ISHARES TR (IBGA)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
8
Reporting holders
$91.7M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| SUMMITRY LLC | $46.0M | 1,883,848 | 1.51% | 7q | +2.7%+$1.2M |
| Atlantic Union Bankshares Corp | $40.8M | 1,668,003 | 0.68% | 8q | +26.0%+$8.4M |
| BANK OF AMERICA CORP /DE/ | $3.3M | 135,923 | 0.00% | 4q | +6.4%+$199.0K |
| INSIGNEO ADVISORY SERVICES, LLC | $740.6K | 30,303 | 0.03% | new | NEW |
| MML INVESTORS SERVICES, LLC | $348.6K | 14,262 | 0.00% | 6q | +1.2%+$4.0K |
| ROYAL BANK OF CANADA | $287.0K | 11,733 | 0.00% | 4q | +49.5%+$95.0K |
| OSAIC HOLDINGS, INC. | $125.2K | 5,121 | 0.00% | 6q | HELD |
| NewEdge Advisors, LLC | $51.7K | 2,116 | 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 | 8 | $91.7M | 3,751,309 | 2 | 5 | 0 | 0.0% |
| Q1 2026 | 11 | $82.5M | 3,361,591 | 3 | 7 | 0 | 0.0% |
| Q4 2025 | 9 | $78.5M | 3,178,571 | 2 | 4 | 1 | 0.0% |
| Q3 2025 | 8 | $69.8M | 2,781,462 | 3 | 4 | 0 | 0.0% |
| Q2 2025 | 5 | $59.8M | 2,410,218 | 2 | 2 | 0 | 0.0% |
| Q1 2025 | 4 | $52.8M | 2,085,455 | 1 | 3 | 0 | 0.0% |
| Q4 2024 | 5 | $40.1M | 1,645,300 | 3 | 2 | 0 | 0.0% |
| Q3 2024 | 2 | $12.3M | 460,136 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $2.4M | 95,282 | 2 | 0 | 0 | 0.0% |