DOSSIER · 13F Holders · Q1 2025

ISHARES TR

6 institutions still hold ISHARES TR as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435U432·6 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$4M
visible holders
Holders
6
filers reporting
Concentration
47.81%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

6 institutions reported ISHARES TR in Q1 2025. Orion Portfolio Solutions, LLC leads at 47.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M66K0.01%Q1 2025
02
Sandy Spring Bank
CIK 0001457833
$925K35K0.04%Q1 2025
03
Exchange Capital Management, Inc.
CIK 0001317733
$608K23K0.09%Q2 2025
04
Horan Securities, Inc.
CIK 0001671623
$406K15K0.14%Q2 2025
05
HUNTINGTON NATIONAL BANK
CIK 0000049205
$2710.00%Q2 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025