DOSSIER · 13F Holders · Q2 2026
IBIC

ISHARES TR

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

CUSIP 46438G505·31 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$36M
visible holders
Holders
31
filers reporting
Concentration
36.32%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

31 institutions reported IBIC in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 36.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M504K0.00%Q2 2026
02
Quantum Financial Advisors, LLC
CIK 0001929139
$7M265K0.68%Q2 2026
03
High Note Wealth, LLC
CIK 0001807283
$4M143K0.64%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$2M61K0.00%Q2 2026
05
Addison Advisors LLC
CIK 0001843745
$1M55K0.68%Q2 2026
06
CENTRAL TRUST Co
CIK 0000044365
$1M49K0.02%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M45K0.00%Q2 2026
08
Collaborative Fund Advisors, LLC
CIK 0002132074
$1M45K0.69%Q2 2026
09
CITADEL ADVISORS LLC
CIK 0001423053
$1M42K0.00%Q2 2026
10
DAVENPORT & Co LLC
CIK 0000887777
$984K38K0.01%Q3 2026
11
Creative Planning
CIK 0001540235
$654K25K0.00%Q2 2026
12
MKT Advisors LLC
CIK 0001906802
$525K20K0.17%Q3 2026
13
4Thought Financial Group Inc.
CIK 0001840261
$368K14K0.17%Q2 2026
14
Tower Research Capital LLC (TRC)
CIK 0001533421
$355K14K0.01%Q2 2026
15
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$322K12K0.13%Q2 2026
16
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$319K12K0.00%Q2 2026
17
Cerity Partners LLC
CIK 0001566475
$298K11K0.00%Q2 2026
18
Austin Private Wealth, LLC
CIK 0001800328
$291K11K0.02%Q4 2025
19
Beacon Pointe Advisors, LLC
CIK 0001744317
$270K10K0.00%Q2 2026
20
Focus Financial Network, Inc.
CIK 0002010942
$214K8K0.01%Q3 2026
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