DOSSIER · 13F Holders · Q2 2026

ISHARES TR

12 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G810·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
12
filers reporting
Concentration
20.27%
Integrated Wealth Concepts LLC #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported ISHARES TR in Q2 2026. Integrated Wealth Concepts LLC leads at 20.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Integrated Wealth Concepts LLC
CIK 0001737109
$422K12K0.00%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$391K11K0.00%Q2 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$293K8K0.00%Q2 2026
04
Cyr Financial Inc.
CIK 0002010666
$269K7K0.14%Q2 2026
05
Creative Planning
CIK 0001540235
$244K7K0.00%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$211K6K0.00%Q2 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$202K6K0.00%Q1 2026
08
10Elms LLP
CIK 0002056650
$24K6660.01%Q2 2026
09
Sunbelt Securities, Inc.
CIK 0001632932
$22K6620.00%Q1 2026
10
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$2K530.00%Q2 2026
11
VANGUARD ADVISERS INC
CIK 0000947529
$440120.00%Q2 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025