ISHARES TR
CUSIP 46438G646
Ishares Tr has 55 institutional holders in Filings Flow’s 13F database, together reporting 7.39M shares worth $189M as of Q1 2026. The largest reported holders are Atlantic Union Bankshares Corp, Confluence Investment Management LLC, and Summitry LLC.
Institutional Holders
55
Q1 2026
Reported Value
$189M
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 |
|---|---|---|---|---|
| Atlantic Private Wealth, LLC$153M AUM | 3.87% | $6M | 231.2K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.92% | $3M | 128.2K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.78% | $22M | 863.4K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.75% | $1M | 41.1K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.70% | $37M | 1.43M | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.60% | $4M | 146.6K | Q1 2026OLDER |
| Reliant Wealth Planning$331M AUM | 0.41% | $1M | 52.4K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.38% | $24M | 965.1K | Q2 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.17% | $396,693 | 15.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.13% | $13M | 506.0K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.06% | $640,036 | 25.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.06% | $10M | 384.7K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.05% | $123,280 | 4.8K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.05% | $212,165 | 8.3K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 0.04% | $56,575 | 2.2K | Q4 2025OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.03% | $34,985 | 1.4K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.03% | $56,225 | 2.2K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $945,081 | 36.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 189.5K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $762,748 | 29.6K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $291,703 | 11.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 95.2K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $450,975 | 17.6K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $102,520 | 4.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $15M | 566.0K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.01% | $237,745 | 9.1K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.01% | $487,108 | 18.8K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 193.5K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $362,342 | 14.4K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 130.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $535,934 | 20.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $200,939 | 7.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 103.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $127,817 | 5.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $994,931 | 38.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 422.5K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $26,579 | 1.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $219,162 | 8.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 58.3K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $14,942 | 583 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $2,742 | 107 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $401,162 | 15.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 177.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $35,549 | 1.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 99.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 75.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 132.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $38,086 | 1.5K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $206,425 | 8.0K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,869 | 268 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 157.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $883,470 | 34.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $50,871 | 2.0K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 40.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $265,270 | 10.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $69,893 | 2.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $566,193 | 22.1K | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $815,675 | 31.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $707,516 | 27.4K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 41.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $564,065 | 22.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $47,133 | 1.8K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.