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

ISHARES TR

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

CUSIP 46436E833·249 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.0%
vs prior quarter
13F value held
$682M
59.0% inst. owned
of float
Holders
249
+97 QoQ
filers reporting
Activity
+75 / −104
+909 added · −853 reduced
this quarter
Concentration
11.17%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

249 institutions reported IBTI in Q1 2026. MORGAN STANLEY leads at 11.2% of the visible book. +97 net new institutions vs prior quarter — accumulation reading.

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
WELLS FARGO & COMPANY/MN
CIK 0000072971
$68M3.0M0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$61M2.7M0.00%Q1 202604
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$54M2.4M0.08%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M1.9M0.01%Q1 202606
UBS Group AG
CIK 0001610520
$31M1.4M0.00%Q1 202607
BAILARD, INC.
CIK 0000750641
$30M1.4M0.70%Q1 202608
Brookstone Capital Management
CIK 0001599584
$30M1.4M0.34%Q1 202609
Heartwood Wealth Advisors LLC
CIK 0001794935
$29M1.3M2.51%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$28M1.3M0.01%Q1 202611
Financial Advisory Corp
CIK 0001813369
$28M1.2M3.82%Q1 202612
Asset Advisors Investment Management, LLC
CIK 0001756695
$27M1.2M2.58%Q1 202613
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$26M1.2M0.16%Q1 202614
HM PAYSON & CO
CIK 0000928052
$23M1.0M0.34%Q1 202615
LPL Financial LLC
CIK 0001403438
$23M1.0M0.01%Q1 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$23M1.0M0.26%Q1 202617
ATWOOD & PALMER INC
CIK 0001044929
$21M943K1.19%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$21M941K0.00%Q1 202619
Horizon Advisory Services, Inc.
CIK 0001799006
$20M901K10.28%Q1 202620
Journey Advisory Group, LLC
CIK 0001840085
$19M870K1.65%Q1 2026
Page 1 of 13
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