ISHARES TR
CUSIP 46435G417
Ishares Tr has 61 institutional holders in Filings Flow’s 13F database, together reporting 4.62M shares worth $201M as of Q1 2026. The largest reported holders are Mariner, LLC, Destination Wealth Management, and Octavia Wealth Advisors, LLC.
Institutional Holders
61
Q1 2026
Reported Value
$201M
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 |
|---|---|---|---|---|
| Ethos Capital Management, Inc.$117M AUM | 8.28% | $10M | 220.2K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 2.14% | $11M | 255.7K | Q3 2025OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 1.95% | $20M | 465.2K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.59% | $23M | 516.3K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.43% | $1M | 24.8K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.41% | $490,477 | 11.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.34% | $7M | 161.1K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.16% | $1M | 27.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.15% | $9M | 193.0K | Q4 2025OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.14% | $209,679 | 4.8K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.09% | $1M | 29.8K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.07% | $98,900 | 2.3K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 0.07% | $502,090 | 11.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.07% | $57M | 1.31M | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.05% | $57,755 | 1.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 72.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $12M | 276.5K | Q1 2026OLDER |
| Kopp Family Office, LLC$163M AUM | 0.02% | $39,730 | 911 | Q2 2026 |
| JGP Wealth Management, LLC$1.1B AUM | 0.02% | $251,029 | 5.8K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 48.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $29,491 | 673 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $32,602 | 744 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $267,609 | 6.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10M | 232.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $273,042 | 6.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $39,438 | 900 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $24,320 | 555 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $10,210 | 233 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 35.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $166,261 | 3.8K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $524,087 | 12.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 173.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $21,910 | 500 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $15,118 | 345 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 159.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $340,199 | 7.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $611,540 | 14.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $37,685 | 860 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $6,773 | 154 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 225.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 99.4K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $43,961 | 1.0K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $499,855 | 11.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $33,585 | 766 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $275,350 | 6.2K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 43.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 115.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 24.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 47.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 91.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 46.7K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $76,510 | 1.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $52,861 | 1.2K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 30.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,839 | 65 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $222,913 | 5.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,156 | 49 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $88 | 2 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $8,643 | 197 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $13,146 | 300 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7,844 | 179 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $133 | 3 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3,988 | 91 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $22 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.