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

ISHARES TR

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

CUSIP 46434V787·85 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$274M
visible holders
Holders
85
filers reporting
Concentration
20.78%
Horizon Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

85 institutions reported BYLD in Q2 2026. Horizon Wealth Management, LLC leads at 20.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Horizon Wealth Management, LLC
CIK 0001815123
$57M2.5M7.25%Q2 202602
Members Trust Co
CIK 0001677560
$50M2.2M1.57%Q2 202603
LPL Financial LLC
CIK 0001403438
$27M1.2M0.01%Q2 202604
HUNTINGTON NATIONAL BANK
CIK 0000049205
$27M1.2M0.13%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M977K0.01%Q2 202606
Mariner, LLC
CIK 0001373442
$11M467K0.01%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M453K0.00%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M423K0.01%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M377K0.00%Q2 202610
Focus Partners Wealth
CIK 0001542153
$8M362K0.01%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$7M322K0.01%Q2 202612
Trivium Point Advisory, LLC
CIK 0001766564
$6M285K0.59%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$6M261K0.01%Q2 202614
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$5M203K0.02%Q2 202615
MTC Wealth Management LLC
CIK 0001821455
$5M200K2.03%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M184K0.01%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$3M138K0.00%Q2 202618
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M118K0.03%Q2 202619
Modern Wealth Management, LLC
CIK 0002001900
$3M116K0.04%Q1 202620
Allworth Financial LP
CIK 0001555170
$2M109K0.01%Q2 2026
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