SEC 13F Intelligence

ISHARES TR

CUSIP 46438G588

Ishares Tr has 34 institutional holders in Filings Flow’s 13F database, together reporting 2.31M shares worth $62M as of Q1 2026. The largest reported holders are J. L. Bainbridge & Co., Inc., Client First Capital LLC, and Strategic Blueprint, LLC.

Institutional Holders
34
Q1 2026
Reported Value
$62M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 32Q4 ’25Q1 ’26: 34Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $79MQ4 ’25Q1 ’26: $62MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
J. L. Bainbridge & Co., Inc.$1.1B AUM3.34%$38M1.40MQ1 2026OLDER
Client First Capital LLC$231M AUM1.69%$4M145.3KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM1.29%$2M74.4KQ1 2026OLDER
FC Advisory LLC$378M AUM0.59%$2M80.5KQ2 2026
JIM SAULNIER & ASSOCIATES, LLC$205M AUM0.47%$969,37836.1KQ1 2026OLDER
Blue Sky Capital Consultants Group, Inc.$210M AUM0.30%$625,14323.3KQ1 2026OLDER
Lifestyle Asset Management, Inc.$306M AUM0.15%$451,92616.8KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM0.14%$228,5788.5KQ1 2026OLDER
Crown Wealth Group, LLC$340M AUM0.13%$449,29716.8KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.11%$3M95.8KQ3 2025OLDER
Amplius Wealth Advisors, LLC$1.2B AUM0.11%$1M48.1KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.09%$1M38.1KQ1 2026OLDER
BIP Wealth, LLC$2.5B AUM0.06%$2M56.7KQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.04%$566,28021.1KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.03%$411,90715.4KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.02%$554,51419.9KQ2 2026
Signal Advisors Wealth, LLC$1.5B AUM0.02%$263,8639.9KQ3 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.02%$396,52214.8KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$311,13611.6KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$810,53730.2KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.01%$389,37114.4KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$307,05911.5KQ3 2025OLDER
Spire Wealth Management$3.3B AUM0.01%$200,5447.2KQ2 2026
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$200,0617.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$576,48321.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$201,2857.5KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$4,667174Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$745,07027.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M92.3KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$109,1454.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$26,8221.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M44.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$375,34814.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M52.4KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$929,85534.7KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$773,89828.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,36851Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$24,260900Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$11,456425Q4 2025OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$231Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$231Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4,613172Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.