ISHARES TR (IBB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
924
Reporting holders
$7.8B
Reported value
5.6%
Held as options
+42
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/ | $1.3B | 6,875,131 | 0.08% | 31q | -5.3%-$73.1M |
| CITIGROUP INC | $905.4M | 4,760,709 | 0.30% | 31q | -7.1%-$68.8M |
| MORGAN STANLEY | $631.6M | 3,320,977 | 0.03% | 35q | +19.7%+$104.1M |
| BNP PARIBAS FINANCIAL MARKETS | $421.8M | 2,217,939 | 0.15% | 31q | -8.7%-$40.2M |
| TWO SIGMA INVESTMENTS, LP | $302.0M | 1,588,107 | 0.22% | 4q | +184.7%+$196.0M |
| GOLDMAN SACHS GROUP INC | $223.7M | 1,176,177 | 0.02% | 31q | -7.8%-$18.9M |
| ENVESTNET ASSET MANAGEMENT INC | $213.5M | 1,122,659 | 0.05% | 31q | -8.5%-$19.8M |
| RAYMOND JAMES FINANCIAL INC | $199.8M | 1,050,594 | 0.05% | 7q | +2.0%+$4.0M |
| WELLS FARGO & COMPANY/MN | $195.8M | 1,029,643 | 0.03% | 31q | -39.7%-$129.1M |
| COMMERCE BANK | $172.9M | 909,315 | 0.76% | 31q | +3.1%+$5.3M |
| UBS Group AG | $166.9M | 862,373 | 0.02% | 31q | +5.9%+$9.3M |
| PEAK6 LLC | $158.4M | options only | 0.33% | 7q | OPTIONS |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $152.4M | 20,261 | 0.01% | 31q | -67.1%-$311.1M |
| LPL Financial LLC | $150.1M | 789,395 | 0.03% | 31q | +8.9%+$12.2M |
| ROYAL BANK OF CANADA | $145.1M | 749,649 | 0.02% | 31q | +1.7%+$2.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $138.1M | 726,000 | 0.19% | 27q | +21.8%+$24.7M |
| TRUIST FINANCIAL CORP | $128.8M | 677,353 | 0.15% | 27q | +1.7%+$2.1M |
| WestEnd Advisors, LLC | $124.7M | 655,852 | 2.78% | 3q | +1.2%+$1.5M |
| JPMORGAN CHASE & CO | $119.6M | 630,190 | 0.01% | 31q | -74.4%-$347.5M |
| BARCLAYS PLC | $105.3M | 526,245 | 0.02% | 31q | +16.8%+$15.1M |
| PNC Financial Services Group, Inc. | $59.8M | 314,505 | 0.03% | 31q | -1.3%-$776.5K |
| Jefferies Financial Group Inc. | $57.5M | 302,306 | 0.38% | 4q | HELD |
| CITADEL ADVISORS LLC | $48.0M | options only | 0.01% | 31q | OPTIONS |
| VICTORY CAPITAL MANAGEMENT INC | $44.6M | 234,310 | 0.02% | 3q | +3.6%+$1.5M |
| JANE STREET GROUP, LLC | $36.3M | options only | 0.00% | 10q | OPTIONS |
| INVESTMENT HOUSE LLC | $34.9M | 194,369 | 0.85% | 31q | +99.0%+$17.4M |
| STIFEL FINANCIAL CORP | $33.2M | 174,738 | 0.03% | 31q | +11.1%+$3.3M |
| Rockefeller Capital Management L.P. | $27.8M | 146,356 | 0.04% | 31q | +6.9%+$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $26.2M | 137,834 | 0.03% | 31q | +4.1%+$1.0M |
| AMERIPRISE FINANCIAL INC | $25.1M | 131,138 | 0.01% | 31q | -43.0%-$18.9M |
| Focus Partners Wealth | $24.0M | 126,258 | 0.02% | 11q | +2.4%+$559.0K |
| ALBION FINANCIAL GROUP /UT | $22.8M | 119,635 | 1.32% | 30q | HELD |
| Generali Investments CEE, investicni spolecnost, a.s. | $22.1M | 116,115 | 1.05% | 7q | HELD |
| Cetera Investment Advisers | $22.0M | 115,804 | 0.02% | 31q | -9.9%-$2.4M |
| Corient Private Wealth LP | $21.5M | 113,258 | 0.01% | 15q | +97.3%+$10.6M |
| OSAIC HOLDINGS, INC. | $19.4M | 102,066 | 0.02% | 26q | +7.4%+$1.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $19.4M | 101,838 | 0.02% | 3q | +64.0%+$7.6M |
| Itau Unibanco Holding S.A. | $18.8M | 98,876 | 0.36% | new | NEW |
| ExodusPoint Capital Management, LP | $18.3M | 96,038 | 0.12% | new | NEW |
| Erste Asset Management GmbH | $17.3M | 102,330 | 0.13% | 8q | HELD |
| MAI Capital Management | $16.5M | 86,701 | 0.06% | 25q | +5.9%+$926.0K |
| MML INVESTORS SERVICES, LLC | $16.3M | 85,623 | 0.03% | 31q | -13.5%-$2.5M |
| ASSETMARK, INC | $16.2M | 85,289 | 0.03% | 7q | +11.2%+$1.6M |
| CAPITAL FUND MANAGEMENT S.A. | $16.0M | 53,145 | 0.07% | 12q | -34.6%-$8.5M |
| Creative Planning | $13.9M | 72,878 | 0.01% | 31q | +0.6%+$84.4K |
| FACTORY MUTUAL INSURANCE CO | $13.5M | 71,000 | 0.13% | 23q | HELD |
| D. E. Shaw & Co., Inc. | $13.1M | 68,971 | 0.01% | 3q | -82.3%-$60.9M |
| Bronte Capital Management Pty Ltd. | $12.5M | 65,807 | 1.34% | 17q | -5.0%-$657.7K |
| Caption Management, LLC | $12.2M | options only | 0.06% | new | OPTIONS |
| CUMBERLAND ADVISORS INC | $12.2M | 64,018 | 4.29% | 12q | HELD |
| NTV Asset Management LLC | $12.2M | 63,985 | 1.19% | 31q | +17.5%+$1.8M |
| Cerity Partners LLC | $12.1M | 63,694 | 0.01% | 31q | -8.7%-$1.2M |
| Volterra Technologies LP | $12.1M | 29,297 | 1.74% | 4q | +128.5%+$6.8M |
| Beacon Pointe Advisors, LLC | $12.0M | 63,297 | 0.06% | 25q | +2.0%+$234.1K |
| Tradition Wealth Management, LLC | $11.8M | 62,184 | 0.72% | 23q | +3.4%+$384.8K |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $11.6M | 61,030 | 0.95% | 31q | -0.8%-$88.8K |
| Horizon Wealth Management, LLC | $11.5M | 60,285 | 1.46% | 3q | +3376.6%+$11.1M |
| Apella Capital, LLC | $11.4M | 57,530 | 0.16% | 3q | -0.7%-$81.3K |
| Pictet Asset Management Holding SA | $10.4M | 54,950 | 0.01% | 3q | +23.6%+$2.0M |
| Parker Investment Management, LLC | $10.4M | 54,803 | 0.80% | new | NEW |
| BROWN ADVISORY INC | $10.4M | 54,793 | 0.02% | 31q | +2.0%+$207.3K |
| Reyes Financial Architecture, Inc. | $10.1M | 52,885 | 5.63% | new | NEW |
| Waverly Advisors, LLC | $10.0M | 52,515 | 0.06% | 12q | +128.6%+$5.6M |
| MILLENNIUM MANAGEMENT LLC | $9.9M | 51,974 | 0.00% | 31q | +199.6%+$6.6M |
| Sanctuary Advisors, LLC | $9.8M | 51,503 | 0.05% | 9q | +12.3%+$1.1M |
| Humankind Investments LLC | $9.5M | 50,000 | 4.55% | 11q | HELD |
| IFP Advisors, Inc | $9.5M | 49,988 | 0.17% | 39q | +39.3%+$2.7M |
| Steward Partners Investment Advisory, LLC | $9.2M | 48,321 | 0.05% | 31q | +27.4%+$2.0M |
| Qube Research & Technologies Ltd | $9.0M | 47,278 | 0.01% | 12q | +575.7%+$7.7M |
| Kestra Advisory Services, LLC | $9.0M | 47,195 | 0.03% | 24q | -0.6%-$50.6K |
| Henshaw Capital LLC | $8.9M | 47,000 | 0.29% | 2q | -60.8%-$13.9M |
| L & S Advisors Inc | $8.8M | 46,044 | 0.91% | new | NEW |
| HighTower Advisors, LLC | $8.7M | 46,004 | 0.01% | 31q | -35.1%-$4.7M |
| DAVENPORT & Co LLC | $8.6M | 45,300 | 0.04% | 21q | -7.1%-$653.9K |
| FORBES J M & CO LLP | $8.2M | 43,371 | 0.65% | 31q | -0.7%-$60.1K |
| DAFNA Capital Management LLC | $8.1M | 42,595 | 1.54% | 31q | -31.4%-$3.7M |
| TOTH FINANCIAL ADVISORY CORP | $8.0M | 42,261 | 0.78% | 31q | +12.7%+$905.7K |
| Concurrent Investment Advisors, LLC | $8.0M | 41,899 | 0.07% | 11q | +3.9%+$298.0K |
| SP Asset Management LLC | $7.8M | 41,213 | 0.63% | 15q | -0.9%-$68.5K |
| First Interstate Bank | $7.7M | 40,526 | 0.40% | 18q | -1.4%-$105.7K |
| Summit Financial, LLC | $7.6M | 39,708 | 0.08% | 10q | -17.6%-$1.6M |
| EQUITABLE TRUST CO | $7.5M | 39,645 | 0.31% | 2q | +6.3%+$446.4K |
| MMBG INVESTMENT ADVISORS CO. | $7.2M | 37,637 | 0.57% | 19q | HELD |
| BANK OF MONTREAL /CAN/ | $6.7M | 35,445 | 0.00% | 31q | -2.5%-$174.6K |
| BEARING POINT CAPITAL, LLC | $6.7M | 35,304 | 0.91% | 6q | HELD |
| Twin Tree Management, LP | $6.7M | 11,620 | 0.13% | 2q | +349.7%+$5.2M |
| Michelson Medical Research Foundation, Inc. | $6.7M | 35,095 | 6.17% | 15q | HELD |
| J. Goldman & Co LP | $6.6M | options only | 0.17% | 7q | OPTIONS |
| Addison Capital Co | $6.5M | 34,397 | 1.07% | 9q | +4.1%+$257.1K |
| Williams Jones Wealth Management, LLC. | $6.5M | 33,917 | 0.07% | 28q | -3.7%-$247.2K |
| JONES FINANCIAL COMPANIES LLLP | $6.4M | 33,901 | 0.00% | 10q | +18.1%+$974.8K |
| Allspring Global Investments Holdings, LLC | $6.1M | 32,336 | 0.01% | 4q | -38.4%-$3.8M |
| Equitable Holdings, Inc. | $6.0M | 31,528 | 0.04% | 27q | -4.5%-$281.3K |
| Colonial Trust Advisors | $6.0M | 31,392 | 0.42% | 31q | -1.7%-$105.6K |
| McCollum Christoferson Group LLC | $5.9M | 30,924 | 1.72% | new | NEW |
| Aristides Capital LLC | $5.8M | 30,406 | 1.12% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $5.8M | 30,280 | 0.11% | new | NEW |
| Mariner, LLC | $5.6M | 29,542 | 0.01% | 26q | -32.2%-$2.7M |
| SOUTHERN CAPITAL ADVISORS, LLC | $5.5M | 29,008 | 2.30% | 19q | +2.9%+$156.3K |
| Howard Capital Management Group, LLC | $5.5M | 28,887 | 0.34% | 22q | -1.0%-$56.3K |
Showing the largest 100 of 966 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 | 924 | $7.8B | 38,929,299 | 104 | 219 | 282 | 5.6% |
| Q1 2026 | 882 | $7.2B | 40,863,435 | 51 | 223 | 250 | 4.1% |
| Q4 2025 | 920 | $7.3B | 40,240,685 | 169 | 225 | 189 | 7.6% |
| Q3 2025 | 762 | $5.1B | 32,133,892 | 78 | 128 | 283 | 9.1% |
| Q2 2025 | 748 | $4.3B | 30,734,756 | 36 | 122 | 307 | 9.4% |
| Q1 2025 | 789 | $4.7B | 29,480,706 | 37 | 146 | 320 | 19.6% |
| Q4 2024 | 828 | $5.6B | 33,186,899 | 62 | 171 | 274 | 22.2% |
| Q3 2024 | 848 | $6.3B | 34,437,385 | 67 | 180 | 282 | 20.7% |
| Q2 2024 | 838 | $6.9B | 38,510,764 | 61 | 174 | 283 | 23.0% |
| Q1 2024 | 837 | $7.2B | 43,015,077 | 91 | 188 | 266 | 17.9% |
| Q4 2023 | 804 | $7.0B | 38,364,279 | 80 | 140 | 324 | 25.4% |
| Q3 2023 | 754 | $5.5B | 36,414,647 | 50 | 135 | 285 | 18.5% |
| Q2 2023 | 759 | $5.3B | 38,335,647 | 39 | 171 | 252 | 8.8% |
| Q1 2023 | 768 | $5.7B | 39,105,010 | 63 | 136 | 279 | 10.9% |
| Q4 2022 | 754 | $5.9B | 39,134,403 | 80 | 194 | 216 | 13.4% |
| Q3 2022 | 830 | $5.6B | 39,022,305 | 54 | 195 | 275 | 17.7% |
| Q2 2022 | 863 | $5.2B | 39,935,948 | 71 | 192 | 311 | 9.9% |
| Q1 2022 | 900 | $5.9B | 41,425,847 | 70 | 228 | 326 | 9.1% |
| Q4 2021 | 966 | $7.5B | 42,109,664 | 92 | 283 | 241 | 13.8% |
| Q3 2021 | 860 | $8.0B | 43,918,479 | 60 | 211 | 266 | 11.3% |
| Q2 2021 | 867 | $8.7B | 46,819,921 | 81 | 253 | 239 | 11.6% |
| Q1 2021 | 855 | $8.8B | 51,027,408 | 78 | 263 | 252 | 13.1% |
| Q4 2020 | 869 | $11.7B | 58,781,112 | 72 | 242 | 252 | 24.2% |
| Q3 2020 | 792 | $9.2B | 54,368,660 | 81 | 247 | 213 | 20.2% |
| Q2 2020 | 776 | $9.5B | 57,639,503 | 163 | 237 | 184 | 16.9% |
| Q1 2020 | 670 | $6.2B | 47,459,482 | 71 | 164 | 247 | 17.6% |
| Q4 2019 | 724 | $8.3B | 53,277,314 | 108 | 132 | 223 | 22.9% |
| Q3 2019 | 608 | $6.5B | 52,795,953 | 45 | 113 | 259 | 18.8% |
| Q2 2019 | 656 | $7.6B | 52,283,567 | 67 | 162 | 235 | 25.3% |
| Q1 2019 | 673 | $6.5B | 49,848,613 | 84 | 172 | 228 | 14.9% |
| Q4 2018 | 655 | $5.5B | 47,758,480 | 6 | 8 | 11 | 16.8% |