14 institutions reported holding $15.0M of 1ISHARES TR (IBID) in SEC 13F filings for 2026-06-30. Largest institutional holders: Quantum Financial Advisors, LLC ($9.6M), High Note Wealth, LLC ($1.4M), DAVENPORT & Co LLC ($1.0M), CENTRAL TRUST Co ($655,974), MKT Advisors LLC ($484,844). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $9.6M | 365,365 | Added |
| 2 | High Note Wealth, LLC | $1.4M | 51,499 | Added |
| 3 | DAVENPORT & Co LLC | $1.0M | 38,778 | Added |
| 4 | CENTRAL TRUST Co | $655,974 | 24,999 | Added |
| 5 | MKT Advisors LLC | $484,844 | 18,880 | Added |
| 6 | ARK & TLK INVESTMENTS, LLC | $453,920 | 17,299 | Hold |
| 7 | JIM SAULNIER & ASSOCIATES, LLC | $396,909 | 15,126 | Added |
| 8 | 4Thought Financial Group Inc. | $366,410 | 13,964 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $349,882 | 13,334 | New |
| 10 | First National Trust Co | $249,673 | 9,515 | New |
| 11 | Asset Dedication, LLC | $70,402 | 2,683 | Added |
| 12 | Farther Finance Advisors, LLC | $30,176 | 1,150 | New |
| 13 | BARRETT & COMPANY, INC. | $26,240 | 1,000 | Hold |
| 14 | Hartford Financial Management Inc. | $126 | 480 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30