DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
IXG

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 464287333·146 13F holders·last filed Mar 31, 2026
Market cap
8.6%
vs prior quarter
13F value held
$188M
63.0% inst. owned
of float
Holders
146
+123 QoQ
filers reporting
Activity
+48 / −93
+834 added · −932 reduced
this quarter
Concentration
23.58%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported IXG in Q1 2026. MORGAN STANLEY leads at 23.6% of the visible book. +123 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$44M388K0.00%Q1 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M264K0.00%Q1 2026
03
HighTower Advisors, LLC
CIK 0001462245
$18M156K0.02%Q1 2026
04
EWG Elevate Inc.
CIK 0001765278
$12M105K3.82%Q3 2025
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$12M101K0.00%Q1 2026
06
Avior Wealth Management, LLC
CIK 0001599868
$11M92K0.30%Q1 2026
07
Banco Santander, S.A.
CIK 0000891478
$9M76K0.07%Q1 2026
08
Federation des caisses Desjardins du Quebec
CIK 0002022297
$8M69K0.03%Q1 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M64K0.00%Q1 2026
10
Salomon & Ludwin, LLC
CIK 0001766156
$6M50K0.51%Q1 2026
11
LPL Financial LLC
CIK 0001403438
$5M46K0.00%Q1 2026
12
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M46K0.00%Q1 2026
13
BlackRock, Inc.
CIK 0002012383
$5M41K0.00%Q1 2026
14
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M35K0.14%Q1 2026
15
M&T BANK CORP
CIK 0000036270
$3M24K0.01%Q1 2026
16
Miracle Mile Advisors, LLC
CIK 0001585859
$2M18K0.03%Q1 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M18K0.00%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$2M17K0.00%Q1 2026
19
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M17K0.00%Q1 2026
20
FOUNDERS GROVE WEALTH PARTNERS, LLC
CIK 0002046157
$2M16K0.42%Q1 2026
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