13F Insight
DOSSIER · 13F Holders · Q1 2026
IBDX

ISHARES TR

232 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E312·232 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$882M
visible holders
Holders
232
filers reporting
Concentration
18.18%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

232 institutions reported IBDX in Q1 2026. Aptus Capital Advisors, LLC leads at 18.2% 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
$160M6.3M1.26%Q1 202602
Capital Investment Advisors, LLC
CIK 0001582732
$84M3.3M1.23%Q1 202603
MORGAN STANLEY
CIK 0000895421
$74M2.9M0.00%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$71M2.8M0.01%Q1 202605
CAPITAL ADVISORS INC/OK
CIK 0000860828
$71M2.8M1.05%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$62M2.4M0.00%Q1 202607
Summit Financial, LLC
CIK 0001765536
$40M1.6M0.51%Q1 202608
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$38M1.5M2.02%Q1 202609
UBS Group AG
CIK 0001610520
$30M1.2M0.00%Q1 202610
Klingman & Associates, LLC
CIK 0001662449
$27M1.1M1.31%Q1 202611
Seven Springs Wealth Group, LLC
CIK 0001803898
$27M1.1M6.20%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$26M1.0M0.00%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$26M1.0M0.01%Q1 202614
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$23M906K1.56%Q1 202615
US BANCORP \DE\
CIK 0000036104
$22M869K0.03%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$22M854K0.02%Q1 202617
Advisors Capital Management, LLC
CIK 0001345576
$21M840K0.25%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$21M830K0.08%Q1 202619
MV CAPITAL MANAGEMENT, INC.
CIK 0001633366
$20M773K1.92%Q1 202620
COWA, LLC
CIK 0001844480
$18M729K4.97%Q1 2026
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