IJS — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IJS? 55 Institutions Hold $135M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IJS)? 55 institutions reported holding $134.87M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($31.5M), Farther Finance Advisors, LLC ($13.0M), RTD Financial Advisors, Inc. ($9.5M).

Rank	Institution	Value	Shares	Change
1	Heartwood Wealth Advisors LLC	$31.5M	246,003	Trimmed
2	Farther Finance Advisors, LLC	$13.0M	101,480	Trimmed
3	RTD Financial Advisors, Inc.	$9.5M	74,269	Trimmed
4	May Barnhard Investments LLC	$8.3M	64,852	Trimmed
5	Independence Financial Advisors, LLC	$7.6M	58,951	Added
6	Gerald Baker Financial Group LLC	$6.4M	49,991	Added
7	SAPIENT CAPITAL LLC	$6.4M	49,646	Added
8	First Heartland Consultants, Inc.	$6.1M	47,748	Trimmed
9	Graves Light Lenhart Wealth, Inc.	$5.3M	41,438	Trimmed
10	First Citizens Financial Corp	$5.1M	39,701	Trimmed
11	Cambridge Financial Group, LLC	$4.3M	31,516	Hold
12	Apella Capital, LLC	$3.7M	28,839	Added
13	Baring Financial LLC	$3.6M	27,993	Added
14	Avidian Wealth Enterprises, LLC	$3.1M	24,090	Trimmed
15	Lee-Kelleher Wealth Management	$1.9M	14,743	Added
16	SigFig Wealth Management, LLC	$1.7M	13,186	Added
17	ELEVATION WEALTH PARTNERS, LLC	$1.6M	12,174	Added
18	Versant Capital Management, Inc	$1.4M	10,686	Hold
19	AMERICAN NATIONAL BANK & TRUST	$1.3M	9,800	Hold
20	Bangor Savings Bank	$1.3M	9,799	Hold
21	TOMPKINS FINANCIAL CORP	$1.2M	9,690	Trimmed
22	Wedmont Private Capital	$975,852	7,530	Hold
23	DIVERSIFIED MANAGEMENT INC	$888,148	6,933	Added
24	Sprinkle Financial Consultants LLC	$832,433	6,498	Added
25	Tactive Advisors, LLC	$675,343	5,272	Trimmed

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