SEC 13F Intelligence

BKFISHARES INC

CUSIP 464286657 · Yahoo Finance ↗ · Google Finance ↗

Ishares Inc (BKF) has 43 institutional holders in Filings Flow’s 13F database, together reporting 850.6K shares worth $35M as of Q1 2026. The largest reported holders are Allianz SE, Citigroup Inc, and Susquehanna International Group, LLP.

Institutional Holders
43
Q1 2026
Reported Value
$35M
Ticker
BKF
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 43Q4 ’18Q1 ’19: 43Q2 ’19: 42Q2 ’19Q3 ’19: 37Q2 ’21: 46Q2 ’21Q4 ’21: 48Q4 ’22: 32Q4 ’22Q4 ’25: 38Q1 ’26: 43Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $35MQ4 ’18Q1 ’19: $135MQ2 ’19: $27MQ2 ’19Q3 ’19: $23MQ2 ’21: $40MQ2 ’21Q4 ’21: $37MQ4 ’22: $15MQ4 ’22Q4 ’25: $33MQ1 ’26: $35MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Quantum Portfolio Management LLC$230M AUM0.59%$1M33.0KQ1 2026
COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM0.28%$400,0699.8KQ1 2026
ALLIANZ SE$9.0B AUM0.14%$13M308.5KQ1 2026
Consolidated Portfolio Review Corp$1.1B AUM0.04%$316,2936.9KQ3 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.03%$2M50.5KQ1 2026
BENJAMIN EDWARDS INC$10.1B AUM0.02%$2M55.3KQ1 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.02%$880,42221.6KQ1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.02%$40,6691.0KQ1 2026
PRUDENTIAL PLC$17.1B AUM0.02%$3M62.7KQ2 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$239,1935.9KQ1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$437,52710.8KQ1 2026
Pure Financial Advisors, LLC$7.0B AUM0.01%$649,62916.0KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.01%$313,2497.6KQ2 2025OLDER
Abound Wealth Management$504M AUM0.01%$28,993641Q3 2025OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.00%$4,523100Q1 2026
CITIGROUP INC$234.5B AUM0.00%$3M62.4KQ3 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$203,3505.0KQ1 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$42,6361.0KQ1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$3M63.6KQ1 2026
Asset Dedication, LLC$1.4B AUM0.00%$9,965245Q1 2026
WHITTIER TRUST CO$8.9B AUM0.00%$36,271889Q1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$465,68810.3KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$11,876292Q1 2026
Legacy Investment Solutions, LLC$192M AUM0.00%$62215Q2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M67.1KQ1 2026
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$61115Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$84,3092.1KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$228,0005.5KQ2 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$100,0722.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M36.9KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$880,42221.6KQ1 2026
Tradewinds Capital Management, LLC$504M AUM0.00%$1,09625Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$137,7433.4KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M29.8KQ1 2026
Creative Planning$147.4B AUM0.00%$200,7764.4KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$30,291691Q4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,07350Q2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$372,3349.2KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$1,83345Q1 2026
Strive Financial Group ,LLC$189M AUM0.00%$1754Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$754,58918.6KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$37,010910Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$1M23.8KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$81320Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$320,0007.9KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$748,04318.4KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$145,4343.5KQ2 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$24,020590Q1 2026
CWM, LLC$38.1B AUM0.00%$15,536382Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$122,8133.0KQ1 2026
New Millennium Group LLC$231M AUM0.00%$411Q2 2025OLDER
COMERICA BANK$25.1B AUM0.00%$3,34774Q3 2025OLDER
UBS Group AG$666.3B AUM0.00%$34,610851Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$13,136323Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4,063100Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2,88771Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,86547Q1 2026
FMR LLC$1.90T AUM0.00%$11,991295Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$60Q2 2025OLDER

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