ISHARES TR (IBIC)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
32
Reporting holders
$37.5M
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $13.1M | 503,540 | 0.00% | 2q | +226.4%+$9.1M |
| Quantum Financial Advisors, LLC | $6.9M | 264,637 | 0.68% | 11q | -19.8%-$1.7M |
| High Note Wealth, LLC | $3.7M | 143,180 | 0.64% | 5q | HELD |
| LPL Financial LLC | $1.6M | 61,051 | 0.00% | 4q | +22.7%+$294.8K |
| Addison Advisors LLC | $1.4M | 55,385 | 0.68% | 5q | -46.1%-$1.2M |
| CENTRAL TRUST Co | $1.3M | 49,388 | 0.02% | 7q | +5.5%+$67.3K |
| OSAIC HOLDINGS, INC. | $1.2M | 45,376 | 0.00% | 7q | +6.3%+$70.2K |
| Collaborative Fund Advisors, LLC | $1.2M | 45,094 | 0.68% | new | NEW |
| CITADEL ADVISORS LLC | $1.1M | 42,348 | 0.00% | 6q | +11.9%+$117.5K |
| DAVENPORT & Co LLC | $1.0M | 39,113 | 0.01% | 3q | +342.3%+$789.7K |
| Creative Planning | $653.9K | 25,065 | 0.00% | 7q | HELD |
| JANE STREET GROUP, LLC | $538.7K | 20,648 | 0.00% | new | NEW |
| MKT Advisors LLC | $505.0K | 19,760 | 0.16% | 5q | +7.8%+$36.4K |
| ARK & TLK INVESTMENTS, LLC | $441.4K | 16,917 | 0.11% | 11q | HELD |
| 4Thought Financial Group Inc. | $368.2K | 14,113 | 0.17% | 2q | +2.7%+$9.7K |
| Tower Research Capital LLC (TRC) | $355.4K | 13,623 | 0.01% | 2q | +77.1%+$154.7K |
| JIM SAULNIER & ASSOCIATES, LLC | $322.4K | 12,356 | 0.13% | 6q | +12.5%+$35.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $318.6K | 12,210 | 0.00% | 4q | +11.1%+$31.9K |
| Cerity Partners LLC | $297.5K | 11,403 | 0.00% | 2q | HELD |
| Beacon Pointe Advisors, LLC | $270.0K | 10,350 | 0.00% | 4q | HELD |
| Focus Financial Network, Inc. | $216.5K | 8,297 | 0.01% | 4q | HELD |
| Cohalo Advisory LLC | $211.1K | 8,089 | 12.76% | new | NEW |
| Allworth Financial LP | $107.4K | 4,117 | 0.00% | 6q | HELD |
| Bradley & Co. Private Wealth Management, LLC | $95.7K | 3,667 | 0.05% | 2q | HELD |
| ROYAL BANK OF CANADA | $52.0K | 2,000 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $35.6K | 1,366 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $30.5K | 1,168 | 0.00% | 3q | HELD |
| BARRETT & COMPANY, INC. | $26.1K | 1,000 | 0.01% | 10q | HELD |
| Asset Dedication, LLC | $20.1K | 771 | 0.00% | 2q | +53.9%+$7.0K |
| FMR LLC | $18.0K | 690 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $6.8K | 262 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $4 | 0 | 0.00% | 3q | -100.0% |
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 | 32 | $37.5M | 1,436,984 | 5 | 12 | 3 | 0.0% |
| Q1 2026 | 29 | $30.4M | 1,173,851 | 7 | 4 | 7 | 0.0% |
| Q4 2025 | 26 | $28.7M | 1,121,687 | 5 | 10 | 5 | 0.0% |
| Q3 2025 | 21 | $22.2M | 854,651 | 5 | 10 | 3 | 0.0% |
| Q2 2025 | 19 | $18.1M | 697,459 | 6 | 6 | 1 | 0.0% |
| Q1 2025 | 15 | $12.7M | 488,563 | 4 | 7 | 0 | 0.0% |
| Q4 2024 | 13 | $9.3M | 365,173 | 7 | 1 | 2 | 0.0% |
| Q3 2024 | 7 | $6.7M | 261,064 | 0 | 1 | 3 | 0.0% |
| Q2 2024 | 7 | $7.0M | 272,142 | 1 | 2 | 1 | 0.0% |
| Q1 2024 | 6 | $5.5M | 215,468 | 1 | 5 | 0 | 0.0% |
| Q4 2023 | 6 | $1.7M | 68,536 | 5 | 0 | 0 | 0.0% |
| Q3 2023 | 2 | $1.2M | 99,898 | 2 | 0 | 0 | 0.0% |