13F Insight
DOSSIER · 13F Holders · Q3 2026
IBTQ

ISHARES TR

55 institutions still hold ISHARES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G422·55 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$179M
visible holders
Holders
55
filers reporting
Concentration
13.45%
Atlantic Union Bankshares Corp #1
top holder share
AI Holders Summary · Q3 2026

55 institutions reported IBTQ in Q3 2026. Atlantic Union Bankshares Corp leads at 13.5% 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
$24M1.0M0.40%Q3 202602
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$24M1.0M0.40%Q3 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$24M1.0M0.02%Q3 202604
SUMMITRY LLC
CIK 0001280043
$24M1.0M0.74%Q3 202605
BENJAMIN EDWARDS INC
CIK 0001451623
$23M991K0.21%Q3 202606
LPL Financial LLC
CIK 0001403438
$8M325K0.00%Q3 202607
MORGAN STANLEY
CIK 0000895421
$5M231K0.00%Q3 202608
Probity Advisors, Inc.
CIK 0001676603
$5M205K0.69%Q3 202609
Accretive Wealth Partners, LLC
CIK 0001844444
$5M202K1.02%Q3 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M158K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$4M149K0.00%Q3 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M119K0.00%Q2 202613
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$3M117K0.02%Q3 202614
Sanctuary Advisors, LLC
CIK 0001777271
$3M116K0.01%Q3 202615
CHOREO, LLC
CIK 0001679031
$2M87K0.02%Q3 202616
Atria Investments, Inc
CIK 0001535865
$2M77K0.02%Q3 202617
Atlantic Private Wealth, LLC
CIK 0001893143
$2M77K1.08%Q3 202618
Mariner, LLC
CIK 0001373442
$2M74K0.00%Q3 202619
Bell Investment Advisors, Inc
CIK 0001890149
$1M59K0.20%Q3 202620
CITADEL ADVISORS LLC
CIK 0001423053
$1M48K0.00%Q2 2026
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