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

ISHARES TR

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

CUSIP 46434V787·81 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$262M
visible holders
Holders
81
filers reporting
Concentration
21.70%
Horizon Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

81 institutions reported BYLD in Q2 2026. Horizon Wealth Management, LLC leads at 21.7% 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
HUNTINGTON NATIONAL BANK
CIK 0000049205
$25M1.1M0.14%Q1 202604
LPL Financial LLC
CIK 0001403438
$23M1.0M0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M948K0.01%Q1 202606
Focus Partners Wealth
CIK 0001542153
$12M531K0.01%Q4 202507
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M398K0.00%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M377K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M370K0.01%Q1 202610
Mariner, LLC
CIK 0001373442
$7M326K0.01%Q1 202611
Trivium Point Advisory, LLC
CIK 0001766564
$6M285K0.59%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$6M272K0.01%Q1 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
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M118K0.03%Q2 202618
Modern Wealth Management, LLC
CIK 0002001900
$3M116K0.04%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$2M88K0.00%Q1 202620
PlanVest Financial, Inc
CIK 0002135239
$2M82K1.40%Q1 2026
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