13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
IBHG

ISHARES TR

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

CUSIP 46436E478·126 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.1%
vs prior quarter
13F value held
$203M
63.0% inst. owned
of float
Holders
126
-74 QoQ
filers reporting
Activity
+36 / −72
+948 added · −802 reduced
this quarter
Concentration
17.64%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

126 institutions reported IBHG in Q1 2026. LBMC INVESTMENT ADVISORS, LLC leads at 17.6% of the visible book. -74 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$36M1.6M2.18%Q1 202602
LPL Financial LLC
CIK 0001403438
$25M1.1M0.01%Q1 202603
THREADGILL FINANCIAL, LLC
CIK 0001814104
$21M963K6.19%Q1 202604
Federation des caisses Desjardins du Quebec
CIK 0002022297
$20M893K0.07%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M800K0.00%Q1 202606
Bank of New York Mellon Corp
CIK 0001390777
$9M401K0.00%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$9M397K0.01%Q1 202608
Commonwealth Financial Services, LLC
CIK 0001536755
$9M388K1.36%Q1 202609
UBS Group AG
CIK 0001610520
$7M335K0.00%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M325K0.00%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$6M263K0.01%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M249K0.00%Q1 202613
J.W. COLE ADVISORS, INC.
CIK 0001404763
$5M223K0.17%Q1 202614
MORGAN STANLEY
CIK 0000895421
$5M217K0.00%Q1 202615
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$5M209K1.97%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$4M167K0.01%Q1 202617
Ironwood Financial, llc
CIK 0001630360
$4M166K0.64%Q1 202618
OLD MISSION CAPITAL LLC
CIK 0001455915
$3M136K0.05%Q1 202619
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M136K0.04%Q1 202620
Keeler Thomas Management LLC
CIK 0001730660
$3M134K1.25%Q1 2026
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