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

ISHARES TR

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

CUSIP 46438G653·130 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$481M
visible holders
Holders
130
filers reporting
Concentration
13.50%
Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported IBDZ in Q1 2026. Capital Investment Advisors, LLC leads at 13.5% 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
$65M2.5M0.95%Q1 202602
Summit Financial, LLC
CIK 0001765536
$46M1.8M0.58%Q1 202603
Sarver Vrooman Wealth Advisors
CIK 0002076215
$44M1.7M25.98%Q2 202604
MORGAN STANLEY
CIK 0000895421
$39M1.5M0.00%Q1 202605
Aptus Capital Advisors, LLC
CIK 0001664193
$36M1.4M0.28%Q1 202606
SUMMITRY LLC
CIK 0001280043
$34M1.3M1.11%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M1.2M0.00%Q1 202608
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$28M1.1M1.49%Q1 202609
MV CAPITAL MANAGEMENT, INC.
CIK 0001633366
$19M731K1.87%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$18M701K0.00%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M625K0.00%Q1 202612
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$13M516K4.95%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M504K0.00%Q1 202614
Seneca House Advisors
CIK 0001731359
$13M497K5.14%Q1 202615
PFG Private Wealth Management, LLC
CIK 0001799957
$13M491K5.55%Q2 202616
ARROW FINANCIAL CORP
CIK 0000717538
$12M441K1.16%Q1 202617
Motley Fool Wealth Management, LLC
CIK 0001607978
$11M409K1.20%Q1 202618
NESTEGG ADVISORS, INC.
CIK 0002062716
$10M392K7.22%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M387K0.00%Q1 202620
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M385K1.27%Q1 2026
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