SEC 13F Intelligence

ISHARES TR

CUSIP 46438G810

Ishares Tr has 10 institutional holders in Filings Flow’s 13F database, together reporting 88.1K shares worth $3M as of Q1 2026. The largest reported holders are Scotia Capital Inc., Susquehanna International Group, LLP, and Integrated Wealth Concepts LLC.

Institutional Holders
10
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 8Q4 ’25Q1 ’26: 10Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $1MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Cyr Financial Inc.$170M AUM0.14%$245,0987.3KQ1 2026
SCOTIA CAPITAL INC.$24.3B AUM0.00%$1M31.8KQ1 2026
Briaud Financial Planning Inc$381M AUM0.00%$8275Q2 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$388,27411.5KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$22,334662Q1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$101,9103.0KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$194,3905.8KQ1 2026
Creative Planning$147.4B AUM0.00%$233,3836.9KQ1 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,79053Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$614,83718.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$299,1818.8KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$202,2566.0KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$227,5996.7KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$21,673638Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$28,374836Q3 2025OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$40512Q1 2026

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