DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
IBDZ

ISHARES TR

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

CUSIP 46438G653·125 13F holders·last filed Mar 31, 2026
Market cap
3.0%
vs prior quarter
13F value held
$481M
47.0% inst. owned
of float
Holders
125
+78 QoQ
filers reporting
Activity
+10 / −94
+957 added · −733 reduced
this quarter
Concentration
13.51%
Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

125 institutions reported IBDZ in Q1 2026. Capital Investment Advisors, LLC leads at 13.5% of the visible book. +78 net new institutions vs prior quarter — accumulation reading.

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 2026
02
Summit Financial, LLC
CIK 0001765536
$46M1.8M0.58%Q1 2026
03
Sarver Vrooman Wealth Advisors
CIK 0002076215
$43M1.7M26.56%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$39M1.5M0.00%Q1 2026
05
Aptus Capital Advisors, LLC
CIK 0001664193
$36M1.4M0.28%Q1 2026
06
SUMMITRY LLC
CIK 0001280043
$33M1.3M1.16%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M1.2M0.00%Q1 2026
08
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$28M1.1M1.49%Q1 2026
09
MV CAPITAL MANAGEMENT, INC.
CIK 0001633366
$19M731K1.87%Q1 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$18M701K0.00%Q1 2026
11
WELLS FARGO & COMPANY/MN
CIK 0000072971
$16M625K0.00%Q1 2026
12
PFG Private Wealth Management, LLC
CIK 0001799957
$14M532K5.88%Q1 2026
13
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$13M511K5.55%Q1 2026
14
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M504K0.00%Q1 2026
15
Seneca House Advisors
CIK 0001731359
$13M497K5.14%Q1 2026
16
ARROW FINANCIAL CORP
CIK 0000717538
$12M441K1.16%Q1 2026
17
Motley Fool Wealth Management, LLC
CIK 0001607978
$11M409K1.20%Q1 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M387K0.00%Q1 2026
19
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M385K1.27%Q1 2026
20
HighTower Advisors, LLC
CIK 0001462245
$10M385K0.01%Q1 2026
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