13F Insight
DOSSIER · 13F Holders · Q2 2026
IBTO

ISHARES TR

87 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E148·87 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$286M
visible holders
Holders
87
filers reporting
Concentration
19.93%
GLOBALT Investments LLC / GA #1
top holder share
AI Holders Summary · Q2 2026

87 institutions reported IBTO in Q2 2026. GLOBALT Investments LLC / GA leads at 19.9% 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
$57M2.4M1.93%Q2 202602
Atlantic Union Bankshares Corp
CIK 0000883948
$44M1.8M0.73%Q2 202603
Krilogy Financial LLC
CIK 0001659047
$29M1.2M0.86%Q2 202604
MORGAN STANLEY
CIK 0000895421
$25M1.1M0.00%Q2 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
$16M655K0.00%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$10M414K0.01%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$9M357K0.00%Q2 202610
Headland Capital, LLC
CIK 0002056637
$8M336K2.00%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M327K0.00%Q2 202612
HighTower Advisors, LLC
CIK 0001462245
$8M319K0.01%Q2 202613
Probity Advisors, Inc.
CIK 0001676603
$6M244K0.84%Q2 202614
UBS Group AG
CIK 0001610520
$4M180K0.00%Q2 202615
Accretive Wealth Partners, LLC
CIK 0001844444
$4M172K1.01%Q2 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$4M168K0.00%Q2 202617
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$4M156K0.00%Q2 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M155K0.00%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$3M134K0.00%Q2 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$3M125K0.00%Q2 2026
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