Latest Period
Q1 2026
Security Snapshot
iSHARES TRUST - Common Stock (IBHK) Institutional Ownership
CUSIP: 46438G661
13F Institutional Holders and Ownership History from Q2 2024 to Q2 2026
Institutions Reporting
33
Shares (Excl. Options)
968,799
Price
$25.45
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- Security type / class
- Equity / Common Stock
- Symbol
- IBHK
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 968,799
- Total 13F value
- $24,655,835
- Portfolio coverage rank
- 0%
- Share change
- +68,858
- Value change
- +$1,752,438
- Number of holders
- 33
- Shares outstanding
- 902,062
- SEC-reported price per share
- $25.77
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IBHK - iSHARES TRUST - Common Stock is tracked under CUSIP 46438G661.
- 33 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 33 to 1 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $24,655,835 to $266,462.
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
Open SEC evidence
Latest holder context comes from 33 institutions filings for Q1 2026.
Security key
46438G661
Latest holder period
Q1 2026
13F holders
33
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G661:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
IBHK
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WRAPMANAGER INC | 6.4% | $1,052,198 | 41,360 | WRAPMANAGER INC | 31 Dec 2024 |
As of 31 Mar 2026, 33 institutional investors reported holding 968,799 shares of iSHARES TRUST - Common Stock (IBHK). This represents 107% of the company’s total 902,062 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
107%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 54% | 485,609 | +15% | 0.75% | $12,358,750 |
| Straight Path Wealth Management | 7.2% | 64,751 | +4.8% | 0.44% | $1,647,903 |
| LPL Financial LLC | 6.5% | 58,456 | +511% | 0% | $1,487,705 |
| Integrated Wealth Concepts LLC | 6% | 53,965 | +17% | 0.01% | $1,373,416 |
| Keeler Thomas Management LLC | 4.2% | 38,303 | -61% | 0.41% | $974,809 |
| BANK OF AMERICA CORP /DE/ | 4.1% | 37,339 | -2.7% | 0% | $950,278 |
| WRAPMANAGER INC | 3.5% | 31,862 | -0.37% | 0.28% | $810,888 |
| JANE STREET GROUP, LLC | 3.2% | 28,734 | -58% | 0% | $731,280 |
| MORGAN STANLEY | 2.5% | 22,321 | +106% | 0% | $568,069 |
| First Western Trust Bank | 2.1% | 19,143 | 0.02% | $487,189 | |
| FOCUSED ALPHA, LLC | 1.9% | 17,474 | +30% | 0.14% | $444,707 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.4% | 12,761 | +6.3% | 0% | $324,757 |
| CAPTRUST FINANCIAL ADVISORS | 1.3% | 12,030 | +0.88% | 0% | $306,164 |
| Aspen Wealth Management LLC | 1.3% | 11,586 | 0% | 0.06% | $294,864 |
| Freestone Capital Holdings, LLC | 1.2% | 10,390 | -45% | 0.01% | $264,426 |
| Reliant Wealth Planning | 1.1% | 10,067 | 0% | 0.08% | $256,205 |
| Ellis Investment Partners, LLC | 1.1% | 9,693 | +13% | 0.04% | $246,690 |
| RAYMOND JAMES FINANCIAL INC | 1% | 9,410 | +4.8% | 0% | $239,484 |
| Segment Wealth Management, LLC | 1% | 9,150 | 0.01% | $232,868 | |
| ROYAL BANK OF CANADA | 0.59% | 5,307 | -3.3% | 0% | $135,000 |
| OSAIC HOLDINGS, INC. | 0.37% | 3,349 | +110% | 0% | $85,228 |
| CNB Bank | 0.36% | 3,240 | -0.46% | 0.03% | $82,458 |
| Orion Capital Management LLC | 0.33% | 3,000 | 0% | 0.03% | $76,350 |
| WELLS FARGO & COMPANY/MN | 0.29% | 2,638 | 0% | $67,137 | |
| Ascentis Independent Advisors | 0.28% | 2,550 | 0% | $64,897 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 10,340 | $266,462 | +$30,666 | $25.77 | 1 |
| 2026 Q1 | 968,799 | $24,655,835 | +$1,752,438 | $25.45 | 33 |
| 2025 Q4 | 899,941 | $23,263,645 | +$5,048,149 | $25.85 | 26 |
| 2025 Q3 | 691,095 | $18,041,217 | +$10,157,065 | $26.10 | 22 |
| 2025 Q2 | 302,005 | $7,837,059 | -$4,056,194 | $25.95 | 11 |
| 2025 Q1 | 462,672 | $11,761,749 | +$2,394,542 | $25.42 | 12 |
| 2024 Q4 | 368,474 | $9,326,380 | +$15,773 | $25.31 | 9 |
| 2024 Q3 | 367,540 | $9,600,611 | -$509,243 | $26.12 | 5 |
| 2024 Q2 | 387,047 | $9,773,111 | +$9,773,111 | $25.25 | 3 |