13F Insight
DOSSIER · 13F Holders · Q1 2026
IHAK

ISHARES TR

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

CUSIP 46435U135·184 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$225M
visible holders
Holders
184
filers reporting
Concentration
31.96%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

184 institutions reported IHAK in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 32.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$72M1.6M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$35M808K0.00%Q1 202603
Annex Advisory Services, LLC
CIK 0001542287
$29M476K0.49%Q2 202604
LPL Financial LLC
CIK 0001403438
$15M337K0.00%Q1 202605
Wharton Business Group, LLC
CIK 0001513126
$14M318K0.52%Q1 202606
UBS Group AG
CIK 0001610520
$13M288K0.00%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$6M142K0.00%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$6M136K0.00%Q1 202609
Nelson Capital Management, LLC
CIK 0001512611
$6M94K0.63%Q2 202610
SCOTIA CAPITAL INC.
CIK 0001335644
$6M129K0.02%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M85K0.00%Q1 202612
Aprio Wealth Management, LLC
CIK 0001803519
$3M47K0.14%Q2 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$2M57K0.00%Q1 202614
Watts Gwilliam & Co., LLC
CIK 0001657733
$2M43K0.37%Q3 202515
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M51K0.00%Q1 202616
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$2M50K5.52%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M50K0.00%Q1 202618
RAINIER FAMILY WEALTH INC
CIK 0002073596
$2M35K1.22%Q2 202619
Janney Montgomery Scott LLC
CIK 0001329948
$2M48K0.01%Q1 202620
NorthRock Partners, LLC
CIK 0001632097
$2M47K0.03%Q1 2026
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