13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
IBTM

ISHARES TR

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

CUSIP 46436E296·114 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.5%
vs prior quarter
13F value held
$246M
74.0% inst. owned
of float
Holders
114
-93 QoQ
filers reporting
Activity
+86 / −80
+859 added · −807 reduced
this quarter
Concentration
22.80%
Krilogy Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

114 institutions reported IBTM in Q1 2026. Krilogy Financial LLC leads at 22.8% of the visible book. -93 net institutions QoQ — distribution reading.

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
$18M804K0.29%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M527K0.00%Q1 202607
D.A. DAVIDSON & CO.
CIK 0001080107
$10M422K0.06%Q1 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$9M374K0.01%Q1 202609
Snowden Capital Advisors LLC
CIK 0001903055
$8M369K0.23%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M353K0.00%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M351K0.00%Q1 202612
Legacy Private Trust Co.
CIK 0001352547
$8M340K0.48%Q1 202613
Probity Advisors, Inc.
CIK 0001676603
$7M319K1.16%Q1 202614
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$7M304K0.04%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M283K0.00%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$6M280K0.01%Q1 202617
Atlantic Private Wealth, LLC
CIK 0001893143
$5M235K3.52%Q1 202618
Stockman Wealth Management, Inc.
CIK 0001389400
$5M201K0.51%Q1 202619
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$5M199K0.01%Q1 202620
Asset Dedication, LLC
CIK 0001475896
$4M189K0.30%Q1 2026
Page 1 of 6
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