13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
IHE

ISHARES TR

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

CUSIP 464288836·211 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$561M
74.0% inst. owned
of float
Holders
211
-66 QoQ
filers reporting
Activity
+39 / −52
+840 added · −691 reduced
this quarter
Concentration
42.76%
Fisher Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

211 institutions reported IHE in Q1 2026. Fisher Asset Management, LLC leads at 42.8% of the visible book. -66 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Fisher Asset Management, LLC
CIK 0000850529
$240M2.8M0.08%Q1 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$60M689K0.74%Q1 202603
MORGAN STANLEY
CIK 0000895421
$42M480K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M457K0.00%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$32M376K0.00%Q1 202606
Aptus Capital Advisors, LLC
CIK 0001664193
$25M287K0.20%Q1 202607
McElhenny Sheffield Capital Management, LLC
CIK 0001886813
$18M203K4.35%Q1 202608
LPL Financial LLC
CIK 0001403438
$15M170K0.00%Q1 202609
Anfield Capital Management, LLC
CIK 0001602020
$11M130K3.09%Q1 202610
Insight Wealth Strategies, LLC
CIK 0001749914
$10M119K1.15%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$10M116K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$9M109K0.01%Q1 202613
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$8M93K1.36%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7M80K0.00%Q1 202615
Virtue Capital Management, LLC
CIK 0001729985
$6M76K0.98%Q1 202616
BROWN ADVISORY INC
CIK 0001345929
$6M75K0.01%Q4 202517
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M70K0.00%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M67K0.00%Q1 202619
Cadent Capital Advisors, LLC
CIK 0001803536
$5M62K1.38%Q1 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M60K0.00%Q1 2026
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