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

ISHARES TR

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

CUSIP 46436E122·48 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.4%
vs prior quarter
13F value held
$54M
50.0% inst. owned
of float
Holders
48
-41 QoQ
filers reporting
Activity
+15 / −99
+972 added · −795 reduced
this quarter
Concentration
44.92%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported IBHJ in Q1 2026. LBMC INVESTMENT ADVISORS, LLC leads at 44.9% of the visible book. -41 net institutions QoQ — distribution reading.

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
$5M204K3.11%Q1 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
WRAPMANAGER INC
CIK 0001266014
$813,94731K0.28%Q1 202612
Keeler Thomas Management LLC
CIK 0001730660
$743,50928K0.31%Q1 202613
FOCUSED ALPHA, LLC
CIK 0002105062
$627,72624K0.19%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$576,19522K0.00%Q1 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$568,94822K0.00%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$550,62821K0.00%Q1 202617
First Western Trust Bank
CIK 0001513189
$487,90219K0.02%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$460,89518K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$430,00016K0.00%Q1 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$426,49516K0.00%Q1 2026
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