13F Insight
DOSSIER · 13F Holders · Q3 2026
IBIE

ISHARES TR

40 institutions still hold ISHARES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G703·40 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$159M
visible holders
Holders
40
filers reporting
Concentration
47.08%
Gemmer Asset Management LLC #1
top holder share
AI Holders Summary · Q3 2026

40 institutions reported IBIE in Q3 2026. Gemmer Asset Management LLC leads at 47.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Gemmer Asset Management LLC
CIK 0001607825
$75M2.9M4.89%Q3 202602
TRUE Private Wealth Advisors
CIK 0001667074
$34M1.3M2.87%Q3 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M512K0.00%Q2 202604
Quantum Financial Advisors, LLC
CIK 0001929139
$10M369K0.96%Q2 202605
North Star Investment Management Corp.
CIK 0001342857
$6M224K0.32%Q2 202606
BlackRock, Inc.
CIK 0002012383
$4M171K0.00%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M107K0.00%Q2 202608
CENTRAL TRUST Co
CIK 0000044365
$3M99K0.05%Q2 202609
Split Rock Private Trading & Wealth Management, LLC
CIK 0002095884
$2M83K1.44%Q3 202610
Addison Advisors LLC
CIK 0001843745
$2M59K0.73%Q2 202611
Bradley & Co. Private Wealth Management, LLC
CIK 0001861678
$1M45K0.53%Q3 202612
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$1M40K0.42%Q2 202613
DAVENPORT & Co LLC
CIK 0000887777
$964K38K0.00%Q3 202614
Gateway Wealth Partners, LLC
CIK 0001966037
$896K34K0.05%Q2 202615
Penobscot Investment Management Company, Inc.
CIK 0001394866
$894K34K0.06%Q2 202616
IFG Advisory, LLC
CIK 0001728319
$698K27K0.02%Q2 202617
Briggs Wealth Management, Inc
CIK 0002109156
$605K23K0.55%Q2 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$506K19K0.00%Q2 202619
MKT Advisors LLC
CIK 0001906802
$504K20K0.16%Q3 202620
ARK & TLK INVESTMENTS, LLC
CIK 0002013188
$460K18K0.11%Q3 2026
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