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

ISHARES TR

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

CUSIP 464288109·218 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$617M
visible holders
Holders
218
filers reporting
Concentration
11.08%
Steele Capital Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

218 institutions reported ILCV in Q2 2026. Steele Capital Management, Inc. leads at 11.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Steele Capital Management, Inc.
CIK 0001646695
$68M675K2.51%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$65M647K0.00%Q2 202603
Matrix Trust Co
CIK 0001784277
$62M666K10.31%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$49M479K0.01%Q2 202605
UBS Group AG
CIK 0001610520
$43M429K0.01%Q2 202606
LPL Financial LLC
CIK 0001403438
$41M405K0.01%Q2 202607
MORGAN STANLEY
CIK 0000895421
$35M341K0.00%Q2 202608
JPMORGAN CHASE & CO
CIK 0000019617
$31M308K0.00%Q2 202609
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
CIK 0000771118
$24M236K3.44%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$23M230K0.00%Q2 202611
AlphaCore Capital LLC
CIK 0001713662
$23M227K0.42%Q2 202612
SPC Financial, Inc.
CIK 0001415201
$22M246K1.73%Q3 202513
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M212K0.00%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$20M194K0.02%Q2 202615
Northwest Wealth Advisors, LLC
CIK 0002094564
$18M173K10.06%Q2 202616
Kingsview Wealth Management, LLC
CIK 0001791965
$17M171K0.21%Q2 202617
Lauer Wealth, LLC
CIK 0001860063
$15M147K9.14%Q2 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$14M138K0.02%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M122K0.00%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$12M120K0.01%Q2 2026
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