13F Insight
DOSSIER · 13F Holders · Q2 2026

ISHARES TR

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

CUSIP 464288430·144 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$494M
visible holders
Holders
144
filers reporting
Concentration
20.17%
BANK OF MONTREAL /CAN/ #1
top holder share
AI Holders Summary · Q2 2026

144 institutions reported ISHARES TR in Q2 2026. BANK OF MONTREAL /CAN/ leads at 20.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF MONTREAL /CAN/
CIK 0000927971
$100M703K0.03%Q2 202602
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$66M621K0.01%Q1 202603
OLD MISSION CAPITAL LLC
CIK 0001455915
$55M391K0.88%Q2 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$46M324K0.00%Q2 202605
MORGAN STANLEY
CIK 0000895421
$32M224K0.00%Q2 202606
PRUDENTIAL PLC
CIK 0000898419
$31M217K0.17%Q2 202607
GTS SECURITIES LLC
CIK 0001452765· Market maker
$23M163K0.49%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M132K0.00%Q2 202609
Banco Santander, S.A.
CIK 0000891478
$16M112K0.10%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M88K0.00%Q2 202611
MARSHALL WACE, LLP
CIK 0001318757
$11M80K0.01%Q2 202612
LPL Financial LLC
CIK 0001403438
$11M80K0.00%Q2 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$11M79K0.00%Q2 202614
Avior Wealth Management, LLC
CIK 0001599868
$11M78K0.29%Q2 202615
TD Waterhouse Canada Inc.
CIK 0001999606
$11M77K0.03%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M66K0.00%Q2 202617
UBS Group AG
CIK 0001610520
$8M59K0.00%Q2 202618
Creative Planning
CIK 0001540235
$8M57K0.00%Q2 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M52K0.01%Q2 202620
Elite Wealth Management, Inc.
CIK 0001622757
$6M40K1.69%Q2 2026
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