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

ISHARES TR

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

CUSIP 464288794·183 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.9%
vs prior quarter
13F value held
$540M
56.0% inst. owned
of float
Holders
183
+83 QoQ
filers reporting
Activity
+95 / −23
+962 added · −913 reduced
this quarter
Concentration
18.67%
Fisher Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

183 institutions reported IAI in Q1 2026. Fisher Asset Management, LLC leads at 18.7% of the visible book. +83 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Fisher Asset Management, LLC
CIK 0000850529
$101M614K0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$67M406K0.00%Q1 202603
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$48M292K0.04%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$38M230K0.01%Q1 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$33M203K0.09%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$33M202K0.01%Q1 202607
SPC Financial, Inc.
CIK 0001415201
$30M169K2.34%Q3 202508
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M167K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$23M141K0.01%Q1 202610
AlphaCore Capital LLC
CIK 0001713662
$19M118K0.46%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M106K0.03%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$15M91K0.00%Q1 202613
UBS Group AG
CIK 0001610520
$14M85K0.00%Q1 202614
Equitable Holdings, Inc.
CIK 0001333986
$14M83K0.09%Q1 202615
MinichMacGregor Wealth Management, LLC
CIK 0001744318
$11M70K2.02%Q1 202616
Prospera Financial Services Inc
CIK 0001541625
$11M70K0.18%Q1 202617
Advisory Services Network, LLC
CIK 0001573876
$11M65K0.14%Q1 202618
WESPAC Advisors SoCal, LLC
CIK 0001668188
$10M60K2.08%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$9M56K0.00%Q1 202620
Well Done, LLC
CIK 0001667132
$8M50K1.20%Q1 2026
Page 1 of 10
163 more holders available. Log in →