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

ISHARES TR

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

CUSIP 46436E478·134 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$179M
visible holders
Holders
134
filers reporting
Concentration
20.04%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported IBHG in Q1 2026. LBMC INVESTMENT ADVISORS, LLC leads at 20.0% of the visible book.

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
Federation des caisses Desjardins du Quebec
CIK 0002022297
$20M893K0.07%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M800K0.00%Q1 202605
Bank of New York Mellon Corp
CIK 0001390777
$9M401K0.00%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$9M397K0.01%Q1 202607
UBS Group AG
CIK 0001610520
$7M335K0.00%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M325K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$6M263K0.01%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M249K0.00%Q1 202611
MORGAN STANLEY
CIK 0000895421
$5M217K0.00%Q1 202612
J.W. COLE ADVISORS, INC.
CIK 0001404763
$5M214K0.08%Q2 202613
Ironwood Financial, llc
CIK 0001630360
$4M199K0.69%Q2 202614
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$4M196K1.56%Q2 202615
NewEdge Advisors, LLC
CIK 0001633516
$4M167K0.01%Q1 202616
OLD MISSION CAPITAL LLC
CIK 0001455915
$3M136K0.05%Q1 202617
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M136K0.04%Q1 202618
Keeler Thomas Management LLC
CIK 0001730660
$3M134K1.25%Q1 202619
Straight Path Wealth Management
CIK 0001902506
$3M128K0.75%Q1 202620
Commonwealth Financial Services, LLC
CIK 0001536755
$3M120K0.36%Q2 2026
Page 1 of 7
114 more holders available. Log in →