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

ISHARES TR

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

CUSIP 46436E296·113 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$260M
visible holders
Holders
113
filers reporting
Concentration
21.58%
Krilogy Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

113 institutions reported IBTM in Q1 2026. Krilogy Financial LLC leads at 21.6% 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
$56M2.4M1.81%Q1 202602
UBS Group AG
CIK 0001610520
$23M996K0.00%Q1 202603
Parcion Private Wealth LLC
CIK 0001801263
$20M894K1.27%Q1 202604
MORGAN STANLEY
CIK 0000895421
$19M849K0.00%Q1 202605
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$17M736K0.26%Q2 202606
Janney Montgomery Scott LLC
CIK 0001329948
$13M551K0.03%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M527K0.00%Q1 202608
D.A. DAVIDSON & CO.
CIK 0001080107
$11M463K0.06%Q2 202609
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$10M439K0.67%Q2 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$9M374K0.01%Q1 202611
Legacy Private Trust Co.
CIK 0001352547
$9M376K0.47%Q2 202612
Snowden Capital Advisors LLC
CIK 0001903055
$8M369K0.23%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M353K0.00%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M351K0.00%Q1 202615
Probity Advisors, Inc.
CIK 0001676603
$7M319K1.16%Q1 202616
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$7M304K0.04%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M283K0.00%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$6M280K0.01%Q1 202619
Atlantic Private Wealth, LLC
CIK 0001893143
$5M235K3.52%Q1 202620
Yoder Wealth Management, Inc.
CIK 0001973967
$5M217K1.92%Q2 2026
Page 1 of 6
93 more holders available. Log in →