13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
GARP

ISHARES TR

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

CUSIP 46436E403·138 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$643M
59.0% inst. owned
of float
Holders
138
-10 QoQ
filers reporting
Activity
+12 / −103
+945 added · −889 reduced
this quarter
Concentration
21.68%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

138 institutions reported GARP in Q1 2026. LPL Financial LLC leads at 21.7% of the visible book. -10 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$139M2.2M0.04%Q1 202602
MORGAN STANLEY
CIK 0000895421
$51M798K0.00%Q1 202603
Resonant Capital Advisors, LLC
CIK 0001803236
$50M785K2.64%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$48M757K0.01%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$39M613K0.04%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$35M546K0.00%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M502K0.01%Q1 202608
LANDAAS & CO /WI /ADV
CIK 0000913990
$30M468K6.56%Q1 202609
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$24M374K0.54%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$22M351K0.03%Q1 202611
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$22M345K0.40%Q1 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$22M341K0.06%Q1 202613
PARK NATIONAL CORP /OH/
CIK 0000805676
$20M308K0.60%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$19M297K0.03%Q1 202615
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$16M251K2.90%Q1 202616
Planned Solutions, Inc.
CIK 0001831332
$15M241K5.04%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$15M236K0.01%Q1 202618
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$14M224K2.22%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$14M220K0.01%Q1 202620
Equitable Holdings, Inc.
CIK 0001333986
$14M200K0.09%Q1 2026
Page 1 of 7
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