Stock ownership · SEC 13F · Q4 2025
ISHARES TR
Who owns ISHARES TR (CUSIP 464288281)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $14.7M
- Reported value
- 8
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #376 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $14.7M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 8
- institutions hold it
- $14.7M
- reported 13F value
- 100%
- held by top 5
- #376
- 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 #376 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 464288281 · Q4 2025 $15M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #376/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH CSX
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: CSX CORP
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 7 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | BEACON ADVISORS HOLDINGS, LLC | 58,585 | $5.6M | 38.3% |
| 2 | Alternative Investment Advisors, LLC. | 57,618 | $5.5M | 37.7% |
| 3 | SSA SWISS ADVISORS AG | 20,760 | $2.0M | 13.6% |
| 4 | ARWA LLC | 8,031 | $773K | 5.3% |
| 5 | Barnes Wealth Management Group, Inc | 7,522 | $724K | 4.9% |
| 6 | Anchor Investment Management, LLC | 158 | $15K | 0.1% |
| 7 | Compass Financial Services Inc | 118 | $11K | 0.1% |
| 8 | TD Capital Management LLC | 25 | $2K | 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 ($14.7M 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 2026-09-26.