13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
ILCG

ISHARES TR

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

CUSIP 464287119·348 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.8%
vs prior quarter
13F value held
$1.0B
69.0% inst. owned
of float
Holders
348
+39 QoQ
filers reporting
Activity
+8 / −73
+1,055 added · −853 reduced
this quarter
Concentration
12.33%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

348 institutions reported ILCG in Q1 2026. LPL Financial LLC leads at 12.3% of the visible book. +39 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$123M1.3M0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$104M1.1M0.01%Q1 202603
Equitable Holdings, Inc.
CIK 0001333986
$103M992K0.66%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$66M692K0.01%Q1 202605
FAS Wealth Partners, Inc.
CIK 0001596957
$61M587K3.94%Q4 202506
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$57M598K0.02%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$57M596K0.06%Q1 202608
Clearstead Trust, LLC
CIK 0001708001
$53M558K8.68%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$43M451K0.00%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$39M425K0.00%Q1 202611
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$37M383K0.20%Q2 202512
GM Advisory Group, LLC
CIK 0001598304
$34M356K1.31%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$34M354K0.01%Q1 202614
B&D White Capital Company, LLC
CIK 0001752523
$33M347K4.10%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$33M342K0.01%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$30M311K0.04%Q1 202617
McKinley Carter Wealth Services, Inc.
CIK 0001484265
$26M271K1.49%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$24M250K0.04%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$23M242K0.06%Q1 202620
UBS Group AG
CIK 0001610520
$21M216K0.00%Q1 2026
Page 1 of 18
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