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

ISHARES TR

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

CUSIP 46438G653·136 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$512M
visible holders
Holders
136
filers reporting
Concentration
13.79%
Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

136 institutions reported IBDZ in Q2 2026. Capital Investment Advisors, LLC leads at 13.8% 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
$71M2.7M0.93%Q2 202602
Aptus Capital Advisors, LLC
CIK 0001664193
$61M2.4M0.42%Q2 202603
Sarver Vrooman Wealth Advisors
CIK 0002076215
$44M1.7M25.98%Q2 202604
MORGAN STANLEY
CIK 0000895421
$39M1.5M0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$35M1.4M0.00%Q2 202606
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$34M1.3M1.66%Q2 202607
SUMMITRY LLC
CIK 0001280043
$34M1.3M1.11%Q2 202608
Summit Financial, LLC
CIK 0001765536
$27M1.1M0.30%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$19M746K0.00%Q2 202610
MV CAPITAL MANAGEMENT, INC.
CIK 0001633366
$19M732K1.69%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M662K0.00%Q2 202612
Seneca House Advisors
CIK 0001731359
$14M547K5.04%Q2 202613
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$13M516K4.95%Q2 202614
ARROW FINANCIAL CORP
CIK 0000717538
$13M512K1.20%Q2 202615
HighTower Advisors, LLC
CIK 0001462245
$13M504K0.01%Q2 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M497K0.00%Q2 202617
PFG Private Wealth Management, LLC
CIK 0001799957
$13M491K5.55%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M411K0.00%Q2 202619
NESTEGG ADVISORS, INC.
CIK 0002062716
$10M392K7.22%Q2 202620
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M389K1.17%Q2 2026
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