Stock ownership · SEC 13F · Q4 2025

ISHARES TR

A breakdown of ISHARES TR's institutional base (CUSIP 464287598): the holders, the concentration among them, and what changed last quarter.

$34.4M
Reported value
10
Institutions
97%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #262 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 10 institutions report $34.4M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

10
institutions hold it
$34.4M
reported 13F value
97%
held by top 5
#262
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 #262 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 464287598 · Q4 2025 $34M reported

VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-MID #262/775
  • HOLDERS-NARROW 10 filers
  • CONC-DOM 97% top-5
  • PHOTO-FINISH VANGUARD HIGH DIVIDEND
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: VANGUARD HIGH DIVIDEND

Read with: Ownership concentration guide - ISHARES TR's top-five holders account for 97% 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.

FORTINET · near$35MISHARES TR · this stock$34MVANGUARD HIGH DIVIDEND · near$34MAUTOZONE · near$34MCAL MAINE FOODS · near$34M
Aggregate reported institutional value ($)

ISHARES TR vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

10 Top 83% higher than 17% 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

Largest institutional holders of ISHARES TR
  1. 1
    Westshore Wealth, LLC $20.4M
  2. 2
    MidFirst Bank $6.8M
  3. 3
    Nolet Wealth Management, LLC $2.5M
  4. 4
    BEACON ADVISORS HOLDINGS, LLC $2.2M
  5. 5
    Anchor Investment Management, LLC $1.7M
  6. 6
    DGS Capital Management, LLC $374K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES TR position has risen from 5 to 10 over the last 8 quarters of 13F filings.

0510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 10
Distinct 13F filers holding ISHARES TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Westshore Wealth, LLC 96,811 $20.4M 59.1%
2 MidFirst Bank 32,324 $6.8M 19.7%
3 Nolet Wealth Management, LLC 11,725 $2.5M 7.2%
4 BEACON ADVISORS HOLDINGS, LLC 10,399 $2.2M 6.4%
5 Anchor Investment Management, LLC 7,901 $1.7M 4.8%
6 DGS Capital Management, LLC 1,780 $374K 1.1%
7 Tempo Wealth, LLC 1,110 $233K 0.7%
8 Barnes Wealth Management Group, Inc 1,100 $231K 0.7%
9 TD Capital Management LLC 454 $95K 0.3%
10 Bell Investment Advisors, Inc 129 $27K 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 Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold ISHARES TR?▼
ISHARES TR is held by 10 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ISHARES TR sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #262 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ISHARES TR?▼
Institutions report $34.4M of ISHARES TR as of Q4 2025.
How concentrated is ownership of ISHARES TR?▼
The top five institutional holders account for 97% of the reported institutional value in ISHARES TR, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ISHARES TR?▼
Westshore Wealth, LLC is the largest reported holder of ISHARES TR with $20.4M across 96,811 shares as of Q4 2025.

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 ($34.4M here).

VANGUARD HIGH DIVIDEND $34.4M AUTOZONE INC $34.0M FORTINET INC $35.2M CAL MAINE FOODS INC $33.6M

Similar holder count

Nearest stocks by number of disclosing 13F holders (10 here).

ALLSTATE CORP 10 AMERIPRISE FINL INC 10 APPLOVIN CORP 10 BECTON DICKINSON & CO 10

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.