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

ISHARES TR

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

CUSIP 46436E833·280 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$815M
visible holders
Holders
280
filers reporting
Concentration
9.43%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

280 institutions reported IBTI in Q2 2026. MORGAN STANLEY leads at 9.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$77M3.5M0.00%Q2 202602
Focus Partners Wealth
CIK 0001542153
$76M3.4M0.08%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$68M3.1M0.00%Q2 202604
Stratos Wealth Advisors, LLC
CIK 0001707202
$61M2.8M3.37%Q2 202605
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$58M2.6M0.07%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$42M1.9M0.01%Q2 202607
Arax Advisory Partners
CIK 0001586767
$42M1.9M0.28%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$40M1.8M0.01%Q2 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$37M1.7M0.18%Q2 202610
BAILARD, INC.
CIK 0000750641
$32M1.4M0.65%Q2 202611
UBS Group AG
CIK 0001610520
$31M1.4M0.00%Q2 202612
Brookstone Capital Management
CIK 0001599584
$30M1.4M0.30%Q2 202613
Financial Advisory Corp
CIK 0001813369
$30M1.3M3.95%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$30M1.3M0.01%Q2 202615
Heartwood Wealth Advisors LLC
CIK 0001794935
$29M1.3M2.25%Q2 202616
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$28M1.3M0.15%Q2 202617
Asset Advisors Investment Management, LLC
CIK 0001756695
$27M1.2M2.47%Q2 202618
BlackRock, Inc.
CIK 0002012383
$26M1.2M0.00%Q2 202619
HM PAYSON & CO
CIK 0000928052
$26M1.2M0.35%Q2 202620
LPL Financial LLC
CIK 0001403438
$25M1.1M0.01%Q2 2026
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