ISHARES TR (IBRN)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
6
Reporting holders
$1.5M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | $825.3K | 21,257 | 0.00% | 2q | -0.9%-$7.8K |
| BlackRock, Inc. | $582.4K | 15,000 | 0.00% | 8q | -67.4%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $104.8K | 2,700 | 0.00% | new | NEW |
| UBS Group AG | $7.7K | 199 | 0.00% | 3q | +197.0%+$5.1K |
| ASSETMARK, INC | $3.9K | 100 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $3.4K | 88 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 10.0% |
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 | 6 | $1.5M | 39,344 | 3 | 1 | 2 | 0.0% |
| Q1 2026 | 5 | $2.2M | 67,692 | 2 | 0 | 2 | 0.0% |
| Q4 2025 | 3 | $2.8M | 87,255 | 1 | 0 | 1 | 0.0% |
| Q3 2025 | 4 | $2.5M | 94,951 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 4 | $2.1M | 94,980 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 4 | $2.3M | 115,510 | 2 | 0 | 0 | 0.0% |
| Q4 2024 | 2 | $2.6M | 103,732 | 0 | 1 | 0 | 0.0% |
| Q3 2024 | 4 | $2.7M | 107,182 | 2 | 1 | 0 | 0.0% |
| Q2 2024 | 4 | $2.3M | 113,196 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 4 | $3.0M | 125,628 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $3.0M | 128,842 | 0 | 1 | 2 | 0.0% |
| Q3 2023 | 3 | $3.4M | 180,891 | 1 | 0 | 1 | 0.0% |
| Q2 2023 | 3 | $3.5M | 177,823 | 1 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $3.5M | 182,193 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 2 | $3.9M | 184,063 | 0 | 0 | 1 | 0.0% |
| Q3 2022 | 2 | $4.9M | 196,971 | 2 | 0 | 0 | 0.0% |