DOSSIER · 13F Holders · Q3 2025

ISHARES TR

4 institutions still hold ISHARES TR as of Q3 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E300·4 13F holders·last filed Sep 30, 2025
Market cap
13F value held
$2M
visible holders
Holders
4
filers reporting
Concentration
77.42%
COUNTRY CLUB BANK #1
top holder share
AI Holders Summary · Q3 2025

4 institutions reported ISHARES TR in Q3 2025. COUNTRY CLUB BANK leads at 77.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COUNTRY CLUB BANK
CIK 0000824325
$2M74K0.10%Q3 2025
02
AllSquare Wealth Management LLC
CIK 0001633674
$363K16K0.19%Q3 2025
03
Physician Wealth Advisors, Inc.
CIK 0001795173
$103K4K0.01%Q4 2025
04
COMERICA BANK
CIK 0000901541
$32K1K0.00%Q4 2025