SEC 13F Intelligence

ISHARES TR

CUSIP 46438G851

Ishares Tr has 12 institutional holders in Filings Flow’s 13F database, together reporting 414.8K shares worth $8M as of Q1 2026. The largest reported holders are Tower Research Capital LLC (Trc), Ark & Tlk Investments, LLC, and Jim Saulnier & Associates, LLC.

Institutional Holders
12
Q1 2026
Reported Value
$8M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 10Q4 ’25Q1 ’26: 12Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $8MQ4 ’25Q1 ’26: $8MQ1 ’26Q2 ’26: $645,494Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
JIM SAULNIER & ASSOCIATES, LLC$205M AUM0.58%$1M46.1KQ1 2026OLDER
ARK & TLK INVESTMENTS, LLC$370M AUM0.37%$1M52.8KQ1 2026OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.30%$567,01421.8KQ1 2026OLDER
4Thought Financial Group Inc.$202M AUM0.17%$350,24213.5KQ1 2026OLDER
Mendota Financial Group, LLC$161M AUM0.09%$118,8594.6KQ4 2025OLDER
Quantum Financial Advisors, LLC$1.0B AUM0.06%$645,49424.7KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.04%$2M61.5KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$34,8141.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M45.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$431,16416.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$529,13520.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$217,8358.3KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$5,949229Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1,37053Q4 2025OLDER

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