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

ISHARES TR

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

CUSIP 46434V266·150 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$317M
visible holders
Holders
150
filers reporting
Concentration
27.70%
Main Street Research LLC #1
top holder share
AI Holders Summary · Q2 2026

150 institutions reported ISCF in Q2 2026. Main Street Research LLC leads at 27.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Main Street Research LLC
CIK 0001513211
$88M2.0M4.14%Q2 202602
LPL Financial LLC
CIK 0001403438
$34M774K0.01%Q2 202603
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$27M648K1.45%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$17M408K0.01%Q1 202605
Larson Financial Group LLC
CIK 0001731061
$16M384K0.51%Q1 202606
TRB Wealth Management, LLC
CIK 0002130988
$16M382K2.27%Q1 202607
Phoenix Wealth Advisors
CIK 0001842362
$12M278K4.06%Q2 202608
Modern Wealth Management, LLC
CIK 0002001900
$12M282K0.21%Q1 202609
Causey Wealth LLC
CIK 0002132639
$11M274K4.86%Q1 202610
Janney Montgomery Scott LLC
CIK 0001329948
$11M257K0.03%Q1 202611
Financial Strategies Group, Inc.
CIK 0001774343
$10M231K1.62%Q2 202612
COURIER CAPITAL LLC
CIK 0001015247
$8M191K0.41%Q2 202613
Eagle Strategies LLC
CIK 0001907666
$8M180K0.78%Q2 202614
SouthState Bank Corp
CIK 0000764038
$8M178K0.32%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$7M179K0.01%Q1 202616
Focus Financial Network, Inc.
CIK 0002010942
$7M164K0.22%Q2 202617
McAdam, LLC
CIK 0001695490
$6M149K0.25%Q2 202618
Beacon Pointe Advisors, LLC
CIK 0001744317
$6M149K0.03%Q1 202619
Advisors Capital Management, LLC
CIK 0001345576
$6M146K0.07%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$6M143K0.01%Q1 2026
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