DOSSIER · 13F Holders · Q2 2026
IBMW

ISHARES TR

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

CUSIP 46438G182·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
4
filers reporting
Concentration
60.79%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported IBMW in Q2 2026. BlackRock, Inc. leads at 60.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1M50K0.00%Q2 2026
02
Heritage Family Offices, LLP
CIK 0002019316
$282K11K0.11%Q2 2026
03
Pacific Excel Wealth Advisors, Inc.
CIK 0002110884
$282K11K0.11%Q2 2026
04
Cyndeo Wealth Partners, LLC
CIK 0001950947
$253K11K0.01%Q3 2026