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

ISHARES TR

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

CUSIP 464289479·92 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$303M
visible holders
Holders
92
filers reporting
Concentration
34.98%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

92 institutions reported ILTB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 35.0% of the visible book.

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
RETIREMITTEN FINANCIAL LLC
CIK 0002127635
$12M253K6.00%Q1 202605
Cedar Mountain Advisors, LLC
CIK 0001798986
$12M245K2.08%Q2 202606
BlackRock, Inc.
CIK 0002012383
$10M205K0.00%Q1 202607
Verde Capital Management
CIK 0001802891
$9M175K1.83%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M171K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$8M170K0.00%Q1 202610
LPL Financial LLC
CIK 0001403438
$7M134K0.00%Q1 202611
MORGAN STANLEY
CIK 0000895421
$6M123K0.00%Q1 202612
ETF Portfolio Partners, Inc.
CIK 0001635342
$5M110K1.29%Q2 202613
Arkadios Wealth Advisors
CIK 0001800798
$4M92K0.07%Q1 202614
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$4M83K0.25%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$4M82K0.00%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M76K0.00%Q1 202617
CreativeOne Wealth, LLC
CIK 0001739728
$4M72K0.08%Q1 202618
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$3M68K0.01%Q1 202619
SCHMIDT P J INVESTMENT MANAGEMENT INC
CIK 0001008895
$3M66K0.54%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M56K0.00%Q1 2026
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