ISHARES TR
CUSIP 46436E387
Ishares Tr has 101 institutional holders in Filings Flow’s 13F database, together reporting 12.63M shares worth $293M as of Q1 2026. The largest reported holders are Lbmc Investment Advisors, LLC, Baltimore-Washington Financial Advisors, Inc., and Lpl Financial LLC.
Institutional Holders
101
Q1 2026
Reported Value
$293M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| THREADGILL FINANCIAL, LLC$243M AUM | 5.92% | $20M | 868.7K | Q1 2026OLDER |
| LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM | 3.75% | $5M | 212.7K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 2.49% | $41M | 1.74M | Q1 2026OLDER |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 1.57% | $4M | 157.0K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 1.50% | $9M | 365.3K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 1.34% | $8M | 360.9K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 1.27% | $29M | 1.25M | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 1.25% | $3M | 125.8K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.80% | $3M | 128.1K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.56% | $3M | 106.9K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.38% | $407,802 | 17.3K | Q1 2026OLDER |
| Kastel Capital Advisors, LLC$158M AUM | 0.35% | $555,502 | 23.7K | Q2 2026 |
| Sightline Wealth Advisors, LLC$236M AUM | 0.31% | $731,119 | 30.9K | Q4 2025OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.30% | $973,957 | 41.5K | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.28% | $819,126 | 34.9K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.20% | $448,377 | 18.8K | Q3 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.18% | $220,618 | 1 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.17% | $8M | 333.0K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.16% | $720,787 | 30.7K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.16% | $410,702 | 17.5K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.16% | $261,402 | 11.1K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 0.15% | $310,062 | 13.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.14% | $8M | 352.9K | Q4 2025OLDER |
| Cyr Financial Inc.$170M AUM | 0.14% | $232,903 | 9.9K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.13% | $567,730 | 24.2K | Q1 2026OLDER |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.13% | $2M | 71.8K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.12% | $261,968 | 11.2K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.12% | $383,346 | 16.2K | Q4 2025OLDER |
| Orion Capital Management LLC$290M AUM | 0.11% | $328,580 | 14.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.11% | $5M | 213.0K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.10% | $505,614 | 21.5K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.10% | $500,498 | 21.3K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.10% | $469,987 | 20.0K | Q1 2026OLDER |
| Windsor Capital Management, LLC$385M AUM | 0.09% | $342,184 | 14.6K | Q2 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.08% | $3M | 123.7K | Q1 2026OLDER |
| Reliant Wealth Planning$331M AUM | 0.08% | $266,760 | 11.4K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.07% | $20M | 849.3K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.07% | $500,592 | 21.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $18M | 759.1K | Q2 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.05% | $564,712 | 24.1K | Q1 2026OLDER |
| REBALANCE, LLC$1.7B AUM | 0.05% | $797,582 | 34.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $4M | 167.6K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $255,534 | 10.9K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.04% | $545,597 | 23.0K | Q4 2025OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.03% | $476,342 | 20.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $493,043 | 20.7K | Q3 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.03% | $134,108 | 5.7K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.02% | $486,627 | 20.7K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.02% | $50,555 | 2.2K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.02% | $38,538 | 1.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 70.5K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.02% | $17,166 | 731 | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $45,180 | 1.9K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.01% | $273,600 | 11.6K | Q4 2025OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.01% | $227,912 | 9.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $188,228 | 8.0K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.01% | $234,231 | 10.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $21M | 887.3K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.01% | $51,680 | 2.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $303,832 | 12.9K | Q2 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $202,100 | 8.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 57.3K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $350,243 | 14.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $482,567 | 20.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $540,294 | 23.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 360.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $26M | 1.10M | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $206,646 | 8.8K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $326,444 | 13.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 154.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $365,464 | 15.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $348,154 | 14.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 151.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $199,607 | 8.4K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 47.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $48,690 | 2.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $487,495 | 20.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $142,604 | 6.1K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $59,946 | 2.5K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $121,066 | 5.1K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 247.1K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $44,610 | 1.9K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $223,099 | 9.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $244,886 | 10.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $115,393 | 4.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 258.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $180,465 | 7.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 210.4K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $621,725 | 26.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $14M | 580.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $571,900 | 24.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $420,277 | 17.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $450,471 | 19.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $561,239 | 23.9K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $7,158 | 300 | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $264,038 | 11.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 209.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $19,601 | 835 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 59.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 68.6K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $9,858 | 420 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $460,467 | 19.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $704,452 | 30.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,347 | 100 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $67,096 | 2.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $4,400 | 184 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,507 | 147 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $15,725 | 670 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 67.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,596 | 68 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $21,396 | 912 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.