ISHARES TR
CUSIP 464288174
Ishares Tr has 85 institutional holders in Filings Flow’s 13F database, together reporting 995.4K shares worth $68M as of Q1 2026. The largest reported holders are 1832 Asset Management L.P., Bank Of America Corp /De/, and Ubs Group AG.
Institutional Holders
85
Q1 2026
Reported Value
$68M
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 |
|---|---|---|---|---|
| Comprehensive Money Management Services LLC$152M AUM | 1.73% | $3M | 37.2K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 1.02% | $2M | 30.0K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.26% | $578,126 | 8.1K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.18% | $661,636 | 9.3K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.12% | $316,932 | 4.5K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.11% | $930,564 | 14.0K | Q2 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.08% | $490,616 | 6.9K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.07% | $468,977 | 6.6K | Q1 2026OLDER |
| Boston Standard Wealth Management, LLC$689M AUM | 0.04% | $249,027 | 3.8K | Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.03% | $339,608 | 4.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $800,305 | 10.9K | Q3 2025OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.02% | $23M | 325.1K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.02% | $205,754 | 2.9K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $70,099 | 988 | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $223,349 | 3.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $153,646 | 2.1K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $581,797 | 8.2K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $49,665 | 700 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $468,409 | 6.6K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $16,922 | 235 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $468,126 | 6.6K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $7,307 | 103 | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $373,195 | 5.3K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.00% | $385,256 | 5.4K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $18,597 | 261 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $233,634 | 3.3K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $18,460 | 260 | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.00% | $14,332 | 202 | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $21,285 | 300 | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.00% | $10,642 | 150 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $24,832 | 350 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 27.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $133,198 | 1.9K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $25,691 | 362 | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $14,190 | 200 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $5,179 | 73 | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.00% | $2,129 | 30 | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $313,030 | 4.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $108,642 | 1.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $33,630 | 474 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $628,408 | 8.8K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $19,511 | 275 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 79.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $13,762 | 194 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $21,085 | 305 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $317,708 | 4.4K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $400,376 | 5.6K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $17,667 | 249 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 121.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 64.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $211,360 | 3.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $144,020 | 2.0K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $319,861 | 4.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 28.0K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $394,480 | 5.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $15,048 | 212 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,822 | 26 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $202,419 | 2.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $210,558 | 3.0K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $458,973 | 6.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $28,380 | 400 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $12,719 | 192 | Q2 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $512,565 | 7.0K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $217,640 | 3.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $277,610 | 3.9K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $201,900 | 2.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 35.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $997,918 | 14.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $141,899 | 2.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,856 | 111 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 19.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $12,626 | 172 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $8,869 | 125 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,320 | 47 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $878,000 | 12.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $488,606 | 6.9K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $6,812 | 96 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $24,739 | 337 | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,248 | 17 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $453,541 | 6.4K | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $17,099 | 241 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $14,190 | 200 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $22,136 | 312 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $7,341 | 100 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $14,190 | 200 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $796,281 | 11.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $923 | 13 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $36,893 | 520 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $98 | 1 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,662 | 193 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $156,614 | 2.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $21,285 | 300 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $15,812 | 230 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $132 | 2 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,774 | 25 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $19,493 | 275 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.