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

ISHARES TR

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

CUSIP 46436E510·31 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$45M
visible holders
Holders
31
filers reporting
Concentration
16.86%
INDEPENDENT FINANCIAL GROUP, LLC #1
top holder share
AI Holders Summary · Q2 2026

31 institutions reported ISVL in Q2 2026. INDEPENDENT FINANCIAL GROUP, LLC leads at 16.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$8M152K0.14%Q2 202602
Peregrine Asset Advisers, Inc.
CIK 0001535227
$8M157K2.03%Q1 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M125K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M96K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M79K0.01%Q1 202606
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M48K0.07%Q1 202607
Valued Wealth Advisors LLC
CIK 0002007175
$2M43K0.78%Q2 202608
NewEdge Advisors, LLC
CIK 0001633516
$2M36K0.01%Q1 202609
UBS Group AG
CIK 0001610520
$1M30K0.00%Q1 202610
Creative Planning
CIK 0001540235
$978K20K0.00%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$947K20K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$917K19K0.00%Q1 202613
Quantinno Capital Management LP
CIK 0001759654
$817K17K0.00%Q1 202614
Glass Jacobson Investment Advisors llc
CIK 0001964394
$736K15K0.25%Q1 202615
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$736K15K0.00%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$734K15K0.00%Q1 202617
Aurelius Family Office LLC
CIK 0002053738
$682K14K0.27%Q2 202618
D.B. Root & Company, LLC
CIK 0001731717
$674K14K0.16%Q1 202619
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$424K9K0.00%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$373K8K0.00%Q1 2026
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