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

ISHARES TR

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

CUSIP 46436E387·113 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$247M
visible holders
Holders
113
filers reporting
Concentration
18.43%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

113 institutions reported IBHH in Q2 2026. LBMC INVESTMENT ADVISORS, LLC leads at 18.4% 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
$46M1.9M2.47%Q2 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$33M1.4M0.02%Q2 202603
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$31M1.3M1.14%Q2 202604
LPL Financial LLC
CIK 0001403438
$27M1.1M0.01%Q2 202605
NewEdge Advisors, LLC
CIK 0001633516
$19M795K0.06%Q2 202606
Federation des caisses Desjardins du Quebec
CIK 0002022297
$17M744K0.05%Q2 202607
Ironwood Financial, llc
CIK 0001630360
$10M417K1.52%Q2 202608
MORGAN STANLEY
CIK 0000895421
$8M343K0.00%Q2 202609
Mutual Advisors, LLC
CIK 0001694080
$8M333K0.17%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M302K0.00%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$6M273K0.00%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M235K0.00%Q2 202613
LITTLEJOHN FINANCIAL SERVICES, INC.
CIK 0002031637
$5M215K3.68%Q2 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M197K0.00%Q2 202615
BlackRock, Inc.
CIK 0002012383
$4M184K0.00%Q2 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$4M169K0.04%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$3M144K0.00%Q2 202618
Straight Path Wealth Management
CIK 0001902506
$3M136K0.75%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M133K0.00%Q2 202620
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M127K0.03%Q2 2026
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