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

ISHARES TR

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

CUSIP 46436E478·145 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$241M
visible holders
Holders
145
filers reporting
Concentration
16.57%
UBS Group AG #1
top holder share
AI Holders Summary · Q2 2026

145 institutions reported IBHG in Q2 2026. UBS Group AG leads at 16.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$40M1.8M0.01%Q2 202602
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$39M1.8M2.12%Q2 202603
ARROW FINANCIAL CORP
CIK 0000717538
$33M1.5M2.95%Q2 202604
LPL Financial LLC
CIK 0001403438
$28M1.3M0.01%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M810K0.00%Q2 202606
Federation des caisses Desjardins du Quebec
CIK 0002022297
$17M782K0.05%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M402K0.00%Q2 202608
MORGAN STANLEY
CIK 0000895421
$6M281K0.00%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M259K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$6M255K0.01%Q2 202611
J.W. COLE ADVISORS, INC.
CIK 0001404763
$5M214K0.08%Q2 202612
Concurrent Investment Advisors, LLC
CIK 0002001015
$4M203K0.04%Q2 202613
Ironwood Financial, llc
CIK 0001630360
$4M199K0.69%Q2 202614
BlackRock, Inc.
CIK 0002012383
$4M196K0.00%Q2 202615
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$4M196K0.05%Q2 202616
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$4M196K1.56%Q2 202617
NewEdge Advisors, LLC
CIK 0001633516
$4M186K0.01%Q2 202618
Carr Financial Group Corp
CIK 0001931232
$3M151K0.77%Q2 202619
Straight Path Wealth Management
CIK 0001902506
$3M135K0.70%Q2 202620
Commonwealth Financial Services, LLC
CIK 0001536755
$3M120K0.36%Q2 2026
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