DOSSIER · 13F Holders · Q2 2026

ISHARES TR

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

CUSIP 46438G844·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
9
filers reporting
Concentration
52.67%
Valmark Advisers, Inc. #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported ISHARES TR in Q2 2026. Valmark Advisers, Inc. leads at 52.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Valmark Advisers, Inc.
CIK 0001380443
$1M36K0.01%Q2 2026
02
Realta Investment Advisors
CIK 0001776792
$301K9K0.09%Q2 2026
03
Summit Financial, LLC
CIK 0001765536
$216K7K0.00%Q2 2026
04
Sunbelt Securities, Inc.
CIK 0001632932
$212K7K0.01%Q1 2026
05
Geneos Wealth Management Inc.
CIK 0001764754
$175K5K0.00%Q2 2026
06
Aptus Capital Advisors, LLC
CIK 0001664193
$94K3K0.00%Q2 2026
07
AMERIFLEX GROUP, INC.
CIK 0002057637
$15K4820.01%Q2 2026
08
Golden State Wealth Management, LLC
CIK 0001776033
$15K4750.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025