ISHARES TR
CUSIP 46436E239
Ishares Tr has 17 institutional holders in Filings Flow’s 13F database, together reporting 344.4K shares worth $16M as of Q1 2026. The largest reported holders are Lido Advisors, LLC, Sageview Advisory Group, LLC, and Creative Planning.
Institutional Holders
17
Q1 2026
Reported Value
$16M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| J. Mark Nickell & Co.$207M AUM | 0.62% | $689,334 | 14.4K | Q1 2026 |
| Sonoma Allocations LLC$322M AUM | 0.12% | $331,347 | 6.5K | Q3 2025OLDER |
| Serenus Wealth Advisors, LLC$501M AUM | 0.08% | $418,517 | 8.8K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.07% | $2M | 40.9K | Q4 2025OLDER |
| Prosperity Planning, Inc.$395M AUM | 0.06% | $233,960 | 4.4K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $2M | 38.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $8M | 164.4K | Q1 2026 |
| Sherman Asset Management, Inc.$109M AUM | 0.02% | $16,804 | 352 | Q1 2026 |
| Front Row Advisors LLC$296M AUM | 0.01% | $32,462 | 680 | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $424,294 | 8.9K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $233,867 | 4.9K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.01% | $5,292 | 100 | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $63,873 | 1.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $131,040 | 2.7K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $78,863 | 1.7K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $216,821 | 4.5K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $21,483 | 450 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 41.2K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11,600 | 243 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $205,530 | 4.0K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 23.6K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 34.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $830,399 | 17.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $244,597 | 4.6K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $66,918 | 1.3K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12,176 | 236 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $94 | 2 | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1,000 | 10 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.