Funds holding iShares Trust
ISIN US46435U2188 · United States · LEI 5493000860OXIC4B5K91
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 5.6M $
A single tracked fund declares this security: these figures do not say who holds it.
Other securities 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)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Monarch Volume Factor Global Unconstrained Index ETF Northern Lights Fund Trust IV | 46,017 | 5.6M $ | 3.75 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Monarch Volume Factor Global Unconstrained Index ETF Northern Lights Fund Trust IV | 3.75 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 46,017 | -55.6 % |
| 2026Q1 | 1 | 0 | 103,609 | +379.4 % |
| 2024Q4 | 1 | 0 | 21,611 | +5.1 % |
| 2024Q3 | 1 | 0 | 20,554 | +55.7 % |
| 2023Q4 | 1 | 13,200 |
Institutional managers
195 managers declare this security to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Bank of Italy | 887,779 | 100.9K $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 706,838 | 80.3M $ | as of Mar 31, 2026 |
| FMR LLC | 455,266 | 51.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 443,012 | 48.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 376,738 | 42.8M $ | as of Mar 31, 2026 |
| Creative Planning | 205,356 | 23.3M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 202,161 | 23.2M $ | as of Mar 31, 2026 |
| Allworth Financial LP | 190,807 | 21.7M $ | as of Mar 31, 2026 |
| Ellevest, Inc. | 156,004 | 17.7M $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 114,456 | 13M $ | as of Mar 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 82,341 | 9.4M $ | as of Mar 31, 2026 |
| Robertson Stephens Wealth Management, LLC | 80,075 | 9.1M $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 79,626 | 9M $ | as of Mar 31, 2026 |
| Trilogy Capital Inc. | 78,073 | 8.9M $ | as of Mar 31, 2026 |
| OneDigital Investment Advisors LLC | 77,261 | 8.8M $ | as of Mar 31, 2026 |
| FLOW TRADERS U.S. LLC | 65,760 | 7.5K $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 62,541 | 7.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 62,266 | 7.1M $ | as of Mar 31, 2026 |
| One Wealth Advisors, LLC | 61,802 | 7M $ | as of Mar 31, 2026 |
| Xena Financial Planning, LLC | 59,878 | 6.8M $ | as of Mar 31, 2026 |
| W ADVISORS, LLC | 53,299 | 6.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 51,996 | 5.9M $ | as of Mar 31, 2026 |
| GeoWealth Management, LLC | 51,047 | 5.8M $ | as of Mar 31, 2026 |
| SK Wealth Management, LLC | 50,820 | 5.9M $ | as of Mar 31, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | 49,270 | 5.6M $ | as of Mar 31, 2026 |
Declared shareholders of iShares Trust
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 5.30 % | 455,266 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding iShares Trust". https://titelia.com/en/stocks/ishares-trust-US46435U2188