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

ISHARES TR

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

CUSIP 46438G646·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$193M
visible holders
Holders
67
filers reporting
Concentration
24.28%
Atlantic Union Bankshares Corp #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported IBTP in Q2 2026. Atlantic Union Bankshares Corp leads at 24.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Atlantic Union Bankshares Corp
CIK 0000883948
$47M1.8M0.78%Q2 202602
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$24M965K0.38%Q2 202603
SUMMITRY LLC
CIK 0001280043
$22M879K0.73%Q2 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$20M785K0.02%Q2 202605
BENJAMIN EDWARDS INC
CIK 0001451623
$18M723K0.17%Q2 202606
D.A. DAVIDSON & CO.
CIK 0001080107
$11M422K0.06%Q2 202607
Atlantic Private Wealth, LLC
CIK 0001893143
$6M222K3.46%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M209K0.01%Q2 202609
MORGAN STANLEY
CIK 0000895421
$5M184K0.00%Q2 202610
Probity Advisors, Inc.
CIK 0001676603
$4M174K0.63%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M171K0.00%Q2 202612
Accretive Wealth Partners, LLC
CIK 0001844444
$4M160K0.98%Q2 202613
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$4M148K0.00%Q2 202614
UBS Group AG
CIK 0001610520
$3M134K0.00%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$3M125K0.00%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M114K0.00%Q2 202617
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$3M109K0.02%Q2 202618
HighTower Advisors, LLC
CIK 0001462245
$3M105K0.00%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M81K0.00%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$1M58K0.00%Q2 2026
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