HolderBook

ISHARES TR (IBLC)

Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.

34
Reporting holders
$26.6M
Reported value
0.0%
Held as options
-1
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

FilerValueShares Their book Held Change
Foguth Wealth Management, LLC.$11.2M251,1491.27%6q+89.1%+$5.3M
Financial Engines Advisors L.L.C.$2.1M43,1080.00%4q-13.1%-$312.6K
Vise Technologies, Inc.$1.8M37,0870.02%3q+130.9%+$1.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M38,5010.00%4qHELD
Steward Partners Investment Advisory, LLC$1.7M35,8020.01%3q+79.3%+$762.0K
OSAIC HOLDINGS, INC.$1.5M31,4820.00%9q+40.2%+$434.3K
WCG Wealth Advisors LLC$1.0M21,6200.02%12qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M21,4320.00%5qHELD
JAMES INVESTMENT RESEARCH, INC.$643.7K13,3750.07%2q+15.4%+$86.0K
Bison Wealth, LLC$570.2K12,0000.05%6qHELD
Creative Planning$520.6K10,8160.00%3qHELD
New York Life Investment Management LLC$507.1K10,5350.00%2q+13.2%+$59.1K
Rockefeller Capital Management L.P.$451.3K9,3770.00%4q+1.3%+$5.7K
Sound Income Strategies, LLC$303.8K6,3130.01%3qHELD
Forefront Wealth Partners, LLC$259.7K5,3970.08%4q-17.2%-$54.0K
Acorn Wealth Advisors, LLC$249.6K5,1850.06%newNEW
Empower Advisory Group, LLC$219.2K4,5550.00%newNEW
Wealthspire Advisors, LLC$211.2K4,3890.00%newNEW
Farther Finance Advisors, LLC$151.7K3,1510.00%4q-50.5%-$154.5K
MERCER GLOBAL ADVISORS INC /ADV$136.7K2,8400.00%newNEW
LANARK FINANCIAL, INC.$92.9K1,9310.01%4qHELD
Allianz SE$79.2K1,6460.00%9qHELD
Arax Advisory Partners$36.1K7500.00%newNEW
HHM Wealth Advisors, LLC$29.6K6140.00%11qHELD
Provenance Wealth Advisors, LLC$24.4K5080.00%6qHELD
BlackRock, Inc.$17.2K3570.00%4qHELD
UMB Bank, n.a.$5.3K1100.00%6q+12.2%
ASSETMARK, INC$4.8K1000.00%newNEW
Capital Investment Advisory Services, LLC$4.8K1000.00%3qHELD
Glass Jacobson Investment Advisors llc$1.3K280.00%5q-97.8%-$59.5K
MORGAN STANLEY$1.1K220.00%4q-48.8%-$1.0K
Ashton Thomas Private Wealth, LLC$722150.00%newNEW
SBI Securities Co., Ltd.$626130.00%2q+160.0%
Strategic Advocates LLC$19340.00%4q-97.0%-$6.2K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202634$26.6M574,3127960.0%
Q1 202635$14.9M399,05651180.0%
Q4 202538$24.4M580,074111140.0%
Q3 202532$13.9M244,71716650.0%
Q2 202520$12.8M328,1755630.0%
Q1 202519$6.4M257,5495260.0%
Q4 202419$12.9M357,3654350.0%
Q3 202416$12.3M419,2996420.0%
Q2 202413$4.8M139,4454147.4%
Q1 202410$6.0M179,4974415.4%
Q4 20239$1.3M45,7776200.0%
Q3 20234$198.8K12,3082100.0%
Q2 20234$1.4M72,0960030.0%
Q1 20235$2.5M155,6860120.0%
Q4 20226$2.0M190,9492020.0%
Q3 20227$3.4M230,3374100.0%
Q2 20225$3.1M192,4065000.0%