Funds holding iShares Trust
ISIN US4642888444 · United States · LEI 5493008NT0PYY37SJR58
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 82.4K $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Tactical Growth Allocation Fund Tactical Investment Series Trust | 1,480 | 42.8K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Quantified Alternative Investment Fund Advisors Preferred Trust | 1,366 | 39.5K $ | 0.44 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Quantified Alternative Investment Fund Advisors Preferred Trust | 0.44 % | as of Mar 31, 2026 ↗ |
| Tactical Growth Allocation Fund Tactical Investment Series Trust | 0.12 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 2,846 | -95.0 % |
| 2024Q2 | 2 | +1 | 57,130 | +14.0 % |
| 2024Q1 | 1 | -3 | 50,101 | +1.8 % |
| 2023Q4 | 4 | 49,216 |
Institutional managers
89 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 1,072,044 | 31M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,010,117 | 29.2M $ | as of Mar 31, 2026 |
| MinichMacGregor Wealth Management, LLC | 686,398 | 19.9M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 519,348 | 15M $ | as of Mar 31, 2026 |
| Advisory Services Network, LLC | 502,700 | 14.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 500,506 | 14.5M $ | as of Mar 31, 2026 |
| Prospera Financial Services Inc | 496,046 | 14.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 426,357 | 12.3M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 408,835 | 11.8M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 405,115 | 11.7M $ | as of Mar 31, 2026 |
| Well Done, LLC | 271,745 | 7.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 224,874 | 6.5M $ | as of Mar 31, 2026 |
| Monument Capital Management | 196,934 | 5.7M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 176,654 | 5.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 174,954 | 5.1M $ | as of Mar 31, 2026 |
| Van Cleef Asset Management,Inc | 173,721 | 5M $ | as of Mar 31, 2026 |
| AMICA MUTUAL INSURANCE CO | 138,177 | 4K $ | as of Mar 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | 123,096 | 3.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 122,757 | 3.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 111,443 | 3.2M $ | as of Mar 31, 2026 |
| VestGen Advisors, LLC | 110,062 | 3.5M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 108,412 | 3.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 86,446 | 2.5M $ | as of Mar 31, 2026 |
| Tudor Financial Inc. | 79,410 | 2.3M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 75,876 | 2.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares Trust". https://titelia.com/en/stocks/ishares-trust-US4642888444