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

ISHARES TR

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

CUSIP 464287390·333 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.2%
vs prior quarter
13F value held
$1.0B
54.0% inst. owned
of float
Holders
333
-82 QoQ
filers reporting
Activity
+32 / −88
+831 added · −782 reduced
this quarter
Concentration
17.64%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

333 institutions reported ILF in Q1 2026. MORGAN STANLEY leads at 17.6% of the visible book. -82 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$181M5.1M0.01%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$120M3.5M0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$89M2.5M0.01%Q1 202604
HSBC HOLDINGS PLC
CIK 0000873630
$88M2.5M0.05%Q1 202605
CI INVESTMENTS INC.
CIK 0001163648
$65M1.8M0.32%Q1 202606
ASSETMARK, INC
CIK 0001344551
$55M1.8M0.11%Q4 202507
LPL Financial LLC
CIK 0001403438
$50M1.4M0.01%Q1 202608
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$48M1.4M0.04%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$40M1.1M0.01%Q1 202610
BANK OF NOVA SCOTIA
CIK 0000009631
$39M1.1M0.07%Q1 202611
New Harbor Financial Group, LLC
CIK 0001548577
$36M1.0M6.30%Q1 202612
Journey Advisory Group, LLC
CIK 0001840085
$28M801K2.43%Q1 202613
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$26M744K0.19%Q1 202614
Proficio Capital Partners LLC
CIK 0001654175
$26M739K1.40%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$24M680K0.00%Q1 202616
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 0001005607
$23M651K1.22%Q1 202617
HighTower Advisors, LLC
CIK 0001462245
$22M633K0.02%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$22M623K0.01%Q1 202619
Marks Wealth, LLC
CIK 0001838660
$21M600K5.60%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M597K0.01%Q1 2026
Page 1 of 17
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