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

ISHARES TR

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

CUSIP 46436E387·100 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.9%
vs prior quarter
13F value held
$234M
54.0% inst. owned
of float
Holders
100
+116 QoQ
filers reporting
Activity
+11 / −58
+1,019 added · −799 reduced
this quarter
Concentration
17.49%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported IBHH in Q1 2026. LBMC INVESTMENT ADVISORS, LLC leads at 17.5% of the visible book. +116 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$41M1.7M2.49%Q1 202602
LPL Financial LLC
CIK 0001403438
$26M1.1M0.01%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$21M887K0.01%Q1 202604
THREADGILL FINANCIAL, LLC
CIK 0001814104
$20M869K5.92%Q1 202605
Federation des caisses Desjardins du Quebec
CIK 0002022297
$20M849K0.07%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$18M759K0.06%Q1 202607
MORGAN STANLEY
CIK 0000895421
$12M498K0.00%Q1 202608
Ironwood Financial, llc
CIK 0001630360
$9M365K1.50%Q1 202609
Commonwealth Financial Services, LLC
CIK 0001536755
$8M361K1.34%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$8M360K0.01%Q1 202611
Mutual Advisors, LLC
CIK 0001694080
$8M333K0.17%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$6M258K0.00%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M247K0.00%Q1 202614
Chicago Partners Investment Group LLC
CIK 0001563525
$5M213K0.11%Q1 202615
LITTLEJOHN FINANCIAL SERVICES, INC.
CIK 0002031637
$5M213K3.75%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M210K0.00%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M210K0.00%Q1 202618
Stratos Wealth Partners, LTD.
CIK 0001612865
$4M168K0.04%Q1 202619
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$4M157K1.57%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M155K0.01%Q1 2026
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