13F Insight
DOSSIER · 13F Holders · Q2 2026

ISHARES TR

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

CUSIP 46438G877·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$25M
visible holders
Holders
21
filers reporting
Concentration
24.44%
Quantum Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported ISHARES TR in Q2 2026. Quantum Financial Advisors, LLC leads at 24.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Quantum Financial Advisors, LLC
CIK 0001929139
$6M234K0.61%Q2 202602
BlackRock, Inc.
CIK 0002012383
$4M171K0.00%Q2 202603
Yoder Wealth Management, Inc.
CIK 0001973967
$4M165K1.70%Q2 202604
CENTRAL TRUST Co
CIK 0000044365
$2M77K0.04%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M50K0.00%Q2 202606
IFG Advisory, LLC
CIK 0001728319
$1M41K0.04%Q2 202607
Tower Research Capital LLC (TRC)
CIK 0001533421
$883K34K0.02%Q2 202608
CITADEL ADVISORS LLC
CIK 0001423053
$780K30K0.00%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$622K24K0.00%Q1 202610
Bradley & Co. Private Wealth Management, LLC
CIK 0001861678
$599K23K0.29%Q2 202611
LPL Financial LLC
CIK 0001403438
$585K22K0.00%Q2 202612
ARK & TLK INVESTMENTS, LLC
CIK 0002013188
$504K19K0.12%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$471K18K0.00%Q2 202614
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$406K15K0.16%Q2 202615
4Thought Financial Group Inc.
CIK 0001840261
$364K14K0.17%Q2 202616
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$234K9K0.01%Q1 202617
Allworth Financial LP
CIK 0001555170
$224K9K0.00%Q2 202618
Steward Partners Investment Advisory, LLC
CIK 0001723397
$83K3K0.00%Q2 202619
Asset Dedication, LLC
CIK 0001475896
$20K7590.00%Q2 202620
Bullock Wealth Management Group
CIK 0002067581
$10K3860.00%Q2 2026
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