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

ISHARES TR

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

CUSIP 46429B614·125 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$431M
visible holders
Holders
125
filers reporting
Concentration
17.66%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

125 institutions reported SMIN in Q2 2026. LPL Financial LLC leads at 17.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$76M1.1M0.02%Q2 202602
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$70M1.0M0.02%Q1 202603
CAUSEWAY CAPITAL MANAGEMENT LLC
CIK 0001165797
$38M543K0.42%Q2 202604
Informed Momentum Co LLC
CIK 0001510989
$36M505K3.18%Q2 202605
Hillsdale Investment Management Inc.
CIK 0001368465
$33M472K0.76%Q2 202606
Man Group plc
CIK 0001637460
$25M348K0.04%Q2 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$22M310K0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$20M289K0.00%Q2 202609
MORGAN STANLEY
CIK 0000895421
$20M279K0.00%Q2 202610
Connor, Clark & Lunn Investment Management Ltd.
CIK 0001596800
$18M255K0.03%Q2 202611
FRANKLIN RESOURCES INC
CIK 0000038777
$15M209K0.00%Q2 202612
Crumly & Associates Inc.
CIK 0001759578
$14M191K2.59%Q2 202613
Mainsail Financial Group, LLC
CIK 0001961290
$10M147K3.54%Q2 202614
SEI INVESTMENTS CO
CIK 0000350894
$7M99K0.01%Q2 202615
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$5M76K0.00%Q2 202616
UBS Group AG
CIK 0001610520
$5M64K0.00%Q2 202617
Aberdeen Group plc
CIK 0001716774
$5M64K0.01%Q2 202618
Neuberger Berman Group LLC
CIK 0001465109
$4M61K0.00%Q2 202619
Highland Financial Advisors, LLC
CIK 0001939237
$4M56K0.88%Q2 202620
Leibman Financial Services, Inc.
CIK 0002006661
$4M54K2.55%Q2 2026
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