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

ISHARES TR

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

CUSIP 46436E148·85 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$271M
visible holders
Holders
85
filers reporting
Concentration
21.71%
GLOBALT Investments LLC / GA #1
top holder share
AI Holders Summary · Q1 2026

85 institutions reported IBTO in Q1 2026. GLOBALT Investments LLC / GA leads at 21.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GLOBALT Investments LLC / GA
CIK 0002011891
$59M2.4M2.10%Q1 202602
Atlantic Union Bankshares Corp
CIK 0000883948
$36M1.5M0.68%Q1 202603
Krilogy Financial LLC
CIK 0001659047
$27M1.1M0.88%Q1 202604
MORGAN STANLEY
CIK 0000895421
$24M989K0.00%Q1 202605
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$24M988K0.37%Q2 202606
CHATHAM CAPITAL GROUP, INC.
CIK 0001108969
$17M701K2.16%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M603K0.00%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$10M403K0.01%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M339K0.00%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M323K0.00%Q1 202611
Headland Capital, LLC
CIK 0002056637
$8M313K2.15%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$7M267K0.01%Q1 202613
Probity Advisors, Inc.
CIK 0001676603
$5M197K0.76%Q1 202614
UBS Group AG
CIK 0001610520
$4M178K0.00%Q1 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$4M156K0.01%Q1 202616
Accretive Wealth Partners, LLC
CIK 0001844444
$3M139K0.95%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M136K0.00%Q1 202618
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3M136K0.00%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$3M135K0.00%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$3M127K0.00%Q1 2026
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