ISHARES TR
CUSIP 464288737
Ishares Tr has 125 institutional holders in Filings Flow’s 13F database, together reporting 10.18M shares worth $678M as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Blackrock, Inc., and Morgan Stanley.
Institutional Holders
125
Q1 2026
Reported Value
$678M
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 |
|---|---|---|---|---|
| NORTHLAND SECURITIES, INC.$105M AUM | 3.11% | $3M | 48.7K | Q1 2026OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 1.25% | $2M | 23.4K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 1.08% | $17M | 260.5K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.72% | $910,337 | 14.1K | Q4 2025OLDER |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.52% | $4M | 64.6K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.50% | $8M | 126.9K | Q3 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.32% | $1M | 17.3K | Q4 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 0.28% | $563,755 | 8.4K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.25% | $534,850 | 8.3K | Q3 2025OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.19% | $201,968 | 3.0K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.18% | $268,040 | 4.0K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.16% | $686,852 | 10.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.15% | $448M | 6.68M | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.13% | $286,468 | 4.3K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.12% | $1M | 20.7K | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.12% | $419,103 | 6.5K | Q3 2025OLDER |
| Intelligent Financial Strategies$192M AUM | 0.12% | $233,286 | 3.5K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.12% | $402,060 | 6.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.11% | $799,893 | 11.9K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.11% | $377,467 | 5.6K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.09% | $492,300 | 7.3K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.07% | $244,592 | 3.6K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.07% | $1M | 15.4K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.06% | $2M | 38.5K | Q4 2025OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.05% | $244,054 | 3.8K | Q4 2025OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.05% | $928,223 | 13.9K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 0.05% | $324,144 | 4.8K | Q2 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.05% | $266,956 | 4.0K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.05% | $1M | 17.5K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.04% | $126,917 | 1.9K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.04% | $314,947 | 4.7K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.04% | $5M | 77.7K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.03% | $55,752 | 832 | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.03% | $284,793 | 4.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $726,914 | 10.8K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.03% | $201,902 | 3.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $7M | 103.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 29.9K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $1M | 16.0K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $144,072 | 2.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $928,537 | 14.4K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $1M | 22.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $253,881 | 3.9K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $450,860 | 6.7K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $368,957 | 5.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $384,570 | 5.7K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $248,942 | 3.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $49,453 | 738 | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.01% | $12,938 | 201 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $110,459 | 1.7K | Q3 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $285,865 | 4.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $941,356 | 14.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $423,425 | 6.6K | Q3 2025OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.01% | $225,689 | 3.4K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $96,159 | 1.4K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $42,051 | 654 | Q3 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.01% | $9,141 | 142 | Q3 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $13,402 | 200 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $204,515 | 3.1K | Q3 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $13,402 | 200 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $652,383 | 10.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $178,515 | 2.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $932,565 | 14.4K | Q4 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $7,766 | 115 | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $480,930 | 7.5K | Q3 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $203,175 | 3.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $154,994 | 2.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 34.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $17,222 | 257 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 32.3K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $13,241 | 198 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 58.0K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $18,763 | 280 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $19,393 | 284 | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $3,905 | 58 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $27,496 | 426 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 34.9K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $11,732 | 175 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $100M | 1.50M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $335,381 | 5.0K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 26.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $68,232 | 1.1K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 85.2K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $26,804 | 400 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 67.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $234,065 | 3.5K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $3,820 | 57 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $780,178 | 11.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $759,170 | 11.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $216,375 | 3.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 15.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18M | 273.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $13,402 | 200 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $11,508 | 178 | Q4 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $4,876 | 76 | Q3 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $272,061 | 4.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 87.9K | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.00% | $29,737 | 444 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $289,165 | 4.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $10,730 | 160 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $8,947 | 139 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $36,520 | 545 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 36.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 48.7K | Q2 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $9,515 | 142 | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $20,171 | 312 | Q4 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $6,753 | 100 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $318,704 | 4.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $527,843 | 7.9K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $37,206 | 578 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $11,534 | 172 | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $3,879 | 60 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $91,230 | 1.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 99.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 44.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $234,728 | 3.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $33,505 | 500 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $147,205 | 2.2K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $6,701 | 100 | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $12,025 | 186 | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $214,738 | 3.3K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 32.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $333,649 | 5.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $44,495 | 664 | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.00% | $7,840 | 117 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $12,397 | 185 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $14,033 | 218 | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $72,278 | 1.1K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $588,608 | 8.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $146,551 | 2.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $62,789 | 937 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $209,205 | 3.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $330,627 | 4.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $12,469 | 186 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 19.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $35,940 | 556 | Q4 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $1,541 | 23 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $297,189 | 4.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,521 | 39 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $6,759 | 105 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $882,448 | 13.7K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $348,452 | 5.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $665,779 | 10.3K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $14,162 | 220 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $317,495 | 4.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $25,464 | 380 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $268 | 4 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $147,422 | 2.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $65,134 | 972 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,351 | 50 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $606,498 | 9.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $203,712 | 3.2K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $6,634 | 99 | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $53,608 | 800 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $9,880 | 153 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $27,759 | 414 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,542 | 23 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $207,354 | 3.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6,232 | 93 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,674 | 26 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,093 | 76 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $201 | 3 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.