Who Owns ISHARES TR (IBCA)? -- Institutional Holders (2026-06-30)
96 institutions reported holding $275.3M of ISHARES TR (IBCA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Advisors, LLC ($64.9M), BANK OF AMERICA CORP /DE/ ($24.0M), Arrow Financial Corp ($15.8M), MB, LEVIS & ASSOCIATES, LLC ($13.9M), MORGAN STANLEY ($13.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Capital Investment Advisors, LLC | $64.9M | 2.5M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $24.0M | 935,348 | Added |
| 3 | Arrow Financial Corp | $15.8M | 615,529 | Added |
| 4 | MB, LEVIS & ASSOCIATES, LLC | $13.9M | 542,068 | Added |
| 5 | MORGAN STANLEY | $13.5M | 526,169 | Added |
| 6 | MV CAPITAL MANAGEMENT, INC. | $12.1M | 473,436 | Added |
| 7 | HighTower Advisors, LLC | $10.3M | 402,155 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $10.1M | 392,949 | Added |
| 9 | Guidance Point Advisors, LLC | $7.1M | 278,043 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $6.9M | 269,611 | Added |
| 11 | Lido Advisors, LLC | $6.4M | 249,475 | Trimmed |
| 12 | UBS Group AG | $5.8M | 226,928 | Added |
| 13 | Krilogy Financial LLC | $5.2M | 201,612 | Trimmed |
| 14 | Paradigm, Strategies in Wealth Management, LLC | $5.0M | 194,436 | Added |
| 15 | 4Thought Financial Group Inc. | $4.8M | 187,049 | Added |
| 16 | Probity Advisors, Inc. | $4.6M | 179,280 | Added |
| 17 | BENJAMIN EDWARDS INC | $4.0M | 157,496 | Trimmed |
| 18 | HANCOCK WHITNEY CORP | $3.8M | 150,100 | Added |
| 19 | US BANCORP \DE\ | $3.1M | 120,419 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 111,642 | Added |
| 21 | Addison Advisors LLC | $2.6M | 101,327 | Trimmed |
| 22 | Stonebrook Private Inc. | $2.4M | 93,687 | Added |
| 23 | ADIRONDACK TRUST CO | $2.4M | 92,232 | Added |
| 24 | INSTRUMENTAL WEALTH, LLC | $2.4M | 91,787 | Added |
| 25 | LPL Financial LLC | $2.2M | 86,839 | Added |
Source: SEC Form 13F filings · as of 2026-06-30