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

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 46436E361·40 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$26M
visible holders
Holders
40
filers reporting
Concentration
30.20%
Foguth Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q3 2026

40 institutions reported IBLC in Q3 2026. Foguth Wealth Management, LLC. leads at 30.2% 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
$8M206K0.80%Q3 202602
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M93K0.00%Q1 202603
Financial Engines Advisors L.L.C.
CIK 0001420473
$2M43K0.00%Q2 202604
Vise Technologies, Inc.
CIK 0001812090
$2M37K0.02%Q2 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M40K0.00%Q3 202606
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M36K0.01%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M31K0.00%Q2 202608
WCG Wealth Advisors LLC
CIK 0001855713
$1M22K0.02%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M21K0.00%Q2 202610
JAMES INVESTMENT RESEARCH, INC.
CIK 0000810384
$644K13K0.07%Q2 202611
Creative Planning
CIK 0001540235
$521K11K0.00%Q2 202612
Bison Wealth, LLC
CIK 0001845251
$514K12K0.04%Q3 202613
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$507K11K0.00%Q2 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$451K9K0.00%Q2 202615
Sound Income Strategies, LLC
CIK 0001730960
$262K6K0.01%Q3 202616
Forefront Wealth Partners, LLC
CIK 0002068112
$260K5K0.08%Q2 202617
Acorn Wealth Advisors, LLC
CIK 0001730610
$239K5K0.06%Q3 202618
Empower Advisory Group, LLC
CIK 0001978885
$219K5K0.00%Q2 202619
Wealthspire Advisors, LLC
CIK 0001646247
$211K4K0.00%Q2 202620
Farther Finance Advisors, LLC
CIK 0001992825
$144K3K0.00%Q3 2026
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