ISHARES TR (IBTJ)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
207
Reporting holders
$1.1B
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $111.7M | 5,161,186 | 0.07% | 10q | +120.9%+$61.1M |
| MORGAN STANLEY | $74.7M | 3,449,133 | 0.00% | 17q | +1.9%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $59.8M | 2,763,412 | 0.00% | 23q | +12.4%+$6.6M |
| WELLS FARGO & COMPANY/MN | $38.2M | 1,766,489 | 0.01% | 19q | -61.4%-$60.9M |
| Brookstone Capital Management | $36.8M | 1,700,849 | 0.37% | 3q | -2.7%-$1.0M |
| TRUE Private Wealth Advisors | $36.2M | 1,669,970 | 3.12% | 6q | -8.4%-$3.3M |
| Financial Advisory Corp | $34.6M | 1,598,459 | 4.59% | 3q | +1.7%+$582.1K |
| RAYMOND JAMES FINANCIAL INC | $31.1M | 1,434,792 | 0.01% | 7q | -8.7%-$3.0M |
| Asset Advisors Investment Management, LLC | $29.0M | 1,340,715 | 2.66% | 4q | +8.3%+$2.2M |
| ENVESTNET ASSET MANAGEMENT INC | $28.0M | 1,295,472 | 0.01% | 14q | +6.0%+$1.6M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27.6M | 1,273,661 | 0.15% | 9q | +6.3%+$1.6M |
| BlackRock, Inc. | $26.4M | 1,220,815 | 0.00% | 7q | +76.7%+$11.5M |
| Merit Financial Group, LLC | $25.5M | 1,176,520 | 0.08% | 5q | +6410.2%+$25.1M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $24.1M | 1,114,945 | 1.87% | 15q | +7.1%+$1.6M |
| AMERIPRISE FINANCIAL INC | $22.5M | 1,039,013 | 0.00% | 11q | -47.7%-$20.5M |
| HM PAYSON & CO | $20.8M | 961,074 | 0.28% | 5q | +24.6%+$4.1M |
| ATWOOD & PALMER INC | $20.8M | 958,727 | 1.11% | 12q | +1.5%+$297.8K |
| UBS Group AG | $20.3M | 937,678 | 0.00% | 18q | +2.4%+$479.7K |
| Integrated Wealth Concepts LLC | $19.9M | 921,429 | 0.10% | 13q | +167.9%+$12.5M |
| Journey Advisory Group, LLC | $17.5M | 808,737 | 1.34% | 10q | +1.4%+$238.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.1M | 790,679 | 0.02% | 14q | -5.3%-$966.5K |
| Arax Advisory Partners | $16.9M | 781,914 | 0.11% | new | NEW |
| Denver PWM, LLC | $14.8M | 685,352 | 4.84% | 7q | +1.9%+$276.9K |
| MKT Advisors LLC | $14.3M | 661,757 | 4.44% | 7q | +8.0%+$1.1M |
| LPL Financial LLC | $13.9M | 640,840 | 0.00% | 16q | +3.9%+$523.5K |
| Wealth Management Strategies, Inc. | $12.5M | 577,575 | 4.89% | 7q | +6.4%+$756.9K |
| Krilogy Financial LLC | $12.2M | 562,283 | 0.36% | 18q | +7.9%+$891.2K |
| Legacy Private Trust Co. | $12.0M | 555,562 | 0.67% | 7q | +3.4%+$396.5K |
| Stratos Wealth Partners, LTD. | $11.5M | 533,453 | 0.12% | 12q | +3.0%+$336.4K |
| Probity Advisors, Inc. | $11.5M | 530,491 | 1.64% | 11q | +9.3%+$973.1K |
| SHELTON WEALTH MANAGEMENT, LLC | $10.9M | 501,211 | 4.26% | 11q | +7.3%+$742.9K |
| NewEdge Advisors, LLC | $10.8M | 499,976 | 0.03% | new | NEW |
| ES4, LLC | $10.6M | 457,923 | 5.57% | new | NEW |
| MCF Advisors LLC | $10.0M | 431,897 | 0.36% | 4q | +32276.1%+$10.0M |
| Heartwood Wealth Advisors LLC | $9.7M | 446,254 | 0.75% | 2q | +1.7%+$157.1K |
| Waycross Investment Management Co | $9.6M | 443,173 | 7.31% | 11q | +1.7%+$157.2K |
| EIGHT 31 FINANCIAL, LLC | $9.5M | 436,563 | 5.62% | 6q | +2.7%+$251.9K |
| D.A. DAVIDSON & CO. | $8.3M | 382,798 | 0.05% | 15q | +6.5%+$506.1K |
| Robertson Stephens Wealth Management, LLC | $8.1M | 373,145 | 0.20% | 9q | +3.2%+$248.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.0M | 324,028 | 0.00% | 14q | +17.7%+$1.1M |
| SPRENG CAPITAL MANAGEMENT, INC. | $7.0M | 322,517 | 2.54% | 8q | HELD |
| FORONJY FINANCIAL LLC | $6.8M | 315,571 | 2.51% | 5q | +6.3%+$405.9K |
| FAGAN ASSOCIATES, INC. | $6.4M | 294,216 | 0.78% | 10q | HELD |
| OSAIC HOLDINGS, INC. | $6.3M | 290,713 | 0.01% | 15q | +0.8%+$48.2K |
| MV CAPITAL MANAGEMENT, INC. | $6.2M | 285,516 | 0.29% | 11q | +100.0%+$3.1M |
| STIFEL FINANCIAL CORP | $6.0M | 275,978 | 0.00% | 26q | -72.0%-$15.4M |
| CENTRAL TRUST Co | $6.0M | 274,945 | 0.11% | 14q | +4.9%+$276.0K |
| REBALANCE, LLC | $5.9M | 270,435 | 0.31% | 6q | +9.6%+$514.0K |
| Baird Financial Group, Inc. | $5.6M | 259,495 | 0.01% | 7q | +11.5%+$578.0K |
| Stockman Wealth Management, Inc. | $5.5M | 255,938 | 0.57% | 14q | +3.2%+$173.9K |
| Baltimore-Washington Financial Advisors, Inc. | $5.5M | 253,729 | 0.21% | 3q | +13.9%+$669.2K |
| Asset Dedication, LLC | $5.4M | 247,828 | 0.34% | 9q | +13.4%+$634.7K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5.1M | 237,720 | 0.07% | 11q | -2.2%-$114.5K |
| Belpointe Asset Management LLC | $4.8M | 222,170 | 0.16% | 9q | +5.6%+$253.1K |
| Accretive Wealth Partners, LLC | $4.4M | 201,935 | 1.06% | 11q | +22.3%+$796.2K |
| ROYAL BANK OF CANADA | $4.0M | 182,778 | 0.00% | 14q | -2.1%-$83.6K |
| Portland Global Advisors LLC | $3.9M | 178,937 | 0.37% | new | NEW |
| Financial Engines Advisors L.L.C. | $3.9M | 178,850 | 0.01% | 11q | -3.2%-$127.3K |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.8M | 176,332 | 0.14% | 7q | +15.8%+$519.5K |
| Northstar Group, Inc. | $3.7M | 170,987 | 0.48% | 6q | +25.9%+$760.7K |
| SIGNATUREFD, LLC | $3.7M | 168,985 | 0.05% | 7q | +1.4%+$50.1K |
| Parallel Advisors, LLC | $3.5M | 159,660 | 0.05% | 8q | +7.0%+$225.3K |
| SCS Capital Management LLC | $2.9M | 132,570 | 0.03% | 10q | -1.2%-$35.1K |
| Cetera Investment Advisers | $2.8M | 130,972 | 0.00% | 11q | HELD |
| Sanctuary Advisors, LLC | $2.7M | 123,865 | 0.01% | 6q | +28.2%+$589.9K |
| Apella Capital, LLC | $2.7M | 123,650 | 0.04% | 9q | +20.3%+$450.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2.5M | 117,569 | 0.09% | 8q | -1.5%-$37.5K |
| Hughes Financial Services, LLC | $2.2M | 102,834 | 0.30% | 3q | +3.3%+$71.1K |
| Valmark Advisers, Inc. | $2.2M | 101,265 | 0.02% | 10q | +35.4%+$573.6K |
| TITLEIST ASSET MANAGEMENT, LLC | $2.2M | 99,482 | 0.14% | 6q | +16.3%+$302.4K |
| HighTower Advisors, LLC | $1.8M | 84,520 | 0.00% | 11q | -31.0%-$823.1K |
| Atria Investments, Inc | $1.8M | 82,003 | 0.02% | 6q | -7.3%-$140.8K |
| Allworth Financial LP | $1.7M | 79,119 | 0.01% | 11q | +4.1%+$68.0K |
| Midwest Professional Planners, LTD. | $1.7M | 76,724 | 0.33% | 6q | +32.7%+$409.8K |
| Associated Banc-Corp | $1.5M | 69,243 | 0.04% | 12q | +0.7%+$10.7K |
| SUMMITPOINT CAPITAL MANAGEMENT | $1.5M | 67,080 | 1.57% | 2q | -16.4%-$285.8K |
| IFP Advisors, Inc | $1.4M | 66,483 | 0.03% | 11q | -7.2%-$111.5K |
| CAPTRUST FINANCIAL ADVISORS | $1.4M | 65,858 | 0.00% | 8q | -27.9%-$550.7K |
| Montecito Bank & Trust | $1.3M | 61,837 | 0.20% | 6q | +9.8%+$119.9K |
| Reliant Wealth Planning | $1.3M | 61,315 | 0.37% | 10q | +1.5%+$19.4K |
| JIM SAULNIER & ASSOCIATES, LLC | $1.3M | 60,840 | 0.53% | 8q | +3.7%+$47.3K |
| GOLDMAN SACHS GROUP INC | $1.3M | 60,101 | 0.00% | 3q | +202.7%+$871.3K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1.3M | 59,610 | 0.01% | 3q | HELD |
| Foundry Financial Group, Inc. | $1.3M | 59,547 | 0.56% | 10q | +0.6%+$8.2K |
| BIP Wealth, LLC | $1.3M | 57,901 | 0.04% | 3q | -65.0%-$2.3M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $1.2M | 56,505 | 0.06% | 3q | +46.8%+$390.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 49,694 | 0.00% | new | NEW |
| Snowden Capital Advisors LLC | $943.0K | 43,558 | 0.02% | 12q | +1.2%+$11.6K |
| Cerity Partners LLC | $926.4K | 42,790 | 0.00% | 14q | -1.5%-$14.5K |
| MOULTON WEALTH MANAGEMENT, INC | $914.7K | 42,408 | 0.60% | new | NEW |
| KFG WEALTH MANAGEMENT, LLC | $897.2K | 41,440 | 0.10% | 3q | +1.8%+$15.7K |
| Atlantic Private Wealth, LLC | $890.2K | 41,119 | 0.55% | 11q | -3.1%-$28.8K |
| Compass Ion Advisors, LLC | $824.7K | 38,091 | 0.07% | 11q | HELD |
| DUNCKER STREETT & CO INC | $817.1K | 37,740 | 0.14% | 9q | +1.0%+$7.7K |
| Great Diamond Partners, LLC | $802.7K | 37,075 | 0.14% | 4q | +43.1%+$241.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $782.9K | 36,161 | 0.02% | 7q | -13.6%-$123.2K |
| KOM Wealth Management Group, LLC | $771.5K | 35,636 | 0.47% | 2q | +34.0%+$195.6K |
| Chris Bulman Inc | $770.5K | 35,591 | 0.28% | 3q | -8.3%-$70.1K |
| Community Financial Services Group, LLC | $741.5K | 34,386 | 0.11% | new | NEW |
| Capital Investment Advisors, LLC | $720.3K | 33,270 | 0.01% | 7q | HELD |
Showing the largest 100 of 215 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 | 207 | $1.1B | 52,447,167 | 19 | 98 | 43 | 0.0% |
| Q1 2026 | 208 | $1.1B | 50,808,093 | 23 | 102 | 35 | 0.0% |
| Q4 2025 | 194 | $858.6M | 39,123,261 | 31 | 99 | 23 | 0.0% |
| Q3 2025 | 169 | $580.3M | 26,432,475 | 19 | 86 | 25 | 0.0% |
| Q2 2025 | 153 | $529.3M | 24,147,859 | 13 | 77 | 32 | 0.0% |
| Q1 2025 | 153 | $481.6M | 22,129,380 | 30 | 76 | 21 | 0.0% |
| Q4 2024 | 133 | $320.5M | 15,052,289 | 25 | 68 | 17 | 0.0% |
| Q3 2024 | 113 | $260.6M | 11,837,150 | 20 | 57 | 14 | 0.0% |
| Q2 2024 | 93 | $191.8M | 8,973,513 | 18 | 43 | 12 | 0.0% |
| Q1 2024 | 80 | $162.4M | 7,552,367 | 21 | 36 | 10 | 0.0% |
| Q4 2023 | 64 | $119.0M | 5,465,024 | 25 | 27 | 6 | 0.0% |
| Q3 2023 | 37 | $70.7M | 3,367,194 | 7 | 19 | 5 | 0.0% |
| Q2 2023 | 31 | $52.5M | 2,427,435 | 3 | 22 | 2 | 0.0% |
| Q1 2023 | 32 | $47.0M | 2,118,410 | 8 | 14 | 4 | 0.0% |
| Q4 2022 | 23 | $28.3M | 1,311,790 | 11 | 6 | 5 | 0.0% |
| Q3 2022 | 17 | $24.9M | 1,155,240 | 4 | 6 | 3 | 0.0% |
| Q2 2022 | 16 | $23.2M | 1,017,272 | 4 | 4 | 3 | 0.0% |
| Q1 2022 | 12 | $13.9M | 586,569 | 2 | 3 | 4 | 0.0% |
| Q4 2021 | 13 | $15.9M | 632,301 | 2 | 8 | 1 | 0.0% |
| Q3 2021 | 11 | $16.1M | 639,626 | 3 | 4 | 3 | 0.0% |
| Q2 2021 | 9 | $16.5M | 651,974 | 2 | 1 | 4 | 0.0% |
| Q1 2021 | 9 | $19.0M | 766,267 | 1 | 4 | 3 | 0.0% |
| Q4 2020 | 11 | $22.5M | 859,039 | 3 | 4 | 2 | 0.0% |
| Q3 2020 | 8 | $20.6M | 773,996 | 1 | 5 | 2 | 0.0% |
| Q2 2020 | 8 | $19.4M | 726,753 | 3 | 1 | 2 | 0.0% |
| Q1 2020 | 6 | $17.5M | 665,360 | 6 | 0 | 0 | 0.0% |