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

ISHARES TR

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

CUSIP 46436E379·95 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$211M
visible holders
Holders
95
filers reporting
Concentration
16.17%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported IBHI in Q1 2026. LBMC INVESTMENT ADVISORS, LLC leads at 16.2% 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
$34M1.5M2.08%Q1 202602
MORGAN STANLEY
CIK 0000895421
$33M1.4M0.00%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$25M1.1M0.02%Q1 202604
NewEdge Advisors, LLC
CIK 0001633516
$20M855K0.07%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M535K0.02%Q1 202606
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$12M503K0.49%Q4 202507
Scissortail Wealth Management, LLC
CIK 0001906793
$11M485K2.27%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M414K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$9M370K0.00%Q1 202610
LITTLEJOHN FINANCIAL SERVICES, INC.
CIK 0002031637
$7M285K4.85%Q2 202611
Delta Wealth Advisors LLC
CIK 0001970701
$5M232K3.88%Q2 202612
Ironwood Financial, llc
CIK 0001630360
$5M223K0.81%Q2 202613
Marathon Mission, Inc.
CIK 0001987261
$5M220K2.57%Q2 202614
Stratos Wealth Partners, LTD.
CIK 0001612865
$5M210K0.06%Q1 202615
Bradley & Co. Private Wealth Management, LLC
CIK 0001861678
$3M145K1.78%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M144K0.00%Q1 202617
Straight Path Wealth Management
CIK 0001902506
$3M128K0.70%Q2 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M127K0.00%Q1 202619
Keeler Thomas Management LLC
CIK 0001730660
$3M118K1.17%Q1 202620
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3M108K0.00%Q1 2026
Page 1 of 5
75 more holders available. Log in →