DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

IBIE

ISHARES TR

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

CUSIP 46438G703·32 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.5%

vs prior quarter

13F value held

$72M

66.0% inst. owned

of float

Holders

32

+122 QoQ

filers reporting

Activity

+74 / −26

+884 added · −931 reduced

this quarter

Concentration

53.67%

TRUE Private Wealth Advisors #1

top holder share

AI Holders Summary · Q1 2026

32 institutions reported IBIE in Q1 2026. TRUE Private Wealth Advisors leads at 53.7% of the visible book. +122 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

TRUE Private Wealth Advisors

$39M1.5M3.70%Q1 2026 02

Quantum Financial Advisors, LLC

$9M333K0.98%Q1 2026 03

North Star Investment Management Corp.

$5M196K0.31%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

$4M162K0.00%Q1 2026 05

Addison Advisors LLC

$3M109K0.63%Q1 2026 06

BlackRock, Inc.

$3M101K0.00%Q1 2026 07

CENTRAL TRUST Co

$2M84K0.04%Q1 2026 08

OSAIC HOLDINGS, INC.

$1M43K0.00%Q1 2026 09

JIM SAULNIER & ASSOCIATES, LLC

$885,94034K0.43%Q1 2026 10

Penobscot Investment Management Company, Inc.

$879,04034K0.07%Q1 2026 11

CITADEL ADVISORS LLC

$684,41626K0.00%Q4 2025 12

Bradley & Co. Private Wealth Management, LLC

$628,81524K0.33%Q1 2026 13

GOLDMAN SACHS GROUP INC

$504,75319K0.00%Q1 2026 14

ARK & TLK INVESTMENTS, LLC

$469,93018K0.13%Q1 2026 15

MKT Advisors LLC

$459,34818K0.15%Q1 2026 16

Briggs Wealth Management, Inc

$458,67517K0.49%Q1 2026 17

Cerity Partners LLC

$456,99517K0.00%Q1 2026 18

LPL Financial LLC

$396,94715K0.00%Q1 2026 19

Creative Planning

$364,66714K0.00%Q1 2026 20

4Thought Financial Group Inc.

$351,65613K0.17%Q1 2026

Page 1 of 2

12 more holders available. Log in →