13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
ILTB

ISHARES TR

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

CUSIP 464289479·91 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.6%
vs prior quarter
13F value held
$313M
55.0% inst. owned
of float
Holders
91
-85 QoQ
filers reporting
Activity
+49 / −59
+915 added · −881 reduced
this quarter
Concentration
33.93%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

91 institutions reported ILTB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 33.9% of the visible book. -85 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$106M2.2M0.01%Q1 202602
AE Wealth Management LLC
CIK 0001697723
$64M1.3M0.35%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$27M541K0.01%Q1 202604
Focus Financial Network, Inc.
CIK 0002010942
$12M254K0.45%Q1 202605
RETIREMITTEN FINANCIAL LLC
CIK 0002127635
$12M253K6.00%Q1 202606
Cedar Mountain Advisors, LLC
CIK 0001798986
$12M244K2.34%Q1 202607
BlackRock, Inc.
CIK 0002012383
$10M205K0.00%Q1 202608
Verde Capital Management
CIK 0001802891
$9M175K1.83%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M171K0.00%Q1 202610
UBS Group AG
CIK 0001610520
$8M170K0.00%Q1 202611
LPL Financial LLC
CIK 0001403438
$7M134K0.00%Q1 202612
MORGAN STANLEY
CIK 0000895421
$6M123K0.00%Q1 202613
ETF Portfolio Partners, Inc.
CIK 0001635342
$5M105K1.35%Q1 202614
Arkadios Wealth Advisors
CIK 0001800798
$4M92K0.07%Q1 202615
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$4M83K0.25%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$4M82K0.00%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M76K0.00%Q1 202618
CreativeOne Wealth, LLC
CIK 0001739728
$4M72K0.08%Q1 202619
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$3M68K0.01%Q1 202620
SCHMIDT P J INVESTMENT MANAGEMENT INC
CIK 0001008895
$3M66K0.54%Q1 2026
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