13F Insight
DOSSIER · 13F Holders · Q3 2026
IBTM

ISHARES TR

113 institutions still hold ISHARES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E296·113 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$252M
visible holders
Holders
113
filers reporting
Concentration
21.98%
Krilogy Financial LLC #1
top holder share
AI Holders Summary · Q3 2026

113 institutions reported IBTM in Q3 2026. Krilogy Financial LLC leads at 22.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Krilogy Financial LLC
CIK 0001659047
$55M2.6M1.51%Q3 202602
UBS Group AG
CIK 0001610520
$22M976K0.00%Q2 202603
MORGAN STANLEY
CIK 0000895421
$20M885K0.00%Q2 202604
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$15M703K0.26%Q3 202605
Janney Montgomery Scott LLC
CIK 0001329948
$13M551K0.03%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M533K0.00%Q2 202607
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$11M486K0.68%Q3 202608
D.A. DAVIDSON & CO.
CIK 0001080107
$11M463K0.06%Q2 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$10M450K0.01%Q2 202610
Probity Advisors, Inc.
CIK 0001676603
$10M434K1.41%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M394K0.00%Q2 202612
Snowden Capital Advisors LLC
CIK 0001903055
$8M374K0.20%Q2 202613
Legacy Private Trust Co.
CIK 0001352547
$8M382K0.45%Q3 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M363K0.00%Q2 202615
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$8M346K0.04%Q2 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M328K0.00%Q2 202617
HighTower Advisors, LLC
CIK 0001462245
$7M301K0.01%Q2 202618
Atlantic Private Wealth, LLC
CIK 0001893143
$7M294K4.09%Q2 202619
Yoder Wealth Management, Inc.
CIK 0001973967
$6M268K2.20%Q3 202620
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$5M221K0.01%Q2 2026
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