ISHARES TR (IBCA)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
92
Reporting holders
$287.7M
Reported value
0.0%
Held as options
+15
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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | $64.9M | 2,536,059 | 0.86% | 5q | +11.0%+$6.4M |
| BANK OF AMERICA CORP /DE/ | $24.0M | 935,348 | 0.00% | 3q | +16.0%+$3.3M |
| MV CAPITAL MANAGEMENT, INC. | $23.9M | 932,637 | 1.11% | 3q | +103.1%+$12.1M |
| Arrow Financial Corp | $15.8M | 615,529 | 1.41% | 3q | +4.9%+$732.8K |
| MB, LEVIS & ASSOCIATES, LLC | $13.9M | 542,068 | 5.12% | 4q | +1.2%+$160.5K |
| MORGAN STANLEY | $13.5M | 526,169 | 0.00% | 3q | +18.0%+$2.1M |
| HighTower Advisors, LLC | $10.3M | 402,155 | 0.01% | 4q | +15.7%+$1.4M |
| AMERIPRISE FINANCIAL INC | $10.1M | 392,949 | 0.00% | 2q | -48.8%-$9.6M |
| Guidance Point Advisors, LLC | $7.1M | 278,043 | 1.50% | 5q | +5.4%+$367.4K |
| RAYMOND JAMES FINANCIAL INC | $6.9M | 269,611 | 0.00% | 3q | +1.5%+$101.4K |
| Lido Advisors, LLC | $6.4M | 249,475 | 0.02% | 4q | -0.8%-$49.8K |
| UBS Group AG | $5.8M | 226,928 | 0.00% | 5q | +17.6%+$869.0K |
| Krilogy Financial LLC | $5.2M | 201,612 | 0.15% | 3q | -2.1%-$111.1K |
| Paradigm, Strategies in Wealth Management, LLC | $5.0M | 194,436 | 3.03% | 4q | +31.0%+$1.2M |
| 4Thought Financial Group Inc. | $4.8M | 187,049 | 2.25% | 3q | +4.2%+$194.2K |
| Probity Advisors, Inc. | $4.6M | 179,280 | 0.66% | 4q | +27.9%+$1.0M |
| BENJAMIN EDWARDS INC | $4.0M | 157,496 | 0.04% | 3q | -13.9%-$652.6K |
| HANCOCK WHITNEY CORP | $3.8M | 150,100 | 0.06% | 3q | +43.1%+$1.2M |
| US BANCORP \DE\ | $3.1M | 120,419 | 0.00% | 3q | +35.2%+$803.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 111,642 | 0.00% | 4q | +49.2%+$931.2K |
| Addison Advisors LLC | $2.6M | 101,327 | 1.23% | 5q | -45.5%-$2.2M |
| Stonebrook Private Inc. | $2.4M | 93,687 | 0.44% | 3q | +1.7%+$39.0K |
| ADIRONDACK TRUST CO | $2.4M | 92,232 | 0.70% | 5q | +12.4%+$261.1K |
| INSTRUMENTAL WEALTH, LLC | $2.4M | 91,787 | 1.19% | 4q | HELD |
| LPL Financial LLC | $2.2M | 86,839 | 0.00% | 3q | +53.4%+$774.4K |
| Kestra Advisory Services, LLC | $2.2M | 85,992 | 0.01% | 3q | +93.2%+$1.1M |
| ROYAL BANK OF CANADA | $2.1M | 80,457 | 0.00% | 5q | +20.7%+$352.7K |
| J.W. COLE ADVISORS, INC. | $2.0M | 77,812 | 0.03% | 4q | +2.0%+$39.0K |
| Archford Capital Strategies, LLC | $2.0M | 76,143 | 0.20% | 3q | -5.8%-$120.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 75,050 | 0.00% | 3q | -9.6%-$204.1K |
| Marathon Mission, Inc. | $1.8M | 70,199 | 0.90% | new | NEW |
| Atlantic Union Bankshares Corp | $1.6M | 60,871 | 0.03% | 5q | -25.5%-$534.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 52,166 | 0.00% | 4q | +9.0%+$110.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 50,598 | 0.00% | new | NEW |
| MCF Advisors LLC | $1.2M | 47,419 | 0.04% | 4q | HELD |
| Stokes Family Office, LLC | $1.2M | 44,950 | 0.13% | 3q | +72.9%+$485.3K |
| LYELL WEALTH MANAGEMENT, LP | $1.1M | 42,150 | 0.07% | new | NEW |
| Segment Wealth Management, LLC | $998.8K | 39,000 | 0.05% | 2q | +38.2%+$276.3K |
| Gilbert & Cook, Inc. | $980.1K | 38,270 | 0.11% | 3q | HELD |
| Associated Banc-Corp | $966.3K | 37,731 | 0.02% | 2q | +20.1%+$161.6K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $964.8K | 37,673 | 0.01% | 2q | +200.5%+$643.8K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $942.7K | 36,809 | 0.01% | 4q | HELD |
| Parallel Advisors, LLC | $874.4K | 34,141 | 0.01% | 4q | +13.9%+$106.5K |
| Daviman Financial, LLC | $843.4K | 32,932 | 0.47% | 3q | +16.3%+$118.3K |
| LITTLE HOUSE CAPITAL LLC | $836.6K | 32,669 | 0.19% | 2q | +3.5%+$28.6K |
| DEARBORN PARTNERS LLC | $825.0K | 32,345 | 0.02% | 3q | +56.2%+$296.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $818.8K | 31,973 | 0.00% | new | NEW |
| CFG Wealth Management Services, Inc. | $770.3K | 30,042 | 0.72% | 3q | HELD |
| JANE STREET GROUP, LLC | $736.3K | 28,752 | 0.00% | new | NEW |
| Cetera Investment Advisers | $568.4K | 22,193 | 0.00% | 3q | +95.3%+$277.4K |
| Koesten, Hirschmann & Crabtree, INC. | $517.8K | 20,218 | 0.22% | new | NEW |
| COWA, LLC | $504.5K | 19,700 | 0.13% | new | NEW |
| Advisory Services Network, LLC | $500.8K | 19,553 | 0.01% | 5q | +16.3%+$70.2K |
| FIDUCIARY FINANCIAL ADVISORS | $489.6K | 19,116 | 0.05% | new | NEW |
| Valmark Advisers, Inc. | $430.1K | 16,794 | 0.00% | 2q | +6.3%+$25.6K |
| Creative Planning | $421.3K | 16,451 | 0.00% | 2q | +6.3%+$25.0K |
| Beacon Pointe Advisors, LLC | $358.9K | 14,014 | 0.00% | 2q | +11.6%+$37.3K |
| Reliant Wealth Planning | $347.8K | 13,580 | 0.10% | 4q | -10.3%-$40.1K |
| CAPTRUST FINANCIAL ADVISORS | $347.1K | 13,554 | 0.00% | 2q | -3.2%-$11.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $339.2K | 13,264 | 0.00% | 2q | +22.4%+$62.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $313.9K | 12,257 | 0.00% | 4q | +14.4%+$39.4K |
| Atria Investments, Inc | $299.8K | 11,708 | 0.00% | 3q | -1.7%-$5.3K |
| TRUIST FINANCIAL CORP | $283.3K | 11,061 | 0.00% | 4q | HELD |
| Belpointe Asset Management LLC | $282.4K | 11,025 | 0.01% | new | NEW |
| Quantum Financial Advisors, LLC | $271.6K | 10,604 | 0.03% | 2q | +15.5%+$36.4K |
| Mutual Advisors, LLC | $260.7K | 10,180 | 0.00% | 2q | +10.6%+$24.9K |
| Sarver Vrooman Wealth Advisors | $258.0K | 10,124 | 0.15% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $256.4K | 10,011 | 0.00% | 3q | -46.5%-$222.8K |
| Arkadios Wealth Advisors | $256.1K | 10,000 | 0.00% | 2q | HELD |
| CVA Family Office, LLC | $243.3K | 9,500 | 0.02% | 2q | HELD |
| FULTON BREAKEFIELD BROENNIMAN LLC | $237.5K | 9,275 | 0.01% | new | NEW |
| ROMANO BROTHERS AND COMPANY | $236.7K | 9,242 | 0.02% | new | NEW |
| Snowden Capital Advisors LLC | $234.4K | 9,152 | 0.01% | 2q | HELD |
| Gradient Capital Advisors, LLC | $223.7K | 8,733 | 0.05% | new | NEW |
| First National Trust Co | $209.9K | 8,196 | 0.01% | 2q | -4.0%-$8.8K |
| Private Advisor Group, LLC | $206.8K | 8,074 | 0.00% | new | NEW |
| CHOREO, LLC | $200.9K | 7,846 | 0.00% | new | NEW |
| CNB Bank | $152.3K | 5,946 | 0.06% | 3q | +5.0%+$7.2K |
| IFP Advisors, Inc | $133.6K | 5,218 | 0.00% | 3q | +136.5%+$77.1K |
| Hyposwiss Advisors SA | $105.1K | 4,105 | 0.10% | 3q | HELD |
| Rockefeller Capital Management L.P. | $83.6K | 3,264 | 0.00% | 3q | +1.2%+$1.0K |
| OSAIC HOLDINGS, INC. | $57.9K | 2,259 | 0.00% | 3q | HELD |
| SIGNATUREFD, LLC | $50.0K | 1,952 | 0.00% | new | NEW |
| 10Elms LLP | $35.9K | 1,400 | 0.02% | new | NEW |
| Bogart Wealth, LLC | $29.5K | 1,153 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $20.5K | 800 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $19.2K | 749 | 0.00% | 2q | HELD |
| CENTRAL TRUST Co | $19.1K | 745 | 0.00% | 3q | -2.9% |
| Blue Trust, Inc. | $18.7K | 729 | 0.00% | new | NEW |
| MidFirst Bank | $14.5K | 565 | 0.00% | new | NEW |
| Bullock Wealth Management Group | $13.5K | 531 | 0.01% | new | FIRST |
| BlackRock, Inc. | $1.3K | 52 | 0.00% | 3q | HELD |
| Capital Analysts, LLC | $25 | 980 | 0.00% | new | NEW |
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 | 92 | $287.7M | 11,235,914 | 18 | 43 | 14 | 0.0% |
| Q1 2026 | 77 | $257.0M | 10,022,532 | 19 | 45 | 1 | 0.0% |
| Q4 2025 | 62 | $168.9M | 6,509,361 | 32 | 22 | 0 | 0.0% |
| Q3 2025 | 28 | $70.9M | 2,721,496 | 19 | 8 | 0 | 0.0% |
| Q2 2025 | 11 | $29.6M | 1,113,956 | 11 | 0 | 0 | 0.0% |
| Q1 2025 | 2 | $8.6M | 343,179 | 2 | 0 | 0 | 0.0% |