cetera Investment Advisers2,806,909$91.8M0.1%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,482,942$78M0.01%new13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,034,240$66.6M0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC1,771,126$58M0.72%new13F-HRTimeline
JB Capital LLC1,585,599$51.9M2.1%new13F-HRTimeline
NewEdge Advisors, LLC1,167,410$38.2M0.14%new13F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,139,583$37.3M0.05%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,070,854$34.9M0.22%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP895,284$29.3M0.03%new13F-HRTimelineGroup
Wharton Business Group, LLC804,617$27.1M1.03%new13F-HRTimeline
Atria Investments, Inc589,600$19.3M0.22%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP530,879$17.4M0.02%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC517,044$16.9M0.03%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC480,800$15.6M1.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…458,088$15M0.04%+397,11113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.446,343$14.6M<0.01%+46,34313F-HRTimelineGroup
Sanctuary Advisors, LLC420,865$13.8M0.07%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA335,722$11M<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…328,476$10.5M0.02%new13F-HRTimelineGroup
SteelPeak Wealth, LLC315,470$10.3M0.32%new13F-HRTimeline
Sharkey, Howes & Javer311,318$10.2M1.37%new13F-HRTimeline
Orion Porfolio Solutions, LLC261,268$8.55M0.07%new13F-HRTimeline
PAX Financial Group, LLC251,872$8.24M1.41%new13F-HRTimeline
Keystone Financial Services235,248$7.7M2.26%new13F-HRTimeline
Beaumont Financial Advisors, LLC228,745$7.48M0.51%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…212,920$6.97M0.81%new13F-HRTimeline
WEALTH ALLIANCE, LLC207,185$6.78M0.67%new13F-HRTimeline
Trek Financial, LLC205,285$6.72M0.36%new13F-HRTimeline
SWMG, LLC201,930$6.61M1.89%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC191,256$6.26M0.09%new13F-HRTimelineGroup
Sigma Planning Corp189,702$6.21M0.17%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…175,847$5.96M0.01%new13F-HRTimeline
Legacy Financial Group LLC179,828$5.88M0.74%new13F-HRTimeline
Gateway Wealth Partners, LLC178,822$5.85M0.23%new13F-HRTimeline
&PARTNERS176,036$5.76M0.03%new13F-HRTimeline
Regal Investment Advisors LLC175,232$5.73M0.33%new13F-HRTimeline
Advisory Services Network, LLC171,098$5.6M0.07%new13F-HRTimeline
Modern Wealth Management, LLC164,777$5.55M0.1%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management169,373$5.54M0.06%new13F-HRTimelineGroup
Marks Group Wealth Management, Inc161,230$5.28M0.51%new13F-HRTimeline
Blue Trust, Inc.148,835$4.87M0.06%new13F-HRTimeline
Invst, LLC143,438$4.69M0.53%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.141,436$4.63M0.03%new13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC140,090$4.58M1.19%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …141,061$4.58M0.08%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC136,550$4.47M0.04%new13F-HRTimeline
WealthShield Partners, LLC134,611$4.4M0.49%new13F-HRTimeline
BCGM Wealth Management, LLC127,580$4.17M1.05%new13F-HRTimeline
Merit Financial Group, LLC127,008$4.16M0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC125,441$4.11M0.11%new13F-HRTimelineGroup
World Investment Advisors125,291$4.1M0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,963$3.86M0.01%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding116,780$3.82MnewTimeline
Farther Finance Advisors, LLC109,645$3.69M0.03%new13F-HRTimeline
Cobblestone Asset Management LLC109,785$3.59M1.62%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC108,960$3.57M0.9%new13F-HRTimeline
Scarborough Advisors, LLC100,598$3.29M0.36%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…100,139$3.28M0.04%new13F-HRTimelineGroup
SigFig Wealth Management, LLC97,437$3.19M0.09%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC96,522$3.16M0.08%new13F-HRTimeline
VestGen Advisors, LLC95,180$3.14M0.09%new13F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.92,066$3.01M1.71%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.90,247$2.95M0.85%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC89,625$2.93M0.37%new13F-HRTimeline
True Vision MN LLC87,908$2.88M1.48%new13F-HRTimeline
Steward Partners Investment Advisory, L…81,982$2.68M0.01%new13F-HRTimeline
Cypress Wealth Services, LLC80,921$2.65M0.37%new13F-HRTimeline
Keebeck Wealth Management80,403$2.63M0.3%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,812$2.58M<0.01%+66,31213F-HRTimelineGroup
CORE WEALTH ADVISORS, LLC78,335$2.56M1.97%new13F-HRTimeline
Advyzon Investment Management, LLC77,282$2.53M0.23%new13F-HRTimeline
Private Advisor Group, LLC75,778$2.48M0.01%new13F-HRTimeline
Sovran Advisors, LLC73,870$2.47M0.19%new13F-HRTimeline
Apeiron RIA LLC74,290$2.43M0.56%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC69,349$2.27M<0.01%new13F-HRTimelineGroup
Lantz Financial LLC67,487$2.21M0.46%new13F-HRTimeline
Simplicity Wealth,LLC65,315$2.14M0.12%new13F-HRTimeline
MGO ONE SEVEN LLC63,171$2.07M0.04%new13F-HRTimeline
Csenge Advisory Group62,859$2.06M0.09%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC61,328$2.01M0.03%new13F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC60,167$1.97M0.86%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.59,765$1.96M1.94%new13F-HRTimeline
Shared Vision Wealth Group LLC59,372$1.94M0.79%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …59,127$1.93M0.11%new13F-HRTimeline
Cornerstone Planning Group LLC55,505$1.84M0.25%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC54,814$1.79M0.6%new13F-HRTimeline
LiftPoint Family Wealth Advisors LLC54,564$1.79M1.48%new13F-HRTimeline
Hoxton Planning & Management, LLC52,682$1.72M0.52%new13F-HRTimeline
RFG Advisory, LLC51,861$1.7M0.03%new13F-HRTimeline
Barnes Wealth Management Group, Inc49,929$1.63M0.83%new13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.45,041$1.47M0.36%+9,50813F-HRTimelineGroup
IFP Advisors, Inc44,953$1.47M0.03%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.44,649$1.46M0.02%new13F-HRTimeline
Davis Wealth Advisors, LLC43,229$1.41M1.18%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,906$1.4M<0.01%+30,08113F-HRTimelineGroup
BLALOCK WILLIAMS, LLC42,007$1.37M1.06%new13F-HRTimeline
CFO CAPITAL MANAGEMENT LLC41,514$1.36M1.12%new13F-HRTimeline
LifePlan Investment Advisors, Inc.40,736$1.33M0.52%new13F-HRTimeline
Able Wealth Management LLC40,066$1.31M0.35%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,037$1.31M<0.01%new13F-HRTimelineGroup
Commonwealth Retirement Investments LLC38,884$1.27M0.39%new13F-HRTimeline
CoreCap Advisors, LLC38,014$1.24M0.04%new13F-HRTimeline
Retirement Wealth Solutions LLC36,152$1.18M0.75%new13F-HRTimeline
HighTower Advisors, LLC33,831$1.11M<0.01%new13F-HRTimeline
Polaris Investment Advisors, LLC33,740$1.1M0.8%new13F-HRTimeline
Western Wealth Management, LLC33,531$1.1M0.04%new13F-HR/ATimeline
BCU Wealth Advisors, LLC31,484$1.03M0.38%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.32,086$1.01M0.07%new13F-HRTimeline
First Heartland Consultants, Inc.29,762$974K0.07%new13F-HRTimeline
J.M. Arbour, LLC27,225$891K0.86%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,712$874K<0.01%new13F-HRTimelineGroup
Capital Asset Managemnet, LLC26,176$856K0.96%new13F-HRTimeline
OneDigital Investment Advisors LLC26,158$856K0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC24,761$810K0.23%new13F-HRTimeline
Capital Investment Management, Inc.24,732$809K0.28%new13F-HRTimeline
WNY Asset Management, LLC24,646$806K0.08%13F-HRTimeline
Sovereign Financial Group, Inc.23,671$775K0.13%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,422$766K0.02%+15,89613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,208$759K0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC22,803$746K0.04%new13F-HRTimeline
Raleigh Capital Management Inc.21,830$714K0.25%new13F-HRTimeline
W ADVISORS, LLC21,259$696K0.36%new13F-HRTimeline
AE Wealth Management LLC19,904$651K<0.01%+19,78213F-HRTimeline
Two West Capital Advisors LLC20,000$649K0.34%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC19,385$634K0.41%new13F-HRTimeline
Accelerate Investment Advisors LLC18,970$621K0.41%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…18,806$615K0.05%new13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC18,233$597K0.02%new13F-HRTimeline
Arkadios Wealth Advisors17,462$571K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,285$566K0.02%new13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC15,950$522K0.14%new13F-HRTimeline
Perigon Wealth Management, LLC15,914$521K0.01%new13F-HRTimeline
M Holdings Securities, Inc.15,411$513K0.03%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,539$508K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…15,504$507K0.01%new13F-HRTimelineGroup
Argent Trust Co15,272$500K0.02%new13F-HRTimeline
Alta Wealth Advisors LLC15,140$495K0.16%new13F-HRTimeline
Gladstone Institutional Advisory LLC14,863$486K0.02%new13F-HRTimeline
Semus Wealth Partners LLC14,584$477K0.27%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…13,950$456K0.03%new13F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…13,445$440K0.11%new13F-HRTimelineGroup
DAVENPORT & Co LLC13,053$427K<0.01%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,884$422K0.03%new13F-HRTimeline
Richmond Investment Services, LLC12,309$403K0.07%new13F-HRTimeline
JT Stratford LLC11,938$391K0.05%new13F-HRTimeline
Lifeworks Advisors, LLC11,670$382K0.05%new13F-HRTimeline
Aspire Private Capital, LLC11,629$381K0.09%new13F-HRTimeline
Strategic Blueprint, LLC11,423$374K0.02%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,142$365K0.28%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,765$352K0.03%new13F-HRTimeline
WORLD EQUITY GROUP, INC.10,045$329K0.09%new13F-HRTimeline
Savvy Advisors, Inc.9,595$314K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA9,344$306K0.03%new13F-HRTimeline
VestGen Investment Management8,979$294K0.16%new13F-HRTimeline
Legacy Wealth Partners, LLC8,791$288K0.07%new13F-HRTimeline
Sanchez Gaunt Capital Management, LLC8,478$277K0.17%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,413$275K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,331$273K0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC8,293$271K0.01%new13F-HRTimeline
Hutchens & Kramer Investment Management…8,122$266K0.08%new13F-HRTimeline
Cadia Private Client LLC8,104$265K0.22%new13F-HRTimeline
Cape Investment Advisory, Inc.7,985$261K0.09%new13F-HRTimeline
Horst & Graben Wealth Management LLC7,870$260K0.04%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,928$259K0.1%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,639$250K<0.01%new13F-HRTimelineGroup
EFG International AGin group EFG International AG7,590$248K0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC7,582$248K0.02%new13F-HRTimeline
RCS Financial Planning, LLC7,327$240K0.12%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,300$239K0.01%new13F-HR/ATimelineGroup
GWN SECURITIES INC.7,298$239K0.05%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,265$238K0.43%new13F-HRTimeline
Kelly Financial Services LLC7,210$236K0.06%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,055$231K0.1%new13F-HR/ATimeline
SEEDS INVESTOR LLC6,541$229K0.03%new13F-HRTimeline
Aegis Wealth Management, Inc.6,867$225K0.18%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,663$218K0.01%new13F-HRTimelineGroup
Atlatl Advisers LLC6,350$208K0.15%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC6,088$199K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp3,865$126K0.09%new13F-HR/ATimeline
GeoWealth Management, LLC3,828$125K<0.01%new13F-HRTimeline
New Republic Capital, LLC3,191$104K0.04%new13F-HRTimeline
Capital Advisor Network LLC2,750$90K0.13%13F-HR/ATimeline
TD Waterhouse Canada Inc.2,150$72.1K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC2,114$69.2K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc1,548$50.7K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,498$49K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,384$45.2K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,210$38.9K<0.01%new13F-HRTimelineGroup
Vision Retirement, LLC942$30.8K0.01%new13F-HRTimeline
2UniFi Bank875$28.6K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.866$28.3K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC628$20.5K<0.01%new13F-HRTimeline
Kilter Group LLC575$18.8K0.01%new13F-HRTimeline
Signature Equity Partners, LLC516$16.9K0.01%new13F-HRTimeline
Key Capital Management, INC368$12K0.01%new13F-HRTimeline