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

ISHARES TR

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

CUSIP 464288836·209 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$562M
visible holders
Holders
209
filers reporting
Concentration
42.72%
Fisher Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

209 institutions reported IHE in Q1 2026. Fisher Asset Management, LLC leads at 42.7% of the visible book.

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
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$19M190K0.03%Q2 202608
LPL Financial LLC
CIK 0001403438
$15M170K0.00%Q1 202609
Insight Wealth Strategies, LLC
CIK 0001749914
$12M123K1.18%Q2 202610
Anfield Capital Management, LLC
CIK 0001602020
$11M130K3.09%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$10M116K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$9M109K0.01%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7M80K0.00%Q1 202614
Virtue Capital Management, LLC
CIK 0001729985
$6M76K0.98%Q1 202615
BROWN ADVISORY INC
CIK 0001345929
$6M75K0.01%Q4 202516
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M70K0.00%Q1 202617
Monument Capital Management
CIK 0001729428
$6M61K1.21%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M67K0.00%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M60K0.00%Q1 202620
Concurrent Investment Advisors, LLC
CIK 0002001015
$5M57K0.05%Q1 2026
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