ISHARES TR (IAT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
167
Reporting holders
$308.8M
Reported value
1.5%
Held as options
+9
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $34.5M | 555,302 | 0.00% | 31q | +6.5%+$2.1M |
| WELLS FARGO & COMPANY/MN | $33.0M | 530,533 | 0.01% | 31q | -48.4%-$31.0M |
| JPMORGAN CHASE & CO | $24.7M | 394,972 | 0.00% | 26q | +2.8%+$680.9K |
| MORGAN STANLEY | $16.1M | 258,635 | 0.00% | 35q | -5.0%-$850.8K |
| ROYAL BANK OF CANADA | $15.7M | 252,179 | 0.00% | 31q | +30.3%+$3.6M |
| LPL Financial LLC | $14.9M | 239,501 | 0.00% | 31q | -2.0%-$300.0K |
| GW HENSSLER & ASSOCIATES LTD | $12.0M | 192,861 | 0.53% | 4q | +1.1%+$126.0K |
| Lido Advisors, LLC | $11.8M | 190,193 | 0.03% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 158,274 | 0.00% | 7q | +40.5%+$2.8M |
| BNP PARIBAS FINANCIAL MARKETS | $9.4M | 151,000 | 0.00% | 6q | +274445.5%+$9.4M |
| TRUIST FINANCIAL CORP | $9.1M | 147,053 | 0.01% | 25q | +2.4%+$216.3K |
| US BANCORP \DE\ | $7.3M | 116,841 | 0.01% | 31q | -13.2%-$1.1M |
| GOLDMAN SACHS GROUP INC | $6.9M | 111,541 | 0.00% | 26q | +3.9%+$258.6K |
| UBS Group AG | $6.8M | 110,075 | 0.00% | 31q | -5.4%-$390.4K |
| Monument Capital Management | $5.8M | 92,951 | 1.16% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.1M | 81,487 | 0.00% | 11q | -1.2%-$62.5K |
| Steward Partners Investment Advisory, LLC | $5.0M | 81,011 | 0.03% | 29q | +0.9%+$42.8K |
| AMERIPRISE FINANCIAL INC | $4.5M | 72,049 | 0.00% | 31q | -50.1%-$4.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 69,510 | 0.01% | 31q | -2.5%-$110.2K |
| Equitable Holdings, Inc. | $4.2M | 67,857 | 0.03% | 3q | HELD |
| MARTIN & CO INC /TN/ | $4.0M | 63,829 | 0.62% | 31q | HELD |
| Cetera Investment Advisers | $3.6M | 57,305 | 0.00% | 15q | +2.1%+$74.8K |
| KCM INVESTMENT ADVISORS LLC | $3.6M | 57,254 | 0.11% | 14q | -2.0%-$74.5K |
| OSAIC HOLDINGS, INC. | $3.1M | 49,343 | 0.00% | 26q | +0.9%+$26.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 13,163 | 0.00% | 31q | -62.8%-$5.2M |
| Pathstone Holdings, LLC | $2.8M | 45,620 | 0.01% | 5q | HELD |
| Game Plan Financial Advisors, LLC | $2.7M | 42,649 | 0.99% | 11q | +2.1%+$54.7K |
| Crestwood Advisors Group, LLC | $2.6M | 42,416 | 0.04% | 12q | -6.5%-$184.1K |
| CITADEL ADVISORS LLC | $2.0M | options only | 0.00% | 31q | OPTIONS |
| Beacon Pointe Advisors, LLC | $1.5M | 24,035 | 0.01% | 3q | -11.0%-$185.1K |
| Rockefeller Capital Management L.P. | $1.3M | 21,291 | 0.00% | 24q | +4.7%+$59.3K |
| Cadent Capital Advisors, LLC | $1.3M | 20,822 | 0.27% | 8q | -2.3%-$31.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 20,460 | 0.00% | 12q | +7.7%+$92.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 20,678 | 0.00% | 31q | -2.2%-$29.5K |
| AUGUSTINE ASSET MANAGEMENT INC | $1.2M | 20,000 | 0.25% | 14q | HELD |
| Fearless Solutions, LLC dba Best Invest | $1.1M | 18,279 | 0.60% | 7q | HELD |
| Cutler Capital Management, LLC | $1.1M | 18,000 | 0.29% | 4q | HELD |
| Heritage Wealth Management, Inc. | $1.1M | 17,850 | 0.28% | new | NEW |
| STIFEL FINANCIAL CORP | $1.0M | 16,700 | 0.00% | 25q | -1.9%-$20.2K |
| Dakota Wealth Management | $1.0M | 16,600 | 0.02% | 10q | -10.2%-$117.2K |
| Asempa Wealth Advisors | $942.1K | 15,144 | 0.70% | 3q | HELD |
| TRANSCEND CAPITAL ADVISORS, LLC | $902.0K | 14,500 | 0.06% | 27q | HELD |
| Quantinno Capital Management LP | $889.1K | 14,292 | 0.00% | 4q | +41.6%+$261.2K |
| SCS Capital Management LLC | $785.3K | 12,623 | 0.01% | 6q | -39.7%-$516.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $772.0K | 12,410 | 0.01% | 6q | -8.1%-$68.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $680.7K | 10,941 | 0.01% | 14q | HELD |
| FIFTH THIRD BANCORP | $610.5K | 9,814 | 0.00% | 2q | +0.9%+$5.3K |
| STEPHENS INC /AR/ | $605.9K | 9,739 | 0.01% | 31q | -0.6%-$3.5K |
| Gallagher Capital Advisors, LLC | $602.0K | 9,677 | 0.34% | 4q | +0.6%+$3.9K |
| High Net Worth Advisory Group LLC | $568.6K | 9,140 | 0.12% | 13q | HELD |
| PATTEN & PATTEN INC/TN | $558.0K | 8,970 | 0.03% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $537.5K | 8,639 | 0.00% | 31q | -68.8%-$1.2M |
| Sigma Planning Corp | $534.9K | 8,598 | 0.01% | 8q | -36.1%-$302.0K |
| Creative Planning | $524.5K | 8,431 | 0.00% | 25q | -7.0%-$39.8K |
| Vanguard Capital Wealth Advisors | $523.7K | 8,419 | 0.35% | new | NEW |
| Larson Financial Group LLC | $512.5K | 8,238 | 0.01% | 17q | +5.6%+$27.3K |
| JANE STREET GROUP, LLC | $501.0K | 8,054 | 0.00% | 18q | +14.8%+$64.5K |
| Ellis Investment Partners, LLC | $499.3K | 8,025 | 0.08% | 7q | +0.5%+$2.5K |
| North Star Investment Management Corp. | $496.7K | 7,985 | 0.03% | 31q | -3.0%-$15.6K |
| OPPENHEIMER & CO INC | $494.9K | 7,956 | 0.01% | 2q | -2.3%-$11.4K |
| Pinnacle Financial Partners, Inc. | $469.3K | 7,543 | 0.00% | 3q | -4.9%-$24.4K |
| AQR CAPITAL MANAGEMENT LLC | $461.7K | 7,421 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $441.7K | options only | 0.00% | 3q | OPTIONS |
| Cordoba Advisory Partners LLC | $440.5K | 7,076 | 0.09% | 3q | -4.4%-$20.2K |
| Merit Financial Group, LLC | $437.6K | 7,034 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $431.9K | 6,943 | 0.00% | 23q | HELD |
| Fiduciary Alliance LLC | $407.5K | 6,550 | 0.03% | 5q | HELD |
| Concurrent Investment Advisors, LLC | $375.0K | 6,028 | 0.00% | new | NEW |
| Comprehensive Financial Planning, Inc./PA | $349.2K | 5,614 | 0.19% | 7q | +749.3%+$308.1K |
| Breakwater Capital Group | $345.4K | 5,552 | 0.04% | 11q | +12.0%+$37.0K |
| Chicago Partners Investment Group LLC | $340.0K | 5,371 | 0.01% | 11q | +0.6%+$2.2K |
| Snowden Capital Advisors LLC | $337.8K | 5,430 | 0.01% | 11q | HELD |
| QTR Family Wealth, LLC | $331.8K | 5,333 | 0.12% | 6q | HELD |
| PFG Advisors | $322.5K | 5,184 | 0.02% | 4q | +1.6%+$5.0K |
| Joel Isaacson & Co., LLC | $299.9K | 4,820 | 0.01% | 11q | +5.2%+$14.9K |
| Viewpoint Capital Management LLC | $285.5K | 4,590 | 0.15% | 12q | -37.0%-$168.0K |
| XTX Topco Ltd | $279.4K | 4,491 | 0.00% | 2q | -12.3%-$39.2K |
| LRI Investments, LLC | $276.8K | 4,450 | 0.02% | 8q | HELD |
| &PARTNERS | $274.1K | 4,406 | 0.00% | 3q | +2.9%+$7.7K |
| Investment Research Partners LLC | $273.2K | 4,392 | 0.09% | 4q | -35.8%-$152.7K |
| Kingsview Wealth Management, LLC | $256.7K | 4,126 | 0.00% | 2q | HELD |
| Sand Hill Global Advisors, LLC | $254.4K | 4,090 | 0.01% | 5q | HELD |
| PETTYJOHN, WOOD & WHITE, INC | $252.3K | 4,055 | 0.04% | 5q | HELD |
| Avail Investment Partners, LLC | $242.2K | 3,893 | 0.19% | 2q | -7.0%-$18.1K |
| Apollon Wealth Management, LLC | $241.4K | 3,880 | 0.00% | new | NEW |
| FLC Capital Advisors | $241.1K | 3,876 | 0.04% | 4q | HELD |
| CIBC WORLD MARKET INC. | $240.3K | 3,862 | 0.00% | 7q | HELD |
| IFG Advisory, LLC | $237.3K | 3,815 | 0.01% | new | NEW |
| Cerity Partners LLC | $222.9K | 3,583 | 0.00% | new | NEW |
| FIRST HORIZON CORP | $214.1K | 3,442 | 0.01% | 4q | -35.9%-$119.8K |
| Gen-Wealth Partners Inc | $211.2K | 3,394 | 0.06% | 4q | -5.5%-$12.2K |
| Sage Capital Management, LLC | $206.1K | 3,311 | 0.08% | new | NEW |
| WOODMONT INVESTMENT COUNSEL LLC | $206.0K | 3,312 | 0.01% | new | NEW |
| Sequoia Financial Advisors, LLC | $203.8K | 3,276 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $201.6K | 3,241 | 0.00% | 7q | -13.7%-$32.0K |
| Wealthcare Advisory Partners LLC | $201.1K | 3,232 | 0.00% | new | NEW |
| Finley Financial, LLC | $186.6K | 3,000 | 0.08% | 7q | HELD |
| Arax Advisory Partners | $185.4K | 2,980 | 0.00% | 3q | +1092.0%+$169.8K |
| PNC Financial Services Group, Inc. | $159.8K | 2,569 | 0.00% | 31q | +3.1%+$4.9K |
| CARDIFF PARK ADVISORS, LLC | $153.8K | 2,473 | 0.01% | 14q | +0.7% |
Showing the largest 100 of 176 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 | 167 | $308.8M | 4,886,218 | 23 | 36 | 45 | 1.5% |
| Q1 2026 | 158 | $291.8M | 5,302,540 | 16 | 30 | 51 | 2.4% |
| Q4 2025 | 165 | $255.5M | 4,544,128 | 20 | 43 | 48 | 1.9% |
| Q3 2025 | 153 | $284.9M | 5,340,678 | 17 | 37 | 45 | 1.5% |
| Q2 2025 | 152 | $314.2M | 6,236,987 | 12 | 43 | 50 | 1.6% |
| Q1 2025 | 169 | $309.7M | 6,553,252 | 14 | 48 | 41 | 1.4% |
| Q4 2024 | 181 | $317.3M | 6,000,141 | 36 | 41 | 46 | 4.8% |
| Q3 2024 | 146 | $252.6M | 4,921,376 | 23 | 38 | 41 | 7.3% |
| Q2 2024 | 134 | $206.6M | 4,691,222 | 9 | 34 | 45 | 5.8% |
| Q1 2024 | 137 | $295.4M | 6,580,314 | 5 | 48 | 53 | 3.5% |
| Q4 2023 | 162 | $322.7M | 7,537,405 | 37 | 45 | 41 | 2.3% |
| Q3 2023 | 139 | $250.2M | 7,136,114 | 17 | 31 | 55 | 4.1% |
| Q2 2023 | 138 | $407.5M | 11,252,637 | 30 | 54 | 26 | 6.5% |
| Q1 2023 | 132 | $408.1M | 10,985,043 | 37 | 45 | 24 | 3.7% |
| Q4 2022 | 104 | $398.7M | 8,355,124 | 18 | 26 | 30 | 0.1% |
| Q3 2022 | 135 | $446.5M | 9,337,837 | 13 | 29 | 46 | 0.1% |
| Q2 2022 | 137 | $502.4M | 10,171,117 | 14 | 19 | 54 | 0.2% |
| Q1 2022 | 169 | $934.8M | 15,837,378 | 25 | 58 | 42 | 0.2% |
| Q4 2021 | 160 | $973.4M | 15,722,374 | 23 | 50 | 36 | 0.2% |
| Q3 2021 | 132 | $874.1M | 14,416,390 | 11 | 42 | 34 | 0.1% |
| Q2 2021 | 132 | $329.5M | 5,712,016 | 11 | 49 | 32 | 0.3% |
| Q1 2021 | 132 | $298.1M | 5,247,454 | 34 | 39 | 24 | 0.2% |
| Q4 2020 | 107 | $99.8M | 2,197,752 | 18 | 27 | 17 | 0.0% |
| Q3 2020 | 91 | $62.0M | 1,877,720 | 5 | 18 | 30 | 0.5% |
| Q2 2020 | 94 | $76.2M | 2,206,493 | 19 | 27 | 19 | 1.9% |
| Q1 2020 | 90 | $55.9M | 1,928,242 | 12 | 16 | 36 | 0.0% |
| Q4 2019 | 109 | $117.9M | 2,306,998 | 12 | 18 | 37 | 0.4% |
| Q3 2019 | 105 | $115.1M | 2,360,116 | 5 | 16 | 54 | 4.4% |
| Q2 2019 | 114 | $166.0M | 3,429,247 | 8 | 22 | 53 | 5.2% |
| Q1 2019 | 124 | $187.0M | 4,273,660 | 17 | 18 | 47 | 0.7% |
| Q4 2018 | 115 | $208.4M | 5,210,382 | 1 | 1 | 4 | 0.3% |