13F Insight
DOSSIER · 13F Holders · Q1 2026
BGRN

ISHARES TR

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

CUSIP 46435U440·141 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$342M
visible holders
Holders
141
filers reporting
Concentration
19.15%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

141 institutions reported BGRN in Q1 2026. Betterment LLC leads at 19.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Betterment LLC
CIK 0001633901
$66M1.4M0.12%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$61M1.3M0.08%Q2 202603
Empower Advisory Group, LLC
CIK 0001978885
$55M1.2M0.13%Q2 202604
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
CIK 0002016209
$44M532K24.08%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$23M476K0.00%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$12M257K0.00%Q2 202607
Francis Financial, Inc.
CIK 0001727514
$12M255K1.98%Q2 202608
LPL Financial LLC
CIK 0001403438
$11M222K0.00%Q2 202609
Impact Investors, Inc
CIK 0001824539
$10M202K7.01%Q2 202610
Creative Planning
CIK 0001540235
$10M201K0.01%Q2 202611
SEEDS INVESTOR LLC
CIK 0002021047
$7M141K0.69%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M119K0.00%Q2 202613
ASSETMARK, INC
CIK 0001344551
$5M100K0.01%Q2 202614
Bank of New York Mellon Corp
CIK 0001390777
$5M100K0.00%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M84K0.00%Q2 202616
Laurel Wealth Planning LLC
CIK 0001842010
$3M72K1.52%Q2 202617
UBS Group AG
CIK 0001610520
$3M72K0.00%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$3M65K0.00%Q2 202619
Gateway Wealth Partners, LLC
CIK 0001966037
$2M52K0.15%Q2 202620
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$2M49K0.03%Q2 2026
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