13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SMIN

ISHARES TR

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

CUSIP 46429B614·121 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.2%
vs prior quarter
13F value held
$305M
58.0% inst. owned
of float
Holders
121
+21 QoQ
filers reporting
Activity
+21 / −97
+996 added · −818 reduced
this quarter
Concentration
23.04%
ALLIANCEBERNSTEIN L.P. #1
top holder share
AI Holders Summary · Q1 2026

121 institutions reported SMIN in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 23.0% of the visible book. +21 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$70M1.0M0.02%Q1 202602
Hillsdale Investment Management Inc.
CIK 0001368465
$31M514K0.84%Q1 202603
CAUSEWAY CAPITAL MANAGEMENT LLC
CIK 0001165797
$28M472K0.35%Q1 202604
FRANKLIN RESOURCES INC
CIK 0000038777
$27M446K0.01%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$24M397K0.00%Q1 202606
Man Group plc
CIK 0001637460
$22M375K0.04%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$19M310K0.00%Q1 202608
MORGAN STANLEY
CIK 0000895421
$16M262K0.00%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$12M203K0.00%Q1 202610
Crumly & Associates Inc.
CIK 0001759578
$11M188K2.37%Q1 202611
Mainsail Financial Group, LLC
CIK 0001961290
$7M123K3.08%Q1 202612
Informed Momentum Co LLC
CIK 0001510989
$6M105K0.73%Q1 202613
LPL Financial LLC
CIK 0001403438
$6M105K0.00%Q1 202614
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$5M85K0.00%Q1 202615
Aberdeen Group plc
CIK 0001716774
$4M67K0.01%Q1 202616
SEI INVESTMENTS CO
CIK 0000350894
$4M67K0.00%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$3M49K0.00%Q4 202518
Leibman Financial Services, Inc.
CIK 0002006661
$3M52K2.28%Q1 202619
Highland Financial Advisors, LLC
CIK 0001939237
$2M41K0.65%Q1 202620
UBS Group AG
CIK 0001610520
$2M40K0.00%Q1 2026
Page 1 of 7
101 more holders available. Log in →