ISHARES TR
CUSIP 464287374
Ishares Tr has 172 institutional holders in Filings Flow’s 13F database, together reporting 7.64M shares worth $462M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Citizens & Northern Corp.
Institutional Holders
172
Q1 2026
Reported Value
$462M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CITIZENS & NORTHERN CORP$401M AUM | 7.37% | $30M | 469.8K | Q1 2026OLDER |
| Zeit Capital LLC$149M AUM | 1.93% | $3M | 45.9K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 1.41% | $8M | 127.0K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 1.35% | $2M | 39.6K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 1.26% | $5M | 79.8K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 0.98% | $3M | 55.0K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.89% | $6M | 104.3K | Q2 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 0.85% | $4M | 57.4K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.83% | $2M | 35.6K | Q2 2026 |
| Windward Private Wealth Management Inc.$289M AUM | 0.78% | $2M | 36.0K | Q1 2026OLDER |
| Prime Buchholz LLC$191M AUM | 0.51% | $970,535 | 15.4K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.41% | $2M | 29.3K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.33% | $389,500 | 7.8K | Q4 2025OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.30% | $985,019 | 15.7K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.29% | $10M | 152.3K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.28% | $434,037 | 6.9K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.28% | $15M | 261.8K | Q2 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.28% | $1M | 18.3K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.26% | $2M | 25.8K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.26% | $2M | 43.1K | Q4 2025OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.25% | $2M | 28.9K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.25% | $8M | 127.1K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.25% | $2M | 50.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.23% | $2M | 33.5K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 0.20% | $1M | 16.4K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.18% | $348,751 | 5.5K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.16% | $283,981 | 5.7K | Q4 2025OLDER |
| Balefire, LLC$613M AUM | 0.15% | $764,395 | 15.2K | Q4 2025OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.14% | $556,421 | 8.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.14% | $2M | 28.7K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 0.12% | $689,249 | 11.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.11% | $741,146 | 11.8K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.11% | $1M | 22.6K | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.10% | $2M | 29.9K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.10% | $7M | 105.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.09% | $2M | 28.3K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.08% | $1M | 17.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.08% | $1M | 19.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.07% | $841,521 | 13.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $12M | 193.9K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.06% | $606,552 | 9.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $12M | 195.5K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.06% | $217,961 | 3.5K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $271,213 | 4.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.06% | $1M | 16.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.05% | $20M | 317.3K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.05% | $282,676 | 5.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $450,545 | 8.0K | Q2 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.05% | $420,303 | 6.7K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.05% | $1M | 18.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.05% | $8M | 122.2K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.05% | $475,901 | 8.5K | Q2 2026 |
| Operose Advisors LLC$431M AUM | 0.04% | $188,820 | 3.0K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $957,333 | 15.2K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.04% | $258,967 | 4.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 27.9K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.04% | $229,097 | 4.1K | Q4 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.03% | $51,503 | 1.1K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.03% | $610,854 | 9.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 30.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $629,196 | 10.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $489,421 | 7.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 29.5K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $361,581 | 5.7K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.02% | $336,993 | 6.7K | Q4 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.02% | $127,856 | 2.5K | Q4 2025OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.02% | $236,151 | 3.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $278,370 | 4.5K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.01% | $22,472 | 400 | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $218,842 | 3.5K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $369,874 | 7.4K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $779,068 | 12.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $513,948 | 10.2K | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $339,876 | 5.4K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $1M | 15.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $551,381 | 8.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $471,295 | 7.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 36.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 58.0K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.01% | $17,227 | 273 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $299,664 | 4.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 63.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $435,162 | 6.9K | Q1 2026OLDER |
| Peterson Wealth Services$405M AUM | 0.01% | $27,127 | 431 | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.01% | $45,317 | 720 | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.01% | $251,453 | 4.0K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $20,779 | 330 | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.01% | $16,050 | 255 | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.01% | $20,351 | 405 | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $274,167 | 4.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9M | 136.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $879,209 | 14.0K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $124,158 | 2.2K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $63M | 998.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $9M | 150.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $17M | 271.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $913,271 | 14.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $279,003 | 4.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $508,806 | 8.1K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $4M | 65.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 17.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $229,669 | 4.6K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 56.7K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $4,406 | 70 | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.00% | $20,330 | 323 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17M | 266.8K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $477,213 | 7.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 173.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 31.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 30.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 217.9K | Q2 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $14,350 | 228 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $632,729 | 12.6K | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $383,242 | 6.1K | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $9,190 | 146 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $41M | 816.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 27.8K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 22.5K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $82,514 | 1.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $12,714 | 202 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $12,777 | 203 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $59,730 | 949 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $17M | 272.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $237,914 | 3.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $506,341 | 8.0K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $28,188 | 448 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 23.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $894,638 | 14.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $11M | 168.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 20.7K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $28,323 | 450 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $5,771 | 93 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $231,556 | 3.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 18.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $63,111 | 1.0K | Q2 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $358,695 | 5.7K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $15,672 | 249 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $19,126 | 381 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $301,253 | 4.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $28,638 | 455 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $4,153 | 66 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $695,802 | 11.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $50,178 | 1.0K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 18.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $91,263 | 1.4K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $12,903 | 205 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 21.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 30.1K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,155 | 66 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $268,486 | 4.3K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $48,716 | 774 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $258,054 | 4.1K | Q1 2026OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.00% | $558,399 | 8.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $90,197 | 1.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $532,057 | 8.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $19,767 | 403 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $27,861 | 555 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $18,958 | 301 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $581,360 | 9.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 17.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $803 | 16 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $224,004 | 3.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $9,945 | 158 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $445,479 | 7.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $110,892 | 2.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 23.1K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $60,748 | 965 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $269,738 | 5.5K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 34.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $5,161 | 82 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $3,122 | 50 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $982,430 | 15.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $18,882 | 300 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $3,776 | 60 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,809 | 50 | Q2 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $3,749 | 60 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $32,099 | 510 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $218,213 | 3.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $19,697 | 312 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $3,916 | 62 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $364,886 | 5.8K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $7,301 | 116 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $491 | 10 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2,008 | 40 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $49 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.