13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

ISHARES TR

225 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288323·225 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.2%
vs prior quarter
13F value held
$448M
57.0% inst. owned
of float
Holders
225
+82 QoQ
filers reporting
Activity
+41 / −8
+906 added · −902 reduced
this quarter
Concentration
13.20%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

225 institutions reported ISHARES TR in Q1 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 13.2% of the visible book. +82 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$59M1.1M0.23%Q1 202602
MORGAN STANLEY
CIK 0000895421
$46M871K0.00%Q1 202603
High Probability Advisors, LLC
CIK 0002039415
$41M775K5.27%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M763K0.00%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$31M579K0.03%Q1 202606
Facet Wealth, Inc.
CIK 0001748271
$28M523K0.48%Q1 202607
FMR LLC
CIK 0000315066
$25M467K0.00%Q1 202608
ALESCO ADVISORS LLC
CIK 0001269978
$24M461K0.62%Q1 202609
Legacy Edge Advisors, LLC
CIK 0002105396
$19M351K1.96%Q1 202610
HSBC HOLDINGS PLC
CIK 0000873630
$18M335K0.01%Q1 202611
SATOVSKY ASSET MANAGEMENT LLC
CIK 0001807288
$17M314K2.94%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M249K0.00%Q1 202613
Klingman & Associates, LLC
CIK 0001662449
$13M240K0.61%Q1 202614
Mariner, LLC
CIK 0001373442
$12M226K0.01%Q1 202615
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$12M225K0.13%Q1 202616
Miracle Mile Advisors, LLC
CIK 0001585859
$12M223K0.16%Q1 202617
LPL Financial LLC
CIK 0001403438
$11M205K0.00%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$10M192K0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$9M167K0.01%Q1 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$8M152K0.00%Q1 2026
Page 1 of 12
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