DOSSIER · 13F Holders · Q2 2026
IBAT

ISHARES TR

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

CUSIP 46438G737·27 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$22M
visible holders
Holders
27
filers reporting
Concentration
18.89%
TD Waterhouse Canada Inc. #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported IBAT in Q2 2026. TD Waterhouse Canada Inc. leads at 18.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
TD Waterhouse Canada Inc.
CIK 0001999606
$4M95K0.01%Q2 2026
02
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M75K0.02%Q2 2026
03
Midwest Financial Partners Investments, Inc.
CIK 0001968851
$3M57K1.06%Q2 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M73K0.00%Q1 2026
05
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M43K0.03%Q2 2026
06
Federation des caisses Desjardins du Quebec
CIK 0002022297
$2M43K0.01%Q2 2026
07
GUARDIAN CAPITAL LP
CIK 0001224324
$2M39K0.04%Q2 2026
08
CITADEL ADVISORS LLC
CIK 0001423053
$816K18K0.00%Q2 2026
09
MORGAN STANLEY
CIK 0000895421
$574K13K0.00%Q2 2026
10
Sanctuary Advisors, LLC
CIK 0001777271
$488K11K0.00%Q2 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$456K10K0.00%Q2 2026
12
Advisory Alpha, LLC
CIK 0001576762
$353K8K0.01%Q2 2026
13
LVW Advisors, LLC
CIK 0001576053
$293K7K0.03%Q2 2026
14
Glassman Wealth Services
CIK 0001642160
$288K6K0.03%Q2 2026
15
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$284K6K0.00%Q2 2026
16
4WEALTH ADVISORS, INC.
CIK 0002056676
$240K5K0.18%Q2 2026
17
Sunbelt Securities, Inc.
CIK 0001632932
$107K3K0.01%Q1 2026
18
CX Institutional
CIK 0001737089
$80K2K0.00%Q2 2026
19
N.E.W. Advisory Services LLC
CIK 0001803456
$65K1K0.00%Q2 2026
20
CoreCap Advisors, LLC
CIK 0001902501
$56K1K0.00%Q2 2026
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