DOSSIER · 13F Holders · Q4 2025

ISHARES TR

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

CUSIP 46436E225·4 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$1M
visible holders
Holders
4
filers reporting
Concentration
59.64%
Austin Private Wealth, LLC #1
top holder share
AI Holders Summary · Q4 2025

4 institutions reported ISHARES TR in Q4 2025. Austin Private Wealth, LLC leads at 59.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Austin Private Wealth, LLC
CIK 0001800328
$621K19K0.05%Q4 2025
02
Hoxton Planning & Management, LLC
CIK 0001954782
$307K8K0.08%Q3 2026
03
COMERICA BANK
CIK 0000901541
$83K3K0.00%Q4 2025
04
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$30K9280.00%Q4 2025