ISHARES TR (IBID)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
31
Reporting holders
$50.5M
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $14.2M | 540,076 | 0.00% | 2q | +230.6%+$9.9M |
| Quantum Financial Advisors, LLC | $9.6M | 365,365 | 0.95% | 11q | +6.7%+$599.7K |
| LPL Financial LLC | $6.5M | 248,800 | 0.00% | 4q | +55.6%+$2.3M |
| BlackRock, Inc. | $4.5M | 171,192 | 0.00% | 7q | +69.2%+$1.8M |
| OSAIC HOLDINGS, INC. | $2.1M | 81,062 | 0.00% | 6q | +318.5%+$1.6M |
| GOLDMAN SACHS GROUP INC | $1.9M | 72,071 | 0.00% | 2q | +70.0%+$778.7K |
| Addison Advisors LLC | $1.6M | 60,275 | 0.75% | 5q | -44.5%-$1.3M |
| JANE STREET GROUP, LLC | $1.4M | 52,708 | 0.00% | 11q | +38.4%+$383.7K |
| High Note Wealth, LLC | $1.4M | 51,499 | 0.23% | 5q | HELD |
| DAVENPORT & Co LLC | $1.0M | 38,778 | 0.00% | 2q | +342.2%+$787.4K |
| Creative Planning | $852.8K | 32,499 | 0.00% | 7q | HELD |
| CENTRAL TRUST Co | $656.0K | 24,999 | 0.01% | 7q | +31.3%+$156.4K |
| Bradley & Co. Private Wealth Management, LLC | $599.7K | 22,855 | 0.29% | 9q | HELD |
| MKT Advisors LLC | $484.8K | 18,880 | 0.15% | 5q | +8.2%+$36.7K |
| Cerity Partners LLC | $460.5K | 17,550 | 0.00% | 2q | HELD |
| ARK & TLK INVESTMENTS, LLC | $453.9K | 17,299 | 0.11% | 11q | HELD |
| IFG Advisory, LLC | $444.1K | 16,925 | 0.02% | new | NEW |
| JIM SAULNIER & ASSOCIATES, LLC | $396.9K | 15,126 | 0.16% | 6q | +20.5%+$67.4K |
| 4Thought Financial Group Inc. | $366.4K | 13,964 | 0.17% | 2q | +3.5%+$12.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $349.9K | 13,334 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $301.3K | 11,484 | 0.00% | 4q | +11.1%+$30.1K |
| Allworth Financial LP | $256.4K | 9,772 | 0.00% | 6q | +391.1%+$204.2K |
| First National Trust Co | $249.7K | 9,515 | 0.01% | new | NEW |
| Tower Research Capital LLC (TRC) | $243.8K | 9,291 | 0.01% | 2q | -80.0%-$973.6K |
| Asset Dedication, LLC | $70.4K | 2,683 | 0.00% | 2q | +246.2%+$50.1K |
| Integrated Wealth Concepts LLC | $35.5K | 1,352 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $30.2K | 1,152 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $30.2K | 1,150 | 0.00% | new | NEW |
| BARRETT & COMPANY, INC. | $26.2K | 1,000 | 0.01% | 10q | HELD |
| Steward Partners Investment Advisory, LLC | $23.0K | 876 | 0.00% | 5q | -9.6%-$2.4K |
| Quent Capital, LLC | $10.5K | 400 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $842 | 32,093 | 0.03% | 3q | +116.6% |
| Hartford Financial Management Inc. | $126 | 480 | 0.00% | 4q | HELD |
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 | 31 | $50.5M | 1,923,932 | 6 | 15 | 3 | 0.0% |
| Q1 2026 | 27 | $32.7M | 1,253,297 | 9 | 8 | 1 | 0.0% |
| Q4 2025 | 20 | $20.0M | 776,846 | 2 | 11 | 1 | 0.0% |
| Q3 2025 | 18 | $17.4M | 661,128 | 2 | 9 | 3 | 0.0% |
| Q2 2025 | 19 | $16.3M | 620,787 | 6 | 7 | 2 | 0.0% |
| Q1 2025 | 13 | $10.8M | 411,416 | 3 | 6 | 1 | 0.0% |
| Q4 2024 | 10 | $8.3M | 325,350 | 5 | 2 | 1 | 0.0% |
| Q3 2024 | 4 | $6.0M | 230,642 | 0 | 2 | 0 | 0.0% |
| Q2 2024 | 7 | $6.7M | 261,657 | 0 | 3 | 1 | 0.0% |
| Q1 2024 | 7 | $6.4M | 249,785 | 2 | 3 | 2 | 0.0% |
| Q4 2023 | 7 | $2.7M | 107,144 | 5 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $1.2M | 99,990 | 2 | 0 | 0 | 0.0% |