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

ISHARES TR

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

CUSIP 46436E205·404 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
404
filers reporting
Concentration
11.46%
SHUFRO ROSE & CO LLC #1
top holder share
AI Holders Summary · Q2 2026

404 institutions reported IBDU in Q2 2026. SHUFRO ROSE & CO LLC leads at 11.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SHUFRO ROSE & CO LLC
CIK 0000908195
$201M8.7M11.53%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$177M7.6M0.01%Q2 202603
Aptus Capital Advisors, LLC
CIK 0001664193
$150M6.5M1.03%Q2 202604
MORGAN STANLEY
CIK 0000895421
$150M6.5M0.01%Q2 202605
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$134M5.8M0.17%Q2 202606
CAPITAL ADVISORS INC/OK
CIK 0000860828
$119M5.1M1.75%Q2 202607
Capital Investment Advisors, LLC
CIK 0001582732
$93M4.0M1.23%Q2 202608
UBS Group AG
CIK 0001610520
$90M3.9M0.01%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$83M3.6M0.02%Q2 202610
HM PAYSON & CO
CIK 0000928052
$73M3.1M0.96%Q2 202611
Lido Advisors, LLC
CIK 0001650150
$66M2.9M0.18%Q2 202612
LPL Financial LLC
CIK 0001403438
$58M2.5M0.01%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$53M2.3M0.01%Q2 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$51M2.2M0.01%Q2 202615
SUMMITRY LLC
CIK 0001280043
$47M2.0M1.54%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$46M2.0M0.04%Q2 202617
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$44M1.9M2.72%Q2 202618
WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653
$41M1.8M2.24%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$38M1.6M0.01%Q2 202620
Klingman & Associates, LLC
CIK 0001662449
$38M1.6M1.60%Q2 2026
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