Stock ownership · SEC 13F · Q4 2025

ISHARES TR

Institutional ownership of ISHARES TR (CUSIP 464287200) - who holds it, how concentrated it is, and what moved last quarter.

$393.8M
Reported value
26
Institutions
83%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #32 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 26 institutions report $393.8M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

26
institutions hold it
$393.8M
reported 13F value
83%
held by top 5
#32
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 #32 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 464287200 · Q4 2025 $394M reported

VALUE-MEGA · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-MEGA #32/775
  • HOLDERS-NARROW 26 filers
  • CONC-DOM 83% top-5
  • PHOTO-FINISH ACCENTURE IRELAND F
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: ACCENTURE PLC IRELAND F

Read with: Ownership concentration guide - ISHARES TR's top-five holders account for 83% 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.

PFIZER · near$412MJPMORGAN CHASE & . · near$395MISHARES TR · this stock$394MACCENTURE IRELAND F · near$394MVANGUARD S&P 500 ETF · near$390M
Aggregate reported institutional value ($)

ISHARES TR vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

26 Top 10% higher than 90% 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

Largest institutional holders of ISHARES TR
  1. 1
  2. 2
    MidFirst Bank $73.9M
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES TR position has risen from 20 to 26 over the last 8 quarters of 13F filings.

010203040 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 26
Distinct 13F filers holding ISHARES TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Alternative Investment Advisors, LLC. 205,779 $140.9M 35.8%
2 MidFirst Bank 107,929 $73.9M 18.8%
3 TD Capital Management LLC 78,621 $53.9M 13.7%
4 Nolet Wealth Management, LLC 60,954 $41.7M 10.6%
5 BEACON ADVISORS HOLDINGS, LLC 25,018 $17.1M 4.4%
6 Tempo Wealth, LLC 22,209 $15.2M 3.9%
7 INSTRUMENTAL WEALTH, LLC 18,111 $12.5M 3.2%
8 WLTH Capital Management, LLC 15,405 $10.5M 2.7%
9 Barnes Wealth Management Group, Inc 12,051 $8.3M 2.1%
10 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 8,919 $6.1M 1.6%
11 Coastline Complete Wealth LLC 8,365 $5.7M 1.5%
12 Financially in Tune, LLC 1,863 $1.3M 0.3%
13 Stone Wealth Partners 1,775 $1.2M 0.3%
14 BDFS Capital LLC 1,699 $1.2M 0.3%
15 46 Peaks LLC 1,588 $1.1M 0.3%
16 Westshore Wealth, LLC 774 $530K 0.1%
17 Alpine Global Management, LLC 710 $486K 0.1%
18 Astoria Portfolio Advisors LLC. 562 $385K 0.1%
19 Bell Investment Advisors, Inc 516 $353K 0.1%
20 Anchor Investment Management, LLC 502 $344K 0.1%
21 SSA SWISS ADVISORS AG 445 $305K 0.1%
22 THRYVE WEALTH MANAGEMENT LLC 387 $265K 0.1%
23 DiPaolo Financial Group, Inc. 300 $205K 0.1%
24 Compass Financial Services Inc 165 $113K 0.0%
25 Strategic Investment Solutions, Inc. /IL 48 $33K 0.0%
26 CHELSEA COUNSEL CO 1 $685 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:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Frequently Asked Questions

How many institutions hold ISHARES TR?▼
ISHARES TR is held by 26 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ISHARES TR sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, ISHARES TR ranks #32 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ISHARES TR?▼
Institutions report $393.8M of ISHARES TR as of Q4 2025.
How concentrated is ownership of ISHARES TR?▼
The top five institutional holders account for 83% of the reported institutional value in ISHARES TR, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ISHARES TR?▼
Alternative Investment Advisors, LLC. is the largest reported holder of ISHARES TR with $140.9M across 205,779 shares as of Q4 2025.

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 ($393.8M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (26 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.