IJK — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IJK? 53 Institutions Hold $78.1M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IJK)? 53 institutions reported holding $78.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Inspirion Wealth Advisors, LLC ($15.5M), Farther Finance Advisors, LLC ($8.4M), First Citizens Financial Corp ($7.9M).

Rank	Institution	Value	Shares	Change
1	INSPIRION WEALTH ADVISORS, LLC	$15.5M	141,784	Trimmed
2	Farther Finance Advisors, LLC	$8.4M	76,873	Added
3	First Citizens Financial Corp	$7.9M	72,411	Trimmed
4	Independence Financial Advisors, LLC	$5.0M	45,543	Added
5	Lee-Kelleher Wealth Management	$4.5M	40,792	Added
6	ANB BANK	$4.2M	37,917	Trimmed
7	Whitaker-Myers Wealth Managers, LTD.	$3.8M	34,945	Trimmed
8	Plan A Wealth LLC	$3.5M	32,176	Added
9	CX Institutional	$2.9M	26,577	Added
10	YHB Investment Advisors, Inc.	$1.5M	13,822	Hold
11	MassMutual Private Wealth & Trust, FSB	$1.4M	12,401	Added
12	Bangor Savings Bank	$1.2M	11,168	Hold
13	Breakwater Capital Group	$1.1M	9,725	Added
14	Venture Visionary Partners LLC	$1.0M	9,367	Added
15	Atlas Brown,Inc.	$1.0M	9,284	Trimmed
16	First Heartland Consultants, Inc.	$1.0M	9,236	Trimmed
17	Heartwood Wealth Advisors LLC	$1.0M	9,234	Hold
18	DAVIDSON TRUST CO	$980,570	8,944	Trimmed
19	Peterson Wealth Advisors, LLC	$951,310	8,679	Added
20	Montecito Bank & Trust	$868,002	7,919	Trimmed
21	Valeo Financial Advisors, LLC	$843,959	7,700	Added
22	Hickory Point Bank & Trust	$787,109	7,181	Hold
23	Legacy Private Trust Co.	$698,215	6,370	Hold
24	Prosperity Planning, Inc.	$695,147	6,342	Trimmed
25	Friday Financial	$684,707	6,177	Added

Source: SEC Form 13F filings · as of 2026-09-30