13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
ILCB

ISHARES TR

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

CUSIP 464287127·197 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.0%
vs prior quarter
13F value held
$370M
77.0% inst. owned
of float
Holders
197
-105 QoQ
filers reporting
Activity
+8 / −33
+923 added · −885 reduced
this quarter
Concentration
13.31%
EXCHANGE TRADED CONCEPTS, LLC #1
top holder share
AI Holders Summary · Q1 2026

197 institutions reported ILCB in Q1 2026. EXCHANGE TRADED CONCEPTS, LLC leads at 13.3% of the visible book. -105 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$49M548K0.35%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$46M507K0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$44M490K0.00%Q1 202604
Equitable Holdings, Inc.
CIK 0001333986
$36M381K0.23%Q1 202605
LPL Financial LLC
CIK 0001403438
$22M249K0.01%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$20M219K0.02%Q1 202607
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$15M169K0.03%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$15M174K0.00%Q1 202609
WIN ADVISORS, INC
CIK 0001897144
$15M165K6.80%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$14M152K0.02%Q1 202611
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$13M151K0.07%Q2 202512
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M121K0.02%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$11M118K0.00%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M114K0.00%Q1 202615
Wealth Forward, LLC
CIK 0002012773
$9M100K5.06%Q1 202616
UBS Group AG
CIK 0001610520
$9M98K0.00%Q1 202617
Corient Private Wealth LLC
CIK 0001948780
$9M96K0.01%Q1 202618
Center for Wealth Management Advisory
CIK 0002121390
$8M93K6.05%Q1 202619
Gladstone Institutional Advisory LLC
CIK 0001766530
$7M83K0.28%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M83K0.00%Q1 2026
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