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

ISHARES TR

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

CUSIP 46438G885·25 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.4%
vs prior quarter
13F value held
$63M
67.0% inst. owned
of float
Holders
25
-109 QoQ
filers reporting
Activity
+17 / −73
+978 added · −886 reduced
this quarter
Concentration
57.79%
TRUE Private Wealth Advisors #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported IBIG in Q1 2026. TRUE Private Wealth Advisors leads at 57.8% of the visible book. -109 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
TRUE Private Wealth Advisors
CIK 0001667074
$37M1.4M3.49%Q1 202602
Quantum Financial Advisors, LLC
CIK 0001929139
$7M278K0.82%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M155K0.00%Q1 202604
D.A. DAVIDSON & CO.
CIK 0001080107
$4M152K0.02%Q1 202605
BlackRock, Inc.
CIK 0002012383
$3M100K0.00%Q1 202606
CENTRAL TRUST Co
CIK 0000044365
$2M70K0.04%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M48K0.00%Q1 202608
Tower Research Capital LLC (TRC)
CIK 0001533421
$749,84429K0.02%Q1 202609
Bradley & Co. Private Wealth Management, LLC
CIK 0001861678
$743,09628K0.39%Q1 202610
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$661,39925K0.32%Q1 202611
MKT Advisors LLC
CIK 0001906802
$595,41623K0.20%Q1 202612
ARK & TLK INVESTMENTS, LLC
CIK 0002013188
$494,30419K0.13%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$470,38218K0.00%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$442,49917K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$352,99913K0.00%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$352,00013K0.00%Q1 202617
4Thought Financial Group Inc.
CIK 0001840261
$351,32713K0.17%Q1 202618
Creative Planning
CIK 0001540235
$310,51412K0.00%Q1 202619
McIlrath & Eck, LLC
CIK 0001701714
$48,2362K0.00%Q1 202620
Parallel Advisors, LLC
CIK 0001690010
$29,8291K0.00%Q1 2026
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