ISHARES TR
CUSIP 46438G570
Ishares Tr has 85 institutional holders in Filings Flow’s 13F database, together reporting 5.36M shares worth $154M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Victory Capital Management Inc, and Envestnet Asset Management Inc.
Institutional Holders
85
Q1 2026
Reported Value
$154M
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 |
|---|---|---|---|---|
| Goodman Advisory Group, LLC$385M AUM | 2.85% | $11M | 383.3K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 1.20% | $2M | 55.0K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.66% | $969,868 | 29.5K | Q2 2026 |
| Core Wealth Partners LLC$235M AUM | 0.40% | $943,200 | 28.7K | Q2 2026 |
| RIA Advisory Group LLC$421M AUM | 0.31% | $1M | 45.8K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.25% | $260,442 | 9.1K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.23% | $1M | 38.4K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.23% | $3M | 103.9K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.20% | $335,970 | 11.7K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.14% | $1M | 42.8K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.12% | $6M | 190.0K | Q2 2026 |
| Insight Wealth Partners, LLC$713M AUM | 0.11% | $786,163 | 27.5K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.11% | $2M | 62.9K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.10% | $294,929 | 10.3K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.09% | $351,734 | 12.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 98.7K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.07% | $519,041 | 18.1K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.06% | $3M | 84.1K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 51.6K | Q3 2025OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.05% | $270,030 | 9.4K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.04% | $4M | 125.6K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.04% | $211,337 | 7.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $894,134 | 31.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.03% | $160,988 | 5.6K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $302,338 | 9.7K | Q4 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $360,921 | 12.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 57.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 42.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $779,065 | 27.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $197,507 | 6.9K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $650,987 | 22.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $100,370 | 3.5K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $388,144 | 13.6K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $989,794 | 34.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $219,611 | 7.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $20M | 689.0K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.01% | $34,602 | 1.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $286,585 | 9.3K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $201,309 | 7.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $30M | 1.04M | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $325,867 | 11.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $331,792 | 11.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $576,178 | 20.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $7,498 | 262 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 55.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $39,208 | 1.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $19M | 677.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $76,150 | 2.5K | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $231,272 | 7.0K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $268,353 | 8.8K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $281,907 | 9.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $913,119 | 31.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 96.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $812,035 | 0 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 127.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 426.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $125,613 | 4.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $260,063 | 9.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $259,879 | 9.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $183,660 | 6.4K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $25,984 | 832 | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $305,833 | 10.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 39.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 37.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $17,086 | 597 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $5,465 | 175 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $581,073 | 20.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $248,506 | 8.0K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $116,340 | 4.1K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,627 | 52 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $255,519 | 8.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $724,973 | 25.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 53.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $42,867 | 1.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $12M | 420.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 59.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 60.0K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $630 | 22 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $9,302 | 325 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $34,516 | 1.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $532,504 | 18.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $245,228 | 9.0K | Q4 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $296 | 9 | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,056 | 175 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $511,755 | 17.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $231,102 | 7.4K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $16,800 | 587 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $88 | 3 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $149,654 | 5.2K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $11,448 | 400 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $37,685 | 1.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $261,502 | 9.5K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $22,953 | 802 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $312 | 10 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $19,490 | 681 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $562 | 18 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $6,246 | 200 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,345 | 47 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,977 | 104 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $34,228 | 1.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,343 | 43 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2,273 | 80 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $197 | 7 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.