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

ISHARES TR

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

CUSIP 46435U861·161 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$573M
visible holders
Holders
161
filers reporting
Concentration
32.91%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

161 institutions reported DIVB in Q1 2026. LPL Financial LLC leads at 32.9% 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
$189M3.5M0.05%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$73M1.3M0.01%Q1 202603
Steward Partners Investment Advisory, LLC
CIK 0001723397
$41M769K0.21%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$30M556K0.03%Q1 202605
IAG Wealth Partners, LLC
CIK 0001827261
$28M522K3.14%Q1 202606
Foguth Wealth Management, LLC.
CIK 0002016322
$22M352K2.55%Q2 202607
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$20M370K0.29%Q1 202608
Sunburst Financial Group, LLC
CIK 0001800158
$20M317K3.17%Q2 202609
San Luis Wealth Advisors LLC
CIK 0001844709
$19M310K2.87%Q2 202610
Aptus Capital Advisors, LLC
CIK 0001664193
$17M308K0.13%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$15M284K0.06%Q1 202612
Welch Financial Planning, LLC
CIK 0002085141
$14M234K8.42%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M249K0.02%Q1 202614
Aspire Capital Advisors LLC
CIK 0001906014
$13M245K2.98%Q1 202615
Masso Torrence Wealth Management Inc.
CIK 0001903153
$13M239K5.21%Q3 202516
Advisors Capital Management, LLC
CIK 0001345576
$10M191K0.12%Q1 202617
ABSOLUTE CAPITAL MANAGEMENT, LLC
CIK 0001817648
$10M185K3.31%Q1 202618
Cresset Asset Management, LLC
CIK 0001761013
$9M176K0.04%Q1 202619
Farther Finance Advisors, LLC
CIK 0001992825
$8M136K0.07%Q2 202620
MORGAN STANLEY
CIK 0000895421
$7M138K0.00%Q1 2026
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