DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

IMCB

ISHARES TR

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

CUSIP 464288208·206 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 6.4%

vs prior quarter

13F value held

$834M

46.0% inst. owned

of float

Holders

206

+50 QoQ

filers reporting

Activity

+10 / −20

+870 added · −763 reduced

this quarter

Concentration

19.29%

HighTower Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

206 institutions reported IMCB in Q1 2026. HighTower Advisors, LLC leads at 19.3% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

HighTower Advisors, LLC

$161M1.9M0.17%Q1 2026 02

$126M1.5M0.01%Q1 2026 03

RMG Wealth Management LLC

$117M1.3M13.54%Q1 2026 04

$114M1.4M0.02%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

$47M569K0.01%Q1 2026 06

LPL Financial LLC

$37M445K0.01%Q1 2026 07

MEANS INVESTMENT CO., INC.

$36M432K3.14%Q1 2026 08

Cetera Investment Advisers

$20M241K0.02%Q1 2026 09

Aptus Capital Advisors, LLC

$19M222K0.15%Q1 2026 10

Sunburst Financial Group, LLC

$18M221K3.39%Q1 2026 11

WELLS FARGO & COMPANY/MN

$18M211K0.00%Q1 2026 12

Steele Capital Management, Inc.

$16M192K0.66%Q1 2026 13

Stratos Wealth Partners, LTD.

$16M188K0.18%Q1 2026 14

CREATIVE FINANCIAL DESIGNS INC /ADV

$16M186K0.95%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

$15M176K0.02%Q1 2026 16

Fortitude Financial, LLC

$14M175K12.26%Q4 2025 17

AMERIPRISE FINANCIAL INC

$13M149K0.00%Q1 2026 18

Northwest Wealth Advisors, LLC

$12M143K8.53%Q1 2026 19

OSAIC HOLDINGS, INC.

$10M119K0.01%Q1 2026 20

Kestra Advisory Services, LLC

$10M117K0.04%Q1 2026

Page 1 of 11

186 more holders available. Log in →