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

ISHARES TR

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

CUSIP 464288786·157 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$163M
visible holders
Holders
157
filers reporting
Concentration
15.28%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

157 institutions reported IAK in Q2 2026. MORGAN STANLEY leads at 15.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$25M177K0.00%Q2 202602
SPC Financial, Inc.
CIK 0001415201
$21M156K1.63%Q3 202503
LPL Financial LLC
CIK 0001403438
$16M114K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M80K0.00%Q2 202605
Spectrum Wealth Counsel, LLC
CIK 0002011274
$10M72K1.18%Q1 202506
Fiduciary Planning LLC
CIK 0001792851
$9M66K2.44%Q2 202607
Legend Financial Advisors, Inc.
CIK 0001781948
$8M58K4.66%Q2 202608
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$7M50K0.00%Q2 202609
Cavalier Investments, LLC
CIK 0001655543
$6M46K0.16%Q1 202610
CITADEL ADVISORS LLC
CIK 0001423053
$6M40K0.00%Q2 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M38K0.00%Q2 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M35K0.00%Q2 202613
LEE DANNER & BASS INC
CIK 0000939219
$5M34K0.27%Q2 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M31K0.00%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$4M30K0.00%Q2 202616
MARTIN & CO INC /TN/
CIK 0001008868
$4M29K0.64%Q2 202617
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$4M29K0.00%Q2 202618
Janney Montgomery Scott LLC
CIK 0001329948
$4M32K0.01%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M29K0.00%Q2 202620
RFG Advisory, LLC
CIK 0001633387
$4M29K0.06%Q2 2026
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