13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
IGE

ISHARES TR

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

CUSIP 464287374·182 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.3%
vs prior quarter
13F value held
$415M
70.0% inst. owned
of float
Holders
182
-65 QoQ
filers reporting
Activity
+10 / −45
+825 added · −732 reduced
this quarter
Concentration
16.85%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

182 institutions reported IGE in Q1 2026. MORGAN STANLEY leads at 16.9% of the visible book. -65 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$70M1.1M0.00%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$63M999K0.00%Q1 202603
ASSETMARK, INC
CIK 0001344551
$49M984K0.10%Q4 202504
CITIZENS & NORTHERN CORP
CIK 0000810958
$30M470K7.37%Q1 202605
CWM, LLC
CIK 0001535847
$20M317K0.05%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$17M272K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$17M272K0.00%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$17M267K0.00%Q1 202609
Wealthcare Advisory Partners LLC
CIK 0001683059
$14M230K0.28%Q1 202610
Family Firm, Inc.
CIK 0001602603
$14M317K3.38%Q2 202511
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M218K0.00%Q1 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$12M196K0.06%Q1 202613
Beacon Pointe Advisors, LLC
CIK 0001744317
$12M194K0.06%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M174K0.00%Q1 202615
UBS Group AG
CIK 0001610520
$11M169K0.00%Q1 202616
Ameritas Investment Partners, Inc.
CIK 0001055980
$10M152K0.29%Q1 202617
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$9M150K0.00%Q1 202618
Norris Financial Group, LLC
CIK 0002129318
$9M142K2.91%Q1 202619
Karpus Management, Inc.
CIK 0001048703
$8M127K0.25%Q1 202620
MinichMacGregor Wealth Management, LLC
CIK 0001744318
$8M127K1.41%Q1 2026
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