ISHARES TR (IBTG)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
308
Reporting holders
$1.9B
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| HM PAYSON & CO | $129.5M | 5,657,354 | 1.72% | 11q | -4.2%-$5.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $111.6M | 4,874,170 | 0.07% | 10q | +93.2%+$53.8M |
| BANK OF AMERICA CORP /DE/ | $98.5M | 4,303,932 | 0.01% | 23q | +3.6%+$3.4M |
| MORGAN STANLEY | $91.4M | 3,991,582 | 0.00% | 17q | -2.2%-$2.0M |
| NorthCoast Asset Management LLC | $79.2M | 3,459,551 | 1.75% | 8q | -23.9%-$24.9M |
| Integrated Wealth Concepts LLC | $64.7M | 2,826,071 | 0.32% | 15q | +77.1%+$28.2M |
| NewEdge Advisors, LLC | $61.8M | 2,698,260 | 0.18% | new | NEW |
| LPL Financial LLC | $57.3M | 2,504,018 | 0.01% | 15q | +4.6%+$2.5M |
| WELLS FARGO & COMPANY/MN | $54.8M | 2,394,076 | 0.01% | 18q | -49.4%-$53.4M |
| Capital Investment Advisors, LLC | $53.5M | 2,337,874 | 0.70% | 17q | -5.9%-$3.4M |
| Connecticut Wealth Management, LLC | $44.1M | 1,924,924 | 1.63% | 8q | +7.0%+$2.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $43.7M | 1,908,680 | 0.24% | 10q | +2.6%+$1.1M |
| Financial Advisory Corp | $36.4M | 1,591,146 | 4.83% | 7q | -0.7%-$261.0K |
| SUMMITRY LLC | $35.6M | 1,554,803 | 1.17% | 7q | +1.6%+$575.3K |
| Arax Advisory Partners | $35.2M | 1,538,030 | 0.23% | new | NEW |
| UBS Group AG | $33.8M | 1,477,091 | 0.00% | 17q | -8.1%-$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $32.3M | 1,411,233 | 0.01% | 14q | +3.4%+$1.1M |
| MV CAPITAL MANAGEMENT, INC. | $32.1M | 1,399,452 | 1.49% | 13q | +101.2%+$16.1M |
| RAYMOND JAMES FINANCIAL INC | $31.7M | 1,386,313 | 0.01% | 7q | -18.0%-$7.0M |
| Wealthspire Advisors, LLC | $29.2M | 1,274,142 | 0.16% | 13q | +24.4%+$5.7M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $23.4M | 1,020,698 | 0.31% | 15q | -10.5%-$2.7M |
| Krilogy Financial LLC | $22.7M | 993,197 | 0.67% | 15q | +7.9%+$1.7M |
| OneAscent Financial Services LLC | $20.9M | 911,609 | 1.00% | 2q | +0.6%+$126.8K |
| Horizon Advisory Services, Inc. | $20.5M | 897,318 | 8.64% | 3q | +2.2%+$435.9K |
| MKT Advisors LLC | $18.5M | 809,577 | 5.75% | 13q | +4.1%+$729.2K |
| Carnegie Investment Counsel | $17.7M | 775,246 | 0.36% | 8q | -7.9%-$1.5M |
| Apella Capital, LLC | $16.9M | 738,612 | 0.24% | 9q | -4.9%-$869.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.7M | 730,648 | 0.01% | 15q | +8.8%+$1.4M |
| OSAIC HOLDINGS, INC. | $16.3M | 711,891 | 0.02% | 19q | -7.3%-$1.3M |
| Stratos Wealth Partners, LTD. | $16.1M | 702,959 | 0.16% | 14q | +1.2%+$197.7K |
| Denver PWM, LLC | $15.8M | 692,276 | 5.18% | 9q | +3.5%+$537.0K |
| CreativeOne Wealth, LLC | $14.5M | 635,300 | 0.31% | 8q | +33.4%+$3.6M |
| Scissortail Wealth Management, LLC | $14.4M | 626,984 | 2.76% | 12q | +2.3%+$318.4K |
| Delta Wealth Advisors LLC | $13.4M | 583,557 | 9.54% | 9q | -5.3%-$740.9K |
| Baird Financial Group, Inc. | $12.8M | 559,719 | 0.02% | 13q | +5.8%+$698.6K |
| JPMORGAN CHASE & CO | $11.7M | 512,575 | 0.00% | 7q | +92422.6%+$11.7M |
| ROYAL BANK OF CANADA | $11.7M | 511,804 | 0.00% | 17q | +3.8%+$431.9K |
| Global Retirement Partners, LLC | $11.6M | 506,882 | 0.18% | 14q | +9.7%+$1.0M |
| Wealth Management Strategies, Inc. | $11.3M | 495,686 | 4.43% | 7q | -3.9%-$461.0K |
| MONEY CONCEPTS CAPITAL CORP | $11.3M | 493,201 | 0.52% | 10q | +571.4%+$9.6M |
| Baltimore-Washington Financial Advisors, Inc. | $11.2M | 489,313 | 0.42% | 13q | +0.8%+$91.2K |
| Sanctuary Advisors, LLC | $11.1M | 485,021 | 0.05% | 9q | +13.4%+$1.3M |
| Asset Advisors Investment Management, LLC | $11.0M | 480,912 | 1.01% | 10q | -0.7%-$75.4K |
| Stratos Wealth Advisors, LLC | $10.7M | 465,346 | 0.58% | 8q | -22.7%-$3.1M |
| Beacon Pointe Advisors, LLC | $10.4M | 456,059 | 0.05% | 12q | +1339.6%+$9.7M |
| STIFEL FINANCIAL CORP | $9.8M | 430,268 | 0.01% | 26q | -5.4%-$559.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 420,723 | 0.01% | 16q | -11.1%-$1.2M |
| Archer Investment Corp | $9.5M | 416,086 | 0.92% | 3q | +93.4%+$4.6M |
| Asset Dedication, LLC | $9.2M | 401,238 | 0.58% | 9q | +15.7%+$1.2M |
| BIP Wealth, LLC | $9.1M | 398,667 | 0.26% | 3q | -24.8%-$3.0M |
| Midwest Professional Planners, LTD. | $9.0M | 393,713 | 1.77% | 10q | +7.9%+$661.4K |
| Mariner, LLC | $8.9M | 390,157 | 0.01% | 15q | +1.9%+$163.3K |
| Financial Engines Advisors L.L.C. | $8.7M | 380,451 | 0.02% | 11q | -3.9%-$349.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $8.6M | 376,752 | 0.58% | 6q | -22.5%-$2.5M |
| Tower Research Capital LLC (TRC) | $8.6M | 376,204 | 0.21% | new | NEW |
| JANE STREET GROUP, LLC | $7.8M | 342,593 | 0.00% | 2q | +1209.8%+$7.2M |
| HighTower Advisors, LLC | $7.8M | 342,428 | 0.01% | 17q | +1.2%+$90.7K |
| Focus Partners Wealth | $7.8M | 339,954 | 0.01% | 10q | -46.9%-$6.9M |
| AMERIPRISE FINANCIAL INC | $7.6M | 333,675 | 0.00% | 13q | -49.2%-$7.4M |
| REBALANCE, LLC | $6.6M | 288,882 | 0.35% | 6q | +15.7%+$897.6K |
| Juno Financial Group LLC | $6.2M | 271,652 | 2.21% | 3q | -25.6%-$2.1M |
| Mesirow Financial Investment Management, Inc. | $6.1M | 264,827 | 0.10% | 11q | -8.3%-$547.0K |
| CENTRAL TRUST Co | $5.8M | 254,755 | 0.11% | 16q | -4.8%-$292.5K |
| Belpointe Asset Management LLC | $5.7M | 247,521 | 0.19% | 8q | +8.4%+$441.4K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5.2M | 228,759 | 0.19% | 15q | HELD |
| Trinity Wealth Management, LLC | $5.1M | 221,872 | 1.61% | 10q | -16.2%-$980.6K |
| MAI Capital Management | $5.0M | 219,815 | 0.02% | 7q | +1.9%+$94.3K |
| PSI Advisors, LLC | $4.8M | 209,262 | 1.11% | 4q | -38.8%-$3.0M |
| Sound View Wealth Advisors Group, LLC | $4.6M | 201,456 | 0.29% | 5q | -59.0%-$6.6M |
| MML INVESTORS SERVICES, LLC | $4.6M | 200,009 | 0.01% | 11q | +19.3%+$742.1K |
| Stockman Wealth Management, Inc. | $4.3M | 186,919 | 0.44% | 13q | -3.9%-$172.3K |
| Accretive Wealth Partners, LLC | $4.2M | 183,636 | 1.02% | 11q | +19.8%+$695.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 178,350 | 0.00% | 3q | +34.2%+$1.0M |
| Valmark Advisers, Inc. | $4.0M | 174,475 | 0.04% | 11q | +38.7%+$1.1M |
| CAPTRUST FINANCIAL ADVISORS | $4.0M | 173,545 | 0.01% | 15q | -13.3%-$611.3K |
| Americana Partners, LLC | $3.8M | 167,624 | 0.09% | 4q | -6.2%-$255.8K |
| Lido Advisors, LLC | $3.8M | 166,312 | 0.01% | 14q | -19.9%-$948.2K |
| GOLDMAN SACHS GROUP INC | $3.6M | 159,163 | 0.00% | 2q | +3.1%+$108.6K |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.6M | 155,612 | 0.13% | 11q | -3.1%-$115.7K |
| Brookstone Capital Management | $3.5M | 152,013 | 0.03% | 11q | -8.3%-$313.8K |
| Lantz Financial LLC | $3.5M | 151,949 | 0.64% | 11q | +12.3%+$381.3K |
| Creative Planning | $3.5M | 151,654 | 0.00% | 17q | +71.0%+$1.4M |
| BAILARD, INC. | $3.4M | 148,872 | 0.07% | 11q | -90.7%-$33.4M |
| Gradient Investments LLC | $3.2M | 141,116 | 0.04% | 17q | -4.9%-$166.6K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $3.1M | 135,073 | 2.25% | 6q | -2.5%-$80.1K |
| Cetera Investment Advisers | $3.1M | 133,965 | 0.00% | 13q | -2.9%-$90.1K |
| SIGNATUREFD, LLC | $3.1M | 133,677 | 0.04% | 7q | -13.3%-$470.8K |
| True Link Financial Advisors, LLC | $3.1M | 255,958 | 0.17% | 5q | +59.5%+$1.1M |
| GTS SECURITIES LLC | $2.9M | 127,430 | 0.06% | 2q | +544.0%+$2.5M |
| Eldridge Investment Advisors, Inc. | $2.8M | 122,417 | 0.55% | 8q | -38.9%-$1.8M |
| Allworth Financial LP | $2.7M | 117,696 | 0.01% | 12q | -0.8%-$22.6K |
| Atria Investments, Inc | $2.7M | 117,535 | 0.03% | 7q | +4.4%+$112.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.7M | 116,619 | 0.00% | 9q | +7.5%+$185.6K |
| Centennial Advisors, LLC | $2.6M | 115,612 | 3.16% | 3q | +7.7%+$189.9K |
| Private Advisor Group, LLC | $2.6M | 114,858 | 0.01% | 11q | -13.7%-$416.6K |
| KOM Wealth Management Group, LLC | $2.6M | 113,843 | 1.57% | 9q | -29.8%-$1.1M |
| Csenge Advisory Group | $2.6M | 112,653 | 0.10% | 4q | +31.7%+$620.1K |
| MISSION WEALTH MANAGEMENT, LP | $2.5M | 108,570 | 0.03% | 2q | +281.3%+$1.8M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $2.5M | 108,332 | 0.18% | 14q | HELD |
| Crestmont Private Wealth LLC | $2.4M | 106,221 | 0.68% | 2q | +13.1%+$282.2K |
Showing the largest 100 of 318 reported holders.
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 | 308 | $1.9B | 84,671,995 | 23 | 101 | 102 | 0.0% |
| Q1 2026 | 311 | $1.9B | 83,049,917 | 35 | 119 | 90 | 0.0% |
| Q4 2025 | 301 | $1.9B | 83,209,757 | 33 | 153 | 59 | 0.0% |
| Q3 2025 | 280 | $1.7B | 76,137,291 | 25 | 139 | 64 | 0.0% |
| Q2 2025 | 267 | $1.6B | 68,027,275 | 29 | 123 | 62 | 0.0% |
| Q1 2025 | 248 | $1.4B | 62,281,434 | 28 | 129 | 51 | 0.0% |
| Q4 2024 | 230 | $1.3B | 57,854,278 | 36 | 123 | 31 | 0.0% |
| Q3 2024 | 192 | $925.9M | 40,147,528 | 26 | 100 | 32 | 0.0% |
| Q2 2024 | 170 | $752.8M | 33,264,040 | 17 | 94 | 29 | 0.0% |
| Q1 2024 | 156 | $825.1M | 36,334,866 | 28 | 89 | 14 | 0.0% |
| Q4 2023 | 138 | $576.8M | 25,238,755 | 46 | 65 | 11 | 0.0% |
| Q3 2023 | 92 | $259.2M | 11,534,878 | 15 | 49 | 15 | 0.0% |
| Q2 2023 | 87 | $252.5M | 11,150,054 | 18 | 41 | 14 | 0.0% |
| Q1 2023 | 74 | $227.6M | 9,860,397 | 20 | 41 | 3 | 0.0% |
| Q4 2022 | 56 | $73.0M | 3,211,441 | 32 | 16 | 3 | 0.0% |
| Q3 2022 | 35 | $105.7M | 4,661,697 | 10 | 14 | 5 | 0.0% |
| Q2 2022 | 28 | $108.1M | 4,586,293 | 14 | 11 | 2 | 0.0% |
| Q1 2022 | 15 | $54.4M | 2,264,926 | 5 | 6 | 3 | 0.0% |
| Q4 2021 | 13 | $15.1M | 597,525 | 4 | 6 | 2 | 0.0% |
| Q3 2021 | 9 | $12.5M | 488,472 | 2 | 3 | 4 | 0.0% |
| Q2 2021 | 9 | $12.7M | 493,850 | 2 | 3 | 3 | 0.0% |
| Q1 2021 | 9 | $15.5M | 610,238 | 1 | 3 | 4 | 0.0% |
| Q4 2020 | 11 | $20.8M | 792,040 | 3 | 4 | 3 | 0.0% |
| Q3 2020 | 9 | $20.5M | 779,605 | 1 | 5 | 2 | 0.0% |
| Q2 2020 | 9 | $19.2M | 728,772 | 4 | 1 | 2 | 0.0% |
| Q1 2020 | 6 | $19.2M | 740,971 | 6 | 0 | 0 | 0.0% |