Stock ownership · SEC 13F · Q4 2025
ISHARES TR
Institutional ownership of ISHARES TR (CUSIP 464288661) - who holds it, how concentrated it is, and what moved last quarter.
- $10.9M
- Reported value
- 7
- Institutions
- 95%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #424 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $10.9M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 7
- institutions hold it
- $10.9M
- reported 13F value
- 95%
- held by top 5
- #424
- 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 #424 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 464288661 · Q4 2025 $11M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #424/775
- HOLDERS-FOCUS 7 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH SPDR SERIES TRUST
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: SPDR SERIES TRUST
Read with: Ownership concentration guide - ISHARES TR's top-five holders account for 95% 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 6 to 7 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 46,261 | $5.5M | 50.5% |
| 2 | Oak Grove Capital LLC | 23,800 | $2.8M | 26.0% |
| 3 | Nolet Wealth Management, LLC | 11,862 | $1.4M | 13.0% |
| 4 | Tempo Wealth, LLC | 2,749 | $328K | 3.0% |
| 5 | BDFS Capital LLC | 2,509 | $299K | 2.7% |
| 6 | ARWA LLC | 2,196 | $262K | 2.4% |
| 7 | SSA SWISS ADVISORS AG | 2,154 | $257K | 2.4% |
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 (10)
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 ($10.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (7 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.