13F Insight
DOSSIER · 13F Holders · Q3 2026
IBCB

ISHARES TR

28 institutions still hold ISHARES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G166·28 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$74M
visible holders
Holders
28
filers reporting
Concentration
25.08%
MB, LEVIS & ASSOCIATES, LLC #1
top holder share
AI Holders Summary · Q3 2026

28 institutions reported IBCB in Q3 2026. MB, LEVIS & ASSOCIATES, LLC leads at 25.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$18M782K6.78%Q3 202602
HighTower Advisors, LLC
CIK 0001462245
$14M554K0.01%Q2 202603
BlackRock, Inc.
CIK 0002012383
$10M400K0.00%Q2 202604
Capital Investment Advisors, LLC
CIK 0001582732
$8M300K0.10%Q2 202605
Krilogy Financial LLC
CIK 0001659047
$5M219K0.14%Q3 202606
Paradigm, Strategies in Wealth Management, LLC
CIK 0001859579
$5M213K3.22%Q3 202607
ARROW FINANCIAL CORP
CIK 0000717538
$3M132K0.30%Q2 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M83K0.00%Q3 202609
Marathon Mission, Inc.
CIK 0001987261
$2M75K0.90%Q3 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M61K0.00%Q2 202611
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$969K41K0.01%Q3 202612
Gilbert & Cook, Inc.
CIK 0001675762
$697K28K0.08%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$573K23K0.00%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$498K20K0.00%Q2 202615
ADIRONDACK TRUST CO
CIK 0001054257
$457K19K0.14%Q3 202616
CITADEL ADVISORS LLC
CIK 0001423053
$432K17K0.00%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$322K13K0.00%Q2 202618
Koesten, Hirschmann & Crabtree, INC.
CIK 0001963421
$318K13K0.13%Q3 202619
FORTERIS WEALTH MANAGEMENT INC.
CIK 0002107238
$295K12K0.24%Q3 202620
McGlone Suttner Wealth Management, Inc.
CIK 0001964819
$292K12K0.03%Q3 2026
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