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

ISHARES TR

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

CUSIP 46436E379·100 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$267M
visible holders
Holders
100
filers reporting
Concentration
14.97%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

100 institutions reported IBHI in Q2 2026. LBMC INVESTMENT ADVISORS, LLC leads at 15.0% 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
$40M1.7M2.17%Q2 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$39M1.7M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$36M1.6M0.00%Q2 202604
HighTower Advisors, LLC
CIK 0001462245
$23M964K0.02%Q2 202605
NewEdge Advisors, LLC
CIK 0001633516
$21M908K0.06%Q2 202606
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$17M710K0.62%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M515K0.02%Q2 202608
Scissortail Wealth Management, LLC
CIK 0001906793
$12M494K2.22%Q2 202609
LPL Financial LLC
CIK 0001403438
$11M489K0.00%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M443K0.00%Q2 202611
LITTLEJOHN FINANCIAL SERVICES, INC.
CIK 0002031637
$7M285K4.85%Q2 202612
Delta Wealth Advisors LLC
CIK 0001970701
$5M232K3.88%Q2 202613
Ironwood Financial, llc
CIK 0001630360
$5M223K0.81%Q2 202614
Stratos Wealth Partners, LTD.
CIK 0001612865
$5M221K0.05%Q2 202615
Marathon Mission, Inc.
CIK 0001987261
$5M220K2.57%Q2 202616
BlackRock, Inc.
CIK 0002012383
$4M185K0.00%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M153K0.00%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M146K0.00%Q2 202619
Bradley & Co. Private Wealth Management, LLC
CIK 0001861678
$3M145K1.62%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M133K0.00%Q2 2026
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