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

ISHARES TR

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

CUSIP 46438G422·52 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$165M
visible holders
Holders
52
filers reporting
Concentration
15.92%
CONFLUENCE INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported IBTQ in Q2 2026. CONFLUENCE INVESTMENT MANAGEMENT LLC leads at 15.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$26M1.0M0.41%Q2 202602
STIFEL FINANCIAL CORP
CIK 0000720672
$26M1.0M0.02%Q2 202603
SUMMITRY LLC
CIK 0001280043
$26M1.0M0.84%Q2 202604
BENJAMIN EDWARDS INC
CIK 0001451623
$24M969K0.22%Q2 202605
Atlantic Union Bankshares Corp
CIK 0000883948
$19M775K0.33%Q2 202606
LPL Financial LLC
CIK 0001403438
$7M299K0.00%Q2 202607
MORGAN STANLEY
CIK 0000895421
$5M201K0.00%Q2 202608
Probity Advisors, Inc.
CIK 0001676603
$4M178K0.64%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M158K0.00%Q2 202610
Accretive Wealth Partners, LLC
CIK 0001844444
$4M158K0.96%Q2 202611
UBS Group AG
CIK 0001610520
$3M136K0.00%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M119K0.00%Q2 202613
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$3M109K0.01%Q2 202614
Mariner, LLC
CIK 0001373442
$2M73K0.00%Q2 202615
Atlantic Private Wealth, LLC
CIK 0001893143
$2M62K0.95%Q2 202616
Bell Investment Advisors, Inc
CIK 0001890149
$1M58K0.21%Q2 202617
L2 Asset Management, LLC
CIK 0001686988
$1M53K0.14%Q2 202618
CITADEL ADVISORS LLC
CIK 0001423053
$1M48K0.00%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M42K0.00%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$913K36K0.00%Q2 2026
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