Who Owns ISHARES TR (IBCA)? -- Institutional Holders (2026-03-31)
81 institutions reported holding $246.9M of ISHARES TR (IBCA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Capital Investment Advisors, LLC ($58.6M), BANK OF AMERICA CORP /DE/ ($20.7M), Arrow Financial Corp ($15.0M), MB, LEVIS & ASSOCIATES, LLC ($13.7M), MV CAPITAL MANAGEMENT, INC. ($11.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Capital Investment Advisors, LLC | $58.6M | 2.3M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $20.7M | 806,465 | Added |
| 3 | Arrow Financial Corp | $15.0M | 586,917 | Added |
| 4 | MB, LEVIS & ASSOCIATES, LLC | $13.7M | 535,802 | Added |
| 5 | MV CAPITAL MANAGEMENT, INC. | $11.8M | 459,201 | Added |
| 6 | MORGAN STANLEY | $11.4M | 445,985 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $9.8M | 383,442 | New |
| 8 | HighTower Advisors, LLC | $8.9M | 347,452 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $6.8M | 265,651 | Added |
| 10 | Guidance Point Advisors, LLC | $6.8M | 263,698 | Added |
| 11 | Lido Advisors, LLC | $6.4M | 251,421 | Added |
| 12 | Krilogy Financial LLC | $5.3M | 205,952 | Added |
| 13 | UBS Group AG | $4.9M | 192,994 | Added |
| 14 | Addison Advisors LLC | $4.8M | 186,006 | Added |
| 15 | BENJAMIN EDWARDS INC | $4.7M | 182,981 | Added |
| 16 | 4Thought Financial Group Inc. | $4.6M | 179,466 | Trimmed |
| 17 | Paradigm, Strategies in Wealth Management, LLC | $3.8M | 148,383 | Added |
| 18 | Probity Advisors, Inc. | $3.6M | 140,220 | Added |
| 19 | HANCOCK WHITNEY CORP | $2.7M | 104,886 | Added |
| 20 | Stonebrook Private Inc. | $2.4M | 92,163 | Added |
| 21 | INSTRUMENTAL WEALTH, LLC | $2.3M | 91,397 | Added |
| 22 | US BANCORP \DE\ | $2.3M | 89,043 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 83,018 | Added |
| 24 | ADIRONDACK TRUST CO | $2.1M | 82,036 | Added |
| 25 | Atlantic Union Bankshares Corp | $2.1M | 81,726 | Added |
Source: SEC Form 13F filings · as of 2026-03-31