13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
ILCV

ISHARES TR

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

CUSIP 464288109·205 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.6%
vs prior quarter
13F value held
$565M
55.0% inst. owned
of float
Holders
205
+7 QoQ
filers reporting
Activity
+72 / −45
+1,006 added · −813 reduced
this quarter
Concentration
11.04%
Steele Capital Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

205 institutions reported ILCV in Q1 2026. Steele Capital Management, Inc. leads at 11.0% of the visible book. +7 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Steele Capital Management, Inc.
CIK 0001646695
$62M670K2.59%Q1 202602
Equitable Holdings, Inc.
CIK 0001333986
$58M619K0.38%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$58M621K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M461K0.01%Q1 202605
UBS Group AG
CIK 0001610520
$41M437K0.01%Q1 202606
LPL Financial LLC
CIK 0001403438
$40M428K0.01%Q1 202607
MORGAN STANLEY
CIK 0000895421
$33M352K0.00%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$30M324K0.00%Q1 202609
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
CIK 0000771118
$22M239K3.56%Q1 202610
SPC Financial, Inc.
CIK 0001415201
$22M246K1.73%Q3 202511
AlphaCore Capital LLC
CIK 0001713662
$22M234K0.52%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$20M218K0.00%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$20M214K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$18M197K0.02%Q1 202615
Northwest Wealth Advisors, LLC
CIK 0002094564
$14M155K10.28%Q1 202616
Lauer Wealth, LLC
CIK 0001860063
$14M144K10.96%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$13M138K0.03%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$12M129K0.01%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M125K0.00%Q1 202620
Systelligence, LLC
CIK 0001882691
$11M122K2.21%Q1 2026
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