13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
IBHF

ISHARES TR

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

CUSIP 46436E528·184 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.7%
vs prior quarter
13F value held
$420M
78.0% inst. owned
of float
Holders
184
-110 QoQ
filers reporting
Activity
+26 / −6
+893 added · −670 reduced
this quarter
Concentration
11.17%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

184 institutions reported IBHF in Q1 2026. LPL Financial LLC leads at 11.2% of the visible book. -110 net institutions QoQ — distribution reading.

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
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$22M938K9.15%Q1 202610
STRAIGHTLINE GROUP LLC
CIK 0001444864
$21M912K10.40%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M841K0.00%Q1 202612
Federation des caisses Desjardins du Quebec
CIK 0002022297
$19M821K0.07%Q1 202613
Private Advisor Group, LLC
CIK 0001567755
$16M686K0.07%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M665K0.00%Q1 202615
LITTLEJOHN FINANCIAL SERVICES, INC.
CIK 0002031637
$14M598K10.31%Q1 202616
Hurley Capital, LLC
CIK 0001632844
$13M572K7.03%Q1 202617
Ruggaard & Associates LLC
CIK 0001971230
$12M528K4.80%Q1 202618
Cornerstone Planning, LLC
CIK 0001802105
$10M429K2.23%Q1 202619
PRIVATE CLIENT SERVICES, LLC
CIK 0001457005
$10M418K2.87%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$10M418K0.01%Q1 2026
Page 1 of 10
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