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

ISHARES TR

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

CUSIP 46434V449·249 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.2%
vs prior quarter
13F value held
$2.4B
76.0% inst. owned
of float
Holders
249
+8 QoQ
filers reporting
Activity
+50 / −65
+925 added · −772 reduced
this quarter
Concentration
48.91%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

249 institutions reported IMTM in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 48.9% of the visible book. +8 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$1.2B24.0M1.71%Q1 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$582M12.0M1.18%Q1 202603
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$83M1.7M1.44%Q1 202604
MORGAN STANLEY
CIK 0000895421
$70M1.5M0.00%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$53M1.1M0.03%Q1 202606
Symmetry Partners, LLC
CIK 0001697493
$44M918K2.52%Q1 202607
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$36M750K0.01%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$35M732K0.00%Q1 202609
FMR LLC
CIK 0000315066
$33M697K0.00%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$32M672K0.01%Q1 202611
Acropolis Investment Management, LLC
CIK 0001318601
$30M633K1.34%Q1 202612
Mariner, LLC
CIK 0001373442
$30M619K0.03%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$29M606K0.01%Q1 202614
UBS Group AG
CIK 0001610520
$29M603K0.00%Q1 202615
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$23M477K0.42%Q1 202616
Armbruster Capital Management, Inc.
CIK 0001664847
$22M453K3.56%Q1 202617
Kathmere Capital Management, LLC
CIK 0001794543
$21M433K1.28%Q1 202618
LPL Financial LLC
CIK 0001403438
$19M403K0.01%Q1 202619
Shore Point Advisors, LLC
CIK 0001907092
$18M453K7.01%Q1 202620
AdvisorShares Investments LLC
CIK 0001425930
$16M333K2.92%Q1 2026
Page 1 of 13
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