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

ISHARES TR

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

CUSIP 46438G703·34 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$71M
visible holders
Holders
34
filers reporting
Concentration
47.81%
TRUE Private Wealth Advisors #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported IBIE in Q2 2026. TRUE Private Wealth Advisors leads at 47.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
TRUE Private Wealth Advisors
CIK 0001667074
$34M1.3M2.92%Q2 202602
Quantum Financial Advisors, LLC
CIK 0001929139
$10M369K0.96%Q2 202603
North Star Investment Management Corp.
CIK 0001342857
$5M196K0.31%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M162K0.00%Q1 202605
Addison Advisors LLC
CIK 0001843745
$3M109K0.63%Q1 202606
BlackRock, Inc.
CIK 0002012383
$3M101K0.00%Q1 202607
CENTRAL TRUST Co
CIK 0000044365
$2M84K0.04%Q1 202608
Split Rock Private Trading & Wealth Management, LLC
CIK 0002095884
$2M82K1.48%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M43K0.00%Q1 202610
DAVENPORT & Co LLC
CIK 0000887777
$1M38K0.01%Q2 202611
Penobscot Investment Management Company, Inc.
CIK 0001394866
$894K34K0.06%Q2 202612
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$886K34K0.43%Q1 202613
CITADEL ADVISORS LLC
CIK 0001423053
$684K26K0.00%Q4 202514
Bradley & Co. Private Wealth Management, LLC
CIK 0001861678
$629K24K0.33%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$505K19K0.00%Q1 202616
MKT Advisors LLC
CIK 0001906802
$487K19K0.15%Q2 202617
ARK & TLK INVESTMENTS, LLC
CIK 0002013188
$471K18K0.12%Q2 202618
Briggs Wealth Management, Inc
CIK 0002109156
$459K17K0.49%Q1 202619
Cerity Partners LLC
CIK 0001566475
$457K17K0.00%Q1 202620
LPL Financial LLC
CIK 0001403438
$397K15K0.00%Q1 2026
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