13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
IBCA

ISHARES TR

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

CUSIP 46438G372·78 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.5%
vs prior quarter
13F value held
$207M
61.0% inst. owned
of float
Holders
78
+10 QoQ
filers reporting
Activity
+8 / −84
+850 added · −905 reduced
this quarter
Concentration
28.34%
Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

78 institutions reported IBCA in Q1 2026. Capital Investment Advisors, LLC leads at 28.3% of the visible book. +10 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital Investment Advisors, LLC
CIK 0001582732
$59M2.3M0.86%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M806K0.00%Q1 202603
ARROW FINANCIAL CORP
CIK 0000717538
$15M587K1.51%Q1 202604
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$14M536K5.73%Q1 202605
MV CAPITAL MANAGEMENT, INC.
CIK 0001633366
$12M459K1.16%Q1 202606
MORGAN STANLEY
CIK 0000895421
$11M446K0.00%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M383K0.00%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$9M347K0.01%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M266K0.00%Q1 202610
Guidance Point Advisors, LLC
CIK 0001767710
$7M264K1.60%Q1 202611
Lido Advisors, LLC
CIK 0001650150
$6M251K0.02%Q1 202612
Krilogy Financial LLC
CIK 0001659047
$5M206K0.17%Q1 202613
UBS Group AG
CIK 0001610520
$5M193K0.00%Q1 202614
Addison Advisors LLC
CIK 0001843745
$5M186K1.05%Q1 202615
BENJAMIN EDWARDS INC
CIK 0001451623
$5M183K0.05%Q1 202616
4Thought Financial Group Inc.
CIK 0001840261
$5M179K2.28%Q1 202617
Paradigm, Strategies in Wealth Management, LLC
CIK 0001859579
$4M148K2.58%Q1 202618
Probity Advisors, Inc.
CIK 0001676603
$4M140K0.57%Q1 202619
HANCOCK WHITNEY CORP
CIK 0000750577
$3M105K0.05%Q1 202620
Stonebrook Private Inc.
CIK 0002008738
$2M92K0.50%Q1 2026
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