Funds holding ISHARES TRUST
ISIN US46435G8472 · United States · LEI 5493000860OXIC4B5K91
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 6.5M $
A single tracked fund declares this security. So these figures do not say who holds it.
This issuer has other securities: ISHARES TRUST (US4642885135), iShares Russell 2000 ETF (US4642876555), iShares Broad USD High Yield Corporate Bond ETF (US46435U8532), ISHARES TRUST (US4642875987), iShares Core S&P Mid-Cap ETF (US4642875078), ISHARES TRUST (US4642876225), iShares MSCI USA Min Vol Factor ETF (US46429B6974), iShares Core S&P Small-Cap ETF (US4642878049), ISHARES TRUST (US4642885887), ISHARES TRUST (US4642882819)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Monarch Volume Factor Global Unconstrained Index ETF Northern Lights Fund Trust IV | 142,230 | 6.5M $ | 4.10 % | as of May 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 | |
|---|---|---|
| Monarch Volume Factor Global Unconstrained Index ETF Northern Lights Fund Trust IV | 4.10 % | as of May 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 |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 142,230 | +2.0 % |
| 2026Q2 | 1 | 0 | 139,477 | -36.0 % |
| 2025Q4 | 1 | 218,062 |
Institutional managers
55 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | 1,571,911 | 64.3M $ | as of Mar 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 614,681 | 25.1M $ | as of Mar 31, 2026 |
| Carroll Advisory Group, LLC | 552,978 | 22.6M $ | as of Mar 31, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 420,782 | 17.2M $ | as of Mar 31, 2026 |
| SCOTIA CAPITAL INC. | 358,458 | 14.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 321,746 | 13.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 254,799 | 10.4M $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 188,550 | 7.7M $ | as of Mar 31, 2026 |
| Mariner, LLC | 150,149 | 6.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 120,580 | 4.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 107,944 | 4.4M $ | as of Mar 31, 2026 |
| PACIFIC FINANCIAL GROUP INC | 65,624 | 2.7M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 62,966 | 2.5M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 62,731 | 2.6M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 60,161 | 2.5M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 56,034 | 2.3M $ | as of Mar 31, 2026 |
| Nova Wealth Management, Inc. | 45,207 | 1.8M $ | as of Mar 31, 2026 |
| Sigma Planning Corp | 32,340 | 1.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 31,037 | 1.3M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,013 | 865.5K $ | as of Mar 31, 2026 |
| Belpointe Asset Management LLC | 20,207 | 826.3K $ | as of Mar 31, 2026 |
| Prime Capital Investment Advisors, LLC | 17,560 | 718K $ | as of Mar 31, 2026 |
| Clearstead Advisors, LLC | 15,091 | 617.1K $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 13,862 | 566.8K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 13,042 | 533.3K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding ISHARES TRUST". https://titelia.com/en/stocks/ishares-trust-US46435G8472