DOSSIER · 13F Holders · Q2 2026

ISHARES TR

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

CUSIP 46436E134·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$12M
visible holders
Holders
4
filers reporting
Concentration
97.70%
PFG Private Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported ISHARES TR in Q2 2026. PFG Private Wealth Management, LLC leads at 97.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PFG Private Wealth Management, LLC
CIK 0001799957
$12M452K5.05%Q2 2026
02
COMERICA BANK
CIK 0000901541
$192K7K0.00%Q4 2025
03
Hemington Wealth Management
CIK 0001838234
$74K3K0.01%Q3 2025
04
CIBC Private Wealth Group LLC
CIK 0001298088
$8K3150.00%Q4 2025