13F Insight
DOSSIER · 13F Holders · Q2 2026
AGZ

ISHARES TR

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

CUSIP 464288166·151 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$342M
visible holders
Holders
151
filers reporting
Concentration
16.09%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

151 institutions reported AGZ in Q2 2026. HighTower Advisors, LLC leads at 16.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$55M503K0.05%Q2 202602
STIFEL FINANCIAL CORP
CIK 0000720672
$52M479K0.04%Q2 202603
Bank of New York Mellon Corp
CIK 0001390777
$38M344K0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M329K0.01%Q2 202605
TRB Wealth Management, LLC
CIK 0002130988
$15M139K2.02%Q2 202606
Pathstone Holdings, LLC
CIK 0002011612
$14M133K0.04%Q2 202607
Asset Management One Co., Ltd.
CIK 0001068855
$14M129K0.04%Q2 202608
Mill Creek Capital Advisors, LLC
CIK 0001964962
$14M127K0.29%Q1 202609
BAILARD, INC.
CIK 0000750641
$13M124K0.27%Q3 202610
UBS Group AG
CIK 0001610520
$11M105K0.00%Q2 202611
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$11M100K0.04%Q2 202612
ARVEST INVESTMENTS, INC.
CIK 0001025038
$9M83K1.10%Q2 202613
Great Diamond Partners, LLC
CIK 0001801112
$8M78K1.39%Q3 202614
RKL Wealth Management LLC
CIK 0001604723
$8M72K0.61%Q3 202615
MORGAN STANLEY
CIK 0000895421
$8M70K0.00%Q2 202616
EP Wealth Advisors, LLC
CIK 0001540569
$8M69K0.03%Q2 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M67K0.00%Q2 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M67K0.00%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M63K0.01%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M53K0.00%Q2 2026
Page 1 of 8
131 more holders available. Log in →