SEC 13F Intelligence

ISHARES TR

CUSIP 46435U218

Ishares Tr has 194 institutional holders in Filings Flow’s 13F database, together reporting 5.82M shares worth $549M as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, FMR LLC, and Jpmorgan Chase & Co.

Institutional Holders
194
Q1 2026
Reported Value
$549M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 3Q2 ’19Q3 ’19: 7Q3 ’19Q2 ’21: 53Q2 ’21Q4 ’21: 78Q4 ’21Q4 ’22: 115Q4 ’22Q4 ’25: 181Q4 ’25Q1 ’26: 194Q1 ’26Q2 ’26: 18Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $446,000Q2 ’19Q3 ’19: $1.4BQ3 ’19Q2 ’21: $7.3BQ2 ’21Q4 ’21: $8.2BQ4 ’21Q4 ’22: $240MQ4 ’22Q4 ’25: $581MQ4 ’25Q1 ’26: $549MQ1 ’26Q2 ’26: $22MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
W ADVISORS, LLC$195M AUM3.10%$6M53.3KQ1 2026OLDER
Ellevest, Inc.$719M AUM2.46%$18M156.0KQ1 2026OLDER
BLUESTEM FINANCIAL ADVISORS, LLC$259M AUM2.16%$6M49.3KQ1 2026OLDER
SK Wealth Management, LLC$360M AUM1.62%$6M50.8KQ1 2026OLDER
Obsido Oy$165M AUM0.92%$2M13.4KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.87%$7M61.8KQ1 2026OLDER
Values Added Financial LLC$238M AUM0.74%$2M15.5KQ1 2026OLDER
Omega Financial Group, LLC$308M AUM0.69%$2M18.8KQ1 2026OLDER
GTS FINANCIAL, LLC$126M AUM0.56%$711,4857.4KQ1 2026OLDER
Bond & Devick Financial Network, Inc.$358M AUM0.51%$2M16.1KQ1 2026OLDER
KICKSTAND VENTURES, LLC.$475M AUM0.42%$2M17.5KQ1 2026OLDER
Trilogy Capital Inc.$2.6B AUM0.42%$11M80.9KQ2 2026
Friedenthal Financial$199M AUM0.41%$827,1417.3KQ1 2026OLDER
IMS Capital Management$217M AUM0.39%$838,3877.2KQ3 2025OLDER
Madson Wealth Advisors Inc$120M AUM0.36%$430,7673.8KQ1 2026OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.35%$533,3644.7KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.31%$3M28.4KQ1 2026OLDER
Walkner Condon Financial Advisors LLC$759M AUM0.25%$2M17.0KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.25%$9M80.1KQ1 2026OLDER
Davis Wealth Advisors, LLC$120M AUM0.24%$284,8702.5KQ1 2026OLDER
Vested Financial Planning, LLC$131M AUM0.22%$289,6192.5KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.22%$528,7824.7KQ1 2026OLDER
Cypress Wealth Services, LLC$708M AUM0.22%$2M13.5KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.21%$6M51.0KQ1 2026OLDER
Shared Vision Wealth Group LLC$245M AUM0.21%$508,8064.5KQ1 2026OLDER
Ridgeline Wealth, LLC$171M AUM0.20%$339,4902.6KQ2 2026
WIN ADVISORS, INC$219M AUM0.20%$428,8503.8KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.19%$2M15.2KQ1 2026OLDER
Affinity Capital Advisors, LLC$810M AUM0.17%$1M10.6KQ2 2026
FIRETHORN WEALTH PARTNERS, LLC$273M AUM0.17%$470,0374.1KQ1 2026OLDER
Crusonia Wealth Advisors LLC$485M AUM0.17%$824,1877.3KQ1 2026OLDER
Aries Wealth Management$455M AUM0.15%$687,4096.1KQ1 2026OLDER
Milestone Asset Management Group, LLC$171M AUM0.14%$238,7302.1KQ1 2026OLDER
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM0.14%$9M82.3KQ1 2026OLDER
CFS Investment Advisory Services, LLC$1.5B AUM0.14%$2M15.7KQ1 2026OLDER
MKT Advisors LLC$322M AUM0.13%$414,9573.1KQ2 2026
Bigelow Investment Advisors, LLC$250M AUM0.13%$319,2232.8KQ1 2026OLDER
Veridan Wealth LLC$270M AUM0.13%$340,7983.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.12%$80M706.8KQ1 2026OLDER
SWEENEY & MICHEL, LLC$340M AUM0.12%$400,5873.3KQ1 2026OLDER
SNS Financial Group, LLC$1.2B AUM0.11%$1M11.6KQ1 2026OLDER
Balance Wealth, LLC$322M AUM0.11%$358,6083.2KQ1 2026OLDER
Compass Ion Advisors, LLC$1.0B AUM0.11%$1M9.7KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.10%$7M62.5KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.09%$3M22.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.09%$22M190.8KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.09%$9M77.3KQ1 2026OLDER
BOS Asset Management, LLC$392M AUM0.08%$326,2672.9KQ1 2026OLDER
RETIREMENT CAPITAL STRATEGIES$265M AUM0.08%$217,0951.9KQ1 2026OLDER
Meridian Financial Partners LLC$263M AUM0.08%$204,6221.7KQ4 2025OLDER
LANDAAS & CO /WI /ADV$456M AUM0.08%$343,1933.0KQ1 2026OLDER
SAX WEALTH ADVISORS, LLC$2.5B AUM0.07%$2M15.5KQ2 2026
Evergreen Private Wealth LLC$247M AUM0.07%$171,9561.4KQ4 2025OLDER
Keystone Financial Group, Inc.$192M AUM0.06%$119,7371.1KQ1 2026OLDER
BEACON FINANCIAL GROUP$1.0B AUM0.06%$618,3395.4KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM0.06%$665,2605.0KQ2 2026
Peak Retirement Planning, Inc.$501M AUM0.06%$289,5662.5KQ1 2026OLDER
Horizon Wealth Management, LLC$682M AUM0.06%$386,7343.4KQ1 2026OLDER
Firestone Capital Management$480M AUM0.05%$262,9062.3KQ1 2026OLDER
Relyea Zuckerberg Hanson LLC$995M AUM0.05%$540,4924.8KQ1 2026OLDER
Charter Oak Capital Management, LLC$1.3B AUM0.05%$699,6796.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.05%$13M114.5KQ1 2026OLDER
RVW Wealth, LLC$1.5B AUM0.05%$775,9825.8KQ2 2026
Glassy Mountain Advisors, Inc.$322M AUM0.05%$163,3591.4KQ1 2026OLDER
MARINO, STRAM & ASSOCIATES LLC$557M AUM0.05%$278,4402.5KQ1 2026OLDER
Family Capital Trust Co$276M AUM0.05%$136,3201.2KQ1 2026OLDER
Your Advocates Ltd., LLP$328M AUM0.05%$161,0081.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.05%$9M79.6KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.05%$480,1333.6KQ2 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.05%$23M202.2KQ1 2026OLDER
Midway Capital Research & Management$106M AUM0.04%$45,441400Q1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.04%$2M15.6KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.04%$885,2977.8KQ1 2026OLDER
Horst & Graben Wealth Management LLC$729M AUM0.04%$278,4212.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.04%$5M41.7KQ1 2026OLDER
Mayflower Financial Advisors, LLC$1.2B AUM0.04%$427,7533.2KQ2 2026
WealthPlan Investment Management, LLC$1.8B AUM0.04%$654,2375.8KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.04%$5M40.3KQ1 2026OLDER
Fragasso Financial Advisors Inc$1.9B AUM0.04%$663,1895.0KQ2 2026
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.03%$239,0202.1KQ1 2026OLDER
Orgel Wealth Management, LLC$4.6B AUM0.03%$2M13.5KQ1 2026OLDER
NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM0.03%$413,2873.6KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.03%$239,9402.0KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.03%$632,3925.6KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.03%$1M12.6KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.03%$2M21.6KQ1 2026OLDER
United Asset Strategies, Inc.$1.3B AUM0.03%$341,0243.0KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.03%$3M22.3KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.03%$249,9262.2KQ1 2026OLDER
Apexium Financial, LP$2.1B AUM0.03%$527,7524.5KQ3 2025OLDER
LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM0.02%$253,1802.2KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.02%$206,0751.8KQ1 2026OLDER
First Pacific Financial$777M AUM0.02%$192,4781.7KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.02%$46,566384Q4 2025OLDER
Strategic Blueprint, LLC$1.7B AUM0.02%$387,1213.4KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.02%$202,4401.8KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.02%$2M16.4KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.02%$961,7647.2KQ2 2026
Equitable Holdings, Inc.$15.5B AUM0.02%$3M20.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.02%$23M205.4KQ1 2026OLDER
NWAM LLC$1.7B AUM0.02%$271,1382.4KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.02%$514,8474.5KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.02%$844,9767.4KQ1 2026OLDER
Clean Yield Group$355M AUM0.02%$55,176455Q4 2025OLDER
GenTrust, LLC$2.3B AUM0.02%$353,5313.1KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$471,9054.2KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$2M19.1KQ1 2026OLDER
Foster Group, Inc.$3.8B AUM0.01%$461,7563.5KQ2 2026
Sunbelt Securities, Inc.$1.6B AUM0.01%$194,1471.7KQ1 2026OLDER
Wharton Business Group, LLC$2.6B AUM0.01%$309,5672.7KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.01%$16,563142Q1 2026OLDER
Noble Wealth Management PBC$223M AUM0.01%$23,897180Q2 2026
Gladwyn Financial Advisors, Inc.$160M AUM0.01%$17,093129Q2 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$211,5281.9KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.01%$154,2511.3KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M16.4KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$814,6207.2KQ1 2026OLDER
Zhang Financial LLC$2.9B AUM0.01%$265,1482.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$953,1788.3KQ1 2026OLDER
Confluence Wealth Services, Inc.$2.6B AUM0.01%$215,0061.8KQ4 2025OLDER
One Capital Management, LLC$3.6B AUM0.01%$317,7462.8KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.01%$58,852444Q2 2026
Gateway Wealth Partners, LLC$2.6B AUM0.01%$219,2821.9KQ1 2026OLDER
Triumph Capital Management$491M AUM0.01%$40,897360Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$6M52.0KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.01%$23,857210Q1 2026OLDER
Navalign, LLC$396M AUM0.01%$32,621269Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$43M376.7KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$321,2312.8KQ1 2026OLDER
Clarity Asset Management, Inc.$198M AUM0.01%$13,033115Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$311,6132.7KQ1 2026OLDER
DT Investment Partners, LLC$1.2B AUM0.01%$72,706640Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$313,8842.8KQ2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$967,2138.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$206,5301.8KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.01%$9,54575Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M25.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M28.5KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$600,5045.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$594,3695.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$872,3547.7KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.00%$215,9581.9KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.00%$432Q4 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$512,5294.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$49M443.0KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$649,1255.7KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$93,490823Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$958,1528.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$52M455.3KQ1 2026OLDER
Glassman Wealth Services$736M AUM0.00%$19,540172Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M19.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$512,0734.5KQ1 2026OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.00%$11,13498Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$467,9294.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$169,1551.5KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.00%$454,4104.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M16.6KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3M23.4KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$320,2462.8KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$36,353320Q1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$268,6202.4KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$6,57457Q1 2026OLDER
Breakwater Investment Management$269M AUM0.00%$3,29529Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$252,6522.2KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.00%$2,38621Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M37.4KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$33,190250Q2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M32.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$236,9532.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$315,7452.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M23.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$900,4147.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$297,2982.6KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$2,84125Q1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$5,22646Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M39.3KQ3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$97,698860Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$297,3792.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M62.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$423,3973.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M22.4KQ2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$30,332267Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$26,216216Q4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$323,1992.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$120,054990Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$751,3806.8KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$7,15763Q1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$64,086564Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M8.5KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$262,4862.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$314,7932.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$116,7831.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$323,1992.8KQ1 2026OLDER
Biltmore Family Office, LLC$716M AUM0.00%$9098Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$141,4321.2KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$3613Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$294,7992.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$318,9452.7KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$411,3363.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$8,52075Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$454,1834.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$33,967299Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$50Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.