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

ISHARES TR

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

CUSIP 46436E312·239 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$906M
visible holders
Holders
239
filers reporting
Concentration
17.95%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

239 institutions reported IBDX in Q2 2026. Aptus Capital Advisors, LLC leads at 18.0% 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
$163M6.5M1.11%Q2 202602
Capital Investment Advisors, LLC
CIK 0001582732
$88M3.5M1.16%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$78M3.1M0.01%Q2 202604
CAPITAL ADVISORS INC/OK
CIK 0000860828
$71M2.8M1.05%Q2 202605
MORGAN STANLEY
CIK 0000895421
$65M2.6M0.00%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$65M2.6M0.00%Q2 202607
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$40M1.6M1.95%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$34M1.3M0.01%Q2 202609
UBS Group AG
CIK 0001610520
$30M1.2M0.00%Q2 202610
Klingman & Associates, LLC
CIK 0001662449
$30M1.2M1.26%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$29M1.2M0.01%Q2 202612
Summit Financial, LLC
CIK 0001765536
$29M1.2M0.32%Q2 202613
Seven Springs Wealth Group, LLC
CIK 0001803898
$27M1.1M5.86%Q2 202614
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$25M1.0M1.57%Q2 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$24M943K0.00%Q2 202616
US BANCORP \DE\
CIK 0000036104
$23M908K0.03%Q2 202617
NewEdge Advisors, LLC
CIK 0001633516
$22M876K0.07%Q2 202618
HighTower Advisors, LLC
CIK 0001462245
$22M860K0.02%Q2 202619
Advisors Capital Management, LLC
CIK 0001345576
$22M860K0.23%Q2 202620
COWA, LLC
CIK 0001844480
$19M774K4.89%Q2 2026
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