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

ISHARES TR

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

CUSIP 46438G661·36 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$36M
visible holders
Holders
36
filers reporting
Concentration
48.01%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

36 institutions reported IBHK in Q2 2026. LBMC INVESTMENT ADVISORS, LLC leads at 48.0% 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
$17M666K0.93%Q2 202602
BlackRock, Inc.
CIK 0002012383
$4M168K0.00%Q2 202603
Integrated Wealth Concepts LLC
CIK 0001737109
$2M80K0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$2M75K0.00%Q2 202605
First Western Trust Bank
CIK 0001513189
$2M65K0.08%Q2 202606
Straight Path Wealth Management
CIK 0001902506
$2M65K0.39%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M41K0.00%Q2 202608
WRAPMANAGER INC
CIK 0001266014
$735K29K0.23%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$731K29K0.00%Q1 202610
Bullock Wealth Management Group
CIK 0002067581
$685K27K0.30%Q2 202611
MORGAN STANLEY
CIK 0000895421
$548K21K0.00%Q2 202612
FOCUSED ALPHA, LLC
CIK 0002105062
$458K18K0.12%Q2 202613
Lido Advisors, LLC
CIK 0001650150
$432K17K0.00%Q2 202614
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$432K17K0.00%Q2 202615
Keeler Thomas Management LLC
CIK 0001730660
$344K13K0.12%Q2 202616
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$310K12K0.00%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$304K12K0.00%Q2 202618
Helen Stephens Group, LLC
CIK 0001895252
$299K12K0.05%Q2 202619
Segment Wealth Management, LLC
CIK 0001575581
$266K10K0.01%Q2 202620
Ellis Investment Partners, LLC
CIK 0001765590
$263K10K0.04%Q2 2026
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