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

ISHARES TR

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

CUSIP 46436E759·261 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$411M
visible holders
Holders
261
filers reporting
Concentration
20.31%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

261 institutions reported DMXF in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 20.3% of the visible book.

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
$21M246K9.77%Q2 202607
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$18M215K0.09%Q2 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
Accredited Investors Inc.
CIK 0001518364
$9M102K0.37%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$8M111K0.01%Q1 202614
PARK AVENUE SECURITIES LLC
CIK 0001071640
$8M107K0.06%Q1 202615
Values Added Financial LLC
CIK 0001973921
$8M107K3.38%Q1 202616
BAILARD, INC.
CIK 0000750641
$8M104K0.18%Q1 202617
Apella Capital, LLC
CIK 0001801507
$6M76K0.09%Q2 202618
Financial Connections Group, Inc.
CIK 0001907157
$6M75K1.97%Q1 202619
Clearstead Advisors, LLC
CIK 0000842775
$6M75K0.05%Q1 202620
Invera Wealth Advisors, LLC
CIK 0001976780
$5M66K3.22%Q1 2026
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