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

ISHARES TR

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

CUSIP 464288836·225 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$631M
visible holders
Holders
225
filers reporting
Concentration
42.91%
Fisher Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

225 institutions reported IHE in Q2 2026. Fisher Asset Management, LLC leads at 42.9% 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
$271M2.7M0.08%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$85M863K0.01%Q2 202603
JPMORGAN CHASE & CO
CIK 0000019617
$55M554K0.00%Q2 202604
MORGAN STANLEY
CIK 0000895421
$45M458K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$23M231K0.01%Q2 202606
TD ASSET MANAGEMENT INC
CIK 0001056053
$19M193K0.02%Q2 202607
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$19M190K0.03%Q2 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$18M186K0.00%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$13M135K0.00%Q2 202610
Insight Wealth Strategies, LLC
CIK 0001749914
$12M123K1.18%Q2 202611
Anfield Capital Management, LLC
CIK 0001602020
$11M130K3.09%Q1 202612
UBS Group AG
CIK 0001610520
$11M110K0.00%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M75K0.00%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M72K0.00%Q2 202615
BROWN ADVISORY INC
CIK 0001345929
$6M75K0.01%Q4 202516
Monument Capital Management
CIK 0001729428
$6M61K1.21%Q2 202617
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$5M52K0.00%Q2 202618
Concurrent Investment Advisors, LLC
CIK 0002001015
$5M52K0.04%Q2 202619
Concord Investment Counsel Inc.
CIK 0002022154
$5M49K1.34%Q2 202620
Accurate Wealth Management, LLC
CIK 0001877728
$5M48K0.46%Q2 2026
Page 1 of 12
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