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

ISHARES TR

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

CUSIP 46432F370·73 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$310M
visible holders
Holders
73
filers reporting
Concentration
26.30%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported SIZE in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 26.3% 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
$81M511K0.01%Q1 202602
BlackRock, Inc.
CIK 0002012383
$58M324K0.00%Q2 202603
James Reed Financial Services, Inc.
CIK 0001911052
$29M164K22.30%Q2 202604
Lido Advisors, LLC
CIK 0001650150
$19M109K0.05%Q2 202605
Trinity Wealth Management, LLC
CIK 0001685364
$18M100K5.64%Q2 202606
Strategic Financial Services, Inc.
CIK 0001432539
$16M102K0.77%Q1 202607
Rockefeller Capital Management L.P.
CIK 0001739439
$12M73K0.02%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M60K0.00%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M67K0.00%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M65K0.00%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M59K0.00%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M47K0.01%Q1 202613
LPL Financial LLC
CIK 0001403438
$6M33K0.00%Q2 202614
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$6M36K0.00%Q4 202515
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M35K0.00%Q1 202616
MORGAN STANLEY
CIK 0000895421
$5M30K0.00%Q1 202617
Summit Trail Advisors, LLC
CIK 0001698478
$2M11K0.02%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$1M9K0.00%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M9K0.00%Q1 202620
G&S Capital LLC
CIK 0001731448
$1M7K0.36%Q2 2026
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