13F Insight
DOSSIER · 13F Holders · Q2 2026

ISHARES TR

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

CUSIP 464288505·97 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$104M
visible holders
Holders
97
filers reporting
Concentration
25.44%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

97 institutions reported ISHARES TR in Q2 2026. MORGAN STANLEY leads at 25.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$26M349K0.00%Q2 202602
Cetera Investment Advisers
CIK 0001666741
$21M272K0.02%Q2 202603
LPL Financial LLC
CIK 0001403438
$15M198K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M72K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M64K0.00%Q2 202606
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$3M59K0.02%Q2 202507
Goldstein Advisors, LLC
CIK 0001963807
$3M36K0.25%Q2 202608
Gladstone Institutional Advisory LLC
CIK 0001766530
$3M34K0.08%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M34K0.00%Q2 202610
Rockefeller Capital Management L.P.
CIK 0001739439
$2M29K0.00%Q2 202611
CITADEL ADVISORS LLC
CIK 0001423053
$2M34K0.00%Q4 202512
HighTower Advisors, LLC
CIK 0001462245
$2M27K0.00%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M26K0.00%Q2 202614
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M26K0.00%Q2 202615
CHOREO, LLC
CIK 0001679031
$2M25K0.02%Q2 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M23K0.00%Q2 202617
UBS Group AG
CIK 0001610520
$2M22K0.00%Q2 202618
Brand Asset Management Group, Inc.
CIK 0001748766
$2M21K0.35%Q2 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$2M20K0.00%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$2M20K0.00%Q2 2026
Page 1 of 5
77 more holders available. Log in →