ISHARES TR
CUSIP 464288786
Ishares Tr has 132 institutional holders in Filings Flow’s 13F database, together reporting 1.50M shares worth $188M as of Q1 2026. The largest reported holders are Morgan Stanley, Spc Financial, Inc., and Lpl Financial LLC.
Institutional Holders
132
Q1 2026
Reported Value
$188M
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 |
|---|---|---|---|---|
| Legend Financial Advisors, Inc.$155M AUM | 4.59% | $7M | 55.5K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 2.53% | $4M | 26.1K | Q4 2025OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 2.44% | $12M | 89.5K | Q3 2025OLDER |
| Fiduciary Planning LLC$331M AUM | 2.41% | $8M | 62.3K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 2.03% | $3M | 25.5K | Q3 2025OLDER |
| Tudor Financial Inc.$196M AUM | 1.72% | $3M | 24.1K | Q3 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 1.63% | $21M | 155.9K | Q3 2025OLDER |
| Northstar Financial Companies, Inc.$126M AUM | 1.46% | $2M | 14.3K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 1.38% | $5M | 39.1K | Q3 2025OLDER |
| Well Done, LLC$681M AUM | 1.07% | $7M | 52.5K | Q4 2025OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 0.86% | $4M | 35.0K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.79% | $1M | 10.8K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 0.74% | $925,548 | 6.8K | Q4 2025OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.67% | $2M | 14.1K | Q1 2026OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.64% | $4M | 29.2K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 0.62% | $625,700 | 4.6K | Q4 2025OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.44% | $588,852 | 4.4K | Q3 2025OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.40% | $962,032 | 7.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.36% | $1M | 11.5K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.30% | $450,356 | 3.5K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.28% | $4M | 34.6K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.27% | $741,881 | 5.4K | Q4 2025OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.24% | $272,900 | 2.1K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.23% | $563,995 | 4.4K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 0.22% | $2M | 19.2K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.17% | $764,750 | 5.8K | Q3 2025OLDER |
| WT Wealth Management$336M AUM | 0.16% | $573,139 | 4.2K | Q4 2025OLDER |
| Cavalier Investments, LLC$3.7B AUM | 0.16% | $6M | 46.0K | Q1 2026OLDER |
| SONATA CAPITAL GROUP INC$271M AUM | 0.15% | $410,528 | 3.2K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.14% | $218,239 | 1.7K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.13% | $221,956 | 1.7K | Q3 2025OLDER |
| Councilmark Asset Management, LLC$174M AUM | 0.12% | $208,471 | 1.6K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.11% | $2M | 17.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.09% | $2M | 15.1K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.09% | $333,971 | 2.5K | Q4 2025OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.09% | $2M | 13.4K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.08% | $4M | 34.9K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.08% | $96,132 | 749 | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.08% | $742,286 | 5.8K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.08% | $437,314 | 3.2K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.05% | $280,531 | 2.1K | Q4 2025OLDER |
| Osbon Capital Management LLC$123M AUM | 0.05% | $57,931 | 452 | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.04% | $655,305 | 5.1K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 8.9K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.04% | $652,795 | 4.9K | Q3 2025OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.04% | $209,535 | 1.5K | Q4 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $283,535 | 2.2K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $449,015 | 3.5K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.04% | $439,575 | 3.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 17.6K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.03% | $1M | 9.7K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.03% | $42,592 | 332 | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.03% | $41,284 | 322 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 9.0K | Q3 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.02% | $86,426 | 635 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.02% | $59,906 | 440 | Q4 2025OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.02% | $230,352 | 1.7K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $359,730 | 2.8K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $373,585 | 2.8K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $979,893 | 7.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $409,063 | 3.1K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 9.5K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.01% | $31,581 | 246 | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $352,191 | 2.7K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.01% | $256,000 | 1.9K | Q3 2025OLDER |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM | 0.01% | $287,729 | 2.1K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $661,443 | 4.9K | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $4M | 28.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $243,623 | 1.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $208,259 | 1.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $307,456 | 2.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 7.8K | Q3 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $261,455 | 2.0K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $780,221 | 6.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $306,663 | 2.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $305,715 | 2.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $356,005 | 2.8K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $226,018 | 1.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $127,330 | 950 | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 9.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $100,707 | 785 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $22,245 | 158 | Q2 2026 |
| Team Financial Group, LLC$220M AUM | 0.01% | $14,112 | 110 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 59.1K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $204,794 | 1.5K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $428,697 | 3.3K | Q1 2026OLDER |
| Glenview Trust Co$6.4B AUM | 0.00% | $301,481 | 2.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $248,626 | 1.9K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $33,936 | 265 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 20.4K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $251,882 | 2.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $816,584 | 6.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 32.2K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $42,086 | 314 | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $288,396 | 2.2K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $20,081 | 157 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $12,390 | 91 | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $656,753 | 4.9K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 102.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $201,851 | 1.5K | Q3 2025OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.00% | $244,392 | 1.9K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.00% | $6,415 | 50 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $789,554 | 6.2K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $80,823 | 630 | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.00% | $5,482 | 39 | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 20.7K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 11.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $289,679 | 2.3K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $33,099 | 258 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 10.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $28,754 | 225 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 81.6K | Q2 2026 |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $25,658 | 200 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $29M | 213.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $34,038 | 250 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $8,985 | 66 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 10.0K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $34,038 | 250 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 10.1K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $6,799 | 53 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $256,580 | 2.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 28.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 46.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $191,409 | 1.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $206,747 | 1.6K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $2,547 | 19 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $513,727 | 4.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $7M | 58.4K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,132 | 40 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 43.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $404,843 | 3.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $16,972 | 133 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $4,747 | 37 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $12,829 | 100 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $200,233 | 1.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $306,018 | 2.2K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $542,282 | 4.2K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $3,331 | 26 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $8,467 | 66 | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $18,765 | 140 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $52,122 | 406 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $25,658 | 200 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 9.9K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $20,972 | 12.9K | Q4 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $214,886 | 1.7K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $163,380 | 1.2K | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $380,111 | 2.8K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $299,474 | 2.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $42,494 | 333 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $1,225 | 9 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 18.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $716,764 | 5.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 16.1K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $4,392 | 32 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $17,267 | 127 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 19.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $211,849 | 1.6K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 28.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $228,073 | 1.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $44,261 | 345 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $208,038 | 1.5K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $273,162 | 2.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $284,676 | 2.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $27,995 | 209 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $130,984 | 1.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,516 | 43 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $314,253 | 2.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $127,264 | 992 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,397 | 17 | Q2 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $56,434 | 440 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $7,826 | 61 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $10,853 | 85 | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $7,056 | 55 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $87,018 | 678 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,072 | 8 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $329,784 | 2.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $1,770 | 13 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $12,662 | 93 | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $29 | 0 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $29 | 0 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2,822 | 22 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $10,006 | 78 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6,375 | 50 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.