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

ISHARES TR

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

CUSIP 46436E130·177 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$591M
visible holders
Holders
177
filers reporting
Concentration
14.37%
Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

177 institutions reported IBDY in Q2 2026. Capital Investment Advisors, LLC leads at 14.4% 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
$85M3.3M1.12%Q2 202602
MORGAN STANLEY
CIK 0000895421
$60M2.3M0.00%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$55M2.1M0.00%Q2 202604
CAPITAL ADVISORS INC/OK
CIK 0000860828
$49M1.9M0.72%Q2 202605
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$38M1.6M2.93%Q3 202606
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$38M1.5M1.86%Q2 202607
Summit Financial, LLC
CIK 0001765536
$29M1.1M0.32%Q2 202608
SUMMITRY LLC
CIK 0001280043
$27M1.0M0.88%Q2 202609
MV CAPITAL MANAGEMENT, INC.
CIK 0001633366
$24M945K2.16%Q2 202610
US BANCORP \DE\
CIK 0000036104
$22M864K0.02%Q2 202611
HighTower Advisors, LLC
CIK 0001462245
$19M739K0.02%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$19M738K0.01%Q2 202613
Envision Financial Planning, LLC
CIK 0001964460
$19M738K6.18%Q2 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$18M717K0.00%Q2 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M680K0.00%Q2 202616
UBS Group AG
CIK 0001610520
$16M617K0.00%Q2 202617
ARROW FINANCIAL CORP
CIK 0000717538
$16M610K1.41%Q2 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$13M516K0.02%Q2 202619
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$13M491K0.78%Q2 202620
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$12M491K4.41%Q3 2026
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