ISHARES TR
CUSIP 46438G364
Ishares Tr has 11 institutional holders in Filings Flow’s 13F database, together reporting 267.3K shares worth $7M as of Q1 2026. The largest reported holders are Lbmc Investment Advisors, LLC, Straight Path Wealth Management, and Mcf Advisors LLC.
Institutional Holders
11
Q1 2026
Reported Value
$7M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Straight Path Wealth Management$374M AUM | 0.32% | $1M | 47.9K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.22% | $4M | 141.4K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.03% | $61,660 | 2.4K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.02% | $488,310 | 19.3K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $528,584 | 20.9K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $14,670 | 581 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $55,395 | 2.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $499,546 | 19.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $98,475 | 3.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $10,883 | 431 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $254,692 | 9.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $169,734 | 6.6K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $514,582 | 20.0K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17,094 | 677 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.