ISHARES TR
CUSIP 46434V787
Ishares Tr has 74 institutional holders in Filings Flow’s 13F database, together reporting 9.55M shares worth $209M as of Q1 2026. The largest reported holders are Horizon Wealth Management, LLC, Huntington National Bank, and Lpl Financial LLC.
Institutional Holders
74
Q1 2026
Reported Value
$209M
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 |
|---|---|---|---|---|
| Horizon Wealth Management, LLC$682M AUM | 7.60% | $52M | 2.30M | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 1.40% | $2M | 81.9K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.78% | $8M | 340.5K | Q4 2025OLDER |
| Daviman Financial, LLC$169M AUM | 0.34% | $575,236 | 25.5K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.28% | $632,102 | 28.1K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.27% | $415,703 | 18.5K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.23% | $554,598 | 263.5K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.22% | $1M | 64.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.14% | $25M | 1.09M | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.10% | $647,073 | 28.7K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.09% | $519,670 | 23.1K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.09% | $992,560 | 44.1K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.08% | $210,962 | 9.3K | Q2 2026 |
| Members Trust Co$3.0B AUM | 0.07% | $2M | 90.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.07% | $277,704 | 12.1K | Q3 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $479,355 | 21.2K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $552,661 | 24.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.04% | $3M | 116.2K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.04% | $449,045 | 19.9K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $1M | 59.9K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.04% | $48,505 | 2.1K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $3M | 121.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $615,740 | 27.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.03% | $301,169 | 13.1K | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $590,722 | 25.9K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 47.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 56.5K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.02% | $208,132 | 9.2K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $47,317 | 2.1K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.01% | $25,391 | 1.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $217,279 | 9.6K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $187,440 | 8.2K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 369.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 427.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 325.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $293,534 | 13.0K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $202,860 | 9.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 240.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $385,603 | 17.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $21M | 947.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 272.3K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $538,039 | 23.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $23M | 1.01M | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $504,176 | 22.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $1M | 62.5K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $8,809 | 391 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $251,075 | 11.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 102.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $160,027 | 7.0K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $505,112 | 22.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 364.6K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $22,530 | 1.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $486,461 | 21.6K | Q1 2026OLDER |
| Davis Capital Management$169M AUM | 0.00% | $2,945 | 130 | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $23,160 | 1.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $54,000 | 2.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $211,778 | 9.3K | Q2 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $8,697 | 386 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $24,688 | 1.1K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $397,742 | 17.7K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $4,799 | 213 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 397.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $36,476 | 1.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $49,157 | 2.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $17,506 | 777 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,704 | 120 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $19,353 | 859 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 60.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $842,573 | 37.0K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 87.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $48,642 | 2.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,040 | 89 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $221,552 | 9.7K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $455 | 20 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $11,716 | 520 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $172,000 | 7.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $10,724 | 476 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,943 | 175 | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $14,167 | 635 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $39,264 | 1.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $181 | 8 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8,199 | 364 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3,087 | 137 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1,171 | 52 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.