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

ISHARES TR

1,357 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E718·1,357 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8.5B
visible holders
Holders
1,357
filers reporting
Concentration
13.61%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

1,357 institutions reported SGOV in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 13.6% 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
$1.2B11.5M0.07%Q2 202602
LPL Financial LLC
CIK 0001403438
$1.1B10.9M0.25%Q2 202603
MORGAN STANLEY
CIK 0000895421
$853M8.5M0.05%Q2 202604
UBS Group AG
CIK 0001610520
$600M6.0M0.08%Q2 202605
Cerity Partners LLC
CIK 0001566475
$458M4.5M0.55%Q2 202606
CIBC Private Wealth Group LLC
CIK 0001298088
$416M4.1M0.70%Q4 202507
AMERIPRISE FINANCIAL INC
CIK 0000820027
$383M3.8M0.08%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$366M3.6M0.10%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$293M2.9M0.34%Q2 202610
Robinhood Asset Management, LLC
CIK 0002067588
$292M2.9M15.62%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$285M2.8M0.02%Q2 202612
CIBC Bancorp USA Inc.
CIK 0001711924
$282M2.8M0.34%Q2 202613
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$281M2.8M4.39%Q2 202614
NorthRock Partners, LLC
CIK 0001632097
$276M2.7M4.00%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$269M2.7M0.04%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$248M2.5M0.04%Q2 202617
Focus Partners Wealth
CIK 0001542153
$239M2.4M0.24%Q2 202618
GM Advisory Group, LLC
CIK 0001598304
$233M2.3M8.97%Q1 202619
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$232M2.3M0.35%Q2 202620
Wealthspire Advisors, LLC
CIK 0001646247
$224M2.2M1.23%Q2 2026
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