Stock ownership · SEC 13F · Q3 2025
ISHARES TR
A breakdown of ISHARES TR's institutional base (CUSIP 464287184): the holders, the concentration among them, and what changed last quarter.
- $10.3M
- Reported value
- 6
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #438 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $10.3M as of Q3 2025, with ownership held overwhelmingly by a small core of institutions.
- 6
- institutions hold it
- $10.3M
- reported 13F value
- 100%
- held by top 5
- #438
- of 775 by value
Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #438 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 464287184 · Q3 2025 $10M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID
- VALUE-LIGHT #438/775
- HOLDERS-FOCUS 6 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH FASTENAL
- ACTIVITY-MID 6 new
- BOOK-MID 7Q history
Photo-finish peer on reported value: FASTENAL CO
Read with: Ownership concentration guide - ISHARES TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES TR
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ISHARES TR position has risen from 3 to 6 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 217,526 | $8.9M | 87.0% |
| 2 | Maven Securities LTD | 22,900 | $942K | 9.2% |
| 3 | CIBC Private Wealth Group LLC | 5,482 | $226K | 2.2% |
| 4 | Cherry Tree Wealth Management, LLC | 2,645 | $109K | 1.1% |
| 5 | Asset Dedication, LLC | 1,350 | $56K | 0.5% |
| 6 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | 134 | $6K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES TR's reported holders for Q3 2025, by reported value:
Latest Quarter Activity · Q3 2025
New positions (6)
Complete exits (3)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($10.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (6 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 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 2026-05-16.