13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
ISCF

ISHARES TR

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

CUSIP 46434V266·146 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$299M
61.0% inst. owned
of float
Holders
146
-71 QoQ
filers reporting
Activity
+65 / −57
+779 added · −838 reduced
this quarter
Concentration
27.37%
Main Street Research LLC #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported ISCF in Q1 2026. Main Street Research LLC leads at 27.4% of the visible book. -71 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Main Street Research LLC
CIK 0001513211
$82M2.0M4.76%Q1 202602
LPL Financial LLC
CIK 0001403438
$30M712K0.01%Q1 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
Modern Wealth Management, LLC
CIK 0002001900
$12M282K0.21%Q1 202608
Causey Wealth LLC
CIK 0002132639
$11M274K4.86%Q1 202609
Phoenix Wealth Advisors
CIK 0001842362
$11M262K4.33%Q1 202610
Financial Strategies Group, Inc.
CIK 0001774343
$10M223K1.64%Q1 202611
Eagle Strategies LLC
CIK 0001907666
$8M182K0.91%Q1 202612
COURIER CAPITAL LLC
CIK 0001015247
$8M181K0.42%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$7M179K0.01%Q1 202614
Systelligence, LLC
CIK 0001882691
$7M165K1.34%Q1 202615
SouthState Bank Corp
CIK 0000764038
$7M163K0.32%Q1 202616
McAdam, LLC
CIK 0001695490
$7M159K0.30%Q1 202617
Beacon Pointe Advisors, LLC
CIK 0001744317
$6M149K0.03%Q1 202618
Advisors Capital Management, LLC
CIK 0001345576
$6M146K0.07%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$6M143K0.01%Q1 202620
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$6M140K0.04%Q1 2026
Page 1 of 8
126 more holders available. Log in →