ISHARES TR
CUSIP 46429B333
Ishares Tr has 117 institutional holders in Filings Flow’s 13F database, together reporting 8.19M shares worth $361M as of Q1 2026. The largest reported holders are Focus Partners Wealth, Blackrock, Inc., and Northcoast Asset Management LLC.
Institutional Holders
117
Q1 2026
Reported Value
$361M
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 Capital Management LLC$183M AUM | 5.76% | $11M | 237.6K | Q1 2026OLDER |
| Prosperity Planning, Inc.$395M AUM | 3.47% | $14M | 308.6K | Q1 2026OLDER |
| Avise Financial Cooperative, Inc.$121M AUM | 3.21% | $4M | 87.6K | Q1 2026OLDER |
| CROBAN$213M AUM | 2.39% | $5M | 114.8K | Q1 2026OLDER |
| Portland Global Advisors LLC$938M AUM | 1.84% | $17M | 390.3K | Q1 2026OLDER |
| LifePlan Financial, LLC$135M AUM | 1.68% | $2M | 51.4K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 1.36% | $2M | 36.3K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 1.03% | $6M | 139.1K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.94% | $1M | 29.6K | Q1 2026OLDER |
| MYECFO, LLC$239M AUM | 0.93% | $2M | 49.9K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.86% | $8M | 171.0K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.73% | $3M | 74.0K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.65% | $2M | 37.1K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.65% | $955,976 | 21.6K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.63% | $2M | 55.4K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.57% | $2M | 39.6K | Q1 2026OLDER |
| Bigelow Investment Advisors, LLC$250M AUM | 0.50% | $1M | 28.0K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.42% | $2M | 45.5K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.39% | $14M | 320.6K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.34% | $2M | 34.3K | Q2 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 0.29% | $498,358 | 11.2K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 0.26% | $792,864 | 17.9K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.16% | $1M | 25.7K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.16% | $1M | 25.6K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.15% | $232,024 | 5.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.14% | $36M | 808.4K | Q3 2025OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.12% | $317,614 | 7.2K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.11% | $399,192 | 9.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.11% | $11M | 251.5K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.10% | $248,522 | 5.6K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.10% | $320,772 | 7.2K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.09% | $210,568 | 4.8K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.09% | $1M | 28.8K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.09% | $2M | 45.4K | Q2 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.09% | $241,890 | 5.4K | Q3 2025OLDER |
| Retirement Solution LLC$423M AUM | 0.08% | $352,187 | 7.9K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.08% | $214,392 | 4.8K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.08% | $429,506 | 9.7K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.08% | $72M | 1.62M | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 0.06% | $243,992 | 5.5K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $635,320 | 14.4K | Q2 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.05% | $545,614 | 12.3K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.05% | $365,855 | 8.3K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.05% | $951,384 | 21.4K | Q4 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.05% | $681,544 | 15.4K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $550,771 | 12.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.04% | $155,731 | 3.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.04% | $2M | 47.6K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.04% | $185,743 | 4.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $549,841 | 12.4K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.03% | $711,984 | 16.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 134.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $541,978 | 12.2K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $933,080 | 21.1K | Q2 2026 |
| Curi Capital, LLC$5.6B AUM | 0.03% | $1M | 32.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $208,622 | 4.7K | Q3 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $258,976 | 5.8K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.01% | $13,299 | 300 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $1M | 23.1K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $375,564 | 8.5K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $6M | 139.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $215,392 | 4.9K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $494,944 | 11.2K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.01% | $17,957 | 405 | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $215,104 | 4.9K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.01% | $20,480 | 462 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $422,642 | 9.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 30.7K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $332,166 | 7.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $94,729 | 2.1K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $206,147 | 4.7K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $318,777 | 7.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $288,213 | 6.5K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $2M | 56.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $19M | 428.0K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.00% | $101,959 | 2.3K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $7,758 | 175 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $652,316 | 14.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $38,789 | 875 | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $279,494 | 6.3K | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $35,480 | 800 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $9M | 207.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $580,196 | 13.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 47.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 33.5K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $279,368 | 6.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $665,460 | 15.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $27M | 598.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $395,922 | 8.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $200,029 | 4.5K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $4,211 | 95 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $35,286 | 796 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 90.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $29,198 | 659 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $198,066 | 4.5K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $57,990 | 1.3K | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $50M | 1.13M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 89.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $493,703 | 11.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $96,905 | 2.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 37.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,064 | 24 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 127.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 99.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $298,506 | 6.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 30.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 52.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $202,590 | 4.5K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $17,310 | 390 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $23,291 | 526 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 41.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,689 | 196 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,774 | 40 | Q3 2025OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.00% | $188 | 4 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $52,112 | 1.2K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $8,245 | 186 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $706,894 | 15.9K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $166,494 | 3.8K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,681 | 38 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $244,000 | 5.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,217 | 50 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $167,859 | 3.8K | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,305 | 52 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $5,896 | 133 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,453 | 123 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $17,332 | 391 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $89 | 2 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $11 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.