HolderBook

ISHARES TR (ICOP)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

92
Reporting holders
$109.2M
Reported value
3.9%
Held as options
+4
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
Spider Management Company, LLC$27.0M547,7885.47%2q+41.5%+$7.9M
LPL Financial LLC$17.7M359,1350.00%5q-11.3%-$2.3M
W.G. Shaheen & Associates DBA Whitney & Co$8.5M173,5980.62%7q+3.9%+$324.7K
CITADEL ADVISORS LLC$7.9M90,0760.00%5qHELD
JANE STREET GROUP, LLC$5.4M109,8710.00%5q-59.4%-$7.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$3.3M67,2510.16%2q+173.2%+$2.1M
Steward Partners Investment Advisory, LLC$2.6M51,9760.01%4q-1.5%-$39.9K
BANK OF AMERICA CORP /DE/$2.5M50,8650.00%newNEW
OSAIC HOLDINGS, INC.$2.2M45,0110.00%9q+187.0%+$1.4M
OLD MISSION CAPITAL LLC$2.0M40,4450.03%2q-10.3%-$228.2K
RAYMOND JAMES FINANCIAL INC$2.0M39,9610.00%2q-12.7%-$286.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7M34,8450.00%3q-40.4%-$1.2M
Belvedere Trading LLC$1.6M15,5870.00%2q-44.2%-$1.2M
MML INVESTORS SERVICES, LLC$1.5M30,9050.00%2q+384.6%+$1.2M
TITLEIST ASSET MANAGEMENT, LLC$1.2M23,4770.08%2q+4.8%+$53.2K
Allie Family Office LLC$1.1M22,4650.41%4q+311.1%+$836.9K
AMERIPRISE FINANCIAL INC$1.1M22,1130.00%newNEW
HighTower Advisors, LLC$1.1M21,9210.00%2q-0.8%-$8.5K
Western Wealth Management, LLC$967.1K19,6450.03%3q+22.0%+$174.3K
Arax Advisory Partners$909.2K18,4680.01%newNEW
GTS SECURITIES LLC$809.4K16,4410.02%newNEW
ENVESTNET ASSET MANAGEMENT INC$809.1K16,4350.00%2q+16.2%+$112.7K
Moors & Cabot, Inc.$768.6K15,6130.03%2q+16.0%+$105.8K
Pinnacle Financial Partners, Inc.$767.2K15,5830.01%3q+20.2%+$129.2K
OneAscent Financial Services LLC$759.2K15,4210.04%newNEW
Ancora Advisors LLC$738.8K15,0080.01%2q-6.5%-$51.6K
Mariner, LLC$724.0K14,7060.00%2q+3.4%+$23.9K
GREAT VALLEY ADVISOR GROUP, INC.$619.0K12,5780.01%2qHELD
Sigma Planning Corp$616.8K12,5300.02%3q+2.0%+$12.3K
Cerity Partners LLC$590.8K12,0000.00%4q-4.8%-$29.7K
Clare Market Investments LLC$541.6K11,0010.10%2qHELD
PFG Investments, LLC$506.4K10,2870.02%2q+29.0%+$113.8K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$504.1K10,3410.00%newNEW
Evanson Financial, LLC$492.3K10,0000.02%newFIRST
WHITTIER TRUST CO OF NEVADA INC$476.9K10,0000.01%2qHELD
ROYAL BANK OF CANADA$423.0K8,5950.00%9q-10.9%-$51.5K
TD Waterhouse Canada Inc.$410.9K8,4760.00%4q-55.7%-$517.7K
NIXON PEABODY TRUST CO$395.9K8,0410.03%newNEW
Cetera Investment Advisers$355.7K7,2250.00%2q-5.9%-$22.2K
BENJAMIN EDWARDS INC$304.3K6,1820.00%2q-1.6%-$5.0K
AE Wealth Management LLC$297.6K6,0450.00%2q-10.2%-$33.7K
Bluesphere Advisors LLC$275.2K5,5910.08%2q-25.6%-$94.9K
COMMONWEALTH EQUITY SERVICES, LLC$267.1K5,4270.00%2q+7.4%+$18.4K
Kestra Advisory Services, LLC$266.9K5,4210.00%newNEW
Rehmann Capital Advisory Group$262.8K5,3380.01%3q+12.0%+$28.2K
TRUIST FINANCIAL CORP$256.0K5,2010.00%2qHELD
Financial Engines Advisors L.L.C.$246.2K5,0000.00%3qHELD
Creative Planning$240.8K4,8920.00%2q-13.9%-$39.0K
Southeast Asset Advisors, LLC$239.8K4,8700.02%2qHELD
TOWLE & CO$231.1K4,6940.08%newNEW
Private Advisor Group, LLC$229.5K4,6630.00%newNEW
FMR LLC$226.9K4,6100.00%newNEW
OneDigital Investment Advisors LLC$221.4K4,4980.00%2qHELD
Belpointe Asset Management LLC$220.2K4,4720.01%2q+1.8%+$3.8K
Sequoia Financial Advisors, LLC$218.6K4,4400.00%2q+2.1%+$4.6K
TWO SIGMA SECURITIES, LLC$200.3K4,0690.02%newNEW
IFG Advisory, LLC$145.4K2,9530.01%newNEW
SIMPLEX TRADING, LLC$139.7K2,8380.00%3q-62.5%-$233.2K
Center for Financial Planning, Inc.$130.2K2,6450.01%2qHELD
Farther Finance Advisors, LLC$129.2K2,6230.00%4q+130.9%+$73.2K
Bradley & Co. Private Wealth Management, LLC$123.0K2,4980.06%2qHELD
JFS WEALTH ADVISORS, LLC$94.2K1,9140.00%3q-34.6%-$49.9K
MERCER GLOBAL ADVISORS INC /ADV$73.9K1,5000.00%newNEW
BANK OF MONTREAL /CAN/$59.8K1,2140.00%3qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$52.8K1,0720.00%2q+10620.0%+$52.3K
Crewe Advisors LLC$49.7K1,0100.00%2qHELD
CoreCap Advisors, LLC$49.1K9980.00%2qHELD
UBS Group AG$44.9K9120.00%newNEW
TRUST CO OF TOLEDO NA /OH/$43.9K8910.00%2qHELD
Markowski Investments$37.3K7580.01%newFIRST
PRIVATE TRUST CO NA$34.5K7000.00%3q+40.0%+$9.8K
FIFTH THIRD BANCORP$29.5K6000.00%2qHELD
NATIONAL BANK OF CANADA /FI/$26.3K5350.00%9q-86.1%-$163.5K
EVOLUTION WEALTH MANAGEMENT INC.$25.4K5160.01%2qHELD
Municipal Employees' Retirement System of Michigan$24.7K501,6720.27%6qHELD
Vermillion Wealth Management, Inc.$23.8K4830.01%7q+0.6%
GROUP ONE TRADING LLC$20.8K4230.00%2q+89.7%+$9.8K
Acumen Wealth Advisors, LLC$19.9K4050.00%newNEW
Capital Investment Advisory Services, LLC$19.7K4000.00%2qHELD
Spire Wealth Management$19.7K4000.00%7qHELD
MORGAN STANLEY$19.1K3870.00%2q+11.8%+$2.0K
NewEdge Advisors, LLC$14.9K3030.00%newNEW
ROTHSCHILD INVESTMENT LLC$13.8K2800.00%2qHELD
Integrated Wealth Concepts LLC$11.4K2310.00%newNEW
Strategic Wealth Partners, Ltd.$8.9K1810.00%2qHELD
Pinnacle Bancorp, Inc.$5.4K1100.00%newNEW
PINNEY & SCOFIELD, INC.$2.9K580.00%2qHELD
JDM Financial Group LLC$2.3K460.00%5qHELD
Federation des caisses Desjardins du Quebec$2.1K420.00%2qHELD
Cambridge Investment Research Advisors, Inc.$1.6K32,7320.00%3q+32.3%
Prestige Wealth Management Group LLC$985200.00%2qHELD
Aspect Partners, LLC$985200.00%2q+100.0%
Tradewinds Capital Management, LLC$739150.00%2qHELD
LANARK FINANCIAL, INC.$492100.00%2qHELD
HRT FINANCIAL LP$2895,8750.00%newNEW
CENTAURUS FINANCIAL, INC.$1022,0700.00%newNEW
Capital Analysts, LLC$224560.00%3qHELD
TSFG, LLC$112290.00%3qHELD

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 202692$109.2M2,131,0881925203.9%
Q1 202688$100.5M2,039,278561543.3%
Q4 202544$29.6M649,60620952.0%
Q3 202524$12.9M342,9408340.0%
Q2 202520$13.0M435,3338520.0%
Q1 202512$5.3M205,8703330.0%
Q4 202413$7.5M295,1345420.0%
Q3 202415$5.5M166,2114353.8%
Q2 202416$14.0M468,24312400.0%
Q1 20244$1.3M45,0531110.0%
Q4 20234$4.1M159,2991030.0%
Q3 20233$4.3M177,3402010.0%
Q2 20231$3.7M150,0001000.0%