13F Insight
DOSSIER · 13F Holders · Q3 2025Mega-capCrowded
IAK

ISHARES TR

146 institutions still hold ISHARES TR as of Q3 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288786·146 13F holders·last filed Sep 30, 2025
Market cap
—
▼ 0.2%
vs prior quarter
13F value held
$152M
73.0% inst. owned
of float
Holders
146
-134 QoQ
filers reporting
Activity
+52 / −84
+879 added · −866 reduced
this quarter
Concentration
13.77%
SPC Financial, Inc. #1
top holder share
AI Holders Summary · Q3 2025

146 institutions reported IAK in Q3 2025. SPC Financial, Inc. leads at 13.8% of the visible book. -134 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SPC Financial, Inc.
CIK 0001415201
$21M156K1.63%Q3 202502
MORGAN STANLEY
CIK 0000895421
$18M138K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$13M102K0.00%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M82K0.00%Q1 202605
Spectrum Wealth Counsel, LLC
CIK 0002011274
$10M72K1.18%Q1 202506
Fiduciary Planning LLC
CIK 0001792851
$8M62K2.41%Q1 202607
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$8M59K0.01%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$7M58K0.00%Q1 202609
Legend Financial Advisors, Inc.
CIK 0001781948
$7M56K4.59%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$6M46K0.00%Q1 202611
Cavalier Investments, LLC
CIK 0001655543
$6M46K0.16%Q1 202612
UBS Group AG
CIK 0001610520
$6M43K0.00%Q1 202613
JMAC ENTERPRISES LLC
CIK 0001907294
$4M35K0.86%Q1 202614
RFG Advisory, LLC
CIK 0001633387
$4M35K0.08%Q1 202615
LEE DANNER & BASS INC
CIK 0000939219
$4M35K0.28%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$4M32K0.00%Q1 202617
MARTIN & CO INC /TN/
CIK 0001008868
$4M29K0.64%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M29K0.00%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M28K0.00%Q1 202620
Federation des caisses Desjardins du Quebec
CIK 0002022297
$4M28K0.01%Q1 2026
Page 1 of 8
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