13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BYLD

ISHARES TR

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

CUSIP 46434V787·79 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.3%
vs prior quarter
13F value held
$195M
71.0% inst. owned
of float
Holders
79
-21 QoQ
filers reporting
Activity
+32 / −10
+781 added · −727 reduced
this quarter
Concentration
26.60%
Horizon Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported BYLD in Q1 2026. Horizon Wealth Management, LLC leads at 26.6% of the visible book. -21 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Horizon Wealth Management, LLC
CIK 0001815123
$52M2.3M7.60%Q1 202602
HUNTINGTON NATIONAL BANK
CIK 0000049205
$25M1.1M0.14%Q1 202603
LPL Financial LLC
CIK 0001403438
$23M1.0M0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M948K0.01%Q1 202605
Focus Partners Wealth
CIK 0001542153
$12M531K0.01%Q4 202506
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M398K0.00%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M370K0.01%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M365K0.00%Q1 202609
Mariner, LLC
CIK 0001373442
$7M326K0.01%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$6M272K0.01%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$5M241K0.01%Q1 202612
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M122K0.03%Q1 202613
Modern Wealth Management, LLC
CIK 0002001900
$3M116K0.04%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M102K0.00%Q1 202615
Members Trust Co
CIK 0001677560
$2M90K0.07%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$2M88K0.00%Q1 202617
PlanVest Financial, Inc
CIK 0002135239
$2M82K1.40%Q1 202618
LAFFER TENGLER INVESTMENTS, INC.
CIK 0001307878
$1M65K0.22%Q1 202619
Allworth Financial LP
CIK 0001555170
$1M63K0.01%Q1 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M61K0.00%Q1 2026
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