13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VLUE

ISHARES TR

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

CUSIP 46432F388·576 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.0%
vs prior quarter
13F value held
$6.2B
58.0% inst. owned
of float
Holders
576
+2 QoQ
filers reporting
Activity
+56 / −87
+896 added · −832 reduced
this quarter
Concentration
53.17%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q1 2026

576 institutions reported VLUE in Q1 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 53.2% of the visible book. +2 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3.3B23.0M2.02%Q1 202602
Mason Investment Advisory Services, Inc.
CIK 0001635007
$660M4.6M30.50%Q1 202603
Matson Money. Inc.
CIK 0001672512
$349M2.5M10.71%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$229M1.6M0.02%Q1 202605
BlackRock, Inc.
CIK 0002012383
$221M1.6M0.00%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$183M1.3M0.05%Q1 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$168M1.2M0.25%Q1 202608
Wharton Business Group, LLC
CIK 0001513126
$164M1.2M6.20%Q1 202609
LPL Financial LLC
CIK 0001403438
$134M939K0.04%Q1 202610
MORGAN STANLEY
CIK 0000895421
$132M927K0.01%Q1 202611
FMR LLC
CIK 0000315066
$103M721K0.01%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$92M667K0.01%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$88M618K0.02%Q1 202614
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$69M503K0.04%Q4 202515
Kathmere Capital Management, LLC
CIK 0001794543
$65M460K4.03%Q1 202616
UBS Group AG
CIK 0001610520
$50M349K0.01%Q1 202617
Focus Partners Wealth
CIK 0001542153
$45M329K0.05%Q4 202518
M&T BANK CORP
CIK 0000036270
$45M313K0.15%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$44M309K0.12%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$44M306K0.01%Q1 2026
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