DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

AOK

ISHARES TR

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

CUSIP 464289883·174 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 5.8%

vs prior quarter

13F value held

$146M

67.0% inst. owned

of float

Holders

174

+100 QoQ

filers reporting

Activity

+56 / −47

+927 added · −827 reduced

this quarter

Concentration

17.48%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

174 institutions reported AOK in Q1 2026. LPL Financial LLC leads at 17.5% of the visible book. +100 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

$25M639K0.01%Q1 2026 02

Strategic Investment Solutions, Inc. /IL

$16M397K3.82%Q1 2026 03

BlackRock, Inc.

$14M344K0.00%Q1 2026 04

Brookstone Capital Management

$9M218K0.10%Q1 2026 05

Curran Financial Partners, LLC

$8M203K1.45%Q1 2026 06

Cetera Investment Advisers

$8M200K0.01%Q1 2026 07

CONGRESS ASSET MANAGEMENT CO

$7M178K0.05%Q1 2026 08

One Capital Management, LLC

$7M175K0.19%Q1 2026 09

$7M173K0.00%Q1 2026 10

BANK OF AMERICA CORP /DE/

$7M166K0.00%Q1 2026 11

Weaver Consulting Group

$6M149K1.41%Q1 2026 12

Investment Advisory Group, LLC

$6M147K1.49%Q1 2026 13

WELLS FARGO & COMPANY/MN

$4M108K0.00%Q1 2026 14

Elevation Capital Advisory, LLC

$4M103K1.75%Q1 2026 15

OSAIC HOLDINGS, INC.

$4M90K0.01%Q1 2026 16

FOUNDATIONS INVESTMENT ADVISORS, LLC

$3M79K0.04%Q1 2026 17

Private Advisor Group, LLC

$3M72K0.01%Q1 2026 18

STIFEL FINANCIAL CORP

$3M72K0.00%Q1 2026 19

GILPIN WEALTH MANAGEMENT, LLC

$3M71K2.24%Q1 2026 20

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$3M68K0.00%Q1 2026

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