ISHARES TR
CUSIP 464289123
Ishares Tr has 28 institutional holders in Filings Flow’s 13F database, together reporting 550.5K shares worth $23M as of Q1 2026. The largest reported holders are Marotta Asset Management, Jasper Ridge Partners, L.P., and Blackrock, Inc..
Institutional Holders
28
Q1 2026
Reported Value
$23M
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 |
|---|---|---|---|---|
| Marotta Asset Management$601M AUM | 1.46% | $9M | 195.9K | Q2 2026 |
| WEXFORD CAPITAL LP$690M AUM | 0.26% | $1M | 30.0K | Q4 2025OLDER |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.13% | $6M | 122.5K | Q3 2025OLDER |
| Sunpointe, LLC$305M AUM | 0.07% | $211,735 | 4.7K | Q4 2025OLDER |
| Advantage Trust Co$223M AUM | 0.03% | $76,764 | 1.8K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $287,084 | 6.3K | Q3 2025OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.02% | $50,024 | 1.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $658,918 | 14.7K | Q2 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $4M | 89.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $266,541 | 6.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $220,432 | 5.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $774,505 | 17.1K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $345,437 | 8.1K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $228,713 | 5.4K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.00% | $1,774 | 42 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $50,579 | 1.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $35,312 | 830 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 54.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,529 | 200 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $619,440 | 14.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $6M | 131.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $254,941 | 6.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,794 | 300 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $314,778 | 7.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $212,000 | 5.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $42,135 | 992 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $176 | 4 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $15,482 | 342 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $66,313 | 1.6K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $175,109 | 3.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1,748 | 41 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $2 | 0 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1,448 | 32 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.