14 institutions reported holding $16.2M of ISHARES TR (IBIC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Quantum Financial Advisors, LLC ($6.9M), High Note Wealth, LLC ($3.7M), CENTRAL TRUST Co ($1.3M), Collaborative Fund Advisors, LLC ($1.2M), DAVENPORT & Co LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $6.9M | 264,637 | Trimmed |
| 2 | High Note Wealth, LLC | $3.7M | 143,180 | Added |
| 3 | CENTRAL TRUST Co | $1.3M | 49,388 | Added |
| 4 | Collaborative Fund Advisors, LLC | $1.2M | 45,094 | New |
| 5 | DAVENPORT & Co LLC | $1.0M | 39,113 | Added |
| 6 | MKT Advisors LLC | $504,969 | 19,760 | Added |
| 7 | ARK & TLK INVESTMENTS, LLC | $441,356 | 16,917 | Hold |
| 8 | 4Thought Financial Group Inc. | $368,197 | 14,113 | Added |
| 9 | JIM SAULNIER & ASSOCIATES, LLC | $322,374 | 12,356 | Added |
| 10 | Focus Financial Network, Inc. | $216,469 | 8,297 | Hold |
| 11 | Cohalo Advisory LLC | $211,067 | 8,089 | New |
| 12 | BARRETT & COMPANY, INC. | $26,090 | 1,000 | Hold |
| 13 | Asset Dedication, LLC | $20,116 | 771 | Added |
| 14 | Farther Finance Advisors, LLC | $4 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30