SEC 13F Intelligence

ISHARES TR

CUSIP 46438G802

Ishares Tr has 24 institutional holders in Filings Flow’s 13F database, together reporting 1.06M shares worth $28M as of Q1 2026. The largest reported holders are Quantum Financial Advisors, LLC, Raymond James Financial Inc, and Central Trust Co.

Institutional Holders
24
Q1 2026
Reported Value
$28M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 19Q4 ’25Q1 ’26: 24Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $19MQ4 ’25Q1 ’26: $28MQ1 ’26Q2 ’26: $10MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Quantum Financial Advisors, LLC$1.0B AUM0.89%$9M343.8KQ2 2026
JIM SAULNIER & ASSOCIATES, LLC$205M AUM0.35%$723,94327.6KQ1 2026OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.25%$481,51718.3KQ1 2026OLDER
4Thought Financial Group Inc.$202M AUM0.17%$351,03113.4KQ1 2026OLDER
MKT Advisors LLC$322M AUM0.15%$473,27118.4KQ2 2026
ARK & TLK INVESTMENTS, LLC$370M AUM0.13%$485,83518.5KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.06%$3M109.1KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.06%$2M76.0KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$46,1651.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$85,1393.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M42.7KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$20,052764Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M168.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$263,99210.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$29,9521.1KQ2 2026
Creative Planning$147.4B AUM0.00%$407,57615.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$201,6607.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$52,3072.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M43.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M47.0KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$364,38613.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$685,38826.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$3M100.4KQ1 2026OLDER

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