ISHARES TR
CUSIP 46438G687
Ishares Tr has 102 institutional holders in Filings Flow’s 13F database, together reporting 8.51M shares worth $218M as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Clearstead Advisors, LLC, and Kathmere Capital Management, LLC.
Institutional Holders
102
Q1 2026
Reported Value
$218M
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 |
|---|---|---|---|---|
| Vishria Bird Financial Group, LLC$510M AUM | 2.04% | $10M | 399.6K | Q3 2025OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 1.36% | $2M | 59.8K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.99% | $6M | 220.9K | Q2 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.94% | $3M | 114.6K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.78% | $13M | 490.8K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 0.76% | $1M | 50.0K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.73% | $2M | 59.5K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.64% | $3M | 115.0K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.51% | $10M | 381.6K | Q2 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.48% | $826,560 | 32.0K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.42% | $7M | 269.1K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.40% | $936,079 | 36.2K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.36% | $656,852 | 25.4K | Q2 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.32% | $2M | 70.8K | Q1 2026OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.28% | $3M | 110.5K | Q2 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.25% | $361,568 | 14.0K | Q1 2026OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.24% | $544,626 | 21.1K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.22% | $1M | 42.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.21% | $23M | 899.2K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.18% | $1M | 47.4K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.18% | $928,155 | 35.9K | Q2 2026 |
| Signature Wealth Management Group$263M AUM | 0.14% | $365,753 | 14.2K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.13% | $260,211 | 10.1K | Q1 2026OLDER |
| 10Elms LLP$159M AUM | 0.11% | $176,161 | 6.8K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.11% | $281,983 | 10.9K | Q2 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.11% | $461,066 | 17.9K | Q1 2026OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.10% | $547,596 | 21.2K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.10% | $499,810 | 19.4K | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.09% | $348,111 | 13.5K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.07% | $4M | 143.9K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.07% | $1M | 40.9K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.07% | $234,924 | 9.1K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.07% | $1M | 46.1K | Q2 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.07% | $720,693 | 27.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.07% | $45M | 1.75M | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.05% | $328,135 | 12.7K | Q2 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.05% | $309,288 | 12.0K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.05% | $4M | 151.4K | Q2 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.05% | $207,002 | 8.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.05% | $4M | 148.5K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.05% | $661,134 | 25.4K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.05% | $814,368 | 31.5K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.04% | $292,331 | 11.3K | Q2 2026 |
| Elequin Capital, LP$1.2B AUM | 0.04% | $499,674 | 19.2K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $509,496 | 19.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 106.7K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.03% | $396,129 | 15.3K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.03% | $636,931 | 24.7K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.03% | $2M | 63.4K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $273,333 | 10.6K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $638,647 | 24.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 162.8K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.03% | $350,616 | 13.6K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.02% | $40,603 | 1.6K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $167,895 | 6.5K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.02% | $74,683 | 2.9K | Q2 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.02% | $342,687 | 13.3K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.02% | $377,170 | 14.6K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.02% | $82,140 | 3.2K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.02% | $200,248 | 7.7K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $46,081 | 1.8K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.01% | $245,127 | 9.5K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $254,116 | 9.8K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $852,135 | 33.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 120.1K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $946,928 | 36.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 124.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 356.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $8M | 305.4K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $763,302 | 29.6K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $295,263 | 11.4K | Q1 2026OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.01% | $216,791 | 8.4K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $422,166 | 16.3K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $335,299 | 13.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 70.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.01% | $250,854 | 9.6K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $793,354 | 30.4K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $933,957 | 36.2K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $51,660 | 2.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 79.1K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $25,016 | 967 | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $369,911 | 14.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $483,952 | 18.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $288,616 | 11.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $733,288 | 28.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $69,999 | 2.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $87,140 | 3.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 42.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 167.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $239,436 | 9.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 39.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $728,709 | 28.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 200.5K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $50,556 | 1.9K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $159,087 | 6.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 46.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $553,678 | 21.2K | Q3 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $349,299 | 13.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 85.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 291.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $562,991 | 21.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 54.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 74.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 60.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 65.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $315,875 | 12.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,358 | 130 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 43.7K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 80.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $57,807 | 2.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $333,155 | 12.9K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $761 | 29 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $249,879 | 9.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $496 | 19 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3,900 | 151 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.