13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
IBTJ

ISHARES TR

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

CUSIP 46436E825·215 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$632M
52.0% inst. owned
of float
Holders
215
-46 QoQ
filers reporting
Activity
+8 / −23
+765 added · −668 reduced
this quarter
Concentration
11.70%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

215 institutions reported IBTJ in Q1 2026. MORGAN STANLEY leads at 11.7% of the visible book. -46 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$74M3.4M0.00%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$54M2.5M0.00%Q1 202603
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$51M2.3M0.08%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$50M2.3M0.01%Q1 202605
TRUE Private Wealth Advisors
CIK 0001667074
$40M1.8M3.79%Q1 202606
Brookstone Capital Management
CIK 0001599584
$38M1.7M0.44%Q1 202607
Financial Advisory Corp
CIK 0001813369
$34M1.6M4.77%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$34M1.6M0.01%Q1 202609
Asset Advisors Investment Management, LLC
CIK 0001756695
$27M1.2M2.58%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$27M1.2M0.01%Q1 202611
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$26M1.2M0.16%Q1 202612
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$23M1.0M1.99%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$22M994K0.01%Q1 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$22M987K0.02%Q1 202615
ATWOOD & PALMER INC
CIK 0001044929
$21M945K1.16%Q1 202616
UBS Group AG
CIK 0001610520
$20M916K0.00%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M835K0.03%Q1 202618
BENJAMIN EDWARDS INC
CIK 0001451623
$18M803K0.17%Q1 202619
Journey Advisory Group, LLC
CIK 0001840085
$17M798K1.49%Q1 202620
HM PAYSON & CO
CIK 0000928052
$17M772K0.24%Q1 2026
Page 1 of 11
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