DOSSIER · 13F Holders · Q2 2026
IBRN

ISHARES TR

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

CUSIP 46436E353·7 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
7
filers reporting
Concentration
57.79%
Steward Partners Investment Advisory, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported IBRN in Q2 2026. Steward Partners Investment Advisory, LLC leads at 57.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Steward Partners Investment Advisory, LLC
CIK 0001723397
$825K21K0.00%Q2 2026
02
BlackRock, Inc.
CIK 0002012383
$582K15K0.00%Q2 2026
03
UBS Group AG
CIK 0001610520
$8K1990.00%Q2 2026
04
CWM, LLC
CIK 0001535847
$5K1630.00%Q1 2026
05
ASSETMARK, INC
CIK 0001344551
$4K1000.00%Q2 2026
06
Institute for Wealth Management, LLC.
CIK 0001533954
$3K880.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025