DOSSIER · 13F Holders · Q1 2026
IBMV

ISHARES TR

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

CUSIP 46438G190·9 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
9
filers reporting
Concentration
37.36%
JANE STREET GROUP, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported IBMV in Q1 2026. JANE STREET GROUP, LLC leads at 37.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M50K0.00%Q1 2026
02
Hills Bank & Trust Co
CIK 0001309148
$529K21K0.02%Q2 2026
03
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$302K12K0.00%Q2 2026
04
Pacific Excel Wealth Advisors, Inc.
CIK 0002110884
$283K11K0.11%Q2 2026
05
Heritage Family Offices, LLP
CIK 0002019316
$283K11K0.11%Q2 2026
06
Cyndeo Wealth Partners, LLC
CIK 0001950947
$252K11K0.01%Q3 2026
07
HOWLAND CAPITAL MANAGEMENT LLC
CIK 0001079112
$231K10K0.01%Q3 2026
08
Lido Advisors, LLC
CIK 0001650150
$203K8K0.00%Q2 2026
09
Addison Advisors LLC
CIK 0001843745
$26K1K0.01%Q2 2026