13F Insight
DOSSIER · 13F Holders · Q2 2026

ISHARES TR

222 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288323·222 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$487M
visible holders
Holders
222
filers reporting
Concentration
12.13%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

222 institutions reported ISHARES TR in Q2 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 12.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$59M1.1M0.20%Q2 202602
High Probability Advisors, LLC
CIK 0002039415
$52M956K5.51%Q2 202603
MORGAN STANLEY
CIK 0000895421
$50M927K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M840K0.00%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$33M617K0.03%Q2 202606
Facet Wealth, Inc.
CIK 0001748271
$31M571K0.44%Q2 202607
ALESCO ADVISORS LLC
CIK 0001269978
$27M495K0.61%Q2 202608
FMR LLC
CIK 0000315066
$26M486K0.00%Q2 202609
Legacy Edge Advisors, LLC
CIK 0002105396
$20M366K1.81%Q2 202610
HSBC HOLDINGS PLC
CIK 0000873630
$18M328K0.01%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M306K0.00%Q2 202612
SATOVSKY ASSET MANAGEMENT LLC
CIK 0001807288
$16M305K2.63%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$14M252K0.00%Q2 202614
LPL Financial LLC
CIK 0001403438
$13M236K0.00%Q2 202615
Klingman & Associates, LLC
CIK 0001662449
$13M236K0.54%Q2 202616
Miracle Mile Advisors, LLC
CIK 0001585859
$13M234K0.15%Q2 202617
Mariner, LLC
CIK 0001373442
$12M228K0.01%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$11M209K0.01%Q2 202619
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$9M175K0.09%Q2 202620
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$9M167K0.06%Q2 2026
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