ISHARES TR
CUSIP 46429B507
Ishares Tr has 31 institutional holders in Filings Flow’s 13F database, together reporting 933.4K shares worth $52M as of Q1 2026. The largest reported holders are Matthew Goff Investment Advisor, LLC, Marotta Asset Management, and Td Waterhouse Canada Inc..
Institutional Holders
31
Q1 2026
Reported Value
$52M
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 |
|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC$593M AUM | 3.11% | $19M | 440.3K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 2.16% | $13M | 165.5K | Q2 2026 |
| Finer Wealth Management, Inc.$199M AUM | 0.71% | $1M | 20.6K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.12% | $1M | 15.0K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.09% | $278,147 | 4.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $1M | 18.1K | Q4 2025OLDER |
| Sepio Capital, LP$1.8B AUM | 0.07% | $1M | 17.9K | Q4 2025OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.03% | $102,467 | 1.4K | Q4 2025OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.03% | $888,253 | 12.9K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $4M | 57.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 20.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $28,989 | 421 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $468,020 | 6.8K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.00% | $13,152 | 191 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $1M | 18.5K | Q3 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.00% | $11,321 | 154 | Q4 2025OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $2M | 24.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $42,971 | 624 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 18.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $665,439 | 9.7K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $323,214 | 4.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $4,820 | 70 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $400,378 | 5.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 24.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 18.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 40.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 16.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $18,554 | 275 | Q3 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $757 | 11 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $339,190 | 4.9K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $27,366 | 400 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $171,192 | 2.5K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $399,376 | 5.4K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $7,277 | 99 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $405 | 6 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $41,566 | 604 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9,000 | 128 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $67 | 1 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $344 | 5 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.