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

ISHARES TR

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

CUSIP 46436E486·309 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
309
filers reporting
Concentration
13.24%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

309 institutions reported IBDW in Q2 2026. Aptus Capital Advisors, LLC leads at 13.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$157M7.5M1.07%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$114M5.5M0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$102M4.9M0.01%Q2 202604
Capital Investment Advisors, LLC
CIK 0001582732
$84M4.0M1.11%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$73M3.5M0.02%Q2 202606
CAPITAL ADVISORS INC/OK
CIK 0000860828
$70M3.4M1.03%Q2 202607
Venture Visionary Partners LLC
CIK 0001792283
$65M3.1M1.81%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$64M3.1M0.06%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$49M2.3M0.01%Q2 202610
Sarver Vrooman Wealth Advisors
CIK 0002076215
$46M2.2M27.48%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$43M2.1M0.01%Q2 202612
UBS Group AG
CIK 0001610520
$41M2.0M0.01%Q2 202613
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$40M1.9M1.93%Q2 202614
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$39M1.9M0.05%Q2 202615
Advisors Capital Management, LLC
CIK 0001345576
$39M1.9M0.41%Q2 202616
Klingman & Associates, LLC
CIK 0001662449
$37M1.8M1.57%Q2 202617
SUMMITRY LLC
CIK 0001280043
$35M1.7M1.14%Q2 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$32M1.5M0.01%Q2 202619
Summit Financial, LLC
CIK 0001765536
$29M1.4M0.32%Q2 202620
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$28M1.3M1.71%Q2 2026
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