13F Insight
DOSSIER · 13F Holders · Q1 2026
SDG

ISHARES TR

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

CUSIP 46435G532·108 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$51M
visible holders
Holders
108
filers reporting
Concentration
35.89%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

108 institutions reported SDG in Q1 2026. CWM, LLC leads at 35.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$18M218K0.05%Q1 202602
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$4M49K0.13%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$4M42K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M42K0.00%Q2 202605
Harel Insurance Investments & Financial Services Ltd.
CIK 0001429390
$3M32K0.02%Q1 202606
LPL Financial LLC
CIK 0001403438
$2M25K0.00%Q2 202607
FOSTER DYKEMA CABOT & PARTNERS, LLC
CIK 0002011882
$2M21K0.11%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M20K0.00%Q1 202609
MORGAN STANLEY
CIK 0000895421
$1M16K0.00%Q2 202610
ASPIRIANT, LLC
CIK 0001433541
$1M16K0.04%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M13K0.00%Q2 202612
Focus Partners Wealth
CIK 0001542153
$1M13K0.00%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M13K0.00%Q2 202614
Money Design Co.,Ltd.
CIK 0001721608
$1M13K0.05%Q2 202515
UBS Group AG
CIK 0001610520
$938K10K0.00%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$915K10K0.00%Q2 202617
Larson Financial Group LLC
CIK 0001731061
$888K10K0.02%Q2 202618
Brio Consultants, LLC
CIK 0001747799
$858K10K0.10%Q2 202619
Beacon Bank & Trust
CIK 0001831984
$842K9K0.16%Q2 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$833K9K0.00%Q2 2026
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