ISHARES TR (IBTK)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
167
Reporting holders
$771.1M
Reported value
0.0%
Held as options
+2
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 | $111.8M | 5,723,818 | 0.07% | 10q | +115.8%+$60.0M |
| WELLS FARGO & COMPANY/MN | $61.5M | 3,148,800 | 0.01% | 17q | -57.8%-$84.3M |
| BANK OF AMERICA CORP /DE/ | $39.7M | 2,030,426 | 0.00% | 16q | +10.7%+$3.8M |
| ENVESTNET ASSET MANAGEMENT INC | $27.0M | 1,383,189 | 0.01% | 17q | +9.5%+$2.3M |
| TITLEIST ASSET MANAGEMENT, LLC | $26.8M | 1,373,804 | 1.81% | 6q | +11.7%+$2.8M |
| BlackRock, Inc. | $26.4M | 1,352,130 | 0.00% | 5q | +77.1%+$11.5M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.2M | 1,341,750 | 0.14% | 7q | +8.5%+$2.1M |
| HM PAYSON & CO | $23.5M | 1,203,728 | 0.31% | 3q | +71.3%+$9.8M |
| MML INVESTORS SERVICES, LLC | $20.7M | 1,058,574 | 0.04% | 6q | +49.6%+$6.9M |
| D.A. DAVIDSON & CO. | $19.7M | 1,010,033 | 0.11% | 15q | +9.5%+$1.7M |
| Journey Advisory Group, LLC | $17.6M | 902,785 | 1.35% | 6q | +6.0%+$1.0M |
| AMERIPRISE FINANCIAL INC | $13.9M | 709,148 | 0.00% | 9q | -48.4%-$13.0M |
| MKT Advisors LLC | $13.8M | 712,012 | 4.30% | 3q | +5.9%+$771.6K |
| Wealth Management Strategies, Inc. | $13.4M | 686,872 | 5.24% | 3q | +3.2%+$410.1K |
| Denver PWM, LLC | $13.3M | 684,939 | 4.35% | 2q | -1.4%-$186.1K |
| UBS Group AG | $13.0M | 665,373 | 0.00% | 16q | -3.9%-$531.4K |
| Probity Advisors, Inc. | $11.7M | 601,267 | 1.68% | 11q | +9.6%+$1.0M |
| Legacy Private Trust Co. | $11.3M | 577,483 | 0.62% | 10q | +5.9%+$624.4K |
| SHELTON WEALTH MANAGEMENT, LLC | $10.8M | 554,476 | 4.25% | 6q | +7.6%+$769.4K |
| NewEdge Advisors, LLC | $10.6M | 540,886 | 0.03% | new | NEW |
| BAILARD, INC. | $10.5M | 536,041 | 0.21% | 3q | -0.6%-$65.7K |
| Waycross Investment Management Co | $10.4M | 531,033 | 7.90% | 11q | +1.9%+$194.1K |
| EIGHT 31 FINANCIAL, LLC | $10.1M | 517,756 | 6.02% | 6q | +2.9%+$286.9K |
| ROYAL BANK OF CANADA | $9.7M | 496,614 | 0.00% | 14q | -0.8%-$78.2K |
| Krilogy Financial LLC | $9.7M | 495,545 | 0.29% | 18q | +7.2%+$653.9K |
| Heartwood Wealth Advisors LLC | $9.6M | 493,754 | 0.75% | 2q | +1.7%+$156.8K |
| Trust Co | $9.6M | 490,577 | 0.86% | 8q | +1.0%+$92.7K |
| MORGAN STANLEY | $9.4M | 483,015 | 0.00% | 17q | -19.3%-$2.3M |
| Arax Advisory Partners | $9.0M | 459,994 | 0.06% | new | NEW |
| Snowden Capital Advisors LLC | $8.9M | 454,129 | 0.21% | 12q | +1.1%+$96.7K |
| RAYMOND JAMES FINANCIAL INC | $8.3M | 426,449 | 0.00% | 7q | -47.5%-$7.5M |
| LPL Financial LLC | $7.7M | 396,135 | 0.00% | 14q | +1.0%+$78.9K |
| Cetera Investment Advisers | $7.0M | 356,942 | 0.01% | 11q | +12.0%+$748.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.3M | 322,898 | 0.10% | 18q | -8.7%-$600.6K |
| REBALANCE, LLC | $5.8M | 297,499 | 0.30% | 5q | +12.9%+$665.9K |
| Baird Financial Group, Inc. | $5.6M | 284,901 | 0.01% | 3q | +11.5%+$575.1K |
| Stockman Wealth Management, Inc. | $5.4M | 276,786 | 0.56% | 13q | +4.1%+$211.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 272,855 | 0.01% | 11q | +8.6%+$422.7K |
| CENTRAL TRUST Co | $5.2M | 265,398 | 0.09% | 14q | +3.8%+$190.3K |
| Asset Dedication, LLC | $4.9M | 253,041 | 0.31% | 9q | +10.2%+$457.6K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $4.6M | 234,846 | 0.06% | 11q | +7.5%+$321.4K |
| Accretive Wealth Partners, LLC | $4.1M | 211,769 | 1.01% | 11q | +23.8%+$796.1K |
| CHATHAM CAPITAL GROUP, INC. | $3.9M | 198,375 | 0.50% | 8q | +6.7%+$241.9K |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.9M | 197,806 | 0.14% | 7q | +12.6%+$433.6K |
| Parallel Advisors, LLC | $3.8M | 196,725 | 0.06% | 8q | +8.1%+$288.4K |
| Integrated Wealth Concepts LLC | $3.7M | 190,234 | 0.02% | 13q | +89.4%+$1.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 169,590 | 0.00% | 14q | +23.0%+$619.8K |
| HighTower Advisors, LLC | $3.1M | 159,424 | 0.00% | 11q | +2.2%+$67.5K |
| Sanctuary Advisors, LLC | $3.1M | 157,609 | 0.01% | 3q | +24.0%+$596.5K |
| Atria Investments, Inc | $2.5M | 125,385 | 0.02% | 3q | +3.2%+$76.6K |
| Hughes Financial Services, LLC | $2.2M | 110,044 | 0.28% | 3q | HELD |
| STIFEL FINANCIAL CORP | $2.1M | 109,107 | 0.00% | 18q | +13.6%+$254.5K |
| OSAIC HOLDINGS, INC. | $2.1M | 105,280 | 0.00% | 15q | +93.6%+$994.7K |
| SIGNATUREFD, LLC | $2.0M | 103,347 | 0.03% | 7q | +24.7%+$399.9K |
| Financial Engines Advisors L.L.C. | $1.9M | 96,566 | 0.00% | 11q | -4.2%-$82.3K |
| Mechanics Bank Trust Department | $1.8M | 90,500 | 0.22% | 11q | -2.7%-$48.9K |
| Valmark Advisers, Inc. | $1.7M | 88,892 | 0.02% | 7q | +48.2%+$564.5K |
| ATWOOD & PALMER INC | $1.7M | 87,410 | 0.09% | 12q | -3.2%-$56.4K |
| MV CAPITAL MANAGEMENT, INC. | $1.7M | 86,600 | 0.08% | 11q | +100.0%+$850.0K |
| CITADEL ADVISORS LLC | $1.7M | 86,097 | 0.00% | 6q | -36.2%-$953.5K |
| Kestra Advisory Services, LLC | $1.7M | 85,881 | 0.01% | 12q | HELD |
| IFP Advisors, Inc | $1.6M | 79,797 | 0.03% | 11q | +5.3%+$77.9K |
| Belpointe Asset Management LLC | $1.5M | 78,858 | 0.05% | 3q | -1.5%-$23.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1.4M | 69,841 | 0.05% | 5q | +35.9%+$360.5K |
| Allworth Financial LP | $1.3M | 68,452 | 0.01% | 11q | +9.8%+$119.8K |
| Associated Banc-Corp | $1.2M | 62,571 | 0.03% | 10q | +5.3%+$62.0K |
| FIRST NATIONAL BANK OF OMAHA | $1.2M | 60,633 | 0.03% | 3q | -5.7%-$72.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 60,004 | 0.00% | 7q | +56.7%+$422.1K |
| Apella Capital, LLC | $1.2M | 59,715 | 0.02% | 7q | +37.5%+$317.1K |
| Old Port Advisors | $1.1M | 57,705 | 0.22% | 5q | -6.7%-$80.7K |
| SCS Capital Management LLC | $1.1M | 57,517 | 0.01% | 3q | HELD |
| Yoder Wealth Management, Inc. | $957.5K | 49,002 | 0.37% | 11q | +0.5%+$4.9K |
| JIM SAULNIER & ASSOCIATES, LLC | $831.1K | 42,531 | 0.33% | 4q | +8.5%+$65.0K |
| Reliant Wealth Planning | $820.6K | 41,998 | 0.23% | 7q | HELD |
| DUNCKER STREETT & CO INC | $816.6K | 41,789 | 0.14% | 2q | +0.9%+$7.7K |
| Montecito Bank & Trust | $804.6K | 41,179 | 0.12% | 4q | +17.3%+$118.6K |
| Foundry Financial Group, Inc. | $783.9K | 40,117 | 0.34% | 4q | +7.5%+$54.8K |
| Community Financial Services Group, LLC | $714.9K | 36,747 | 0.10% | new | NEW |
| TABLEAUX LLC | $688.5K | 35,237 | 0.29% | 3q | -1.9%-$13.4K |
| CARY STREET PARTNERS FINANCIAL LLC | $681.6K | 34,881 | 0.01% | 7q | -3.9%-$27.5K |
| Cerity Partners LLC | $674.3K | 34,509 | 0.00% | 10q | -2.2%-$15.2K |
| BIP Wealth, LLC | $656.2K | 33,580 | 0.02% | 3q | -7.7%-$54.4K |
| Keeler Thomas Management LLC | $638.2K | 32,663 | 0.23% | 6q | -21.3%-$173.0K |
| Atlantic Private Wealth, LLC | $602.4K | 30,827 | 0.37% | 14q | -6.7%-$43.6K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $578.3K | 29,595 | 0.00% | 3q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $572.2K | 29,283 | 0.00% | 4q | +25.8%+$117.2K |
| Heartland Bank & Trust Co | $572.1K | 29,280 | 0.12% | 3q | +29.5%+$130.5K |
| Focus Partners Wealth | $568.2K | 29,078 | 0.00% | 9q | -29.9%-$241.9K |
| CAPTRUST FINANCIAL ADVISORS | $534.4K | 27,347 | 0.00% | 7q | +5.1%+$26.1K |
| Compass Ion Advisors, LLC | $527.5K | 26,997 | 0.05% | 11q | HELD |
| Modern Wealth Management, LLC | $525.1K | 26,874 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $503.8K | 25,783 | 0.00% | 3q | +66.0%+$200.4K |
| Creative Planning | $503.6K | 25,772 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $500.7K | 25,622 | 0.00% | 11q | +1.6%+$7.8K |
| Midwest Professional Planners, LTD. | $499.5K | 25,562 | 0.10% | 3q | +134.5%+$286.5K |
| HARBOUR INVESTMENTS, INC. | $490.4K | 25,095 | 0.01% | 7q | +0.9%+$4.6K |
| Lido Advisors, LLC | $484.4K | 24,792 | 0.00% | 3q | +11.2%+$48.9K |
| Granite Harbor Advisors, Inc. | $483.9K | 24,765 | 0.19% | 6q | -40.0%-$322.5K |
| Daybright Advisory Services, Inc. | $464.5K | 23,949 | 0.11% | 3q | +1.3%+$5.8K |
| Capital Investment Advisors, LLC | $453.9K | 23,231 | 0.01% | 6q | HELD |
Showing the largest 100 of 174 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 | 167 | $771.1M | 39,471,472 | 20 | 86 | 28 | 0.0% |
| Q1 2026 | 165 | $763.9M | 38,741,103 | 21 | 85 | 26 | 0.0% |
| Q4 2025 | 152 | $531.9M | 26,799,708 | 31 | 75 | 14 | 0.0% |
| Q3 2025 | 138 | $406.9M | 20,473,643 | 20 | 74 | 17 | 0.0% |
| Q2 2025 | 120 | $362.7M | 18,283,374 | 12 | 62 | 16 | 0.0% |
| Q1 2025 | 113 | $303.7M | 15,467,531 | 18 | 61 | 12 | 0.0% |
| Q4 2024 | 105 | $235.6M | 12,275,971 | 21 | 46 | 12 | 0.0% |
| Q3 2024 | 84 | $208.0M | 10,376,577 | 10 | 45 | 14 | 0.0% |
| Q2 2024 | 75 | $181.4M | 9,412,142 | 11 | 35 | 13 | 0.0% |
| Q1 2024 | 68 | $172.3M | 8,873,854 | 16 | 32 | 12 | 0.0% |
| Q4 2023 | 57 | $153.3M | 7,916,009 | 22 | 17 | 11 | 0.0% |
| Q3 2023 | 36 | $111.5M | 6,109,103 | 9 | 17 | 8 | 0.0% |
| Q2 2023 | 28 | $68.5M | 3,486,737 | 3 | 20 | 3 | 0.0% |
| Q1 2023 | 29 | $66.7M | 3,312,965 | 9 | 10 | 7 | 0.0% |
| Q4 2022 | 19 | $64.3M | 3,290,360 | 9 | 5 | 4 | 0.0% |
| Q3 2022 | 18 | $158.1M | 8,063,307 | 5 | 9 | 2 | 0.0% |
| Q2 2022 | 14 | $95.4M | 4,577,929 | 6 | 6 | 1 | 0.0% |
| Q1 2022 | 8 | $45.1M | 2,066,241 | 6 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $3.9M | 166,314 | 2 | 1 | 1 | 0.0% |
| Q3 2021 | 2 | $2.3M | 99,686 | 1 | 0 | 1 | 0.0% |
| Q2 2021 | 3 | $3.0M | 127,641 | 0 | 2 | 0 | 0.0% |
| Q1 2021 | 4 | $1.8M | 80,877 | 1 | 0 | 2 | 0.0% |
| Q4 2020 | 3 | $2.4M | 98,420 | 1 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $2.4M | 96,931 | 2 | 0 | 0 | 0.0% |