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

ISHARES TR

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

CUSIP 46436E841·335 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
335
filers reporting
Concentration
14.78%
HM PAYSON & CO #1
top holder share
AI Holders Summary · Q2 2026

335 institutions reported IBTH in Q2 2026. HM PAYSON & CO leads at 14.8% 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
$85M3.8M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$83M3.7M0.01%Q1 202604
GLOBALT Investments LLC / GA
CIK 0002011891
$67M3.0M2.40%Q1 202605
Kovitz Investment Group Partners, LLC
CIK 0001665198
$59M2.6M1.37%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$56M2.5M0.01%Q1 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$55M2.5M0.08%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$43M1.9M0.01%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M1.9M0.01%Q1 202610
LPL Financial LLC
CIK 0001403438
$41M1.8M0.01%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$39M1.7M0.14%Q1 202612
UBS Group AG
CIK 0001610520
$38M1.7M0.01%Q1 202613
Brookstone Capital Management
CIK 0001599584
$37M1.7M0.37%Q2 202614
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$33M1.5M0.20%Q1 202615
Focus Partners Wealth
CIK 0001542153
$32M1.4M0.04%Q4 202516
Financial Advisory Corp
CIK 0001813369
$30M1.3M3.95%Q2 202617
Integrated Wealth Concepts LLC
CIK 0001737109
$29M1.3M0.23%Q1 202618
Stratos Wealth Advisors, LLC
CIK 0001707202
$29M1.3M1.77%Q1 202619
Connecticut Wealth Management, LLC
CIK 0001689829
$28M1.2M1.17%Q1 202620
Obsidian Personal Planning Solutions LLC
CIK 0001909128
$27M1.2M9.21%Q3 2025
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