13F Insight
DOSSIER · 13F Holders · Q2 2026
IBMQ

ISHARES TR

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

CUSIP 46435U325·209 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$377M
visible holders
Holders
209
filers reporting
Concentration
17.26%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

209 institutions reported IBMQ in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 17.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$65M2.5M0.00%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$53M2.1M0.07%Q2 202603
Vishria Bird Financial Group, LLC
CIK 0001746438
$29M1.1M5.76%Q3 202504
Clearstead Advisors, LLC
CIK 0000842775
$26M1.0M0.24%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$19M760K0.02%Q2 202606
US BANCORP \DE\
CIK 0000036104
$19M730K0.02%Q2 202607
Heartwood Wealth Advisors LLC
CIK 0001794935
$16M618K1.23%Q2 202608
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$15M578K0.80%Q2 202609
Lido Advisors, LLC
CIK 0001650150
$14M551K0.04%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M544K0.00%Q2 202611
NewEdge Advisors, LLC
CIK 0001633516
$14M532K0.04%Q2 202612
Hills Bank & Trust Co
CIK 0001309148
$12M465K0.51%Q2 202613
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$12M462K0.92%Q2 202614
LPL Financial LLC
CIK 0001403438
$11M445K0.00%Q2 202615
UBS Group AG
CIK 0001610520
$11M437K0.00%Q2 202616
Kathmere Capital Management, LLC
CIK 0001794543
$10M403K0.55%Q2 202617
Paradiem, LLC
CIK 0001733356
$10M395K2.18%Q2 202618
Covington Investment Advisors Inc.
CIK 0001569036
$10M387K1.45%Q1 202619
HOWLAND CAPITAL MANAGEMENT LLC
CIK 0001079112
$10M375K0.35%Q2 202620
Praetorian Wealth Management, Inc.
CIK 0001818940
$8M303K1.34%Q2 2026
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