# ISHARES TR (IBIC)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBIC/

- Reporting holders: 32
- Reported value: $38.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $13.1M | 503,540 | 0.0% | 2 |
| [Quantum Financial Advisors, LLC](https://holderbook.com/funds/1929139-quantum-financial-advisors-llc/) | $6.9M | 264,637 | 0.7% | 11 |
| [High Note Wealth, LLC](https://holderbook.com/funds/1807283-high-note-wealth-llc/) | $3.7M | 143,180 | 0.6% | 5 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.2M | 84,696 | 0.0% | 6 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.6M | 61,051 | 0.0% | 4 |
| [Addison Advisors LLC](https://holderbook.com/funds/1843745-addison-advisors-llc/) | $1.4M | 55,385 | 0.7% | 5 |
| [CENTRAL TRUST Co](https://holderbook.com/funds/44365-central-trust-co/) | $1.3M | 49,388 | 0.0% | 7 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.2M | 45,376 | 0.0% | 7 |
| [Collaborative Fund Advisors, LLC](https://holderbook.com/funds/2132074-collaborative-fund-advisors-llc/) | $1.2M | 45,094 | 0.7% | 1 |
| [DAVENPORT & Co LLC](https://holderbook.com/funds/887777-davenport-co-llc/) | $1.0M | 39,113 | 0.0% | 3 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $653.9K | 25,065 | 0.0% | 7 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $538.7K | 20,648 | 0.0% | 1 |
| [MKT Advisors LLC](https://holderbook.com/funds/1906802-mkt-advisors-llc/) | $505.0K | 19,760 | 0.2% | 5 |
| [ARK & TLK INVESTMENTS, LLC](https://holderbook.com/funds/2013188-ark-tlk-investments-llc/) | $441.4K | 16,917 | 0.1% | 11 |
| [4Thought Financial Group Inc.](https://holderbook.com/funds/1840261-4thought-financial-group-inc/) | $368.2K | 14,113 | 0.2% | 2 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $355.4K | 13,623 | 0.0% | 2 |
| [JIM SAULNIER & ASSOCIATES, LLC](https://holderbook.com/funds/2044420-jim-saulnier-associates-llc/) | $322.4K | 12,356 | 0.1% | 6 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $318.6K | 12,210 | 0.0% | 4 |
| [Cerity Partners LLC](https://holderbook.com/funds/1566475-cerity-partners-llc/) | $297.5K | 11,403 | 0.0% | 2 |
| [Beacon Pointe Advisors, LLC](https://holderbook.com/funds/1744317-beacon-pointe-advisors-llc/) | $270.0K | 10,350 | 0.0% | 4 |
| [Focus Financial Network, Inc.](https://holderbook.com/funds/2010942-focus-financial-network-inc/) | $216.5K | 8,297 | 0.0% | 4 |
| [Cohalo Advisory LLC](https://holderbook.com/funds/2056438-cohalo-advisory-llc/) | $211.1K | 8,089 | 12.8% | 1 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $107.4K | 4,117 | 0.0% | 6 |
| [Bradley & Co. Private Wealth Management, LLC](https://holderbook.com/funds/1861678-bradley-co-private-wealth-management-llc/) | $95.7K | 3,667 | 0.0% | 2 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $52.0K | 2,000 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 32 | $38.6M |
| Q1 2026 | 29 | $30.4M |
| Q4 2025 | 27 | $29.4M |
| Q3 2025 | 21 | $22.2M |
| Q2 2025 | 20 | $18.5M |
| Q1 2025 | 16 | $13.7M |
| Q4 2024 | 13 | $9.3M |
| Q3 2024 | 7 | $6.7M |
| Q2 2024 | 8 | $7.9M |
| Q1 2024 | 7 | $7.2M |
| Q4 2023 | 7 | $3.8M |
| Q3 2023 | 2 | $2.5M |