ISHARES TR (IAI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
179
Reporting holders
$853.8M
Reported value
0.4%
Held as options
+18
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $104.3M | 594,695 | 0.03% | 23q | -3.2%-$3.5M |
| MEITAV INVESTMENT HOUSE LTD | $77.1M | 439,719 | 0.52% | new | NEW |
| MORGAN STANLEY | $74.7M | 425,828 | 0.00% | 35q | +4.8%+$3.4M |
| MML INVESTORS SERVICES, LLC | $48.1M | 274,228 | 0.10% | 23q | +35.4%+$12.6M |
| Phoenix Financial Ltd. | $47.9M | 273,000 | 0.33% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $43.3M | 247,200 | 0.03% | 10q | -15.4%-$7.9M |
| WELLS FARGO & COMPANY/MN | $41.8M | 238,156 | 0.01% | 31q | -48.3%-$39.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $22.8M | 130,297 | 0.94% | new | NEW |
| OSAIC HOLDINGS, INC. | $22.4M | 127,703 | 0.03% | 26q | +20.8%+$3.9M |
| BANK OF AMERICA CORP /DE/ | $21.8M | 124,159 | 0.00% | 31q | -25.6%-$7.5M |
| LPL Financial LLC | $20.9M | 118,978 | 0.00% | 31q | -15.4%-$3.8M |
| AlphaCore Capital LLC | $19.4M | 110,918 | 0.36% | 3q | -6.3%-$1.3M |
| ROYAL BANK OF CANADA | $16.6M | 94,678 | 0.00% | 31q | +4.6%+$726.8K |
| Equitable Holdings, Inc. | $16.4M | 93,476 | 0.10% | 6q | +12.7%+$1.8M |
| AMERIPRISE FINANCIAL INC | $16.3M | 93,144 | 0.00% | 11q | -76.9%-$54.5M |
| MinichMacGregor Wealth Management, LLC | $13.3M | 75,770 | 2.02% | 8q | +8.6%+$1.1M |
| UBS Group AG | $13.1M | 74,958 | 0.00% | 31q | -11.9%-$1.8M |
| Prospera Financial Services Inc | $12.3M | 70,074 | 0.18% | 8q | +0.5%+$66.6K |
| Advisory Services Network, LLC | $12.1M | 69,231 | 0.14% | 7q | +7.2%+$810.9K |
| WESPAC Advisors SoCal, LLC | $10.2M | 58,167 | 1.82% | 10q | -2.6%-$270.5K |
| Well Done, LLC | $9.3M | 52,860 | 1.25% | 8q | +6.3%+$548.8K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $8.6M | 49,207 | 1.07% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $8.0M | 45,540 | 0.00% | 7q | -5.2%-$434.3K |
| Prostatis Group LLC | $7.7M | 43,658 | 1.78% | 4q | +32.6%+$1.9M |
| CITADEL ADVISORS LLC | $7.1M | 35,389 | 0.00% | 31q | +380.4%+$5.6M |
| STIFEL FINANCIAL CORP | $7.0M | 40,081 | 0.01% | 23q | +0.5%+$35.1K |
| Quadrature Capital Ltd | $6.9M | 39,086 | 0.06% | 2q | +178.5%+$4.4M |
| Cadent Capital Advisors, LLC | $6.6M | 37,859 | 1.37% | 7q | -1.7%-$111.5K |
| Tudor Financial Inc. | $6.4M | 46,085 | 1.44% | 8q | +144.7%+$3.8M |
| GTS SECURITIES LLC | $5.7M | 32,510 | 0.12% | 2q | +1049.6%+$5.2M |
| Arete Wealth Advisors, LLC | $5.7M | 32,496 | 0.12% | new | NEW |
| Steward Partners Investment Advisory, LLC | $5.4M | 30,939 | 0.03% | 29q | -1.0%-$57.2K |
| McGuire Investment Group, LLC | $5.4M | 30,849 | 0.47% | 31q | -0.6%-$34.4K |
| Cetera Investment Advisers | $4.8M | 27,157 | 0.00% | 10q | +24.5%+$937.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 26,639 | 0.01% | 24q | -2.0%-$94.0K |
| HighTower Advisors, LLC | $4.2M | 23,813 | 0.00% | 10q | -44.7%-$3.4M |
| Qube Research & Technologies Ltd | $4.1M | 23,536 | 0.00% | 9q | +52.5%+$1.4M |
| COTTONWOOD CAPITAL ADVISORS, LLC | $4.1M | 23,514 | 2.48% | 19q | +7.2%+$276.1K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 23,348 | 0.00% | 31q | -2.2%-$91.9K |
| SFI Advisors, LLC | $3.9M | 22,270 | 3.37% | 19q | -1.3%-$51.4K |
| Nan Shan Life Insurance Co., Ltd. | $3.6M | 20,580 | 0.11% | 2q | HELD |
| ARS Investment Partners, LLC | $3.6M | 20,334 | 0.16% | 5q | +0.8%+$29.8K |
| 1 NORTH WEALTH SERVICES LLC | $3.4M | 19,538 | 1.12% | 7q | +5.4%+$174.3K |
| Game Plan Financial Advisors, LLC | $3.3M | 13,468 | 1.21% | 11q | +13368.0%+$3.2M |
| JONES FINANCIAL COMPANIES LLLP | $3.1M | 17,709 | 0.00% | 9q | +11.4%+$318.6K |
| HERITAGE OAK WEALTH ADVISORS LLC | $2.7M | 15,573 | 0.80% | 6q | -2.9%-$80.3K |
| PCG Wealth Advisors, LLC | $2.5M | 14,480 | 0.57% | 4q | +3.4%+$82.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | options only | 0.00% | 31q | OPTIONS |
| GOLDMAN SACHS GROUP INC | $2.4M | 13,758 | 0.00% | 2q | +162.0%+$1.5M |
| MGO ONE SEVEN LLC | $2.2M | 12,362 | 0.04% | 2q | +10.0%+$196.5K |
| TRUIST FINANCIAL CORP | $1.9M | 10,875 | 0.00% | 27q | +1.9%+$34.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.8M | 10,534 | 0.03% | 7q | -6.3%-$124.8K |
| HARBOUR INVESTMENTS, INC. | $1.8M | 10,072 | 0.02% | 21q | +7830.7%+$1.7M |
| Pinnacle Financial Partners, Inc. | $1.7M | 9,641 | 0.01% | 3q | HELD |
| MENORA MIVTACHIM HOLDINGS LTD. | $1.6M | 9,000 | 0.01% | 2q | -18.2%-$350.7K |
| &PARTNERS | $1.5M | 8,436 | 0.01% | 7q | -1.0%-$15.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 7,996 | 0.00% | 4q | -0.6%-$8.4K |
| Robinson Value Management, Ltd. | $1.3M | 7,652 | 0.72% | 7q | -5.1%-$71.7K |
| INTEGRITY ALLIANCE, LLC. | $1.3M | 7,473 | 0.04% | 4q | +2.8%+$35.8K |
| Outlook Wealth Advisors, LLC | $1.2M | 6,877 | 0.26% | 4q | +15.4%+$161.0K |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.1M | 6,335 | 0.82% | 3q | +9.6%+$97.3K |
| XTX Topco Ltd | $1.1M | 6,086 | 0.01% | 3q | +73.4%+$451.6K |
| MUIRFIELD WEALTH ADVISORS LLC | $1.1M | 6,053 | 0.69% | 8q | +6.8%+$67.5K |
| JANE STREET GROUP, LLC | $1.1M | 6,047 | 0.00% | 3q | -54.6%-$1.3M |
| Genesee Capital Advisors, LLC | $1.0M | 5,884 | 0.33% | 8q | -30.9%-$462.2K |
| Global Financial Private Client, LLC | $973.1K | 5,550 | 0.26% | 6q | +2.8%+$26.8K |
| Atria Investments, Inc | $969.2K | 5,528 | 0.01% | 9q | +0.8%+$8.1K |
| WBI INVESTMENTS, LLC | $939.9K | 5,361 | 0.23% | 3q | +27.7%+$204.1K |
| Signature Equity Partners, LLC | $923.7K | 5,269 | 0.42% | 3q | +2.1%+$19.3K |
| Allworth Financial LP | $890.4K | 5,078 | 0.00% | 7q | -5.2%-$48.4K |
| Schuylkill Financial LLC | $872.9K | 4,979 | 0.81% | new | FIRST |
| JPMORGAN CHASE & CO | $832.8K | 4,753 | 0.00% | 17q | HELD |
| ASSETMARK, INC | $750.6K | 4,281 | 0.00% | 21q | +4.6%+$33.1K |
| MARSHALL WACE, LLP | $716.6K | 4,087 | 0.00% | new | NEW |
| FMR LLC | $712.6K | 4,065 | 0.00% | 31q | -6.1%-$46.1K |
| NewEdge Advisors, LLC | $706.4K | 4,029 | 0.00% | 17q | -13.2%-$107.1K |
| Lido Advisors, LLC | $696.4K | 3,972 | 0.00% | 6q | -24.4%-$224.8K |
| SOUTHERN CAPITAL ADVISORS, LLC | $686.2K | 3,914 | 0.29% | 6q | -0.9%-$6.5K |
| Sanctuary Advisors, LLC | $675.1K | 3,850 | 0.00% | 9q | +1.8%+$12.1K |
| Fifth Third Securities, Inc. | $667.7K | 3,808 | 0.04% | 7q | -17.9%-$146.0K |
| MONEY CONCEPTS CAPITAL CORP | $644.5K | 3,676 | 0.03% | new | NEW |
| Signal Advisors Wealth, LLC | $637.7K | 3,637 | 0.03% | 4q | -4.8%-$31.9K |
| Aprio Wealth Management, LLC | $562.0K | 3,205 | 0.03% | 7q | -21.4%-$152.7K |
| Mariner, LLC | $548.4K | 3,128 | 0.00% | 10q | -68.0%-$1.2M |
| Parallel Advisors, LLC | $544.8K | 3,107 | 0.01% | 3q | +657.8%+$472.9K |
| Maxele Advisors, LLC | $540.2K | 3,081 | 0.38% | 10q | +4.2%+$21.9K |
| Kestra Advisory Services, LLC | $537.1K | 3,063 | 0.00% | 7q | -2.2%-$12.3K |
| OPPENHEIMER & CO INC | $531.6K | 3,032 | 0.01% | 4q | -14.1%-$87.5K |
| ALPINE WOODS CAPITAL INVESTORS, LLC | $526.0K | 3,000 | 0.11% | 31q | HELD |
| Concurrent Investment Advisors, LLC | $512.4K | 2,922 | 0.00% | new | NEW |
| SeaCrest Wealth Management, LLC | $452.5K | 2,581 | 0.05% | 7q | -14.7%-$78.0K |
| Cassady Wealth & Retirement Planning, LLC | $438.0K | 2,498 | 0.20% | 3q | HELD |
| DAVENPORT & Co LLC | $430.8K | 2,457 | 0.00% | 9q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $403.3K | 2,300 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $397.5K | 2,195 | 0.02% | 3q | -52.1%-$432.3K |
| Glen Eagle Advisors, LLC | $372.6K | 2,125 | 0.05% | 39q | HELD |
| Kingsview Wealth Management, LLC | $371.7K | 2,120 | 0.00% | 2q | -9.9%-$40.9K |
| Ausdal Financial Partners, Inc. | $368.5K | 2,102 | 0.01% | new | NEW |
| AIMZ Investment Advisors, LLC | $357.7K | 2,040 | 0.10% | 3q | HELD |
| Bank of New York Mellon Corp | $351.6K | 2,006 | 0.00% | 9q | -55.1%-$431.4K |
Showing the largest 100 of 192 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 179 | $853.8M | 4,855,122 | 29 | 49 | 57 | 0.4% |
| Q1 2026 | 161 | $731.4M | 4,421,668 | 17 | 46 | 54 | 0.7% |
| Q4 2025 | 180 | $816.1M | 4,542,384 | 21 | 51 | 44 | 0.5% |
| Q3 2025 | 174 | $859.0M | 4,815,915 | 26 | 47 | 52 | 0.9% |
| Q2 2025 | 169 | $794.1M | 4,556,021 | 28 | 41 | 56 | 3.3% |
| Q1 2025 | 167 | $712.1M | 4,941,973 | 31 | 39 | 64 | 2.8% |
| Q4 2024 | 176 | $1.3B | 8,753,054 | 49 | 39 | 51 | 0.4% |
| Q3 2024 | 143 | $1.1B | 8,184,149 | 31 | 47 | 29 | 0.1% |
| Q2 2024 | 128 | $873.9M | 7,468,273 | 46 | 33 | 19 | 0.1% |
| Q1 2024 | 84 | $267.1M | 2,284,199 | 22 | 12 | 26 | 0.9% |
| Q4 2023 | 79 | $335.4M | 3,060,644 | 13 | 17 | 25 | 1.0% |
| Q3 2023 | 71 | $274.5M | 2,997,150 | 8 | 11 | 27 | 0.1% |
| Q2 2023 | 73 | $392.7M | 4,289,653 | 7 | 11 | 36 | 0.9% |
| Q1 2023 | 94 | $554.7M | 5,934,681 | 12 | 26 | 44 | 2.0% |
| Q4 2022 | 97 | $553.7M | 5,736,836 | 28 | 31 | 23 | 0.2% |
| Q3 2022 | 92 | $324.1M | 3,789,872 | 13 | 28 | 28 | 0.0% |
| Q2 2022 | 91 | $238.6M | 2,834,477 | 9 | 21 | 42 | 0.3% |
| Q1 2022 | 108 | $361.9M | 3,604,274 | 15 | 46 | 31 | 0.5% |
| Q4 2021 | 120 | $560.5M | 5,046,180 | 19 | 45 | 32 | 1.1% |
| Q3 2021 | 115 | $465.0M | 4,414,885 | 29 | 42 | 22 | 1.0% |
| Q2 2021 | 92 | $571.6M | 5,589,246 | 34 | 34 | 12 | 0.2% |
| Q1 2021 | 69 | $184.8M | 2,003,039 | 17 | 26 | 9 | 0.2% |
| Q4 2020 | 56 | $93.7M | 1,142,203 | 13 | 15 | 15 | 3.0% |
| Q3 2020 | 45 | $40.8M | 658,089 | 8 | 11 | 16 | 0.0% |
| Q2 2020 | 43 | $45.8M | 764,353 | 4 | 3 | 25 | 0.0% |
| Q1 2020 | 54 | $79.0M | 1,535,283 | 6 | 14 | 19 | 0.4% |
| Q4 2019 | 63 | $154.1M | 2,248,525 | 8 | 11 | 23 | 0.2% |
| Q3 2019 | 64 | $146.9M | 2,278,409 | 6 | 20 | 16 | 0.3% |
| Q2 2019 | 60 | $146.8M | 2,325,813 | 6 | 19 | 18 | 0.0% |
| Q1 2019 | 63 | $131.6M | 2,204,297 | 8 | 28 | 16 | 1.6% |
| Q4 2018 | 61 | $122.4M | 2,184,363 | 3 | 0 | 3 | 0.0% |