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

ISHARES TR

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

CUSIP 46434V449·254 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.5B
visible holders
Holders
254
filers reporting
Concentration
45.41%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

254 institutions reported IMTM in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 45.4% 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
$1.2B24.0M1.71%Q1 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
$70M1.5M0.00%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$53M1.1M0.03%Q1 202606
Symmetry Partners, LLC
CIK 0001697493
$51M949K2.58%Q2 202607
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$36M750K0.01%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M673K0.01%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$35M732K0.00%Q1 202610
Acropolis Investment Management, LLC
CIK 0001318601
$34M640K1.35%Q2 202611
FMR LLC
CIK 0000315066
$33M697K0.00%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$32M672K0.01%Q1 202613
Mariner, LLC
CIK 0001373442
$30M619K0.03%Q1 202614
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$29M548K0.46%Q2 202615
UBS Group AG
CIK 0001610520
$29M603K0.00%Q1 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
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