DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
IBTP

ISHARES TR

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

CUSIP 46438G646·58 13F holders·last filed Mar 31, 2026
Market cap
2.6%
vs prior quarter
13F value held
$175M
68.0% inst. owned
of float
Holders
58
+8 QoQ
filers reporting
Activity
+57 / −76
+833 added · −766 reduced
this quarter
Concentration
20.98%
Atlantic Union Bankshares Corp #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported IBTP in Q1 2026. Atlantic Union Bankshares Corp leads at 21.0% of the visible book. +8 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Atlantic Union Bankshares Corp
CIK 0000883948
$37M1.4M0.70%Q1 2026
02
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$24M919K0.37%Q1 2026
03
SUMMITRY LLC
CIK 0001280043
$22M863K0.78%Q1 2026
04
STIFEL FINANCIAL CORP
CIK 0000720672
$15M566K0.01%Q1 2026
05
BENJAMIN EDWARDS INC
CIK 0001451623
$13M506K0.13%Q1 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$11M423K0.00%Q1 2026
07
D.A. DAVIDSON & CO.
CIK 0001080107
$10M385K0.06%Q1 2026
08
Atlantic Private Wealth, LLC
CIK 0001893143
$6M231K3.87%Q1 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M193K0.01%Q1 2026
10
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M178K0.00%Q1 2026
11
MORGAN STANLEY
CIK 0000895421
$4M153K0.00%Q1 2026
12
Probity Advisors, Inc.
CIK 0001676603
$4M147K0.60%Q1 2026
13
UBS Group AG
CIK 0001610520
$3M133K0.00%Q1 2026
14
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3M130K0.00%Q1 2026
15
Accretive Wealth Partners, LLC
CIK 0001844444
$3M128K0.92%Q1 2026
16
HighTower Advisors, LLC
CIK 0001462245
$3M104K0.00%Q1 2026
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M99K0.00%Q1 2026
18
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$2M95K0.01%Q1 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M75K0.00%Q1 2026
20
Cetera Investment Advisers
CIK 0001666741
$1M58K0.00%Q1 2026
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