IBLC institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding33
Shares held571,472
Reported value$26.5m
Quarter flows6 new, 10 added, 7 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Foguth Wealth Management, LLC.251,149$11.2m1.3%
Financial Engines Advisors L.L.C.43,108$2.1m0.0%
Vise Technologies, Inc.37,087$1.8m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC38,501$1.8m0.0%
Steward Partners Investment Advisory, LLC35,802$1.7m0.0%
OSAIC HOLDINGS, INC.31,482$1.5m0.0%
WCG Wealth Advisors LLC21,620$1.0m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP21,432$1.0m0.0%
JAMES INVESTMENT RESEARCH, INC.13,375$643,7390.1%
Bison Wealth, LLC12,000$570,2400.1%
Creative Planning10,816$520,5740.0%
New York Life Investment Management LLC10,535$507,0500.0%
Rockefeller Capital Management L.P.9,377$451,3160.0%
Sound Income Strategies, LLC6,313$303,8450.0%
Forefront Wealth Partners, LLC5,397$259,7360.1%
Acorn Wealth Advisors, LLC5,185$249,5540.1%
Empower Advisory Group, LLC4,555$219,2320.0%
Wealthspire Advisors, LLC4,389$211,2430.0%
Farther Finance Advisors, LLC3,151$151,6710.0%
LANARK FINANCIAL, INC.1,931$92,9390.0%
Allianz SE1,646$79,2220.0%
Arax Advisory Partners750$36,0980.0%
HHM Wealth Advisors, LLC614$29,5520.0%
Provenance Wealth Advisors, LLC508$24,4500.0%
BlackRock, Inc.357$17,1820.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBLC"). IBLC price history · All 13F data

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