Stock ownership · SEC 13F · Q4 2025
ISHARES TR
Who owns ISHARES TR (CUSIP 464287507)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $56.9M
- Reported value
- 17
- Institutions
- 84%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #216 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 17 institutions report $56.9M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 17
- institutions hold it
- $56.9M
- reported 13F value
- 84%
- held by top 5
- #216
- 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 TR ranks #216 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 464287507 · Q4 2025 $57M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #216/775
- HOLDERS-NARROW 17 filers
- CONC-DOM 84% top-5
- PHOTO-FINISH CIENA
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: CIENA CORP
Read with: Ownership concentration guide - ISHARES TR's top-five holders account for 84% 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.
ISHARES TR vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
17 Top 25% higher than 75% 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 TR position has risen from 13 to 17 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | INSTRUMENTAL WEALTH, LLC | 333,936 | $24.1M | 42.3% |
| 2 | MidFirst Bank | 120,094 | $7.9M | 13.9% |
| 3 | Tempo Wealth, LLC | 110,701 | $7.3M | 12.8% |
| 4 | WLTH Capital Management, LLC | 83,912 | $6.0M | 10.5% |
| 5 | Nolet Wealth Management, LLC | 37,187 | $2.5M | 4.3% |
| 6 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 32,307 | $2.1M | 3.7% |
| 7 | Financially in Tune, LLC | 28,989 | $1.9M | 3.4% |
| 8 | Lynch Investment Planning, LLC | 26,103 | $1.7M | 3.0% |
| 9 | Anchor Investment Management, LLC | 16,660 | $1.1M | 1.9% |
| 10 | Coastline Complete Wealth LLC | 9,600 | $634K | 1.1% |
| 11 | ARWA LLC | 8,130 | $537K | 0.9% |
| 12 | Barnes Wealth Management Group, Inc | 5,750 | $380K | 0.7% |
| 13 | TD Capital Management LLC | 4,963 | $328K | 0.6% |
| 14 | Westshore Wealth, LLC | 3,573 | $236K | 0.4% |
| 15 | Bell Investment Advisors, Inc | 1,894 | $125K | 0.2% |
| 16 | Compass Financial Services Inc | 501 | $33K | 0.1% |
| 17 | Strategic Investment Solutions, Inc. /IL | 405 | $27K | 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 TR'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 TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($56.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (17 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.