ISHARES TR (IBIE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
38
Reporting holders
$89.2M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| TRUE Private Wealth Advisors | $33.9M | 1,288,159 | 2.92% | 5q | -13.0%-$5.1M |
| RAYMOND JAMES FINANCIAL INC | $13.5M | 512,385 | 0.00% | 2q | +215.4%+$9.2M |
| Quantum Financial Advisors, LLC | $9.7M | 368,799 | 0.96% | 11q | +10.6%+$931.6K |
| North Star Investment Management Corp. | $5.9M | 224,023 | 0.32% | 4q | +14.3%+$736.0K |
| BlackRock, Inc. | $4.5M | 170,574 | 0.00% | 7q | +69.0%+$1.8M |
| OSAIC HOLDINGS, INC. | $2.8M | 106,845 | 0.00% | 6q | +148.8%+$1.7M |
| CENTRAL TRUST Co | $2.6M | 99,280 | 0.05% | 7q | +18.1%+$399.6K |
| Split Rock Private Trading & Wealth Management, LLC | $2.2M | 82,068 | 1.48% | new | NEW |
| Addison Advisors LLC | $1.5M | 58,583 | 0.73% | 5q | -46.2%-$1.3M |
| JANE STREET GROUP, LLC | $1.2M | 46,758 | 0.00% | new | NEW |
| JIM SAULNIER & ASSOCIATES, LLC | $1.0M | 39,506 | 0.42% | 8q | +17.0%+$151.0K |
| DAVENPORT & Co LLC | $1.0M | 38,443 | 0.00% | new | NEW |
| Gateway Wealth Partners, LLC | $896.3K | 34,080 | 0.05% | new | NEW |
| Penobscot Investment Management Company, Inc. | $894.2K | 34,000 | 0.06% | 5q | +1.5%+$13.2K |
| IFG Advisory, LLC | $698.2K | 26,547 | 0.02% | new | NEW |
| Bradley & Co. Private Wealth Management, LLC | $630.9K | 23,989 | 0.30% | 9q | HELD |
| Briggs Wealth Management, Inc | $605.0K | 23,003 | 0.55% | 3q | +31.6%+$145.3K |
| GOLDMAN SACHS GROUP INC | $505.9K | 19,236 | 0.00% | 6q | HELD |
| MKT Advisors LLC | $486.6K | 18,932 | 0.15% | 5q | +8.1%+$36.7K |
| ARK & TLK INVESTMENTS, LLC | $471.0K | 17,909 | 0.12% | 11q | HELD |
| Cerity Partners LLC | $458.7K | 17,441 | 0.00% | 2q | HELD |
| LPL Financial LLC | $457.4K | 17,391 | 0.00% | 4q | +15.0%+$59.5K |
| Tower Research Capital LLC (TRC) | $428.0K | 16,275 | 0.01% | 2q | +1559.0%+$402.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $368.3K | 14,002 | 0.00% | new | NEW |
| Creative Planning | $365.6K | 13,902 | 0.00% | 6q | HELD |
| 4Thought Financial Group Inc. | $364.6K | 13,862 | 0.17% | 2q | +3.4%+$12.1K |
| Beacon Pointe Advisors, LLC | $301.8K | 11,474 | 0.00% | 4q | +11.1%+$30.0K |
| Strategic Financial Concepts, LLC | $283.3K | 10,770 | 0.08% | 2q | HELD |
| Clark Asset Management, LLC | $266.5K | 10,133 | 0.02% | 2q | HELD |
| Allworth Financial LP | $260.5K | 9,904 | 0.00% | 6q | +356.0%+$203.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $257.0K | 9,772 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $183.6K | 6,981 | 0.00% | 3q | +42.3%+$54.5K |
| Integrated Wealth Concepts LLC | $35.2K | 1,340 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $30.1K | 1,144 | 0.00% | 3q | HELD |
| BARRETT & COMPANY, INC. | $26.3K | 1,000 | 0.01% | 10q | HELD |
| Asset Dedication, LLC | $26.1K | 994 | 0.00% | 2q | +29.6%+$6.0K |
| Steward Partners Investment Advisory, LLC | $18.2K | 694 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $1.1K | 41 | 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 | 38 | $89.2M | 3,390,239 | 9 | 17 | 2 | 0.0% |
| Q1 2026 | 31 | $73.5M | 2,800,881 | 8 | 10 | 2 | 0.0% |
| Q4 2025 | 26 | $66.9M | 2,576,929 | 2 | 12 | 2 | 0.0% |
| Q3 2025 | 25 | $62.1M | 2,347,636 | 6 | 9 | 4 | 0.0% |
| Q2 2025 | 21 | $59.0M | 2,244,425 | 8 | 9 | 1 | 0.0% |
| Q1 2025 | 13 | $10.2M | 389,157 | 4 | 4 | 2 | 0.0% |
| Q4 2024 | 10 | $8.1M | 319,119 | 4 | 3 | 1 | 0.0% |
| Q3 2024 | 6 | $5.5M | 211,630 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 6 | $6.8M | 266,256 | 0 | 3 | 0 | 0.0% |
| Q1 2024 | 7 | $5.7M | 221,410 | 4 | 3 | 0 | 0.0% |
| Q4 2023 | 4 | $934.3K | 45,312 | 2 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $1.2M | 99,497 | 2 | 0 | 0 | 0.0% |