ISHARES TR
CUSIP 46436E403
Ishares Tr has 138 institutional holders in Filings Flow’s 13F database, together reporting 13.45M shares worth $789M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Resonant Capital Advisors, LLC, and Raymond James Financial Inc.
Institutional Holders
138
Q1 2026
Reported Value
$789M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LANDAAS & CO /WI /ADV$456M AUM | 6.56% | $30M | 467.8K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 5.68% | $7M | 108.8K | Q1 2026OLDER |
| Planned Solutions, Inc.$306M AUM | 5.04% | $15M | 240.8K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 3.41% | $4M | 60.6K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 3.21% | $12M | 190.1K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 2.91% | $4M | 69.5K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 2.90% | $16M | 251.1K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 2.64% | $50M | 784.6K | Q1 2026OLDER |
| Keystone Global Partners, LLC$225M AUM | 2.57% | $6M | 85.8K | Q4 2025OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 2.22% | $14M | 224.4K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 2.20% | $8M | 92.5K | Q2 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 2.08% | $3M | 40.7K | Q4 2025OLDER |
| Stonebridge Wealth Management, LLC$104M AUM | 1.85% | $2M | 30.1K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 1.72% | $2M | 36.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 1.70% | $4M | 57.1K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 1.62% | $3M | 54.2K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 1.60% | $14M | 203.0K | Q4 2025OLDER |
| WIN ADVISORS, INC$219M AUM | 1.40% | $3M | 48.3K | Q4 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 1.32% | $10M | 158.9K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.20% | $3M | 39.1K | Q3 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.86% | $12M | 141.9K | Q2 2026 |
| Certified Advisory Corp$1.1B AUM | 0.77% | $9M | 133.4K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.65% | $3M | 51.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.65% | $19M | 369.5K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.63% | $1M | 16.8K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.60% | $20M | 308.1K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.59% | $2M | 31.9K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.59% | $903,557 | 14.1K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.52% | $1M | 23.0K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 0.48% | $2M | 23.4K | Q3 2025OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.48% | $1M | 20.6K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.45% | $635,629 | 9.5K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.40% | $2M | 39.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.40% | $22M | 344.7K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.40% | $2M | 22.3K | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 0.39% | $1M | 16.8K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.32% | $597,033 | 8.8K | Q4 2025OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.30% | $6M | 99.5K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 0.29% | $505,643 | 7.4K | Q4 2025OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.28% | $1M | 17.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.27% | $4M | 69.2K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.27% | $2M | 29.4K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.26% | $1M | 14.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.23% | $8M | 129.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.22% | $4M | 56.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.22% | $1M | 16.5K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.20% | $1M | 22.4K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.20% | $244,513 | 3.0K | Q2 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.19% | $452,850 | 7.5K | Q2 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.19% | $361,752 | 5.7K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.18% | $580,526 | 7.2K | Q2 2026 |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.17% | $393,273 | 6.1K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 0.14% | $478,980 | 7.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.13% | $5M | 60.8K | Q2 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.12% | $982,963 | 15.4K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.12% | $3M | 45.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.12% | $969,167 | 11.7K | Q2 2026 |
| GWN SECURITIES INC.$523M AUM | 0.11% | $550,163 | 8.6K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.10% | $3M | 16.2K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.10% | $7M | 103.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.09% | $847,852 | 13.3K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.09% | $2M | 37.9K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.09% | $14M | 199.8K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.09% | $203,872 | 3.2K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.08% | $116,240 | 1.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.08% | $1M | 23.4K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $536,288 | 7.9K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $22M | 341.5K | Q1 2026OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.06% | $237,137 | 3.7K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.06% | $69,180 | 1.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.05% | $2M | 22.6K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 60.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $39M | 612.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.04% | $1M | 18.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $139M | 2.18M | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 22.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $22M | 350.6K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.03% | $146,363 | 2.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 61.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $19M | 297.0K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.02% | $65,225 | 1.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $412,095 | 6.4K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.02% | $216,282 | 3.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 63.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $48M | 757.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $315,692 | 4.9K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.01% | $72,030 | 1.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $15M | 236.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $472,614 | 6.9K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $808,934 | 12.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 169.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $892,220 | 13.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 80.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $14M | 220.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $32M | 502.1K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $407,233 | 6.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $343,043 | 5.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $448,890 | 7.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 58.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $284,392 | 4.4K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.00% | $9,276 | 145 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $215,425 | 3.2K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $10,172 | 159 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $5M | 75.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $275,328 | 4.0K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $76,764 | 1.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $370,002 | 5.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $91,587 | 1.4K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $251,667 | 3.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $35M | 546.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $39,975 | 609 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $181,813 | 2.8K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $208,111 | 3.3K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $325,927 | 5.1K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $21,775 | 340 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $23,427 | 366 | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $211,314 | 3.1K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $66,953 | 1.0K | Q3 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $7,804 | 122 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $924,558 | 14.5K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $11,707 | 183 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18M | 266.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $466,469 | 7.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $167,569 | 2.6K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $408,600 | 6.0K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $4,595 | 70 | Q3 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $640 | 10 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 33.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $10,238 | 160 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $298,356 | 4.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $226,646 | 3.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $55,718 | 871 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 36.6K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.00% | $249,782 | 3.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $368,531 | 5.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $132,418 | 2.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $22,810 | 352 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 17.4K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $320 | 5 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $1,151 | 18 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $412,031 | 6.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $34,050 | 500 | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $1,172 | 17 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $31,218 | 488 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $42,284 | 661 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $42,086 | 618 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $511,376 | 8.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $697,337 | 10.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $9,915 | 155 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $262,213 | 4.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $7,423 | 109 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,815 | 44 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $113,387 | 1.7K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $26,154 | 409 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $142,317 | 2.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $55,677 | 904 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6,677 | 107 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1,599 | 25 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.