13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
IBTG

ISHARES TR

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

CUSIP 46436E858·318 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.7%
vs prior quarter
13F value held
$1.1B
51.0% inst. owned
of float
Holders
318
-30 QoQ
filers reporting
Activity
+33 / −25
+1,060 added · −799 reduced
this quarter
Concentration
12.52%
HM PAYSON & CO #1
top holder share
AI Holders Summary · Q1 2026

318 institutions reported IBTG in Q1 2026. HM PAYSON & CO leads at 12.5% of the visible book. -30 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HM PAYSON & CO
CIK 0000928052
$135M5.9M1.95%Q1 202602
Kovitz Investment Group Partners, LLC
CIK 0001665198
$104M4.5M2.42%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$95M4.2M0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$93M4.1M0.01%Q1 202605
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$58M2.5M0.09%Q1 202606
Capital Investment Advisors, LLC
CIK 0001582732
$57M2.5M0.83%Q1 202607
LPL Financial LLC
CIK 0001403438
$55M2.4M0.01%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$54M2.4M0.01%Q1 202609
NewEdge Advisors, LLC
CIK 0001633516
$44M1.9M0.16%Q1 202610
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$43M1.9M0.26%Q1 202611
Connecticut Wealth Management, LLC
CIK 0001689829
$41M1.8M1.73%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M1.7M0.01%Q1 202613
UBS Group AG
CIK 0001610520
$37M1.6M0.01%Q1 202614
BAILARD, INC.
CIK 0000750641
$37M1.6M0.85%Q1 202615
Financial Advisory Corp
CIK 0001813369
$37M1.6M5.10%Q1 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$37M1.6M0.29%Q1 202617
SUMMITRY LLC
CIK 0001280043
$35M1.5M1.24%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$31M1.4M0.01%Q1 202619
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$26M1.1M0.38%Q1 202620
Wealthspire Advisors, LLC
CIK 0001646247
$23M1.0M0.18%Q1 2026
Page 1 of 16
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