ISHARES TR
CUSIP 46436E122
Ishares Tr has 47 institutional holders in Filings Flow’s 13F database, together reporting 2.21M shares worth $58M as of Q1 2026. The largest reported holders are Lbmc Investment Advisors, LLC, Marathon Mission, Inc., and Chicago Partners Investment Group LLC.
Institutional Holders
47
Q1 2026
Reported Value
$58M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Marathon Mission, Inc.$200M AUM | 2.66% | $5M | 201.3K | Q2 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 1.49% | $24M | 933.6K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.52% | $2M | 74.0K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.31% | $743,509 | 28.4K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.28% | $813,947 | 31.0K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.19% | $627,726 | 23.9K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.12% | $200,330 | 7.5K | Q3 2025OLDER |
| TABLEAUX LLC$206M AUM | 0.12% | $244,816 | 9.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.11% | $5M | 189.5K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.08% | $229,504 | 8.7K | Q2 2026 |
| THREADGILL FINANCIAL, LLC$243M AUM | 0.07% | $252,263 | 9.6K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.06% | $296,076 | 11.3K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $247,648 | 9.4K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.03% | $82,593 | 3.1K | Q1 2026OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.03% | $289,994 | 11.1K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.03% | $78,660 | 3.0K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $71,843 | 2.7K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.02% | $487,902 | 18.6K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.02% | $338,894 | 12.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 58.4K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $349,644 | 13.3K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.01% | $49,215 | 1.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $289,102 | 11.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $68,172 | 2.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $345,184 | 13.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 85.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $206,554 | 7.9K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $8,548 | 326 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $88,519 | 3.4K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $53,600 | 2.0K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $568,948 | 21.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $550,628 | 21.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 96.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $576,195 | 22.0K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $14,762 | 563 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $169,031 | 6.4K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $19,473 | 743 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 48.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 89.8K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $9,885 | 377 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $460,895 | 17.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 53.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $430,000 | 16.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $426,495 | 16.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $4,128 | 154 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $276,149 | 10.5K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,511 | 131 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $10,147 | 387 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 60.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $662 | 25 | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,573 | 60 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $3,146 | 120 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $232 | 9 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.