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

ISHARES TR

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

CUSIP 46435U135·190 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$265M
visible holders
Holders
190
filers reporting
Concentration
37.49%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

190 institutions reported IHAK in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 37.5% 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
$99M1.6M0.01%Q2 202602
Annex Advisory Services, LLC
CIK 0001542287
$29M476K0.49%Q2 202603
MORGAN STANLEY
CIK 0000895421
$22M355K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$21M338K0.00%Q2 202605
UBS Group AG
CIK 0001610520
$18M300K0.00%Q2 202606
Wharton Business Group, LLC
CIK 0001513126
$18M289K0.59%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$9M142K0.00%Q2 202608
SCOTIA CAPITAL INC.
CIK 0001335644
$8M129K0.03%Q2 202609
Nelson Capital Management, LLC
CIK 0001512611
$6M94K0.63%Q2 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M90K0.00%Q2 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M69K0.00%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M66K0.00%Q2 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$3M57K0.00%Q2 202614
1 NORTH WEALTH SERVICES LLC
CIK 0001641761
$3M49K0.97%Q2 202615
NorthRock Partners, LLC
CIK 0001632097
$3M48K0.04%Q2 202616
Aprio Wealth Management, LLC
CIK 0001803519
$3M47K0.14%Q2 202617
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$3M47K6.49%Q2 202618
AE Wealth Management LLC
CIK 0001697723
$3M46K0.01%Q2 202619
Lido Advisors, LLC
CIK 0001650150
$3M45K0.01%Q2 202620
Gladstone Institutional Advisory LLC
CIK 0001766530
$3M44K0.08%Q2 2026
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