DOSSIER · 13F Holders · Q2 2026
DIVB

ISHARES TR

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

CUSIP 46435U861·178 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$682M
visible holders
Holders
178
filers reporting
Concentration
37.43%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

178 institutions reported DIVB in Q2 2026. LPL Financial LLC leads at 37.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$255M4.1M0.06%Q2 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$87M1.4M0.01%Q2 2026
03
Steward Partners Investment Advisory, LLC
CIK 0001723397
$49M803K0.25%Q2 2026
04
IAG Wealth Partners, LLC
CIK 0001827261
$31M509K3.10%Q2 2026
05
Corient Private Wealth LLC
CIK 0001948780
$23M377K0.03%Q2 2026
06
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$22M365K0.27%Q2 2026
07
Foguth Wealth Management, LLC.
CIK 0002016322
$22M352K2.55%Q2 2026
08
Aptus Capital Advisors, LLC
CIK 0001664193
$20M321K0.14%Q2 2026
09
Sunburst Financial Group, LLC
CIK 0001800158
$20M317K3.17%Q2 2026
10
San Luis Wealth Advisors LLC
CIK 0001844709
$19M310K2.87%Q2 2026
11
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M259K0.02%Q2 2026
12
Aspire Capital Advisors LLC
CIK 0001906014
$16M256K3.07%Q2 2026
13
IFG Advisory, LLC
CIK 0001728319
$16M255K0.55%Q2 2026
14
Welch Financial Planning, LLC
CIK 0002085141
$14M234K8.42%Q2 2026
15
Cetera Investment Advisers
CIK 0001666741
$14M232K0.01%Q2 2026
16
Masso Torrence Wealth Management Inc.
CIK 0001903153
$13M239K5.21%Q3 2025
17
Advisors Capital Management, LLC
CIK 0001345576
$11M187K0.12%Q2 2026
18
ABSOLUTE CAPITAL MANAGEMENT, LLC
CIK 0001817648
$11M184K2.83%Q2 2026
19
Cresset Asset Management, LLC
CIK 0001761013
$11M180K0.04%Q2 2026
20
MORGAN STANLEY
CIK 0000895421
$10M155K0.00%Q2 2026
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