ISHARES TR
CUSIP 46436E536
Ishares Tr has 35 institutional holders in Filings Flow’s 13F database, together reporting 3.40M shares worth $122M as of Q1 2026. The largest reported holders are Money Concepts Capital Corp, Truist Financial Corp, and Bank Of America Corp /De/.
Institutional Holders
35
Q1 2026
Reported Value
$122M
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 |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 5.47% | $99M | 2.75M | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.77% | $2M | 43.2K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.25% | $1M | 30.1K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.24% | $856,295 | 24.9K | Q4 2025OLDER |
| Dynamic Financial Group$122M AUM | 0.18% | $215,811 | 6.0K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.15% | $595,519 | 16.6K | Q1 2026OLDER |
| Well Done, LLC$681M AUM | 0.09% | $636,092 | 17.7K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.07% | $5M | 131.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $688,262 | 20.5K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $265,634 | 7.9K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $156,387 | 4.7K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 171.4K | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $46,719 | 1.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $278,429 | 7.2K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $402,643 | 11.2K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $12,578 | 350 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $47,451 | 1.3K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $23,818 | 570 | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $373,148 | 10.9K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $532,832 | 15.9K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 33.0K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $6,017 | 167 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $248,687 | 6.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 36.3K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $8,538 | 254 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 58.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $359,860 | 10.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 158.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 35.8K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $65,902 | 1.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $996,939 | 27.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,264 | 63 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $445,897 | 12.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 33.0K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $608,000 | 16.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $63,897 | 1.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $43,953 | 1.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,746 | 80 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $309,924 | 8.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $307,254 | 8.9K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $269,972 | 7.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $360 | 10 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $11,129 | 310 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,676 | 50 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,689 | 47 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,905 | 53 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $10,213 | 284 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $72 | 2 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $32 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.