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

ISHARES TR

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

CUSIP 46436E387·109 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$237M
visible holders
Holders
109
filers reporting
Concentration
17.22%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

109 institutions reported IBHH in Q1 2026. LBMC INVESTMENT ADVISORS, LLC leads at 17.2% 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
$41M1.7M2.49%Q1 202602
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$28M1.2M1.18%Q4 202503
LPL Financial LLC
CIK 0001403438
$26M1.1M0.01%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$21M887K0.01%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
$10M417K1.52%Q2 202609
HighTower Advisors, LLC
CIK 0001462245
$8M360K0.01%Q1 202610
Mutual Advisors, LLC
CIK 0001694080
$8M333K0.17%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$6M258K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M247K0.00%Q1 202613
LITTLEJOHN FINANCIAL SERVICES, INC.
CIK 0002031637
$5M215K3.68%Q2 202614
Chicago Partners Investment Group LLC
CIK 0001563525
$5M213K0.11%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M210K0.00%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M210K0.00%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$4M168K0.04%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M155K0.01%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$4M152K0.00%Q1 202620
Straight Path Wealth Management
CIK 0001902506
$3M128K0.80%Q1 2026
Page 1 of 6
89 more holders available. Log in →