13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
WOOD

ISHARES TR

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

CUSIP 464288174·90 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.3%
vs prior quarter
13F value held
$61M
56.0% inst. owned
of float
Holders
90
+3 QoQ
filers reporting
Activity
+74 / −99
+869 added · −824 reduced
this quarter
Concentration
37.88%
1832 Asset Management L.P. #1
top holder share
AI Holders Summary · Q1 2026

90 institutions reported WOOD in Q1 2026. 1832 Asset Management L.P. leads at 37.9% of the visible book. +3 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
1832 Asset Management L.P.
CIK 0000944388
$23M325K0.02%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M122K0.00%Q1 202603
UBS Group AG
CIK 0001610520
$6M79K0.00%Q1 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M64K0.00%Q1 202605
Comprehensive Money Management Services LLC
CIK 0002058921
$3M37K1.73%Q1 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M35K0.00%Q1 202607
Lynx Investment Advisory
CIK 0002028812
$2M30K1.02%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M28K0.00%Q1 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$2M27K0.00%Q1 202610
MORGAN STANLEY
CIK 0000895421
$1M14K0.00%Q1 202611
LPL Financial LLC
CIK 0001403438
$997,91814K0.00%Q1 202612
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$987,50314K0.13%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$878,00012K0.00%Q1 202614
Cordoba Advisory Partners LLC
CIK 0002067133
$661,6369K0.18%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$628,4089K0.00%Q1 202616
Arkadios Wealth Advisors
CIK 0001800798
$581,7978K0.01%Q1 202617
Endowment Wealth Management, Inc.
CIK 0001904477
$578,1268K0.26%Q1 202618
WOLVERINE TRADING, LLC
CIK 0000927337
$512,0007K0.00%Q3 202519
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$490,6167K0.08%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$488,6067K0.00%Q1 2026
Page 1 of 5
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