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

ISHARES TR

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

CUSIP 46436E858·341 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
341
filers reporting
Concentration
12.56%
HM PAYSON & CO #1
top holder share
AI Holders Summary · Q2 2026

341 institutions reported IBTG in Q2 2026. HM PAYSON & CO leads at 12.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HM PAYSON & CO
CIK 0000928052
$129M5.7M1.72%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$99M4.3M0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$91M4.0M0.00%Q2 202604
Kovitz Investment Group Partners, LLC
CIK 0001665198
$79M3.5M1.75%Q2 202605
NewEdge Advisors, LLC
CIK 0001633516
$62M2.7M0.18%Q2 202606
LPL Financial LLC
CIK 0001403438
$57M2.5M0.01%Q2 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$56M2.4M0.07%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$55M2.4M0.01%Q2 202609
Connecticut Wealth Management, LLC
CIK 0001689829
$47M2.0M1.72%Q3 202610
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$44M1.9M0.24%Q2 202611
Integrated Wealth Concepts LLC
CIK 0001737109
$36M1.6M0.24%Q2 202612
Financial Advisory Corp
CIK 0001813369
$36M1.6M4.63%Q3 202613
SUMMITRY LLC
CIK 0001280043
$36M1.6M1.17%Q2 202614
Arax Advisory Partners
CIK 0001586767
$35M1.5M0.23%Q2 202615
UBS Group AG
CIK 0001610520
$34M1.5M0.00%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M1.4M0.01%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M1.4M0.01%Q2 202618
Wealthspire Advisors, LLC
CIK 0001646247
$29M1.3M0.16%Q2 202619
OneAscent Financial Services LLC
CIK 0001780985
$21M912K1.00%Q2 202620
Horizon Advisory Services, Inc.
CIK 0001799006
$21M897K8.64%Q2 2026
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