13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

ISHARES TR

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

CUSIP 464288406·182 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$493M
57.0% inst. owned
of float
Holders
182
+106 QoQ
filers reporting
Activity
+11 / −17
+940 added · −741 reduced
this quarter
Concentration
16.59%
VANTAGEPOINT INVESTMENT ADVISERS LLC #1
top holder share
AI Holders Summary · Q1 2026

182 institutions reported ISHARES TR in Q1 2026. VANTAGEPOINT INVESTMENT ADVISERS LLC leads at 16.6% of the visible book. +106 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$82M965K0.69%Q1 202602
MORGAN STANLEY
CIK 0000895421
$52M611K0.00%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$38M445K0.01%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$35M408K0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$31M371K0.01%Q1 202606
Orgel Wealth Management, LLC
CIK 0001658535
$29M343K0.63%Q1 202607
Equitable Holdings, Inc.
CIK 0001333986
$27M330K0.18%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$23M271K0.03%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M251K0.00%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M231K0.03%Q1 202611
Black Diamond Financial, LLC
CIK 0001759236
$18M217K2.01%Q1 202612
Steele Capital Management, Inc.
CIK 0001646695
$18M207K0.73%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M202K0.00%Q1 202614
UBS Group AG
CIK 0001610520
$17M195K0.00%Q1 202615
GRANVILLE CAPITAL, INC.
CIK 0001404784
$13M153K6.77%Q1 202616
Marietta Wealth Management, LLC
CIK 0001697847
$11M130K1.31%Q1 202617
swisspartners Advisors Ltd
CIK 0001805754
$11M129K6.82%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M127K0.00%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M124K0.01%Q1 202620
Rodgers & Associates, LTD
CIK 0001846515
$10M120K1.03%Q1 2026
Page 1 of 10
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