Security Snapshot

iSHARES TRUST - Exchange Traded Fund (IAI) Institutional Ownership

CUSIP: 464288794

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

191

Shares (Excl. Options)

4,928,462

Price

$175.33

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-968,789
Value change
-$168,249,123
Number of holders
191
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
12,454,324
SEC-reported price per share
$188.85
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • IAI - iSHARES TRUST - Exchange Traded Fund is tracked under CUSIP 464288794.
  • 191 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 173 to 191 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $967,850,440 to $865,083,212.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 191 institutions filings for Q2 2026.

Open SEC evidence

Security key

464288794

Latest holder period

Q2 2026

13F holders

191

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
IAI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TRUIST FINANCIAL CORP 0.2% -93% $1,983,627 -$98,256,931 14,294 -98% TRUIST FINANCIAL CORP 31 Mar 2025

As of 30 Jun 2026, 191 institutional investors reported holding 4,928,462 shares of iSHARES TRUST - Exchange Traded Fund (IAI). This represents 40% of the company’s total 12,454,324 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
32%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Fisher Asset Management, LLC 4.8% 594,695 -3.2% 0.03% $104,267,978
MEITAV INVESTMENT HOUSE LTD 3.5% 439,719 0.52% $77,095,932
MORGAN STANLEY 3.4% 425,828 +4.8% 0% $74,660,687
MML INVESTORS SERVICES, LLC 2.2% 274,228 +35% 0.1% $48,080,405
Phoenix Financial Ltd. 2.2% 273,000 0.33% $47,865,090
TWO SIGMA INVESTMENTS, LP 2% 247,200 -15% 0.03% $43,341,576
WELLS FARGO & COMPANY/MN 1.9% 238,156 +3.5% 0.01% $41,755,892
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1% 130,297 0.94% $22,844,973
OSAIC HOLDINGS, INC. 1% 127,703 +21% 0.03% $22,403,181
BANK OF AMERICA CORP /DE/ 1% 124,159 -26% 0% $21,768,858
LPL Financial LLC 0.96% 118,978 -15% 0% $20,860,429
AlphaCore Capital LLC 0.89% 110,918 -6.3% 0.36% $19,447,329
ROYAL BANK OF CANADA 0.76% 94,678 +4.6% 0% $16,601,000
Equitable Holdings, Inc. 0.75% 93,476 +13% 0.1% $16,389,073
AMERIPRISE FINANCIAL INC 0.75% 93,144 -54% 0% $16,340,517
MinichMacGregor Wealth Management, LLC 0.61% 75,770 +8.6% 2% $13,284,791
UBS Group AG 0.6% 74,958 -12% 0% $13,142,386
Prospera Financial Services Inc 0.56% 70,074 +0.55% 0.18% $12,286,003
Advisory Services Network, LLC 0.56% 69,231 +7.2% 0.14% $12,138,191
WESPAC Advisors SoCal, LLC 0.47% 58,167 -2.6% 1.8% $10,198,356
Well Done, LLC 0.42% 52,860 +6.3% 1.2% $9,267,879
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.4% 49,207 1.1% $8,627,463
Harel Insurance Investments & Financial Services Ltd. 0.39% 48,200 -97% 0.04% $8,451,000
RAYMOND JAMES FINANCIAL INC 0.37% 45,540 -5.2% 0% $7,984,587
Prostatis Group LLC 0.35% 43,658 +33% 1.8% $7,654,561

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 4,928,462 $865,083,212 -$168,249,123 $175.33 191
2026 Q1 5,893,781 $967,850,440 +$20,421,686 $164.18 173
2025 Q4 5,749,818 $1,031,388,490 +$68,563,787 $179.37 191
2025 Q3 5,531,427 $978,030,478 +$32,068,545 $176.88 185
2025 Q2 5,371,982 $905,863,208 -$54,775,193 $169.14 181
2025 Q1 5,809,000 $813,950,939 -$557,756,258 $140.11 176
2024 Q4 9,750,318 $1,404,830,834 +$96,698,927 $144.10 182
2024 Q3 9,015,542 $1,159,636,567 +$195,567,067 $128.56 150
2024 Q2 7,486,201 $875,389,422 +$635,777,403 $116.93 134
2024 Q1 2,032,241 $235,567,171 -$100,548,304 $116.01 91
2023 Q4 2,962,579 $321,483,558 -$13,073,130 $108.53 86
2023 Q3 3,090,431 $282,583,258 -$78,610,319 $91.03 84
2023 Q2 3,955,005 $358,913,644 -$204,158,575 $90.75 83
2023 Q1 6,200,207 $568,200,525 +$5,520,270 $91.64 109
2022 Q4 6,093,567 $587,002,327 +$221,170,635 $96.13 113
2022 Q3 3,788,808 $323,986,950 +$82,202,079 $85.39 91
2022 Q2 2,834,477 $237,999,368 -$68,950,085 $83.97 91
2022 Q1 3,603,422 $359,943,692 -$147,479,964 $99.88 106
2021 Q4 5,006,512 $550,004,420 +$53,056,251 $110.20 120
2021 Q3 4,414,881 $460,453,794 -$71,871,671 $104.40 112
2021 Q2 5,088,165 $519,361,887 +$317,434,575 $102.07 91
2021 Q1 1,979,524 $182,488,837 +$80,439,639 $92.16 66
2020 Q4 1,114,752 $88,666,583 +$36,212,960 $79.54 53
2020 Q3 658,035 $40,812,500 -$6,577,188 $62.00 44
2020 Q2 764,299 $45,743,043 -$45,029,586 $59.85 41
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