Stock ownership · SEC 13F · Q3 2025
ISHARES TR
Who owns ISHARES TR (CUSIP 46436E866)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $10.9M
- Reported value
- 6
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #425 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $10.9M as of Q3 2025, with ownership dominated by its top few institutional owners.
- 6
- institutions hold it
- $10.9M
- reported 13F value
- 100%
- held by top 5
- #425
- of 775 by value
Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #425 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 46436E866 · Q3 2025 $11M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-MID
- VALUE-LIGHT #425/775
- HOLDERS-FOCUS 6 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH SPDR SERIES TRUST
- ACTIVITY-QUIET 0 new
- BOOK-MID 5Q history
Photo-finish peer on reported value: SPDR SERIES TRUST
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 1 to 6 over the last 5 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Asset Dedication, LLC | 418,052 | $9.8M | 89.4% |
| 2 | Cherry Tree Wealth Management, LLC | 20,617 | $482K | 4.4% |
| 3 | CIBC Private Wealth Group LLC | 18,400 | $430K | 3.9% |
| 4 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | 5,419 | $127K | 1.2% |
| 5 | TD Capital Management LLC | 4,907 | $115K | 1.0% |
| 6 | CENTAURUS FINANCIAL, INC. | 18,494 | $432 | 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 Q3 2025, by reported value:
Latest Quarter Activity · Q3 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 ($10.9M 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 · Q3 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.