ISHARES TR
CUSIP 46435U861
Ishares Tr has 153 institutional holders in Filings Flow’s 13F database, together reporting 12.63M shares worth $677M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Steward Partners Investment Advisory, LLC.
Institutional Holders
153
Q1 2026
Reported Value
$677M
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 |
|---|---|---|---|---|
| Welch Financial Planning, LLC$139M AUM | 8.98% | $12M | 231.6K | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 5.21% | $13M | 239.5K | Q3 2025OLDER |
| Blake Schutter Theil Wealth Advisors, LLC$123M AUM | 3.58% | $4M | 81.3K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 3.31% | $10M | 184.7K | Q1 2026OLDER |
| Sunburst Financial Group, LLC$617M AUM | 3.17% | $20M | 317.3K | Q2 2026 |
| IAG Wealth Partners, LLC$896M AUM | 3.14% | $28M | 522.2K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 2.98% | $13M | 245.4K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 2.75% | $17M | 307.9K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 2.69% | $6M | 115.1K | Q1 2026OLDER |
| Taylor Financial Group, Inc.$165M AUM | 2.52% | $4M | 77.0K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 2.27% | $19M | 315.6K | Q2 2026 |
| Henderson Brothers Financial Partners, LLC$395M AUM | 1.83% | $7M | 134.3K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 1.62% | $3M | 60.6K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 1.11% | $6M | 104.4K | Q2 2026 |
| PEOPLES BANK /OH$163M AUM | 1.05% | $2M | 31.7K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 0.87% | $2M | 29.9K | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 0.76% | $1M | 20.4K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.76% | $2M | 32.2K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.74% | $6M | 100.7K | Q2 2026 |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.64% | $922,497 | 17.1K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.50% | $2M | 39.6K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.47% | $711,700 | 13.6K | Q3 2025OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.45% | $4M | 76.3K | Q4 2025OLDER |
| Collier Financial$131M AUM | 0.39% | $507,639 | 9.4K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.34% | $867,142 | 16.3K | Q4 2025OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.29% | $580,232 | 10.8K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.29% | $321,380 | 6.0K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.29% | $20M | 369.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.28% | $5M | 95.3K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.24% | $6M | 117.4K | Q1 2026OLDER |
| WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM | 0.23% | $273,732 | 5.1K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.22% | $397,847 | 7.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.21% | $41M | 768.6K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.20% | $729,793 | 13.5K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.20% | $243,599 | 4.5K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.18% | $1M | 20.3K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 0.18% | $278,435 | 5.2K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.17% | $2M | 39.6K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.16% | $365,194 | 6.9K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.16% | $4M | 66.2K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.15% | $250,544 | 4.6K | Q1 2026OLDER |
| Gouws Capital LLC$189M AUM | 0.15% | $280,540 | 5.2K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.14% | $271,457 | 5.0K | Q1 2026OLDER |
| Paradiem, LLC$454M AUM | 0.13% | $600,326 | 11.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.13% | $17M | 307.6K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.13% | $554,630 | 10.3K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.12% | $240,617 | 4.5K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.12% | $10M | 190.6K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.11% | $215,800 | 4.0K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.10% | $3M | 55.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.10% | $1M | 21.3K | Q1 2026OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.10% | $358,341 | 6.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.09% | $3M | 55.6K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.09% | $386,915 | 7.2K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.09% | $108,970 | 2.0K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.09% | $927,293 | 17.2K | Q1 2026OLDER |
| SHAKER INVESTMENTS LLC/OH$220M AUM | 0.09% | $209,489 | 3.9K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.09% | $9M | 170.8K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.08% | $636,508 | 11.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.08% | $3M | 47.3K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.08% | $526,601 | 9.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.08% | $477,469 | 9.1K | Q3 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.07% | $2M | 37.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.07% | $4M | 71.1K | Q1 2026OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.07% | $237,380 | 4.4K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.07% | $204,862 | 3.9K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.06% | $2M | 31.0K | Q2 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.06% | $268,941 | 5.0K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $3M | 47.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $15M | 284.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $189M | 3.49M | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.05% | $297,642 | 5.5K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.05% | $253,187 | 4.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.04% | $9M | 175.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $978,019 | 18.1K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.04% | $157,642 | 2.9K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.03% | $270,642 | 5.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $30M | 555.6K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.03% | $203,230 | 3.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 19.2K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.03% | $274,983 | 5.1K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $204,923 | 3.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 33.2K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.02% | $242,818 | 4.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 27.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $1M | 18.9K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $295,487 | 5.5K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.02% | $805,905 | 14.9K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.02% | $524,466 | 9.3K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.02% | $664,125 | 12.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $218,224 | 4.0K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.02% | $40,463 | 750 | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.02% | $331,200 | 6.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $13M | 248.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $342,778 | 6.4K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.02% | $1M | 18.6K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $219,192 | 3.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 49.9K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.01% | $282,160 | 5.2K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $225,090 | 4.2K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $454,583 | 7.4K | Q2 2026 |
| Csenge Advisory Group$2.2B AUM | 0.01% | $273,920 | 5.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $214,108 | 4.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $392,173 | 6.4K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $587,148 | 11.0K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $850,081 | 15.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $774,925 | 14.4K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 0.01% | $20,231 | 375 | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.01% | $207,923 | 3.9K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $209,994 | 3.4K | Q2 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $516,895 | 9.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $513,259 | 9.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $26,813 | 497 | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $215,321 | 3.5K | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $58,101 | 1.1K | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $325,744 | 6.1K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $703,578 | 13.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $73M | 1.35M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 66.0K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $149,010 | 2.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $309,769 | 5.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $235,492 | 4.4K | Q2 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $20,144 | 379 | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $14,762 | 274 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 63.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 26.8K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $646,267 | 12.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $217,502 | 4.1K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $240,636 | 4.5K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $396,726 | 7.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $43,231 | 827 | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $98,387 | 1.9K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $363,437 | 6.8K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $38,378 | 711 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $142,643 | 2.7K | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $59,399 | 1.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $353,979 | 6.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $12,659 | 244 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $8,092 | 150 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $339,702 | 6.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 19.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 44.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $638,980 | 11.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 65.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $16,812 | 323 | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 67.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 94.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $218,097 | 4.0K | Q2 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $32,046 | 594 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $113,942 | 2.1K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $2,374 | 44 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $27,407 | 508 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $334,220 | 6.4K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $4,892 | 92 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 123.9K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $10,164 | 165 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $16,239 | 301 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $14,990 | 278 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $174,420 | 3.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 65.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 25.7K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $216,715 | 4.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $71,376 | 1.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $260,274 | 4.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $956,115 | 18.0K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $540 | 10 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $846,907 | 15.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $502,158 | 9.3K | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $401,280 | 7.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $11,869 | 220 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $10,251 | 190 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $8,545 | 158 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $53,950 | 1.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $242,845 | 4.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3,291 | 61 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13,766 | 259 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3,992 | 74 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $14,809 | 274 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $7 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.