ISHARES TR
CUSIP 464288117
Ishares Tr has 146 institutional holders in Filings Flow’s 13F database, together reporting 13.72M shares worth $558M as of Q1 2026. The largest reported holders are Itau Unibanco Holding S.A., Creative Planning, and Checchi Capital Advisers, LLC.
Institutional Holders
146
Q1 2026
Reported Value
$558M
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 |
|---|---|---|---|---|
| North Ridge Wealth Advisors, Inc.$178M AUM | 4.41% | $8M | 191.0K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 3.37% | $8M | 200.5K | Q1 2026OLDER |
| Avos Capital Management, LLC$253M AUM | 3.30% | $8M | 203.4K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 2.60% | $112M | 2.73M | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 2.37% | $4M | 85.5K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.72% | $3M | 81.2K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 1.22% | $24M | 588.2K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 1.08% | $10M | 248.0K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.89% | $3M | 74.3K | Q3 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.74% | $7M | 172.0K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.74% | $13M | 319.4K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.70% | $6M | 138.6K | Q3 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.64% | $2M | 58.8K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.55% | $764,784 | 18.6K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.50% | $747,374 | 18.2K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.49% | $1M | 27.5K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 0.46% | $1M | 26.8K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 0.45% | $768,972 | 18.7K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.33% | $568,194 | 13.8K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.28% | $376,333 | 9.0K | Q4 2025OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.28% | $16M | 379.1K | Q1 2026OLDER |
| Obsido Oy$165M AUM | 0.25% | $416,554 | 10.1K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 0.23% | $4M | 95.3K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.22% | $1M | 26.4K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.21% | $507,091 | 12.3K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.20% | $2M | 46.0K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.19% | $418,812 | 10.2K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 0.18% | $750,988 | 18.3K | Q1 2026OLDER |
| Hillman Capital Management, Inc.$144M AUM | 0.16% | $230,264 | 5.6K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.16% | $19M | 474.2K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.14% | $415,350 | 9.8K | Q3 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.14% | $778,001 | 18.9K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.13% | $633,966 | 15.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.13% | $6M | 134.3K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.12% | $2M | 54.2K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.11% | $611,254 | 14.5K | Q3 2025OLDER |
| Quattro Advisors LLC$115M AUM | 0.10% | $124,625 | 3.0K | Q4 2025OLDER |
| Crusonia Wealth Advisors LLC$485M AUM | 0.10% | $482,421 | 11.7K | Q1 2026OLDER |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM | 0.09% | $312,261 | 7.6K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.08% | $2M | 41.2K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.08% | $243,773 | 5.9K | Q1 2026OLDER |
| NerdWallet Wealth Partners, LLC$290M AUM | 0.08% | $232,476 | 5.7K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.08% | $5M | 113.8K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.06% | $488,737 | 11.9K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.05% | $3M | 76.5K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.05% | $277,767 | 6.6K | Q4 2025OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.05% | $478,102 | 11.6K | Q1 2026OLDER |
| Heritage Financial Services, LLC$1.2B AUM | 0.05% | $564,327 | 13.5K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.04% | $174,505 | 4.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.04% | $63M | 1.53M | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.04% | $219,084 | 5.1K | Q3 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.03% | $2M | 59.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 56.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $201,301 | 4.8K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $5M | 114.8K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 52.8K | Q4 2025OLDER |
| BCS Wealth Management$490M AUM | 0.02% | $220,798 | 5.3K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 101.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 27.8K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $22,994 | 560 | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.02% | $319,611 | 7.8K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $17 | 420 | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $698,460 | 17.0K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.02% | $964,376 | 23.5K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $252,953 | 6.0K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $2M | 43.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $683,608 | 16.6K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $18M | 444.9K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $895,929 | 21.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $173,397 | 4.2K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.01% | $10M | 250.4K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $50,873 | 1.2K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $107,495 | 2.6K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.01% | $951,894 | 23.2K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $519,696 | 12.7K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $15,320 | 373 | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $910,765 | 22.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $740,152 | 18.0K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $5M | 112.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $102,666 | 2.4K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $412,038 | 10.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $687,822 | 16.7K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $10,224 | 249 | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $299,563 | 7.0K | Q3 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $241,929 | 5.7K | Q3 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $383,008 | 9.3K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $1M | 30.8K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $1M | 35.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 382.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $13M | 308.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $21M | 503.8K | Q2 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $346,566 | 8.4K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $135,128 | 3.3K | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $231,476 | 5.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7M | 160.6K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $3M | 67.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $562,142 | 13.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 48.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 31.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 60.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 46.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $541,746 | 13.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $5,748 | 140 | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $611,078 | 14.9K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 27.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 161.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12M | 288.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 239.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $47,658 | 1.2K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $5M | 112.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 24.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 31.3K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $220,615 | 5.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $11M | 267.7K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $3,229 | 78 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $317,859 | 7.6K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 48.8K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $782,823 | 19.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $387,857 | 9.4K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 30.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $775,320 | 18.2K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $20,955 | 503 | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $65,696 | 1.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 37.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $721,528 | 17.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11M | 276.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 39.4K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $1,026 | 25 | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $10,799 | 263 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $9,813 | 239 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10M | 237.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 110.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $105,130 | 2.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $210,179 | 5.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $271,448 | 6.6K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $6,155 | 150 | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $11,374 | 267 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,269 | 518 | Q2 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,163 | 174 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,523 | 37 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 111.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $433,060 | 10.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $230,296 | 5.4K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 25.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $94,027 | 2.3K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $34,762 | 816 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 33.5K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,772 | 238 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $32,438 | 779 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $338,867 | 8.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,493 | 36 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,642 | 40 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $673,517 | 16.2K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $649,241 | 15.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $3,666 | 88 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $9,813 | 239 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 103.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $659,588 | 16.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $34,761 | 846 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $34,953 | 839 | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $7,637 | 186 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,576 | 37 | Q3 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $287 | 7 | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $58,962 | 1.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $9,608 | 234 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $7,473 | 182 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,556 | 60 | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $657 | 16 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $43,729 | 1.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $328 | 8 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $417 | 10 | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $9,451 | 230 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.