Stock ownership · SEC 13F · Q4 2025
ISHARES TR
Institutional ownership of ISHARES TR (CUSIP 464288877) - who holds it, how concentrated it is, and what moved last quarter.
- $5.1M
- Reported value
- 6
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #563 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $5.1M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 6
- institutions hold it
- $5.1M
- reported 13F value
- 100%
- held by top 5
- #563
- 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 #563 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 464288877 · Q4 2025 $5M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #563/775
- HOLDERS-FOCUS 6 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH BALL
- ACTIVITY-MID 5 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: BALL 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 fallen from 7 to 6 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Barnes Wealth Management Group, Inc | 57,438 | $4.1M | 80.8% |
| 2 | DGS Capital Management, LLC | 5,633 | $402K | 7.9% |
| 3 | BDFS Capital LLC | 3,548 | $253K | 5.0% |
| 4 | INSTRUMENTAL WEALTH, LLC | 2,512 | $201K | 4.0% |
| 5 | Anchor Investment Management, LLC | 1,598 | $114K | 2.2% |
| 6 | CHELSEA COUNSEL CO | 51 | $4K | 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 (5)
Complete exits (15)
Frequently Asked Questions
How many institutions hold ISHARES TR?▼
Where does ISHARES TR sit among tracked securities?▼
What is the total institutional value of ISHARES TR?▼
How concentrated is ownership of ISHARES TR?▼
Who is the largest institutional holder of ISHARES TR?▼
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 ($5.1M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (6 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.