DOSSIER · 13F Holders · Q2 2026
IBIG

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 46438G885·31 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$78M
visible holders
Holders
31
filers reporting
Concentration
43.82%
TRUE Private Wealth Advisors #1
top holder share
AI Holders Summary · Q2 2026

31 institutions reported IBIG in Q2 2026. TRUE Private Wealth Advisors leads at 43.8% 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
$34M1.3M2.96%Q2 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M507K0.00%Q2 2026
03
Quantum Financial Advisors, LLC
CIK 0001929139
$7M281K0.73%Q2 2026
04
BlackRock, Inc.
CIK 0002012383
$4M171K0.00%Q2 2026
05
D.A. DAVIDSON & CO.
CIK 0001080107
$4M163K0.02%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$3M124K0.00%Q2 2026
07
CENTRAL TRUST Co
CIK 0000044365
$2M82K0.04%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M63K0.00%Q2 2026
09
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M48K0.00%Q2 2026
10
IFG Advisory, LLC
CIK 0001728319
$1M39K0.04%Q2 2026
11
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$761K29K0.31%Q2 2026
12
Bradley & Co. Private Wealth Management, LLC
CIK 0001861678
$744K28K0.35%Q2 2026
13
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$637K24K0.02%Q1 2026
14
MKT Advisors LLC
CIK 0001906802
$622K24K0.19%Q2 2026
15
ARK & TLK INVESTMENTS, LLC
CIK 0002013188
$494K19K0.12%Q2 2026
16
NewEdge Advisors, LLC
CIK 0001633516
$470K18K0.00%Q2 2026
17
BlackDiamond Wealth Management, LLC
CIK 0001903059
$425K17K0.17%Q2 2026
18
LPL Financial LLC
CIK 0001403438
$388K15K0.00%Q2 2026
19
4Thought Financial Group Inc.
CIK 0001840261
$363K14K0.17%Q2 2026
20
Creative Planning
CIK 0001540235
$311K12K0.00%Q2 2026
Page 1 of 2
11 more holders available. Log in →