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

ISHARES TR

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

CUSIP 46434V316·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$121M
visible holders
Holders
77
filers reporting
Concentration
16.48%
Goldstone Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported GLOF in Q2 2026. Goldstone Financial Group, LLC leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Goldstone Financial Group, LLC
CIK 0002040021
$20M339K1.82%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$14M241K0.00%Q2 202603
Waverly Advisors, LLC
CIK 0001568787
$14M237K0.08%Q2 202604
Promus Capital, LLC
CIK 0002054921
$13M248K8.18%Q3 202505
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M180K0.00%Q2 202606
Empowered Funds, LLC
CIK 0001592828
$10M172K0.05%Q2 202607
DGS Capital Management, LLC
CIK 0001900110
$8M149K1.28%Q1 202608
Ignite Planners, LLC
CIK 0001849348
$5M85K0.69%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M58K0.00%Q2 202610
HSBC HOLDINGS PLC
CIK 0000873630
$3M49K0.00%Q2 202611
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$2M41K0.06%Q2 202612
5T Wealth, LLC
CIK 0002039313
$2M41K0.90%Q2 202613
3Chopt Investment Partners, LLC
CIK 0001978521
$2M38K0.42%Q2 202614
SHP Wealth Management
CIK 0001807060
$2M35K0.14%Q2 202615
Camarda Financial Advisors, LLC
CIK 0001536444
$2M35K0.62%Q2 202616
Miracle Mile Advisors, LLC
CIK 0001585859
$2M32K0.02%Q2 202617
Creative Planning
CIK 0001540235
$2M32K0.00%Q2 202618
Darwin Wealth Management, LLC
CIK 0001663224
$2M30K0.49%Q2 202619
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$2M30K0.03%Q2 202620
Blue Oak Capital, LLC
CIK 0001307125
$2M36K0.91%Q2 2025
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