ISHARES TR (IBDS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
430
Reporting holders
$2.9B
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $269.5M | 11,126,960 | 0.17% | 18q | +113.9%+$143.5M |
| BANK OF AMERICA CORP /DE/ | $234.7M | 9,690,105 | 0.02% | 31q | +4.6%+$10.2M |
| MORGAN STANLEY | $110.7M | 4,571,915 | 0.01% | 34q | +3.9%+$4.2M |
| Lido Advisors, LLC | $105.8M | 4,367,228 | 0.29% | 14q | -6.1%-$6.9M |
| UBS Group AG | $102.2M | 4,219,212 | 0.01% | 4q | -1.0%-$1.1M |
| HM PAYSON & CO | $100.6M | 4,152,438 | 1.33% | 11q | HELD |
| RAYMOND JAMES FINANCIAL INC | $91.0M | 3,756,955 | 0.02% | 7q | +11.3%+$9.2M |
| LPL Financial LLC | $88.5M | 3,652,706 | 0.02% | 31q | +6.3%+$5.2M |
| Sound View Wealth Advisors Group, LLC | $52.1M | 2,150,618 | 3.23% | 28q | +5.0%+$2.5M |
| Capital Investment Advisors, LLC | $46.5M | 1,918,973 | 0.61% | 27q | +8.9%+$3.8M |
| AMERIPRISE FINANCIAL INC | $46.2M | 1,906,529 | 0.01% | 30q | -47.6%-$42.0M |
| MV CAPITAL MANAGEMENT, INC. | $41.9M | 1,730,389 | 1.95% | 15q | +101.8%+$21.1M |
| ROYAL BANK OF CANADA | $40.1M | 1,654,457 | 0.01% | 31q | -3.3%-$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $36.8M | 1,520,764 | 0.05% | 25q | +2.5%+$908.3K |
| CAPTRUST FINANCIAL ADVISORS | $36.6M | 1,512,130 | 0.06% | 27q | +3.9%+$1.4M |
| Gratus Wealth Advisors, LLC | $36.4M | 1,501,436 | 4.63% | 11q | +2.5%+$879.4K |
| Glenview Trust Co | $36.2M | 1,494,549 | 0.27% | 15q | +102.1%+$18.3M |
| Kathmere Capital Management, LLC | $35.5M | 1,464,682 | 1.88% | 11q | +6.8%+$2.3M |
| WELLS FARGO & COMPANY/MN | $35.3M | 1,457,509 | 0.01% | 31q | -55.2%-$43.6M |
| HOWLAND CAPITAL MANAGEMENT LLC | $32.4M | 1,336,886 | 1.17% | 14q | +5.3%+$1.6M |
| SIGMA INVESTMENT COUNSELORS INC | $32.2M | 1,331,503 | 1.57% | 27q | +2.8%+$865.6K |
| RVW Wealth, LLC | $30.8M | 1,272,324 | 2.03% | 16q | +4.5%+$1.3M |
| TRUIST FINANCIAL CORP | $28.6M | 1,179,587 | 0.03% | 26q | +2.5%+$704.3K |
| Kestra Advisory Services, LLC | $28.2M | 1,163,553 | 0.09% | 24q | +15.9%+$3.9M |
| WOODMONT INVESTMENT COUNSEL LLC | $25.7M | 1,062,966 | 1.41% | 20q | -21.9%-$7.2M |
| STIFEL FINANCIAL CORP | $25.5M | 1,051,623 | 0.02% | 31q | +3.4%+$827.4K |
| Wick Capital Partners, LLC | $24.7M | 1,021,785 | 3.73% | 12q | +14.3%+$3.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.6M | 973,907 | 0.01% | 30q | -1.3%-$307.9K |
| Klingman & Associates, LLC | $23.2M | 959,571 | 0.99% | 17q | -2.6%-$628.7K |
| Focus Partners Wealth | $22.5M | 931,010 | 0.02% | 11q | +23.1%+$4.2M |
| HighTower Advisors, LLC | $21.5M | 886,819 | 0.02% | 21q | -51.2%-$22.5M |
| Meiji Yasuda Life Insurance Co | $21.0M | 866,000 | 0.70% | 5q | +14.7%+$2.7M |
| NewEdge Advisors, LLC | $20.1M | 827,982 | 0.06% | new | NEW |
| BENJAMIN EDWARDS INC | $19.8M | 818,429 | 0.18% | 30q | +3.9%+$737.2K |
| Summit Asset Management, LLC | $19.1M | 787,752 | 2.44% | 8q | +2.0%+$377.8K |
| US BANCORP \DE\ | $18.8M | 775,764 | 0.02% | 25q | +10.6%+$1.8M |
| Merit Financial Group, LLC | $18.5M | 762,582 | 0.06% | 5q | +115.2%+$9.9M |
| Mesirow Financial Investment Management, Inc. | $18.0M | 742,094 | 0.28% | 11q | HELD |
| SPINNAKER TRUST | $17.7M | 732,003 | 0.86% | 12q | +7.5%+$1.2M |
| REBALANCE, LLC | $17.3M | 714,290 | 0.91% | 7q | -5.9%-$1.1M |
| BlackRock, Inc. | $17.0M | 702,212 | 0.00% | 8q | +18.8%+$2.7M |
| Stratos Wealth Partners, LTD. | $17.0M | 699,963 | 0.17% | 11q | +9.3%+$1.4M |
| Sanctuary Advisors, LLC | $16.3M | 671,274 | 0.08% | 9q | +0.8%+$121.8K |
| CENTRAL TRUST Co | $15.3M | 632,851 | 0.28% | 28q | +3.2%+$480.8K |
| EP Wealth Advisors, LLC | $15.1M | 624,892 | 0.06% | 13q | +22.2%+$2.8M |
| Strid Group, LLC | $14.8M | 610,929 | 1.64% | 11q | -0.5%-$78.0K |
| LYELL WEALTH MANAGEMENT, LP | $14.4M | 592,813 | 0.88% | 17q | +6.5%+$875.1K |
| NOVEM GROUP | $14.2M | 588,288 | 1.44% | 7q | +13.0%+$1.6M |
| First National Trust Co | $14.1M | 583,708 | 0.48% | 10q | +0.7%+$95.9K |
| Northstar Group, Inc. | $12.6M | 518,768 | 1.62% | 11q | +7.4%+$863.8K |
| Beacon Pointe Advisors, LLC | $12.1M | 499,403 | 0.06% | 15q | +3.2%+$377.5K |
| Integrated Wealth Concepts LLC | $12.1M | 498,349 | 0.06% | 13q | +84.9%+$5.5M |
| Venture Visionary Partners LLC | $11.1M | 456,702 | 0.31% | 16q | -20.3%-$2.8M |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $11.0M | 452,252 | 0.63% | 5q | HELD |
| Allworth Financial LP | $10.7M | 439,872 | 0.05% | 23q | +10.4%+$1.0M |
| McGuire Investment Group, LLC | $10.1M | 416,994 | 0.88% | 3q | +4216.3%+$9.9M |
| ENVESTNET ASSET MANAGEMENT INC | $9.9M | 407,419 | 0.00% | 31q | +25.9%+$2.0M |
| Cornerstone Planning, LLC | $9.8M | 406,654 | 2.28% | 4q | +2.1%+$202.9K |
| ARCADIA INVESTMENT ADVISORS LLC | $9.5M | 393,504 | 4.02% | 22q | +4.8%+$437.1K |
| Global Retirement Partners, LLC | $9.1M | 376,949 | 0.14% | 12q | -33.2%-$4.5M |
| Atria Investments, Inc | $9.1M | 374,157 | 0.09% | 12q | +11.9%+$961.6K |
| Cetera Investment Advisers | $9.0M | 373,549 | 0.01% | 13q | +27.2%+$1.9M |
| IFP Advisors, Inc | $9.0M | 370,829 | 0.16% | 18q | -1.3%-$119.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.8M | 365,074 | 0.05% | 31q | +30.8%+$2.1M |
| Windsor Capital Management, LLC | $8.8M | 363,900 | 2.29% | 12q | -15.9%-$1.7M |
| InvesTrust | $8.6M | 353,843 | 3.30% | 7q | +1.7%+$146.0K |
| Composition Wealth, LLC | $8.5M | 351,582 | 0.10% | 4q | +6.2%+$498.5K |
| Parallel Advisors, LLC | $8.5M | 351,126 | 0.13% | 14q | +23.8%+$1.6M |
| Ironwood Financial, llc | $8.5M | 350,537 | 1.32% | 15q | +24.7%+$1.7M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $8.4M | 346,518 | 0.31% | 13q | +10.5%+$796.3K |
| EIGHT 31 FINANCIAL, LLC | $8.2M | 336,581 | 4.85% | 6q | +2.3%+$180.6K |
| Concurrent Investment Advisors, LLC | $8.1M | 334,825 | 0.07% | new | NEW |
| Great Diamond Partners, LLC | $7.8M | 323,681 | 1.35% | 15q | +90.3%+$3.7M |
| PFG Private Wealth Management, LLC | $7.5M | 309,328 | 3.25% | 3q | -8.5%-$695.5K |
| LBMC INVESTMENT ADVISORS, LLC | $7.3M | 299,698 | 0.39% | 8q | +15.6%+$980.6K |
| Kesler, Norman & Wride, LLC | $7.2M | 298,243 | 1.14% | 23q | -2.9%-$219.5K |
| Creative Planning | $7.1M | 294,645 | 0.00% | 17q | -6.2%-$473.9K |
| JONES FINANCIAL COMPANIES LLLP | $7.1M | 293,807 | 0.00% | 10q | +21.2%+$1.2M |
| Praetorian Wealth Management, Inc. | $6.9M | 284,709 | 1.19% | 25q | +0.5%+$35.0K |
| Madden Advisory Services, Inc. | $6.7M | 278,182 | 2.42% | 11q | -0.9%-$57.8K |
| Quantum Financial Advisors, LLC | $6.6M | 271,735 | 0.65% | 10q | +8.6%+$519.0K |
| HAMEL ASSOCIATES, INC. | $6.4M | 265,974 | 1.78% | 15q | -2.5%-$162.3K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.3M | 262,033 | 0.08% | 25q | +30.3%+$1.5M |
| 4Thought Financial Group Inc. | $6.3M | 261,333 | 2.97% | 22q | +20.5%+$1.1M |
| SAX WEALTH ADVISORS, LLC | $6.3M | 260,060 | 0.26% | 12q | +0.8%+$49.8K |
| MCF Advisors LLC | $6.2M | 254,899 | 0.22% | 18q | +1.3%+$78.3K |
| Atlantic Union Bankshares Corp | $6.1M | 252,959 | 0.10% | 5q | -4.6%-$296.7K |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $6.1M | 249,890 | 3.01% | 19q | +25.2%+$1.2M |
| Winthrop Partners - WNY, LLC | $6.0M | 246,226 | 2.95% | 3q | HELD |
| Snowden Capital Advisors LLC | $6.0M | 245,954 | 0.14% | 17q | HELD |
| OneDigital Investment Advisors LLC | $5.9M | 242,492 | 0.05% | 3q | -11.0%-$726.4K |
| Valmark Advisers, Inc. | $5.8M | 238,877 | 0.06% | 11q | +28.4%+$1.3M |
| Houlihan Financial Resource Group, Ltd. | $5.8M | 238,729 | 2.06% | 14q | +2.4%+$134.3K |
| SONATA CAPITAL GROUP INC | $5.7M | 237,110 | 1.85% | 8q | HELD |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $5.7M | 233,904 | 1.29% | 13q | +6.2%+$330.5K |
| Resonant Capital Advisors, LLC | $5.7M | 233,352 | 0.27% | 10q | HELD |
| Guidance Point Advisors, LLC | $5.6M | 233,201 | 1.19% | 18q | +7.3%+$386.6K |
| Crews Bank & Trust | $5.5M | 226,390 | 0.72% | 7q | +1.7%+$93.6K |
| Heartland Bank & Trust Co | $5.5M | 226,152 | 1.13% | 10q | +8.8%+$441.8K |
| Penobscot Investment Management Company, Inc. | $5.4M | 223,130 | 0.37% | 9q | +9.9%+$485.4K |
Showing the largest 100 of 443 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 | 430 | $2.9B | 121,361,447 | 30 | 192 | 116 | 0.0% |
| Q1 2026 | 426 | $2.9B | 118,893,202 | 37 | 224 | 66 | 0.0% |
| Q4 2025 | 410 | $2.7B | 109,830,838 | 30 | 222 | 69 | 0.0% |
| Q3 2025 | 378 | $2.5B | 101,181,235 | 31 | 197 | 76 | 0.0% |
| Q2 2025 | 363 | $2.3B | 94,558,661 | 24 | 177 | 73 | 0.0% |
| Q1 2025 | 360 | $2.2B | 91,724,640 | 29 | 202 | 58 | 0.0% |
| Q4 2024 | 347 | $2.1B | 89,286,221 | 40 | 190 | 46 | 0.0% |
| Q3 2024 | 307 | $1.9B | 79,733,841 | 21 | 179 | 42 | 0.0% |
| Q2 2024 | 300 | $1.8B | 77,877,818 | 18 | 178 | 41 | 0.0% |
| Q1 2024 | 288 | $1.8B | 75,339,792 | 44 | 147 | 44 | 0.0% |
| Q4 2023 | 255 | $1.4B | 57,489,896 | 49 | 121 | 39 | 0.0% |
| Q3 2023 | 199 | $1.1B | 46,713,848 | 30 | 98 | 33 | 0.0% |
| Q2 2023 | 172 | $1.1B | 45,304,405 | 17 | 91 | 32 | 0.0% |
| Q1 2023 | 161 | $1.0B | 43,105,690 | 31 | 84 | 19 | 0.0% |
| Q4 2022 | 125 | $770.5M | 32,969,298 | 27 | 63 | 12 | 0.0% |
| Q3 2022 | 131 | $690.8M | 29,980,612 | 16 | 60 | 24 | 0.0% |
| Q2 2022 | 120 | $601.6M | 25,206,209 | 19 | 46 | 26 | 0.0% |
| Q1 2022 | 109 | $474.4M | 19,000,350 | 12 | 48 | 22 | 0.0% |
| Q4 2021 | 104 | $379.5M | 14,290,199 | 8 | 41 | 28 | 0.0% |
| Q3 2021 | 97 | $375.5M | 13,897,328 | 9 | 45 | 19 | 0.0% |
| Q2 2021 | 92 | $343.0M | 12,678,303 | 10 | 43 | 20 | 0.0% |
| Q1 2021 | 89 | $307.1M | 11,470,020 | 10 | 38 | 17 | 0.0% |
| Q4 2020 | 85 | $295.6M | 10,721,845 | 13 | 41 | 12 | 0.0% |
| Q3 2020 | 75 | $209.9M | 7,735,437 | 8 | 37 | 17 | 0.0% |
| Q2 2020 | 70 | $183.5M | 6,807,328 | 13 | 33 | 13 | 0.0% |
| Q1 2020 | 65 | $234.2M | 9,556,431 | 9 | 31 | 18 | 0.0% |
| Q4 2019 | 63 | $212.5M | 8,182,875 | 12 | 30 | 11 | 0.0% |
| Q3 2019 | 52 | $175.2M | 6,785,472 | 10 | 26 | 8 | 0.0% |
| Q2 2019 | 47 | $135.3M | 5,307,787 | 6 | 26 | 7 | 0.0% |
| Q1 2019 | 43 | $91.4M | 3,729,549 | 10 | 17 | 9 | 0.0% |
| Q4 2018 | 36 | $120.2M | 5,133,562 | 1 | 2 | 0 | 0.0% |