DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

IBHI

ISHARES TR

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

CUSIP 46436E379·88 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 0.4%

vs prior quarter

13F value held

$210M

48.0% inst. owned

of float

Holders

88

-99 QoQ

filers reporting

Activity

+94 / −45

+870 added · −860 reduced

this quarter

Concentration

16.30%

LBMC INVESTMENT ADVISORS, LLC #1

top holder share

AI Holders Summary · Q1 2026

88 institutions reported IBHI in Q1 2026. LBMC INVESTMENT ADVISORS, LLC leads at 16.3% of the visible book. -99 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

LBMC INVESTMENT ADVISORS, LLC

$34M1.5M2.08%Q1 2026 02

$33M1.4M0.00%Q1 2026 03

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$25M1.1M0.02%Q1 2026 04

NewEdge Advisors, LLC

$20M855K0.07%Q1 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

$12M535K0.02%Q1 2026 06

THREADGILL FINANCIAL, LLC

$11M486K3.29%Q1 2026 07

Scissortail Wealth Management, LLC

$11M485K2.27%Q1 2026 08

BANK OF AMERICA CORP /DE/

$10M414K0.00%Q1 2026 09

LPL Financial LLC

$9M370K0.00%Q1 2026 10

Commonwealth Financial Services, LLC

$8M352K1.30%Q1 2026 11

LITTLEJOHN FINANCIAL SERVICES, INC.

$6M252K4.41%Q1 2026 12

Delta Wealth Advisors LLC

$5M218K3.87%Q1 2026 13

Stratos Wealth Partners, LTD.

$5M210K0.06%Q1 2026 14

Bradley & Co. Private Wealth Management, LLC

$3M145K1.78%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

$3M144K0.00%Q1 2026 16

WELLS FARGO & COMPANY/MN

$3M127K0.00%Q1 2026 17

Keeler Thomas Management LLC

$3M118K1.17%Q1 2026 18

Straight Path Wealth Management

$3M117K0.72%Q1 2026 19

MERCER GLOBAL ADVISORS INC /ADV

$3M108K0.00%Q1 2026 20

Ironwood Financial, llc

$2M104K0.42%Q1 2026

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