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

ISHARES TR

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

CUSIP 46436E759·286 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$744M
visible holders
Holders
286
filers reporting
Concentration
38.75%
Northwest & Ethical Investments L.P. #1
top holder share
AI Holders Summary · Q2 2026

286 institutions reported DMXF in Q2 2026. Northwest & Ethical Investments L.P. leads at 38.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Northwest & Ethical Investments L.P.
CIK 0002033536
$288M3.4M6.71%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$94M1.1M0.02%Q2 202603
IMA Advisory Services, Inc.
CIK 0001455495
$69M822K4.35%Q2 202604
BlackRock, Inc.
CIK 0002012383
$66M775K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$35M417K0.01%Q2 202606
SEI INVESTMENTS CO
CIK 0000350894
$33M390K0.03%Q2 202607
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$21M248K9.95%Q3 202608
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$18M215K0.09%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$18M212K0.00%Q2 202610
Allworth Financial LP
CIK 0001555170
$15M180K0.06%Q2 202611
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$13M152K0.12%Q2 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$11M125K0.00%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$10M113K0.01%Q2 202614
BAILARD, INC.
CIK 0000750641
$9M108K0.19%Q3 202615
Values Added Financial LLC
CIK 0001973921
$9M108K3.30%Q2 202616
Accredited Investors Inc.
CIK 0001518364
$9M102K0.37%Q2 202617
PARK AVENUE SECURITIES LLC
CIK 0001071640
$8M107K0.06%Q1 202618
Apella Capital, LLC
CIK 0001801507
$6M72K0.08%Q3 202619
REGATTA CAPITAL GROUP, LLC
CIK 0001911488
$6M70K0.80%Q2 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M69K0.01%Q2 2026
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