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

ISHARES TR

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

CUSIP 46436E122·55 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$69M
visible holders
Holders
55
filers reporting
Concentration
45.79%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

55 institutions reported IBHJ in Q2 2026. LBMC INVESTMENT ADVISORS, LLC leads at 45.8% 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
$31M1.2M1.71%Q2 202602
Marathon Mission, Inc.
CIK 0001987261
$5M201K2.66%Q2 202603
Chicago Partners Investment Group LLC
CIK 0001563525
$5M200K0.10%Q2 202604
BlackRock, Inc.
CIK 0002012383
$4M164K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$3M131K0.00%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M98K0.00%Q2 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$2M92K0.00%Q2 202608
Integrated Wealth Concepts LLC
CIK 0001737109
$2M75K0.01%Q2 202609
Straight Path Wealth Management
CIK 0001902506
$2M74K0.46%Q2 202610
MORGAN STANLEY
CIK 0000895421
$2M74K0.00%Q2 202611
First Western Trust Bank
CIK 0001513189
$2M61K0.08%Q2 202612
Ironwood Financial, llc
CIK 0001630360
$1M49K0.20%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$995K38K0.00%Q2 202614
WRAPMANAGER INC
CIK 0001266014
$735K28K0.23%Q2 202615
Bullock Wealth Management Group
CIK 0002067581
$680K26K0.29%Q2 202616
FOCUSED ALPHA, LLC
CIK 0002105062
$644K24K0.17%Q2 202617
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$574K22K0.00%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$509K19K0.00%Q2 202619
MTM FINANCIAL GROUP, LLC
CIK 0002132054
$487K18K0.21%Q2 202620
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$453K17K0.01%Q2 2026
Page 1 of 3
35 more holders available. Log in →