ISHARES TR
CUSIP 46434V464
Ishares Tr has 130 institutional holders in Filings Flow’s 13F database, together reporting 2.71M shares worth $311M as of Q1 2026. The largest reported holders are Morgan Stanley, Aspiriant, LLC, and Allianz SE.
Institutional Holders
130
Q1 2026
Reported Value
$311M
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 |
|---|---|---|---|---|
| Midwest Financial Partners Investments, Inc.$189M AUM | 1.35% | $3M | 11.4K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 1.28% | $11M | 47.1K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 1.23% | $4M | 14.3K | Q2 2026 |
| Investure, LLC$2.0B AUM | 1.14% | $23M | 104.2K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.76% | $27M | 119.3K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 0.39% | $747,077 | 3.4K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.34% | $2M | 8.7K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.33% | $1M | 5.2K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.30% | $855,138 | 3.8K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.27% | $24M | 109.0K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.23% | $1M | 4.1K | Q2 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.22% | $3M | 13.6K | Q1 2026OLDER |
| Dougherty Wealth Advisers LLC$158M AUM | 0.22% | $341,565 | 1.5K | Q1 2026OLDER |
| Long Run Wealth Advisors, LLC$531M AUM | 0.20% | $1M | 4.6K | Q4 2025OLDER |
| National Philanthropic Trust$3.8B AUM | 0.16% | $6M | 37.2K | Q2 2026 |
| KilterHowling LLC$198M AUM | 0.15% | $305,677 | 1.4K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.15% | $255,116 | 1.1K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.15% | $338,522 | 1.5K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.13% | $634,781 | 2.8K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.11% | $2M | 7.3K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.10% | $5M | 20.2K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.10% | $2M | 6.8K | Q2 2026 |
| Creekside Partners$243M AUM | 0.08% | $203,839 | 915 | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.07% | $403,729 | 1.8K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.06% | $877,517 | 3.9K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.06% | $299,754 | 1.3K | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.05% | $4M | 18.1K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.05% | $234,214 | 932 | Q2 2026 |
| Mandatum Life Insurance Co Ltd$445M AUM | 0.05% | $206,098 | 925 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $414,362 | 1.9K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.04% | $437,017 | 2.0K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.04% | $107,303 | 441 | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.04% | $235,491 | 1.0K | Q3 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.03% | $2M | 8.2K | Q2 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.03% | $203,996 | 899 | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $369,133 | 1.6K | Q3 2025OLDER |
| CERTUITY, LLC$1.5B AUM | 0.03% | $388,440 | 1.7K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.02% | $203,894 | 806 | Q2 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $22,532 | 101 | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $794,535 | 3.6K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $30,412 | 132 | Q4 2025OLDER |
| Investors Research Corp$523M AUM | 0.02% | $80,657 | 362 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $412,662 | 1.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $402,615 | 1.8K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.01% | $281,779 | 1.3K | Q1 2026OLDER |
| PROFFITT & GOODSON INC$649M AUM | 0.01% | $87,119 | 391 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $169,335 | 760 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $208,720 | 920 | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $735,124 | 3.3K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $520,914 | 2.3K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $474,038 | 2.1K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $66,842 | 300 | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.01% | $68,481 | 272 | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $93,301 | 411 | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $679,796 | 3.1K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.01% | $11,249 | 50 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $165,266 | 742 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $374,541 | 1.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $202,411 | 878 | Q4 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $3M | 14.0K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $258,903 | 1.2K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.01% | $12,384 | 56 | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $274,723 | 1.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 5.2K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $202,532 | 909 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $17M | 73.7K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $18,716 | 84 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $35,906 | 161 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 12.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $439,156 | 2.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $102,292 | 459 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $372,574 | 1.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 10.6K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $10,026 | 45 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48M | 208.4K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.00% | $26,544 | 117 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $183,023 | 821 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $417,726 | 1.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 67.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $290,375 | 1.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 5.0K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $88,116 | 391 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $131,482 | 590 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $24M | 106.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 32.0K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $3,799 | 17 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $321,474 | 1.4K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $311,040 | 1.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 34.7K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $18,493 | 83 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,451 | 11 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 5.7K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $229,270 | 1.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $17,824 | 80 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $265,142 | 1.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $315,761 | 1.4K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $434,657 | 2.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 29.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $794,040 | 3.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 7.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $972,099 | 4.4K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $4,679 | 21 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $595,567 | 2.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $241,334 | 1.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 15.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $224,537 | 974 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 24.8K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 8.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $159,220 | 702 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,052 | 18 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $13M | 59.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $25,448 | 114 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $711,855 | 3.2K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $3,342 | 15 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 7.3K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $1,560 | 7 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $51,185 | 210 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $6,521 | 29 | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $2,305 | 10 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $340,765 | 1.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 7.7K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $3,787 | 17 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 12.0K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 16.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $217,015 | 974 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $518,528 | 2.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $942,702 | 4.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $213,896 | 960 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 4.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $83,330 | 374 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 5.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $116,529 | 523 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,176 | 14 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $5M | 21.1K | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $9 | 40 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $36,318 | 163 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $11,924 | 54 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $54,588 | 245 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $14,483 | 65 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $137,473 | 617 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $13,368 | 60 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $869,566 | 3.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $63,910 | 287 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $216,347 | 971 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $9,302 | 41 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $461 | 2 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $32,197 | 152 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $6,016 | 27 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4,082 | 18 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $223 | 1 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1 | 6 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $223 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.