ISHARES TR
CUSIP 46436E742
Ishares Tr has 57 institutional holders in Filings Flow’s 13F database, together reporting 1.07M shares worth $52M as of Q1 2026. The largest reported holders are Sei Investments Co, Bailard, Inc., and Invera Wealth Advisors, LLC.
Institutional Holders
57
Q1 2026
Reported Value
$52M
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 |
|---|---|---|---|---|
| Invera Wealth Advisors, LLC$156M AUM | 3.28% | $5M | 106.8K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 1.76% | $4M | 87.4K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.47% | $2M | 43.7K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 1.08% | $2M | 26.5K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 1.06% | $2M | 33.8K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.39% | $1M | 23.4K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.19% | $219,114 | 4.6K | Q1 2026OLDER |
| Talisman Wealth Advisors LLC$124M AUM | 0.17% | $213,763 | 8.8K | Q4 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.16% | $1M | 25.1K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.14% | $321,399 | 6.7K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.14% | $6M | 126.5K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.12% | $341,205 | 7.1K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.10% | $600,410 | 12.6K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.06% | $425,192 | 8.9K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.05% | $91,425 | 1.9K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.05% | $207,727 | 4.3K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.05% | $337,665 | 7.1K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.04% | $103,289 | 2.2K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $321,399 | 6.7K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $394,931 | 8.3K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.04% | $1M | 30.8K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.03% | $493,138 | 10.3K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $933,274 | 20.1K | Q4 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $3M | 59.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 33.3K | Q3 2025OLDER |
| KWB Wealth$1.0B AUM | 0.03% | $279,562 | 6.0K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.02% | $25,765 | 539 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.02% | $313,457 | 6.6K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.02% | $137,640 | 2.9K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $220,357 | 4.7K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $321,399 | 6.7K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $11M | 229.4K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $122,809 | 2.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $381,551 | 7.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $338,552 | 7.3K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $442,943 | 9.3K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.00% | $243,034 | 5.1K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.00% | $471,525 | 9.9K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $25,826 | 555 | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $511,635 | 10.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $459,286 | 9.6K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $611,988 | 12.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $58,048 | 1.3K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 21.7K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,201 | 46 | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $2,492 | 43 | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $420,000 | 8.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $5,502 | 115 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $231,772 | 4.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $734,192 | 15.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $7,787 | 172 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 21.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $103,720 | 2.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $242,317 | 5.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $522,975 | 11.6K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $36,276 | 780 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $737,000 | 15.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,131 | 210 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $255,903 | 5.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,205 | 67 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $4,784 | 100 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $216,725 | 4.8K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $194,967 | 4.2K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1,435 | 30 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $5,381 | 112 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1,536 | 33 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,453 | 53 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $46 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.