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

ISHARES TR

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

CUSIP 46436E841·353 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
353
filers reporting
Concentration
13.98%
HM PAYSON & CO #1
top holder share
AI Holders Summary · Q2 2026

353 institutions reported IBTH in Q2 2026. HM PAYSON & CO leads at 14.0% 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
$148M6.6M1.96%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$96M4.3M0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$86M3.8M0.00%Q2 202604
Kovitz Investment Group Partners, LLC
CIK 0001665198
$73M3.3M1.62%Q2 202605
GLOBALT Investments LLC / GA
CIK 0002011891
$66M2.9M2.22%Q2 202606
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$60M2.7M0.07%Q2 202607
NewEdge Advisors, LLC
CIK 0001633516
$46M2.0M0.14%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M2.0M0.01%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M2.0M0.01%Q2 202610
LPL Financial LLC
CIK 0001403438
$43M1.9M0.01%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$40M1.8M0.01%Q2 202612
UBS Group AG
CIK 0001610520
$38M1.7M0.00%Q2 202613
Brookstone Capital Management
CIK 0001599584
$38M1.7M0.37%Q3 202614
Connecticut Wealth Management, LLC
CIK 0001689829
$36M1.6M1.33%Q3 202615
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$35M1.6M0.19%Q2 202616
Arax Advisory Partners
CIK 0001586767
$35M1.6M0.23%Q2 202617
Stratos Wealth Advisors, LLC
CIK 0001707202
$35M1.5M1.90%Q2 202618
Financial Advisory Corp
CIK 0001813369
$32M1.4M4.06%Q3 202619
SWMG, LLC
CIK 0001839255
$32M1.4M6.93%Q3 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$31M1.4M0.20%Q2 2026
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