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

ISHARES TR

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

CUSIP 46438G505·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$30M
visible holders
Holders
33
filers reporting
Concentration
23.04%
Quantum Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported IBIC in Q2 2026. Quantum Financial Advisors, LLC leads at 23.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Quantum Financial Advisors, LLC
CIK 0001929139
$7M265K0.68%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M154K0.00%Q1 202603
High Note Wealth, LLC
CIK 0001807283
$4M143K0.64%Q2 202604
Addison Advisors LLC
CIK 0001843745
$3M103K0.59%Q1 202605
BlackRock, Inc.
CIK 0002012383
$3M102K0.00%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$2M70K0.00%Q4 202507
LPL Financial LLC
CIK 0001403438
$1M50K0.00%Q1 202608
CENTRAL TRUST Co
CIK 0000044365
$1M47K0.02%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M43K0.00%Q1 202610
DAVENPORT & Co LLC
CIK 0000887777
$1M39K0.01%Q2 202611
Creative Planning
CIK 0001540235
$650K25K0.00%Q1 202612
MKT Advisors LLC
CIK 0001906802
$505K20K0.16%Q2 202613
ARK & TLK INVESTMENTS, LLC
CIK 0002013188
$441K17K0.11%Q2 202614
4Thought Financial Group Inc.
CIK 0001840261
$356K14K0.18%Q1 202615
Cerity Partners LLC
CIK 0001566475
$296K11K0.00%Q1 202616
Austin Private Wealth, LLC
CIK 0001800328
$291K11K0.02%Q4 202517
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$285K11K0.00%Q1 202618
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$285K11K0.14%Q1 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$268K10K0.00%Q1 202620
Sigma Planning Corp
CIK 0001449126
$228K9K0.01%Q1 2026
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