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

ISHARES TR

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

CUSIP 46436E122·50 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$55M
visible holders
Holders
50
filers reporting
Concentration
44.23%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

50 institutions reported IBHJ in Q1 2026. LBMC INVESTMENT ADVISORS, LLC leads at 44.2% 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
$24M934K1.49%Q1 202602
Marathon Mission, Inc.
CIK 0001987261
$5M201K2.66%Q2 202603
Chicago Partners Investment Group LLC
CIK 0001563525
$5M190K0.11%Q1 202604
LPL Financial LLC
CIK 0001403438
$3M96K0.00%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M90K0.00%Q1 202606
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M85K0.00%Q1 202607
Straight Path Wealth Management
CIK 0001902506
$2M74K0.52%Q1 202608
MORGAN STANLEY
CIK 0000895421
$2M69K0.00%Q1 202609
BlackRock, Inc.
CIK 0002012383
$2M60K0.00%Q1 202610
Integrated Wealth Concepts LLC
CIK 0001737109
$2M58K0.01%Q1 202611
Ironwood Financial, llc
CIK 0001630360
$1M49K0.20%Q2 202612
WRAPMANAGER INC
CIK 0001266014
$814K31K0.28%Q1 202613
Keeler Thomas Management LLC
CIK 0001730660
$744K28K0.31%Q1 202614
FOCUSED ALPHA, LLC
CIK 0002105062
$628K24K0.19%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$576K22K0.00%Q1 202616
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$569K22K0.00%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$551K21K0.00%Q1 202618
First Western Trust Bank
CIK 0001513189
$488K19K0.02%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$461K18K0.00%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$430K16K0.00%Q1 2026
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