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

ISHARES TR

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

CUSIP 46436E528·192 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$406M
visible holders
Holders
192
filers reporting
Concentration
11.56%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

192 institutions reported IBHF in Q1 2026. LPL Financial LLC leads at 11.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$47M2.0M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$38M1.7M0.00%Q1 202603
ARROW FINANCIAL CORP
CIK 0000717538
$31M1.3M3.12%Q1 202604
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$26M1.1M1.57%Q1 202605
COWA, LLC
CIK 0001844480
$25M1.1M6.87%Q1 202606
Sterling Financial Group, Inc.
CIK 0001991301
$25M1.1M8.04%Q3 202507
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$24M1.1M0.02%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$23M1.0M0.00%Q1 202609
STRAIGHTLINE GROUP LLC
CIK 0001444864
$21M912K10.40%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M841K0.00%Q1 202611
Federation des caisses Desjardins du Quebec
CIK 0002022297
$19M821K0.07%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$16M686K0.07%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M665K0.00%Q1 202614
Hurley Capital, LLC
CIK 0001632844
$13M572K7.03%Q1 202615
Ruggaard & Associates LLC
CIK 0001971230
$12M528K4.80%Q1 202616
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$11M478K0.46%Q4 202517
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$11M464K3.80%Q2 202618
Cornerstone Planning, LLC
CIK 0001802105
$10M429K2.23%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$10M418K0.01%Q1 202620
BIP Wealth, LLC
CIK 0001590214
$9M399K0.37%Q1 2026
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