Stock ownership · SEC 13F · Q4 2025
ISHARES CORE US
A breakdown of ISHARES CORE US's institutional base (CUSIP 464287226): the holders, the concentration among them, and what changed last quarter.
- $38.1M
- Reported value
- 11
- Institutions
- 98%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES CORE US ranks #256 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $38.1M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 11
- institutions hold it
- $38.1M
- reported 13F value
- 98%
- held by top 5
- #256
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES CORE US ranks #256 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464287226 · Q4 2025 $38M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #256/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH PIMCO ETF TR
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: PIMCO ETF TR
Read with: Ownership concentration guide - ISHARES CORE US's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES CORE US
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
ISHARES CORE US vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
11 Top 67% higher than 33% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a ISHARES CORE US position has risen from 9 to 11 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | TD Capital Management LLC | 263,950 | $26.4M | 69.2% |
| 2 | Stone Wealth Partners | 50,715 | $5.1M | 13.3% |
| 3 | Lynch Investment Planning, LLC | 50,644 | $5.1M | 13.3% |
| 4 | ARWA LLC | 5,411 | $540K | 1.4% |
| 5 | Westshore Wealth, LLC | 3,389 | $338K | 0.9% |
| 6 | SSA SWISS ADVISORS AG | 3,311 | $331K | 0.9% |
| 7 | Anchor Investment Management, LLC | 2,680 | $268K | 0.7% |
| 8 | Compass Financial Services Inc | 929 | $93K | 0.2% |
| 9 | SG Trading Solutions, LLC | 136,798 | $14K | 0.0% |
| 10 | Topor & Co. Korea | 35,354 | $4K | 0.0% |
| 11 | Strategic Investment Solutions, Inc. /IL | 4 | $386 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES CORE US's reported holders for Q4 2025, by reported value:
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES CORE US: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($38.1M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.