Stock ownership · SEC 13F · Q4 2025
ISHARES TR
A breakdown of ISHARES TR's institutional base (CUSIP 464287622): the holders, the concentration among them, and what changed last quarter.
- $7.2M
- Reported value
- 8
- Institutions
- 91%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #505 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $7.2M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 8
- institutions hold it
- $7.2M
- reported 13F value
- 91%
- held by top 5
- #505
- 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 #505 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 464287622 · Q4 2025 $7M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #505/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 91% top-5
- PHOTO-FINISH ALLIANCEBERNSTEIN HL…
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ALLIANCEBERNSTEIN HLDG L P
Read with: Ownership concentration guide - ISHARES TR's top-five holders account for 91% 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 7 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Westshore Wealth, LLC | 5,326 | $2.0M | 27.6% |
| 2 | MidFirst Bank | 4,504 | $1.7M | 23.3% |
| 3 | INSTRUMENTAL WEALTH, LLC | 3,205 | $1.2M | 16.8% |
| 4 | Financially in Tune, LLC | 3,090 | $1.2M | 16.0% |
| 5 | TD Capital Management LLC | 1,369 | $511K | 7.1% |
| 6 | Anchor Investment Management, LLC | 1,104 | $412K | 5.7% |
| 7 | Tempo Wealth, LLC | 658 | $246K | 3.4% |
| 8 | Strategic Investment Solutions, Inc. /IL | 25 | $9K | 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:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (14)
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 ($7.2M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 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 2026-05-16.