Stock

Ishares Tr

Ticker not mapped · held by 23 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$4.77M

Holders

+3 new · −3 exited

Holders’ est. mark

−$85K

Price effect on 20 books still in the name

Largest holder

$1.36M

Cardinal Point Capital Management ULC

Notable conviction

Share of each notable manager’s 13F book.

Citadel0.0% · $585.7K

Holder count by quarter

Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
Cardinal Point Capital Management ULC	33.5K	$1.36M	−$28.2K	Cut−$26K
Citadel	14.4K	$585.7K	−$7.48K	Added$219K
JPMORGAN CHASE & CO	11.7K	$462.6K	−$21.1K	Cut−$17.6K
OSAIC HOLDINGS, INC.	9.01K	$365.3K	−$7.6K	Cut−$12.7K
Moss Adams Wealth Advisors LLC	8.44K	$341.9K	—	New
SAX WEALTH ADVISORS, LLC	7.79K	$322.6K	$0	Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.57K	$306.8K	—	New
Westmount Partners, LLC	5.9K	$239K	−$4.84K	Added$1.69K
Bond & Devick Financial Network, Inc.	5.79K	$234.6K	−$4.88K	Cut−$65.3K
Steward Partners Investment Advisory, LLC	5K	$202.7K	−$4.22K	Cut−$4.22K
Parallel Advisors, LLC	2.69K	$109.1K	−$2.27K	Cut−$2.23K
CoreCap Advisors, LLC	1.5K	$60.8K	−$1.14K	Added$4.98K
Birchwood Financial Partners, Inc.	1.23K	$49.8K	−$882	Added$6.37K
Gould Capital, LLC	1.18K	$47.7K	−$993	Cut−$993
BANK OF MONTREAL /CAN/	783	$31.7K	−$661	Cut−$661
CGC Financial Services, LLC	483	$19.6K	−$407	Cut−$407
HALBERT HARGROVE GLOBAL ADVISORS, LLC	226	$9.17K	−$95	Added$4.73K
IMA Advisory Services, Inc.	163	$6.61K	—	New
Mascoma Wealth Management LLC	129	$5.22K	−$117	Cut−$8.39K
AdvisorNet Financial, Inc	100	$4.05K	−$84	Cut−$5.84K
JNBA Financial Advisors	64	$2.6K	−$47	Added$277
MORGAN STANLEY	1	$73	$24	Added$24
Lodestone Wealth Management LLC	1	$21	$0	Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.