13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
IMTB

ISHARES TR

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

CUSIP 46435G417·66 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.9%
vs prior quarter
13F value held
$209M
77.0% inst. owned
of float
Holders
66
-116 QoQ
filers reporting
Activity
+97 / −105
+989 added · −809 reduced
this quarter
Concentration
27.34%
Mariner, LLC #1
top holder share
AI Holders Summary · Q1 2026

66 institutions reported IMTB in Q1 2026. Mariner, LLC leads at 27.3% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Mariner, LLC
CIK 0001373442
$57M1.3M0.07%Q1 202602
Destination Wealth Management
CIK 0001278573
$23M516K0.59%Q1 202603
Octavia Wealth Advisors, LLC
CIK 0001841259
$20M465K1.95%Q1 202604
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$12M276K0.02%Q1 202605
FIRST NATIONAL CORP /MA/ /ADV
CIK 0000816192
$11M256K2.14%Q3 202506
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M233K0.00%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M226K0.00%Q1 202608
Ethos Capital Management, Inc.
CIK 0002106214
$10M220K8.28%Q1 202609
Global Retirement Partners, LLC
CIK 0001749744
$9M193K0.15%Q4 202510
LPL Financial LLC
CIK 0001403438
$8M173K0.00%Q1 202611
PFG Advisors
CIK 0001694435
$7M161K0.34%Q1 202612
UBS Group AG
CIK 0001610520
$7M160K0.00%Q1 202613
TAP Consulting, LLC
CIK 0001748930
$5M124K1.07%Q4 202414
MORGAN STANLEY
CIK 0000895421
$5M118K0.00%Q1 202615
JPMORGAN CHASE & CO
CIK 0000019617
$4M91K0.00%Q1 202616
Summit Financial, LLC
CIK 0001765536
$3M73K0.04%Q1 202617
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M48K0.01%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M48K0.00%Q1 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M47K0.00%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$2M44K0.00%Q1 2026
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