ISHARES TR (IBIG)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
31
Reporting holders
$79.7M
Reported value
0.1%
Held as options
+6
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 | $34.4M | 1,308,162 | 2.96% | 5q | -6.1%-$2.2M |
| RAYMOND JAMES FINANCIAL INC | $13.3M | 506,893 | 0.00% | 2q | +226.2%+$9.2M |
| Quantum Financial Advisors, LLC | $7.4M | 281,307 | 0.73% | 10q | +1.0%+$74.0K |
| BlackRock, Inc. | $4.5M | 170,663 | 0.00% | 5q | +70.2%+$1.8M |
| D.A. DAVIDSON & CO. | $4.3M | 163,246 | 0.02% | 5q | +7.5%+$298.6K |
| MORGAN STANLEY | $3.3M | 124,436 | 0.00% | new | NEW |
| CENTRAL TRUST Co | $2.1M | 81,847 | 0.04% | 6q | +17.5%+$320.6K |
| OSAIC HOLDINGS, INC. | $1.7M | 63,032 | 0.00% | 6q | +274.0%+$1.2M |
| GOLDMAN SACHS GROUP INC | $1.3M | 48,275 | 0.00% | 4q | HELD |
| JANE STREET GROUP, LLC | $1.1M | 40,212 | 0.00% | new | NEW |
| IFG Advisory, LLC | $1.0M | 38,892 | 0.04% | new | NEW |
| JIM SAULNIER & ASSOCIATES, LLC | $760.8K | 28,974 | 0.31% | 8q | +15.0%+$99.4K |
| Bradley & Co. Private Wealth Management, LLC | $743.9K | 28,329 | 0.35% | 9q | HELD |
| MKT Advisors LLC | $622.4K | 24,265 | 0.19% | 5q | +7.1%+$41.0K |
| ARK & TLK INVESTMENTS, LLC | $494.3K | 18,825 | 0.12% | 11q | HELD |
| NewEdge Advisors, LLC | $469.7K | 17,888 | 0.00% | 4q | HELD |
| BlackDiamond Wealth Management, LLC | $424.8K | 16,572 | 0.17% | new | NEW |
| LPL Financial LLC | $387.9K | 14,772 | 0.00% | 3q | +9.9%+$34.9K |
| 4Thought Financial Group Inc. | $363.3K | 13,835 | 0.17% | 2q | +3.4%+$11.9K |
| Creative Planning | $310.6K | 11,829 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $240.0K | 9,155 | 0.00% | 11q | -31.7%-$111.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $236.7K | 9,012 | 0.00% | new | NEW |
| Allworth Financial LP | $223.4K | 8,507 | 0.00% | new | NEW |
| FMR LLC | $69.0K | 2,628 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $43.4K | options only | 0.00% | 7q | OPTIONS |
| GROUP ONE TRADING LLC | $42.8K | options only | 0.00% | new | OPTIONS |
| Parallel Advisors, LLC | $29.8K | 1,136 | 0.00% | 3q | HELD |
| Asset Dedication, LLC | $20.2K | 769 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $17.5K | 665 | 0.00% | 7q | -15.3%-$3.2K |
| UBS Group AG | $9.1K | 346 | 0.00% | 2q | +449.2%+$7.4K |
| WELLS FARGO & COMPANY/MN | $1.4K | 52 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $536 | 20,422 | 0.02% | 2q | -15.8% |
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 | $79.7M | 3,034,524 | 10 | 11 | 3 | 0.1% |
| Q1 2026 | 25 | $64.0M | 2,434,277 | 7 | 8 | 3 | 0.1% |
| Q4 2025 | 21 | $58.6M | 2,246,696 | 5 | 11 | 0 | 0.1% |
| Q3 2025 | 20 | $55.9M | 2,091,205 | 4 | 10 | 3 | 0.1% |
| Q2 2025 | 17 | $53.1M | 1,984,901 | 6 | 8 | 1 | 1.2% |
| Q1 2025 | 13 | $8.5M | 317,643 | 4 | 3 | 2 | 1.0% |
| Q4 2024 | 10 | $7.0M | 275,663 | 4 | 5 | 1 | 1.0% |
| Q3 2024 | 7 | $6.8M | 257,661 | 1 | 3 | 1 | 0.0% |
| Q2 2024 | 6 | $5.3M | 206,001 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 5 | $5.1M | 199,414 | 3 | 1 | 1 | 0.0% |
| Q4 2023 | 4 | $908.3K | 47,411 | 2 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $1.2M | 99,799 | 2 | 0 | 0 | 0.0% |