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

ISHARES TR

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

CUSIP 46438G687·120 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$191M
visible holders
Holders
120
filers reporting
Concentration
24.00%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

120 institutions reported IBMS in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 24.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$46M1.8M0.06%Q2 202602
Clearstead Advisors, LLC
CIK 0000842775
$24M931K0.23%Q2 202603
HighTower Advisors, LLC
CIK 0001462245
$19M728K0.02%Q2 202604
Vishria Bird Financial Group, LLC
CIK 0001746438
$10M400K2.04%Q3 202505
COMMUNITY TRUST & INVESTMENT CO
CIK 0001047142
$10M382K0.51%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M367K0.00%Q2 202607
Kathmere Capital Management, LLC
CIK 0001794543
$9M352K0.48%Q2 202608
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$8M323K0.45%Q2 202609
US BANCORP \DE\
CIK 0000036104
$8M310K0.01%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M253K0.00%Q2 202611
Praetorian Wealth Management, Inc.
CIK 0001818940
$6M221K0.99%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M219K0.00%Q2 202613
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$5M176K0.03%Q2 202614
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$4M156K0.05%Q2 202615
NewEdge Advisors, LLC
CIK 0001633516
$4M151K0.01%Q2 202616
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$4M151K0.05%Q2 202617
CENTRAL TRUST Co
CIK 0000044365
$4M143K0.07%Q2 202618
Lido Advisors, LLC
CIK 0001650150
$3M122K0.01%Q2 202619
Cypress Point Wealth Management, LLC
CIK 0001825611
$3M115K0.61%Q2 202620
MOSELEY INVESTMENT MANAGEMENT INC
CIK 0000906396
$3M115K0.94%Q1 2026
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