Stock ownership · SEC 13F · Q4 2025
ISHARES TR
Who owns ISHARES TR (CUSIP 464287804)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $53.8M
- Reported value
- 13
- Institutions
- 81%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #221 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 13 institutions report $53.8M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 13
- institutions hold it
- $53.8M
- reported 13F value
- 81%
- held by top 5
- #221
- 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 #221 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 464287804 · Q4 2025 $54M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #221/775
- HOLDERS-NARROW 13 filers
- CONC-DOM 81% top-5
- PHOTO-FINISH ANALOG DEVICES
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ANALOG DEVICES INC
Read with: Ownership concentration guide - ISHARES TR's top-five holders account for 81% 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
13 Top 51% higher than 49% 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 held steady from 13 to 13 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Coastline Complete Wealth LLC | 86,109 | $10.3M | 19.2% |
| 2 | Tempo Wealth, LLC | 84,984 | $10.2M | 19.0% |
| 3 | WLTH Capital Management, LLC | 60,045 | $7.9M | 14.6% |
| 4 | Aristides Capital LLC | 62,720 | $7.5M | 14.0% |
| 5 | Bell Investment Advisors, Inc | 61,301 | $7.4M | 13.7% |
| 6 | Lynch Investment Planning, LLC | 26,221 | $3.2M | 5.9% |
| 7 | MidFirst Bank | 15,807 | $1.9M | 3.5% |
| 8 | Anchor Investment Management, LLC | 11,705 | $1.4M | 2.6% |
| 9 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 10,549 | $1.3M | 2.4% |
| 10 | TD Capital Management LLC | 9,035 | $1.1M | 2.0% |
| 11 | Nolet Wealth Management, LLC | 8,306 | $998K | 1.9% |
| 12 | KW WEALTH MANAGEMENT LLC | 5,061 | $608K | 1.1% |
| 13 | Compass Financial Services Inc | 276 | $33K | 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
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 ($53.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (13 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.