13F Insight
DOSSIER · 13F Holders · Q2 2026
IMTB

ISHARES TR

65 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G417·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$204M
visible holders
Holders
65
filers reporting
Concentration
28.62%
Mariner, LLC #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported IMTB in Q2 2026. Mariner, LLC leads at 28.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mariner, LLC
CIK 0001373442
$58M1.3M0.06%Q2 202602
Destination Wealth Management
CIK 0001278573
$23M529K0.54%Q2 202603
Octavia Wealth Advisors, LLC
CIK 0001841259
$22M495K1.86%Q2 202604
FIRST NATIONAL CORP /MA/ /ADV
CIK 0000816192
$11M256K2.14%Q3 202505
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M250K0.00%Q2 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$11M247K0.02%Q2 202607
CITADEL ADVISORS LLC
CIK 0001423053
$10M222K0.00%Q2 202608
Global Retirement Partners, LLC
CIK 0001749744
$9M199K0.13%Q2 202609
LPL Financial LLC
CIK 0001403438
$8M174K0.00%Q2 202610
OneDigital Investment Advisors LLC
CIK 0001690370
$7M157K0.06%Q2 202611
UBS Group AG
CIK 0001610520
$6M144K0.00%Q2 202612
MORGAN STANLEY
CIK 0000895421
$5M126K0.00%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$4M99K0.00%Q2 202614
Summit Financial, LLC
CIK 0001765536
$3M79K0.04%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M77K0.00%Q2 202616
Cannon Financial Strategists, Inc.
CIK 0002031123
$3M72K0.36%Q2 202617
PFG Advisors
CIK 0001694435
$3M60K0.13%Q2 202618
Ethos Capital Management, Inc.
CIK 0002106214
$3M59K1.82%Q2 202619
IFP Advisors, Inc
CIK 0001641866
$2M51K0.04%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M48K0.00%Q1 2026
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