13F Insight
DOSSIER · 13F Holders · Q2 2026

ISHARES TR

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

CUSIP 464288406·182 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$542M
visible holders
Holders
182
filers reporting
Concentration
17.15%
VANTAGEPOINT INVESTMENT ADVISERS LLC #1
top holder share
AI Holders Summary · Q2 2026

182 institutions reported ISHARES TR in Q2 2026. VANTAGEPOINT INVESTMENT ADVISERS LLC leads at 17.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$93M1.0M0.70%Q2 202602
MORGAN STANLEY
CIK 0000895421
$56M612K0.00%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$45M488K0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M468K0.01%Q2 202605
LPL Financial LLC
CIK 0001403438
$40M434K0.01%Q2 202606
Orgel Wealth Management, LLC
CIK 0001658535
$31M342K0.59%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$24M257K0.03%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$23M248K0.00%Q2 202609
Black Diamond Financial, LLC
CIK 0001759236
$22M246K1.98%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M235K0.03%Q2 202611
Steele Capital Management, Inc.
CIK 0001646695
$19M210K0.71%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M203K0.00%Q2 202613
Matrix Trust Co
CIK 0001784277
$18M207K2.92%Q1 202614
UBS Group AG
CIK 0001610520
$18M192K0.00%Q2 202615
GRANVILLE CAPITAL, INC.
CIK 0001404784
$14M156K6.38%Q2 202616
Marietta Wealth Management, LLC
CIK 0001697847
$12M136K1.28%Q2 202617
swisspartners Advisors Ltd
CIK 0001805754
$12M128K7.90%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M126K0.00%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$11M123K0.01%Q2 202620
Rodgers & Associates, LTD
CIK 0001846515
$11M120K1.00%Q2 2026
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