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

ISHARES TR

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

CUSIP 46434V449·255 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.8B
visible holders
Holders
255
filers reporting
Concentration
48.85%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

255 institutions reported IMTM in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 48.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1.4B25.8M1.70%Q2 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$704M13.4M1.18%Q2 202603
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$97M1.8M1.45%Q2 202604
MORGAN STANLEY
CIK 0000895421
$83M1.6M0.00%Q2 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$62M1.2M0.03%Q2 202606
Symmetry Partners, LLC
CIK 0001697493
$51M949K2.58%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$41M764K0.01%Q2 202608
FMR LLC
CIK 0000315066
$40M756K0.00%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M744K0.00%Q2 202610
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$39M734K0.01%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M673K0.01%Q2 202612
Mariner, LLC
CIK 0001373442
$35M665K0.04%Q2 202613
UBS Group AG
CIK 0001610520
$35M659K0.00%Q2 202614
Acropolis Investment Management, LLC
CIK 0001318601
$34M640K1.35%Q2 202615
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$29M548K0.46%Q2 202616
Armbruster Capital Management, Inc.
CIK 0001664847
$25M460K3.66%Q2 202617
LPL Financial LLC
CIK 0001403438
$24M458K0.01%Q2 202618
Kathmere Capital Management, LLC
CIK 0001794543
$24M456K1.29%Q2 202619
Janney Montgomery Scott LLC
CIK 0001329948
$23M479K0.06%Q1 202620
Shore Point Advisors, LLC
CIK 0001907092
$21M483K7.12%Q2 2026
Page 1 of 13
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