Security Snapshot

iSHARES TRUST - Exchange Traded Fund (IAI) Institutional Ownership

CUSIP: 464288794

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

Latest Period

Q1 2026

Institutions Reporting

172

Shares (Excl. Options)

5,889,584

Price

$164.18

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+147,249
Value change
+$20,421,883
Number of holders
172
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
12,454,324
SEC-reported price per share
$178.25
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.
  • 172 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 191 to 172 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $1,031,388,490 to $967,161,401.

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 172 institutions filings for Q1 2026.

Open SEC evidence

Security key

464288794

Latest holder period

Q1 2026

13F holders

172

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 31 Mar 2026, 172 institutional investors reported holding 5,889,584 shares of iSHARES TRUST - Exchange Traded Fund (IAI). This represents 47% 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
41%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Harel Insurance Investments & Financial Services Ltd. 15% 1,810,236 +54% 2% $297,205,000
Fisher Asset Management, LLC 4.9% 614,447 -3.3% 0.03% $100,879,988
MORGAN STANLEY 3.3% 406,319 -0.12% 0% $66,709,667
TWO SIGMA INVESTMENTS, LP 2.3% 292,100 +134% 0.04% $47,956,978
WELLS FARGO & COMPANY/MN 1.8% 230,213 -16% 0.01% $37,796,440
MML INVESTORS SERVICES, LLC 1.6% 202,545 -15% 0.09% $33,253,779
AMERIPRISE FINANCIAL INC 1.6% 201,934 +53% 0.01% $33,146,532
BANK OF AMERICA CORP /DE/ 1.3% 166,791 -5.8% 0% $27,383,695
LPL Financial LLC 1.1% 140,579 -69% 0.01% $23,080,327
AlphaCore Capital LLC 0.95% 118,393 -27% 0.46% $19,437,730
OSAIC HOLDINGS, INC. 0.85% 105,754 -7.1% 0.03% $17,362,792
ROYAL BANK OF CANADA 0.73% 90,533 -0.69% 0% $14,864,000
UBS Group AG 0.68% 85,067 -3.4% 0% $13,966,300
Equitable Holdings, Inc. 0.67% 82,973 +293% 0.1% $13,899,423
MinichMacGregor Wealth Management, LLC 0.56% 69,755 +7.4% 2% $11,452,453
Prospera Financial Services Inc 0.56% 69,694 +12% 0.18% $11,442,413
Advisory Services Network, LLC 0.52% 64,606 -16% 0.14% $10,606,994
WESPAC Advisors SoCal, LLC 0.48% 59,710 -40% 2.1% $9,803,162
Well Done, LLC 0.4% 49,730 +6.1% 1.2% $8,164,672
RAYMOND JAMES FINANCIAL INC 0.39% 48,017 -19% 0% $7,883,377
HighTower Advisors, LLC 0.35% 43,079 -29% 0.01% $7,072,329
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.32% 40,353 0.01% $6,625,155
STIFEL FINANCIAL CORP 0.32% 39,881 -62% 0.01% $6,547,809
Cadent Capital Advisors, LLC 0.31% 38,495 +10% 1.7% $6,320,124
Prostatis Group LLC 0.26% 32,926 -45% 1.4% $5,405,823

Quarter history

Institutional holders across reporting periods

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

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 5,889,584 $967,161,401 +$20,421,883 $164.18 172
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
2020 Q1 1,535,229 $78,649,203 -$44,958,232 $51.19 52
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