# ISHARES TR (SUB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SUB/

- Reporting holders: 54
- Reported value: $163.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $51.0M | 488,398 | 0.6% | 26 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $24.1M | 230,745 | 0.8% | 12 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $12.1M | 116,091 | 1.2% | 32 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $9.8M | 93,415 | 1.0% | 11 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $6.9M | 66,309 | 0.2% | 18 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $4.3M | 40,725 | 2.1% | 25 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $3.9M | 37,317 | 0.9% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.7M | 35,479 | 0.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.4M | 32,870 | 0.1% | 32 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $2.9M | 27,307 | 0.7% | 16 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $2.8M | 27,251 | 0.5% | 3 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $2.3M | 21,854 | 0.6% | 18 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $2.1M | 20,494 | 0.4% | 26 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $2.1M | 20,061 | 0.7% | 28 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $1.9M | 17,844 | 0.3% | 8 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $1.8M | 17,496 | 0.8% | 2 |
| [Roth Financial Partners LLC](https://holderbook.com/funds/1840888-roth-financial-partners-llc/) | $1.8M | 17,195 | 0.5% | 10 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.8M | 17,043 | 0.4% | 20 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.8M | 16,789 | 0.1% | 32 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $1.7M | 16,015 | 0.4% | 32 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $1.6M | 15,282 | 0.4% | 32 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.6M | 14,980 | 0.1% | 6 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $1.4M | 13,868 | 0.1% | 28 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $1.4M | 13,303 | 1.0% | 3 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $1.4M | 13,221 | 0.3% | 21 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 54 | $163.1M |
| Q2 2026 | 919 | $11.0B |
| Q1 2026 | 890 | $9.6B |
| Q4 2025 | 867 | $8.7B |
| Q3 2025 | 838 | $8.3B |
| Q2 2025 | 855 | $8.8B |
| Q1 2025 | 841 | $7.9B |
| Q4 2024 | 840 | $28.1B |
| Q3 2024 | 768 | $29.8B |
| Q2 2024 | 765 | $30.2B |
| Q1 2024 | 764 | $8.7B |
| Q4 2023 | 792 | $8.7B |