DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
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
7.9%
vs prior quarter
13F value held
$301M
65.0% inst. owned
of float
Holders
73
-8 QoQ
filers reporting
Activity
+86 / −50
+971 added · −883 reduced
this quarter
Concentration
27.06%
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 27.1% of the visible book. -8 net institutions QoQ — distribution reading.

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 2026
02
BlackRock, Inc.
CIK 0002012383
$56M352K0.00%Q1 2026
03
James Reed Financial Services, Inc.
CIK 0001911052
$26M164K22.63%Q1 2026
04
Trinity Wealth Management, LLC
CIK 0001685364
$18M111K6.49%Q1 2026
05
Lido Advisors, LLC
CIK 0001650150
$17M104K0.05%Q1 2026
06
Strategic Financial Services, Inc.
CIK 0001432539
$16M102K0.77%Q1 2026
07
Rockefeller Capital Management L.P.
CIK 0001739439
$12M73K0.02%Q1 2026
08
AMERIPRISE FINANCIAL INC
CIK 0000820027
$11M67K0.00%Q1 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M65K0.00%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M62K0.00%Q1 2026
11
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M59K0.00%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M47K0.01%Q1 2026
13
LPL Financial LLC
CIK 0001403438
$6M37K0.00%Q1 2026
14
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$6M36K0.00%Q4 2025
15
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5M35K0.00%Q1 2026
16
MORGAN STANLEY
CIK 0000895421
$5M30K0.00%Q1 2026
17
Summit Trail Advisors, LLC
CIK 0001698478
$2M11K0.02%Q1 2026
18
JPMORGAN CHASE & CO
CIK 0000019617
$1M9K0.00%Q1 2026
19
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M9K0.00%Q1 2026
20
G&S Capital LLC
CIK 0001731448
$1M7K0.37%Q1 2026
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