13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
AGZ

ISHARES TR

153 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288166·153 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.1%
vs prior quarter
13F value held
$321M
60.0% inst. owned
of float
Holders
153
-125 QoQ
filers reporting
Activity
+37 / −20
+994 added · −796 reduced
this quarter
Concentration
17.12%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

153 institutions reported AGZ in Q1 2026. HighTower Advisors, LLC leads at 17.1% of the visible book. -125 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$55M500K0.06%Q1 202602
STIFEL FINANCIAL CORP
CIK 0000720672
$49M447K0.05%Q1 202603
Bank of New York Mellon Corp
CIK 0001390777
$34M313K0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M296K0.01%Q1 202605
TRB Wealth Management, LLC
CIK 0002130988
$15M134K2.09%Q1 202606
Mill Creek Capital Advisors, LLC
CIK 0001964962
$14M127K0.29%Q1 202607
Asset Management One Co., Ltd.
CIK 0001068855
$13M120K0.04%Q1 202608
BAILARD, INC.
CIK 0000750641
$12M113K0.29%Q1 202609
UBS Group AG
CIK 0001610520
$11M98K0.00%Q1 202610
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$10M95K0.04%Q1 202611
Executive Wealth Management, LLC
CIK 0001542611
$9M87K0.73%Q4 202412
ARVEST INVESTMENTS, INC.
CIK 0001025038
$9M78K1.17%Q1 202613
RKL Wealth Management LLC
CIK 0001604723
$8M76K0.75%Q1 202614
Great Diamond Partners, LLC
CIK 0001801112
$8M71K1.51%Q1 202615
MORGAN STANLEY
CIK 0000895421
$8M68K0.00%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M66K0.00%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M65K0.00%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M62K0.01%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M55K0.00%Q1 202620
SIGNET FINANCIAL MANAGEMENT, LLC
CIK 0001600307
$6M53K0.65%Q1 2026
Page 1 of 8
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