ISHARES TR (IBII)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
14
Reporting holders
$15.8M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | $5.6M | 214,029 | 0.55% | 10q | +604.4%+$4.8M |
| GOLDMAN SACHS GROUP INC | $3.2M | 124,840 | 0.00% | 2q | HELD |
| CENTRAL TRUST Co | $2.0M | 76,592 | 0.04% | 4q | +13.7%+$239.3K |
| JANE STREET GROUP, LLC | $827.8K | 31,841 | 0.00% | 3q | +122.4%+$455.6K |
| CITADEL ADVISORS LLC | $734.6K | 28,253 | 0.00% | 4q | -8.1%-$65.1K |
| Bradley & Co. Private Wealth Management, LLC | $655.4K | 25,207 | 0.31% | 8q | +1.3%+$8.1K |
| RAYMOND JAMES FINANCIAL INC | $609.8K | 23,454 | 0.00% | 2q | +59.0%+$226.2K |
| IFG Advisory, LLC | $558.4K | 21,479 | 0.02% | new | NEW |
| ARK & TLK INVESTMENTS, LLC | $502.8K | 19,340 | 0.12% | 11q | HELD |
| Yoder Wealth Management, Inc. | $379.6K | 14,600 | 0.15% | 7q | HELD |
| 4Thought Financial Group Inc. | $363.8K | 13,994 | 0.17% | 2q | +3.4%+$11.9K |
| Allworth Financial LP | $223.9K | 8,611 | 0.00% | new | NEW |
| Asset Dedication, LLC | $81.5K | 3,134 | 0.01% | 2q | +309.1%+$61.6K |
| OSAIC HOLDINGS, INC. | $63.0K | 2,422 | 0.00% | 6q | +261.0%+$45.5K |
| FLOW TRADERS U.S. LLC | $397 | 15,252 | 0.02% | 3q | -24.4% |
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 | 14 | $15.8M | 607,796 | 2 | 8 | 1 | 0.0% |
| Q1 2026 | 14 | $11.9M | 459,121 | 5 | 6 | 2 | 0.0% |
| Q4 2025 | 9 | $6.7M | 260,537 | 1 | 4 | 2 | 0.0% |
| Q3 2025 | 8 | $7.1M | 268,473 | 2 | 3 | 2 | 0.0% |
| Q2 2025 | 7 | $5.8M | 220,903 | 1 | 3 | 1 | 0.0% |
| Q1 2025 | 7 | $6.4M | 247,182 | 2 | 1 | 0 | 0.0% |
| Q4 2024 | 6 | $4.5M | 179,827 | 3 | 2 | 0 | 0.0% |
| Q3 2024 | 4 | $4.3M | 204,027 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 7 | $5.2M | 202,179 | 2 | 1 | 2 | 0.0% |
| Q1 2024 | 5 | $5.4M | 209,748 | 1 | 2 | 2 | 0.0% |
| Q4 2023 | 4 | $2.4M | 94,173 | 1 | 0 | 2 | 0.0% |
| Q3 2023 | 3 | $2.4M | 147,865 | 3 | 0 | 0 | 0.0% |