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

ISHARES TR

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

CUSIP 464288828·214 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$327M
visible holders
Holders
214
filers reporting
Concentration
13.13%
Phoenix Financial Ltd. #1
top holder share
AI Holders Summary · Q1 2026

214 institutions reported IHF in Q1 2026. Phoenix Financial Ltd. leads at 13.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Phoenix Financial Ltd.
CIK 0001679543
$43M1.0M0.41%Q1 202602
Sather Financial Group Inc
CIK 0001568540
$43M1.0M2.62%Q1 202603
MORGAN STANLEY
CIK 0000895421
$34M811K0.00%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$24M574K0.00%Q1 202605
ELEMENT POINTE ADVISORS, LLC
CIK 0001764059
$19M445K3.51%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M389K0.00%Q1 202607
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$16M377K0.01%Q1 202608
Kingsview Wealth Management, LLC
CIK 0001791965
$15M360K0.21%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M355K0.00%Q1 202610
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$15M350K0.01%Q1 202611
Wharton Business Group, LLC
CIK 0001513126
$14M336K0.53%Q1 202612
Quadrature Capital Ltd
CIK 0001651424
$13M273K0.13%Q4 202513
Bank of New York Mellon Corp
CIK 0001390777
$11M251K0.00%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M222K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$9M221K0.00%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$8M198K0.01%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M164K0.00%Q1 202618
UBS Group AG
CIK 0001610520
$6M154K0.00%Q1 202619
Sage Advisory Services, Ltd.Co.
CIK 0001534378
$5M98K2.67%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M117K0.00%Q1 2026
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