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

ISHARES TR

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

CUSIP 46436E676·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$7M
visible holders
Holders
18
filers reporting
Concentration
27.40%
Cardinal Point Capital Management ULC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported EAOR in Q2 2026. Cardinal Point Capital Management ULC leads at 27.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cardinal Point Capital Management ULC
CIK 0001950841
$2M54K0.12%Q2 202602
Bond & Devick Financial Network, Inc.
CIK 0001843495
$2M43K0.41%Q2 202603
LPL Financial LLC
CIK 0001403438
$810K21K0.00%Q2 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$742K20K0.00%Q2 202605
Richard Bernstein Advisors LLC
CIK 0001528214
$407K12K0.01%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$360K9K0.00%Q2 202607
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CIK 0001963040
$286K8K0.02%Q2 202608
Sequoia Financial Advisors, LLC
CIK 0001599900
$243K6K0.00%Q2 202609
Westmount Partners, LLC
CIK 0002051491
$241K6K0.05%Q2 202610
Martin Worley Group
CIK 0002049542
$215K6K0.10%Q2 202511
Birchwood Financial Partners, Inc.
CIK 0002110062
$157K4K0.13%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$109K3K0.00%Q2 202613
IMA Advisory Services, Inc.
CIK 0001455495
$75K2K0.00%Q2 202614
Godfrey Financial Associates, Inc.
CIK 0002097943
$70K2K0.05%Q2 202615
Parallel Advisors, LLC
CIK 0001690010
$29K7740.00%Q2 202616
Mascoma Wealth Management LLC
CIK 0001695664
$15K3910.00%Q2 202617
UBS Group AG
CIK 0001610520
$7K1880.00%Q2 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025