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

ISHARES TR

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

CUSIP 46436E528·189 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$344M
visible holders
Holders
189
filers reporting
Concentration
14.66%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

189 institutions reported IBHF in Q2 2026. LPL Financial LLC leads at 14.7% 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
$50M2.2M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$31M1.3M0.00%Q2 202603
COWA, LLC
CIK 0001844480
$27M1.2M6.74%Q2 202604
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$26M1.2M1.43%Q2 202605
Sterling Financial Group, Inc.
CIK 0001991301
$25M1.1M8.04%Q3 202506
STRAIGHTLINE GROUP LLC
CIK 0001444864
$21M937K10.01%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M799K0.00%Q2 202608
Federation des caisses Desjardins du Quebec
CIK 0002022297
$16M714K0.05%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M707K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M658K0.00%Q2 202611
Ruggaard & Associates LLC
CIK 0001971230
$12M526K4.27%Q2 202612
CITADEL ADVISORS LLC
CIK 0001423053
$12M509K0.00%Q2 202613
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$11M471K0.40%Q2 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$11M468K0.05%Q2 202615
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$11M464K3.80%Q2 202616
Cornerstone Planning, LLC
CIK 0001802105
$10M429K2.25%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$10M424K0.01%Q2 202618
Stratos Wealth Partners, LTD.
CIK 0001612865
$9M389K0.09%Q2 202619
Mutual Advisors, LLC
CIK 0001694080
$8M331K0.16%Q1 202620
LITTLEJOHN FINANCIAL SERVICES, INC.
CIK 0002031637
$7M327K5.39%Q2 2026
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