DOSSIER · 13F Holders · Q4 2025

ISHARES TR

10 institutions still hold ISHARES TR as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E225·10 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$6M
visible holders
Holders
10
filers reporting
Concentration
41.98%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q4 2025

10 institutions reported ISHARES TR in Q4 2025. ASSETMARK, INC leads at 42.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$3M84K0.01%Q4 2025
02
SageView Advisory Group, LLC
CIK 0001914558
$2M67K0.07%Q4 2025
03
Austin Private Wealth, LLC
CIK 0001800328
$621K19K0.05%Q4 2025
04
Hoxton Planning & Management, LLC
CIK 0001954782
$298K8K0.08%Q2 2026
05
Kelsey Financial, LLC
CIK 0002022609
$260K8K0.22%Q4 2025
06
Keystone Financial Services
CIK 0001865158
$257K8K0.08%Q4 2025
07
COMERICA BANK
CIK 0000901541
$83K3K0.00%Q4 2025
08
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$30K9280.00%Q4 2025
09
Physician Wealth Advisors, Inc.
CIK 0001795173
$11K3280.00%Q4 2025
10
Cornerstone Planning Group LLC
CIK 0001822587
$3K1010.00%Q4 2025