Funds holding iShares Trust
2 funds declare a position · 0 ETFs and 2 other funds · 1.7M $ · US4642888691
Other lines from the same issuer : iShares Russell 2000 ETF (US4642876555), iShares Trust (US4642885135), iShares Trust (US4642875987), iShares Trust (US46436E7186), iShares Broad USD High Yield Corporate Bond ETF (US46435U8532), iShares Core S&P Mid-Cap ETF (US4642875078), iShares MSCI USA Min Vol Factor ETF (US46429B6974), iShares Trust (US4642876225), iShares Core S&P Small-Cap ETF (US4642878049), iShares MBS ETF (US4642885887)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 8,653 | 1.4M $ | 4.81 % | as of Mar 31, 2026 · Original filing |
| 2 | NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 1,776 | 298.7K $ | 1.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
266 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| 1832 Asset Management L.P. | 446,926 | 71.3M $ | as of Mar 31, 2026 |
| WHITTIER TRUST CO | 323,937 | 52.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 319,009 | 50.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 235,188 | 37.5M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 172,025 | 27.5M $ | as of Mar 31, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | 164,721 | 26.9M $ | as of Mar 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 140,664 | 22.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 123,209 | 19.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 121,477 | 19.4M $ | as of Mar 31, 2026 |
| Chicago Partners Investment Group LLC | 99,610 | 18M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 111,088 | 17.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 108,219 | 17.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 107,020 | 17.1M $ | as of Mar 31, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 84,985 | 13.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 76,300 | 12.2M $ | as of Mar 31, 2026 |
| SACHEM HILL LLC | 60,448 | 9.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 56,707 | 9.1M $ | as of Mar 31, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | 51,294 | 8.6M $ | as of Mar 31, 2026 |
| Creative Planning | 53,092 | 8.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 49,832 | 8M $ | as of Mar 31, 2026 |
| Baker Avenue Asset Management, LP | 48,041 | 7.7M $ | as of Mar 31, 2026 |
| SMITH, MOORE & CO. | 47,580 | 7.6M $ | as of Mar 31, 2026 |
| Frank, Rimerman Advisors LLC | 47,168 | 7.5M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,181 | 7.2M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 43,071 | 6.9M $ | as of Mar 31, 2026 |