13F Insight
DOSSIER · 13F Holders · Q1 2026
IBTI

ISHARES TR

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

CUSIP 46436E833·274 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$741M
visible holders
Holders
274
filers reporting
Concentration
10.29%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

274 institutions reported IBTI in Q1 2026. MORGAN STANLEY leads at 10.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$76M3.4M0.00%Q1 202602
Focus Partners Wealth
CIK 0001542153
$72M3.2M0.08%Q4 202503
WELLS FARGO & COMPANY/MN
CIK 0000072971
$68M3.0M0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$61M2.7M0.00%Q1 202605
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$54M2.4M0.08%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M1.9M0.01%Q1 202607
UBS Group AG
CIK 0001610520
$31M1.4M0.00%Q1 202608
Brookstone Capital Management
CIK 0001599584
$30M1.4M0.30%Q2 202609
BAILARD, INC.
CIK 0000750641
$30M1.4M0.70%Q1 202610
Financial Advisory Corp
CIK 0001813369
$30M1.3M3.95%Q2 202611
Heartwood Wealth Advisors LLC
CIK 0001794935
$29M1.3M2.25%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$28M1.3M0.01%Q1 202613
Asset Advisors Investment Management, LLC
CIK 0001756695
$27M1.2M2.47%Q2 202614
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$26M1.2M0.16%Q1 202615
HM PAYSON & CO
CIK 0000928052
$26M1.2M0.35%Q2 202616
LPL Financial LLC
CIK 0001403438
$23M1.0M0.01%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$23M1.0M0.26%Q1 202618
ATWOOD & PALMER INC
CIK 0001044929
$21M959K1.13%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$21M941K0.00%Q1 202620
Horizon Advisory Services, Inc.
CIK 0001799006
$20M901K10.28%Q1 2026
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