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

ISHARES TR

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

CUSIP 46436E130·166 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$600M
visible holders
Holders
166
filers reporting
Concentration
13.38%
Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

166 institutions reported IBDY in Q1 2026. Capital Investment Advisors, LLC leads at 13.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital Investment Advisors, LLC
CIK 0001582732
$80M3.1M1.17%Q1 202602
MORGAN STANLEY
CIK 0000895421
$58M2.3M0.00%Q1 202603
Summit Financial, LLC
CIK 0001765536
$53M2.0M0.67%Q1 202604
FIRST INTERSTATE BANK
CIK 0001125727
$50M1.9M2.82%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$50M1.9M0.00%Q1 202606
CAPITAL ADVISORS INC/OK
CIK 0000860828
$49M1.9M0.72%Q2 202607
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$36M1.4M1.89%Q1 202608
SUMMITRY LLC
CIK 0001280043
$27M1.0M0.88%Q2 202609
MV CAPITAL MANAGEMENT, INC.
CIK 0001633366
$24M937K2.38%Q1 202610
Envision Financial Planning, LLC
CIK 0001964460
$22M839K7.84%Q1 202611
US BANCORP \DE\
CIK 0000036104
$21M804K0.03%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M669K0.00%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M646K0.00%Q1 202614
HighTower Advisors, LLC
CIK 0001462245
$16M623K0.02%Q1 202615
ARROW FINANCIAL CORP
CIK 0000717538
$15M590K1.53%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M556K0.00%Q1 202617
UBS Group AG
CIK 0001610520
$14M534K0.00%Q1 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$13M509K0.02%Q1 202619
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$13M495K4.70%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M423K0.02%Q1 2026
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