13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
IHAK

ISHARES TR

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

CUSIP 46435U135·181 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.7%
vs prior quarter
13F value held
$195M
66.0% inst. owned
of float
Holders
181
+105 QoQ
filers reporting
Activity
+71 / −74
+1,003 added · −943 reduced
this quarter
Concentration
36.81%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

181 institutions reported IHAK in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 36.8% of the visible book. +105 net new institutions vs prior quarter — accumulation reading.

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
LPL Financial LLC
CIK 0001403438
$15M337K0.00%Q1 202604
Wharton Business Group, LLC
CIK 0001513126
$14M318K0.52%Q1 202605
UBS Group AG
CIK 0001610520
$13M288K0.00%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$6M142K0.00%Q1 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$6M136K0.00%Q1 202608
SCOTIA CAPITAL INC.
CIK 0001335644
$6M129K0.02%Q1 202609
Nelson Capital Management, LLC
CIK 0001512611
$4M94K0.50%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M85K0.00%Q1 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$2M57K0.00%Q1 202612
Aprio Wealth Management, LLC
CIK 0001803519
$2M53K0.13%Q1 202613
Watts Gwilliam & Co., LLC
CIK 0001657733
$2M43K0.37%Q3 202514
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M51K0.00%Q1 202615
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$2M50K5.52%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M50K0.00%Q1 202617
NorthRock Partners, LLC
CIK 0001632097
$2M47K0.03%Q1 202618
1 NORTH WEALTH SERVICES LLC
CIK 0001641761
$2M44K0.70%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M44K0.00%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$2M43K0.00%Q1 2026
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