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

ISHARES TR

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

CUSIP 464288778·189 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$241M
visible holders
Holders
189
filers reporting
Concentration
14.33%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

189 institutions reported IAT in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 14.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$35M555K0.00%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M531K0.01%Q2 202603
JPMORGAN CHASE & CO
CIK 0000019617
$25M395K0.00%Q2 202604
MORGAN STANLEY
CIK 0000895421
$16M259K0.00%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$16M252K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$15M240K0.00%Q2 202607
GW HENSSLER & ASSOCIATES LTD
CIK 0001080369
$12M193K0.53%Q2 202608
Lido Advisors, LLC
CIK 0001650150
$12M190K0.03%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M158K0.00%Q2 202610
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$9M151K0.00%Q2 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$9M147K0.01%Q2 202612
US BANCORP \DE\
CIK 0000036104
$7M117K0.01%Q2 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7M112K0.00%Q2 202614
UBS Group AG
CIK 0001610520
$7M110K0.00%Q2 202615
Monument Capital Management
CIK 0001729428
$6M93K1.16%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M81K0.00%Q2 202617
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M81K0.03%Q2 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M72K0.00%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M70K0.01%Q2 202620
Equitable Holdings, Inc.
CIK 0001333986
$4M68K0.03%Q2 2026
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