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

ISHARES TR

1,325 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E718·1,325 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$8.2B
visible holders
Holders
1,325
filers reporting
Concentration
14.99%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,325 institutions reported SGOV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.0% 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
$1.2B12.2M0.09%Q1 202602
LPL Financial LLC
CIK 0001403438
$1.1B10.9M0.25%Q2 202603
MORGAN STANLEY
CIK 0000895421
$845M8.4M0.05%Q1 202604
UBS Group AG
CIK 0001610520
$517M5.1M0.08%Q1 202605
CIBC Private Wealth Group LLC
CIK 0001298088
$416M4.1M0.70%Q4 202506
CIBC Bancorp USA Inc.
CIK 0001711924
$392M4.0M0.53%Q1 202607
Cerity Partners LLC
CIK 0001566475
$359M3.6M0.51%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$355M3.5M0.11%Q1 202609
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$281M2.8M4.39%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$272M3.4M0.06%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$272M2.7M0.40%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$271M2.7M0.05%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$264M2.6M0.05%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$259M2.6M0.02%Q1 202615
GM Advisory Group, LLC
CIK 0001598304
$233M2.3M8.97%Q1 202616
Robinhood Asset Management, LLC
CIK 0002067588
$232M2.3M16.83%Q1 202617
Focus Partners Wealth
CIK 0001542153
$226M2.3M0.26%Q4 202518
NorthRock Partners, LLC
CIK 0001632097
$226M2.2M3.64%Q1 202619
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$220M2.2M0.38%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$216M2.1M0.23%Q1 2026
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