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

ISHARES TR

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

CUSIP 46436E510·30 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$247M
visible holders
Holders
30
filers reporting
Concentration
81.58%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported ISVL in Q2 2026. Focus Partners Wealth leads at 81.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$202M4.0M0.21%Q2 202602
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$8M151K0.15%Q3 202603
Peregrine Asset Advisers, Inc.
CIK 0001535227
$8M150K1.64%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M125K0.00%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M101K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M79K0.00%Q2 202607
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M48K0.07%Q1 202608
Valued Wealth Advisors LLC
CIK 0002007175
$2M43K0.78%Q2 202609
NewEdge Advisors, LLC
CIK 0001633516
$2M32K0.00%Q2 202610
Quantinno Capital Management LP
CIK 0001759654
$1M28K0.00%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M21K0.00%Q2 202612
Creative Planning
CIK 0001540235
$1M20K0.00%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$983K20K0.00%Q2 202614
Glass Jacobson Investment Advisors llc
CIK 0001964394
$752K15K0.23%Q2 202615
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$752K15K0.00%Q2 202616
D.B. Root & Company, LLC
CIK 0001731717
$696K14K0.15%Q2 202617
Aurelius Family Office LLC
CIK 0002053738
$682K14K0.27%Q2 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$555K11K0.00%Q2 202619
Crescent Grove Advisors, LLC
CIK 0001713520
$370K7K0.03%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$358K7K0.00%Q2 2026
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