13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
DMXF

ISHARES TR

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

CUSIP 46436E759·242 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.6%
vs prior quarter
13F value held
$400M
57.0% inst. owned
of float
Holders
242
-129 QoQ
filers reporting
Activity
+105 / −85
+1,048 added · −945 reduced
this quarter
Concentration
20.90%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

242 institutions reported DMXF in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 20.9% of the visible book. -129 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$84M1.1M0.02%Q1 202602
BlackRock, Inc.
CIK 0002012383
$63M841K0.00%Q1 202603
IMA Advisory Services, Inc.
CIK 0001455495
$56M737K5.42%Q1 202604
SEI INVESTMENTS CO
CIK 0000350894
$28M374K0.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$27M359K0.01%Q1 202606
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$18M237K9.40%Q1 202607
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$16M212K0.09%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$15M211K0.00%Q1 202609
Allworth Financial LP
CIK 0001555170
$13M178K0.05%Q1 202610
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$11M149K0.12%Q1 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$11M142K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$8M111K0.01%Q1 202613
Values Added Financial LLC
CIK 0001973921
$8M107K3.38%Q1 202614
BAILARD, INC.
CIK 0000750641
$8M104K0.18%Q1 202615
Accredited Investors Inc.
CIK 0001518364
$6M85K0.34%Q1 202616
Apella Capital, LLC
CIK 0001801507
$6M76K0.09%Q1 202617
Clearstead Advisors, LLC
CIK 0000842775
$6M75K0.05%Q1 202618
Invera Wealth Advisors, LLC
CIK 0001976780
$5M66K3.22%Q1 202619
HighTower Advisors, LLC
CIK 0001462245
$5M64K0.01%Q1 202620
Balanced Rock Investment Advisors LLC
CIK 0002011851
$5M62K3.30%Q1 2026
Page 1 of 13
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