DOSSIER · 13F Holders · Q2 2026
IBLC

ISHARES TR

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

CUSIP 46436E361·38 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$28M
visible holders
Holders
38
filers reporting
Concentration
39.79%
Foguth Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q2 2026

38 institutions reported IBLC in Q2 2026. Foguth Wealth Management, LLC. leads at 39.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Foguth Wealth Management, LLC.
CIK 0002016322
$11M251K1.27%Q2 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M93K0.00%Q1 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$2M49K0.00%Q4 2025
04
Financial Engines Advisors L.L.C.
CIK 0001420473
$2M50K0.00%Q1 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M39K0.00%Q2 2026
06
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M29K0.04%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$821K22K0.00%Q1 2026
08
WCG Wealth Advisors LLC
CIK 0001855713
$793K22K0.02%Q1 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$783K21K0.00%Q1 2026
10
Steward Partners Investment Advisory, LLC
CIK 0001723397
$730K20K0.00%Q1 2026
11
Vise Technologies, Inc.
CIK 0001812090
$657K16K0.01%Q1 2026
12
JAMES INVESTMENT RESEARCH, INC.
CIK 0000810384
$644K13K0.07%Q2 2026
13
Bison Wealth, LLC
CIK 0001845251
$570K12K0.05%Q2 2026
14
Creative Planning
CIK 0001540235
$395K11K0.00%Q1 2026
15
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$340K9K0.00%Q1 2026
16
Rockefeller Capital Management L.P.
CIK 0001739439
$338K9K0.00%Q1 2026
17
Sound Income Strategies, LLC
CIK 0001730960
$304K6K0.01%Q2 2026
18
Forefront Wealth Partners, LLC
CIK 0002068112
$238K7K0.10%Q1 2026
19
Farther Finance Advisors, LLC
CIK 0001992825
$152K3K0.00%Q2 2026
20
NBC SECURITIES, INC.
CIK 0000791540
$93K2K0.01%Q2 2026
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