DOSSIER · 13F Holders · Q1 2026
LQDW

ISHARES TR

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

CUSIP 46436E288·49 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$72M
visible holders
Holders
49
filers reporting
Concentration
30.73%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

49 institutions reported LQDW in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 30.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$22M909K0.00%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M418K0.00%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$8M312K0.00%Q1 2026
04
Sentinel Advisory Group, LLC
CIK 0002118181
$7M277K2.72%Q2 2026
05
Kelly Financial Services LLC
CIK 0002023336
$4M181K0.93%Q2 2026
06
Prime Capital Investment Advisors, LLC
CIK 0001731446
$3M143K0.04%Q1 2026
07
STIFEL FINANCIAL CORP
CIK 0000720672
$3M132K0.00%Q1 2026
08
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$2M103K0.15%Q2 2026
09
MATHER GROUP, LLC.
CIK 0001527641
$2M95K0.02%Q2 2026
10
NAPA WEALTH MANAGEMENT
CIK 0001602844
$2M64K0.75%Q3 2025
11
Private Advisor Group, LLC
CIK 0001567755
$1M56K0.01%Q2 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M44K0.00%Q1 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$897K37K0.00%Q1 2026
14
Prosperity Consulting Group, LLC
CIK 0001910398
$746K31K0.03%Q1 2026
15
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$732K30K0.00%Q2 2026
16
SeaCrest Wealth Management, LLC
CIK 0001728121
$685K29K0.08%Q2 2026
17
Nicholas Wealth, LLC.
CIK 0001911391
$623K26K0.34%Q2 2026
18
WealthShield Partners, LLC
CIK 0001729303
$622K26K0.07%Q1 2026
19
DOVER ADVISORS, LLC
CIK 0001964541
$590K24K0.24%Q1 2026
20
Farther Finance Advisors, LLC
CIK 0001992825
$573K24K0.00%Q2 2026
Page 1 of 3
29 more holders available. Log in →