SEC 13F Intelligence

ISHARES TR

CUSIP 46436E189

Ishares Tr has 89 institutional holders in Filings Flow’s 13F database, together reporting 2.55M shares worth $96M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Spider Management Company, LLC, and Jane Street Group, LLC.

Institutional Holders
89
Q1 2026
Reported Value
$96M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 46Q4 ’25Q1 ’26: 89Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $28MQ4 ’25Q1 ’26: $96MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Spider Management Company, LLC$351M AUM5.25%$18M387.2KQ1 2026OLDER
W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM0.66%$8M167.0KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.54%$3M65.3KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.22%$2M37.8KQ1 2026OLDER
SLT Holdings LLC$148M AUM0.14%$211,3594.8KQ4 2025OLDER
Bluesphere Advisors LLC$281M AUM0.13%$357,7347.5KQ1 2026OLDER
Allie Family Office LLC$228M AUM0.11%$260,0115.5KQ1 2026OLDER
Legend Capital Advisors LLC$160M AUM0.11%$180,7943.8KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.11%$520,97310.9KQ1 2026OLDER
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.08%$1M22.4KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.07%$652,52413.7KQ1 2026OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.07%$1M24.6KQ1 2026OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.06%$118,8482.5KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.03%$2M45.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.03%$766,23416.1KQ2 2026
Moors & Cabot, Inc.$2.3B AUM0.03%$640,58213.5KQ1 2026OLDER
Evanson Asset Management, LLC$1.9B AUM0.03%$475,77410.0KQ1 2026OLDER
Southeast Asset Advisors, LLC$913M AUM0.03%$231,7024.9KQ1 2026OLDER
Evanson Financial, LLC$2.0B AUM0.02%$492,30010.0KQ2 2026
J. Safra Sarasin Holding AG$5.9B AUM0.02%$1M30.0KQ4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$859,39918.1KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.02%$24,550516Q1 2026OLDER
PFG Investments, LLC$2.1B AUM0.02%$379,4778.0KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$584,31212.3KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.01%$125,8432.6KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$205,0504.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$3M52.8KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$226,7534.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$325,5017.3KQ4 2025OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$598,67812.6KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.01%$485,42210.0KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.01%$22,844480Q1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$736,44815.5KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.01%$139,3132.9KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$209,0684.4KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$10,324217Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$19M405.0KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$616,75013.0KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$48,0541.0KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$42,391891Q1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$12,628285Q4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$304,5128.1KQ3 2025OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$28,935653Q4 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$298,9166.3KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$937,97119.2KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$211,3594.8KQ4 2025OLDER
New Millennium Group LLC$231M AUM0.00%$5,539125Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$8,945188Q1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$2M39.6KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$23,789500Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$214,0034.5KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$320,1966.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$13M270.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$908,87119.1KQ1 2026OLDER
PINNEY & SCOFIELD, INC.$185M AUM0.00%$2,76158Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$22,518599Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$49,132998Q2 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$19,031400Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$206,8194.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M28.0KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M22.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$746,06515.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$599,66512.6KQ1 2026OLDER
JDM Financial Group LLC$259M AUM0.00%$2,18946Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$303,4236.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$676,59814.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$13,322280Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M45.8KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$19,692400Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$55,7891.1KQ1 2026OLDER
Financial Engines Advisors L.L.C.$49.2B AUM0.00%$237,8875.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M57.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$108,2392.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$365,1937.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$240,4805.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$248,3545.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M58.5KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$360,3517.6KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$196,6374.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$12,415330Q3 2025OLDER
Aspect Partners, LLC$245M AUM0.00%$47610Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$95220Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$270,4135.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$673,05114.1KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$183,4663.9KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$71415Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$26,586600Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$22,464507Q4 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$2295Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$459,0009.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$12,180256Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$28,546600Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$14,321301Q2 2026
CWM, LLC$38.1B AUM0.00%$19,031400Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$47510Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$57,5691.2KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$10,610223Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$7,137150Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1,99842Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$2225Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6,646150Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$47610Q1 2026OLDER

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