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

ISHARES TR

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

CUSIP 46436E338·131 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.4%
vs prior quarter
13F value held
$406M
45.0% inst. owned
of float
Holders
131
+7 QoQ
filers reporting
Activity
+56 / −106
+979 added · −850 reduced
this quarter
Concentration
12.76%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

131 institutions reported TLTW in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 12.8% of the visible book. +7 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$52M2.3M0.00%Q1 202602
Foguth Wealth Management, LLC.
CIK 0002016322
$49M2.2M5.76%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M2.0M0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$44M1.9M0.00%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$31M1.4M0.03%Q1 202606
LPL Financial LLC
CIK 0001403438
$30M1.3M0.01%Q1 202607
UBS Group AG
CIK 0001610520
$19M833K0.00%Q1 202608
BlackRock, Inc.
CIK 0002012383
$17M759K0.00%Q1 202609
FRANKLIN RESOURCES INC
CIK 0000038777
$17M739K0.00%Q1 202610
Hamilton Wealth, LLC
CIK 0001760263
$16M724K1.16%Q1 202611
Columbus Macro, LLC
CIK 0001727269
$15M676K1.63%Q1 202612
PINEBRIDGE INVESTMENTS LLC
CIK 0002088548
$10M464K0.09%Q1 202613
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$9M416K1.58%Q1 202614
PFG Advisors
CIK 0001694435
$9M378K0.42%Q1 202615
WealthShield Partners, LLC
CIK 0001729303
$9M376K0.95%Q1 202616
AlphaStar Capital Management, LLC
CIK 0001633857
$7M331K0.55%Q1 202617
VanWeelden Wealth Management, LLC
CIK 0001740451
$7M313K5.64%Q1 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M295K0.01%Q1 202619
IHT Wealth Management, LLC
CIK 0001697490
$7M289K0.15%Q1 202620
Bank of New York Mellon Corp
CIK 0001390777
$6M270K0.00%Q1 2026
Page 1 of 7
111 more holders available. Log in →