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

ISHARES TR

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

CUSIP 46436E726·371 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
371
filers reporting
Concentration
14.82%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

371 institutions reported IBDV in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 14.8% 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
$210M9.6M0.01%Q2 202602
Aptus Capital Advisors, LLC
CIK 0001664193
$134M6.2M0.92%Q2 202603
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$133M6.1M0.16%Q2 202604
MORGAN STANLEY
CIK 0000895421
$98M4.5M0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$95M4.4M0.03%Q2 202606
Capital Investment Advisors, LLC
CIK 0001582732
$93M4.3M1.22%Q2 202607
CAPITAL ADVISORS INC/OK
CIK 0000860828
$71M3.3M1.04%Q2 202608
UBS Group AG
CIK 0001610520
$66M3.0M0.01%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$66M3.0M0.01%Q2 202610
HM PAYSON & CO
CIK 0000928052
$59M2.7M0.79%Q2 202611
HighTower Advisors, LLC
CIK 0001462245
$55M2.5M0.05%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$55M2.5M0.01%Q2 202613
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$41M1.9M2.54%Q2 202614
Klingman & Associates, LLC
CIK 0001662449
$37M1.7M1.59%Q2 202615
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$36M1.7M1.76%Q2 202616
Gratus Wealth Advisors, LLC
CIK 0002022161
$36M1.6M4.55%Q2 202617
Lido Advisors, LLC
CIK 0001650150
$35M1.6M0.09%Q2 202618
Summit Financial, LLC
CIK 0001765536
$34M1.5M0.37%Q2 202619
LPL Financial LLC
CIK 0001403438
$33M1.5M0.01%Q2 202620
Kathmere Capital Management, LLC
CIK 0001794543
$29M1.3M1.55%Q2 2026
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