DOSSIER · 13F Holders · Q2 2025

ISHARES TR

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

CUSIP 46436E866·9 13F holders·last filed Jun 30, 2025
Market cap
—
13F value held
$12M
visible holders
Holders
9
filers reporting
Concentration
47.38%
Atria Wealth Solutions, Inc. #1
top holder share
AI Holders Summary · Q2 2025

9 institutions reported ISHARES TR in Q2 2025. Atria Wealth Solutions, Inc. leads at 47.4% 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
COUNTRY CLUB BANK
CIK 0000824325
$4M163K0.23%Q3 2025
03
FULLCIRCLE WEALTH LLC
CIK 0002030910
$2M74K0.61%Q3 2025
04
AllSquare Wealth Management LLC
CIK 0001633674
$234K10K0.12%Q3 2025
05
Lokken Investment Group LLC
CIK 0001842840
$208K9K0.07%Q3 2025
06
OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 0001907568
$54K2K0.02%Q2 2025
07
Hemington Wealth Management
CIK 0001838234
$27K1K0.00%Q3 2025
08
FSA Wealth Management LLC
CIK 0001804256
$4K1810.00%Q3 2025
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025