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

ISHARES TR

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

CUSIP 46435U192·68 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$74M
visible holders
Holders
68
filers reporting
Concentration
22.49%
UBS Group AG #1
top holder share
AI Holders Summary · Q2 2026

68 institutions reported IDNA in Q2 2026. UBS Group AG leads at 22.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$17M494K0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M467K0.00%Q2 202603
Wharton Business Group, LLC
CIK 0001513126
$9M268K0.30%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M111K0.00%Q2 202605
Portland Global Advisors LLC
CIK 0001504941
$4M105K0.34%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M95K0.00%Q2 202607
Trek Financial, LLC
CIK 0001768195
$3M91K0.15%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$3M89K0.00%Q2 202609
MORGAN STANLEY
CIK 0000895421
$3M81K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M75K0.00%Q2 202611
LPL Financial LLC
CIK 0001403438
$2M72K0.00%Q2 202612
Lido Advisors, LLC
CIK 0001650150
$1M38K0.00%Q2 202613
Avior Wealth Management, LLC
CIK 0001599868
$1M37K0.03%Q2 202614
Clearwater Capital Advisors, LLC
CIK 0001690531
$1M33K0.08%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$933K28K0.00%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$813K25K0.00%Q2 202617
Steward Partners Investment Advisory, LLC
CIK 0001723397
$782K23K0.00%Q2 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$725K22K0.00%Q2 202619
CITADEL ADVISORS LLC
CIK 0001423053
$724K21K0.00%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$679K20K0.00%Q2 2026
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