DOSSIER · 13F Holders · Q2 2025

ISHARES TR

13 institutions still hold ISHARES TR as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E866·13 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$20M
visible holders
Holders
13
filers reporting
Concentration
27.90%
Atria Wealth Solutions, Inc. #1
top holder share
AI Holders Summary · Q2 2025

13 institutions reported ISHARES TR in Q2 2025. Atria Wealth Solutions, Inc. leads at 27.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Atria Wealth Solutions, Inc.
CIK 0001927543
$5M234K0.12%Q2 2025
02
Orion Portfolio Solutions, LLC
CIK 0001802647
$4M192K0.02%Q1 2025
03
COUNTRY CLUB BANK
CIK 0000824325
$4M163K0.23%Q3 2025
04
Wolf Group Capital Advisors
CIK 0001579111
$2M90K0.71%Q1 2025
05
FULLCIRCLE WEALTH LLC
CIK 0002030910
$2M74K0.61%Q3 2025
06
Safeguard Financial, LLC
CIK 0001922498
$1M58K0.30%Q1 2025
07
AllSquare Wealth Management LLC
CIK 0001633674
$234K10K0.12%Q3 2025
08
Lokken Investment Group LLC
CIK 0001842840
$208K9K0.07%Q3 2025
09
Spectrum Wealth Counsel, LLC
CIK 0002011274
$114K5K0.01%Q1 2025
10
OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 0001907568
$54K2K0.02%Q2 2025
11
Hemington Wealth Management
CIK 0001838234
$27K1K0.00%Q3 2025
12
FSA Wealth Management LLC
CIK 0001804256
$4K1810.00%Q3 2025
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025