ISHARES TR
CUSIP 46438G661
Ishares Tr has 33 institutional holders in Filings Flow’s 13F database, together reporting 957.3K shares worth $24M as of Q1 2026. The largest reported holders are Lbmc Investment Advisors, LLC, Straight Path Wealth Management, and Lpl Financial LLC.
Institutional Holders
33
Q1 2026
Reported Value
$24M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.75% | $12M | 485.6K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.44% | $2M | 64.8K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.41% | $974,809 | 38.3K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.28% | $810,888 | 31.9K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.14% | $444,707 | 17.5K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.08% | $256,205 | 10.1K | Q1 2026 |
| Aspen Wealth Management LLC$501M AUM | 0.06% | $294,864 | 11.6K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $246,690 | 9.7K | Q1 2026 |
| CNB Bank$238M AUM | 0.03% | $82,458 | 3.2K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.03% | $76,350 | 3.0K | Q1 2026 |
| First Western Trust Bank$2.0B AUM | 0.02% | $487,189 | 19.1K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $62,963 | 2.5K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.01% | $232,868 | 9.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 54.0K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $264,426 | 10.4K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $64,897 | 2.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $324,757 | 12.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $40,695 | 1.6K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $14,710 | 578 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $306,164 | 12.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 58.5K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $6,853 | 270 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $85,228 | 3.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $731,280 | 28.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $239,484 | 9.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $950,278 | 37.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $10,893 | 428 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,578 | 62 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $135,000 | 5.3K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $279,930 | 10.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $67,137 | 2.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2,621 | 103 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.