ISHARES TR (IEF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,112
Reporting holders
$45.4B
Reported value
5.0%
Held as options
+27
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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $15.2B | 160,964,153 | 4.53% | 22q | +9.5%+$1.3B |
| JPMORGAN CHASE & CO | $3.3B | 34,258,086 | 0.18% | 31q | -1.3%-$44.1M |
| FMR LLC | $2.3B | 24,180,402 | 0.10% | 31q | -31.0%-$1.0B |
| BANK OF AMERICA CORP /DE/ | $2.0B | 21,307,333 | 0.13% | 31q | -7.0%-$150.6M |
| AMERIPRISE FINANCIAL INC | $1.8B | 18,527,894 | 0.36% | 31q | -50.0%-$1.8B |
| ENVESTNET ASSET MANAGEMENT INC | $1.5B | 15,382,662 | 0.34% | 31q | +4.3%+$59.6M |
| MORGAN STANLEY | $1.4B | 14,392,916 | 0.07% | 35q | +12.6%+$152.4M |
| JANE STREET GROUP, LLC | $1.1B | 333,592 | 0.09% | 31q | +3627.3%+$1.1B |
| PNC Financial Services Group, Inc. | $826.0M | 8,734,310 | 0.41% | 31q | +3.6%+$28.9M |
| RAYMOND JAMES FINANCIAL INC | $713.5M | 7,544,180 | 0.19% | 7q | +10.9%+$70.2M |
| Blue Trust, Inc. | $684.6M | 7,239,129 | 7.17% | 17q | +11.8%+$72.2M |
| UBS Group AG | $632.9M | 5,420,410 | 0.08% | 31q | +29.8%+$145.3M |
| LPL Financial LLC | $577.7M | 6,108,454 | 0.13% | 31q | +2.5%+$14.2M |
| CAPTRUST FINANCIAL ADVISORS | $545.5M | 5,768,269 | 0.83% | 31q | +7.5%+$38.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $479.3M | 5,068,013 | 0.26% | 31q | +4.5%+$20.5M |
| BANK OF MONTREAL /CAN/ | $409.1M | 4,300,120 | 0.13% | 31q | -2.8%-$11.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $372.0M | 560,805 | 0.03% | 31q | +996.4%+$338.1M |
| BlackRock, Inc. | $370.5M | 3,917,957 | 0.01% | 8q | +7.6%+$26.2M |
| Bank Julius Baer & Co. Ltd, Zurich | $315.9M | 3,325,316 | 0.82% | 26q | +5.1%+$15.3M |
| WELLS FARGO & COMPANY/MN | $303.0M | 3,204,490 | 0.05% | 31q | -47.4%-$272.9M |
| GOLDMAN SACHS GROUP INC | $258.4M | 1,602,239 | 0.02% | 31q | +46.7%+$82.2M |
| AIA Group Ltd | $255.4M | 2,701,054 | 1.61% | 11q | +253.7%+$183.2M |
| Baird Financial Group, Inc. | $252.2M | 2,666,597 | 0.35% | 31q | -2.1%-$5.5M |
| Mutual Advisors, LLC | $237.7M | 2,512,956 | 4.47% | 25q | +15.8%+$32.5M |
| CITIGROUP INC | $216.1M | 1,284,765 | 0.07% | 31q | +271.4%+$157.9M |
| ALLIANCEBERNSTEIN L.P. | $197.2M | 2,065,753 | 0.07% | 21q | -19.5%-$47.7M |
| PEAVINE CAPITAL, LLC | $187.4M | 1,982,121 | 39.75% | 5q | +11.9%+$19.9M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $174.3M | 1,843,045 | 16.54% | 31q | +1.8%+$3.0M |
| Harvest Portfolios Group Inc. | $174.2M | 1,841,499 | 2.46% | 10q | -2.9%-$5.3M |
| Cerity Partners OCIO LLC | $171.9M | 1,817,337 | 8.70% | 26q | -3.8%-$6.8M |
| STIFEL FINANCIAL CORP | $171.8M | 1,816,898 | 0.14% | 31q | +18.1%+$26.3M |
| Jupiter Topco LLC | $169.1M | 1,787,909 | 0.07% | new | FIRST |
| TRUIST FINANCIAL CORP | $168.7M | 1,783,901 | 0.20% | 27q | -6.8%-$12.3M |
| CITADEL ADVISORS LLC | $150.2M | options only | 0.02% | 31q | OPTIONS |
| BARCLAYS PLC | $136.6M | 244,498 | 0.03% | 14q | +27.1%+$29.2M |
| Cetera Investment Advisers | $135.8M | 1,436,190 | 0.12% | 30q | +1.5%+$2.0M |
| ROYAL BANK OF CANADA | $125.4M | 1,325,751 | 0.02% | 31q | -60.9%-$195.1M |
| Focus Partners Wealth | $122.5M | 1,294,903 | 0.13% | 11q | -0.9%-$1.2M |
| Members Trust Co | $119.1M | 1,259,227 | 3.71% | 14q | -0.8%-$909.8K |
| Liberty Mutual Group Asset Management Inc. | $111.8M | 1,182,507 | 9.76% | 3q | HELD |
| RiverFront Investment Group, LLC | $109.8M | 1,161,082 | 1.45% | 12q | +4.6%+$4.8M |
| Ally Invest Advisors Inc. | $106.4M | 1,124,596 | 6.42% | 31q | +5.1%+$5.1M |
| Aptus Capital Advisors, LLC | $102.9M | 23,166 | 0.70% | 29q | +15.7%+$14.0M |
| GREENLEAF TRUST | $100.7M | 1,064,492 | 0.97% | 30q | +10.9%+$9.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $100.4M | 1,072,839 | 0.17% | 13q | -12.0%-$13.7M |
| Cerity Partners LLC | $100.4M | 1,061,624 | 0.12% | 15q | +7.9%+$7.3M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $98.1M | 1,037,188 | 1.23% | 28q | +4.7%+$4.4M |
| McElhenny Sheffield Capital Management, LLC | $96.2M | 1,017,476 | 23.83% | new | NEW |
| Wealthcare Advisory Partners LLC | $95.4M | 1,008,438 | 1.81% | 31q | -5.9%-$6.0M |
| Avalon Advisory Group | $88.1M | 931,110 | 32.52% | 27q | +0.7%+$576.4K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $83.0M | 877,332 | 1.57% | 31q | +2.6%+$2.1M |
| GREENWOOD GEARHART LLC | $80.8M | 854,092 | 3.76% | 12q | +6.9%+$5.2M |
| WestEnd Advisors, LLC | $80.6M | 852,633 | 1.80% | 13q | +9.4%+$6.9M |
| 3EDGE Asset Management, LP | $79.8M | 843,322 | 3.56% | 26q | -5.7%-$4.8M |
| MATAURO, LLC | $77.9M | 823,365 | 10.29% | 7q | +7.7%+$5.6M |
| MML INVESTORS SERVICES, LLC | $73.0M | 771,426 | 0.15% | 31q | +18.2%+$11.2M |
| MOORE CAPITAL MANAGEMENT, LP | $72.8M | 770,000 | 1.08% | new | NEW |
| CenturyLink Investment Management Co | $70.6M | 746,500 | 54.73% | 2q | HELD |
| HighTower Advisors, LLC | $70.3M | 743,484 | 0.07% | 31q | +39.2%+$19.8M |
| Raub Brock Capital Management LP | $70.1M | 741,129 | 19.29% | 11q | -2.8%-$2.0M |
| Schonfeld Strategic Advisors LLC | $69.1M | 131,067 | 0.25% | 2q | +315.1%+$52.5M |
| Rockefeller Capital Management L.P. | $65.0M | 687,507 | 0.10% | 31q | -2.4%-$1.6M |
| NorthRock Partners, LLC | $62.6M | 662,231 | 0.91% | 4q | +26.4%+$13.1M |
| Garde Capital, Inc. | $60.5M | 640,024 | 2.71% | 2q | +5.0%+$2.9M |
| Envestnet Portfolio Solutions, Inc. | $56.3M | 595,640 | 0.27% | 12q | +114.0%+$30.0M |
| ASSETMARK, INC | $55.9M | 590,829 | 0.10% | 31q | -55.8%-$70.5M |
| PRUDENT INVESTORS NETWORK, INC. | $55.4M | 585,975 | 10.73% | 10q | +6.5%+$3.4M |
| EASTERN BANK | $53.9M | 570,453 | 0.83% | 8q | +4236.1%+$52.7M |
| Bogart Wealth, LLC | $52.8M | 558,248 | 1.81% | 31q | +5.7%+$2.8M |
| Twele Capital Management, Inc. | $51.3M | 541,981 | 8.37% | 31q | +9.0%+$4.2M |
| PATTON FUND MANAGEMENT, INC. | $49.4M | 522,470 | 10.69% | 29q | +2.5%+$1.2M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $48.5M | 513,242 | 1.71% | 31q | -5.8%-$3.0M |
| GenWealth Group, Inc. | $48.2M | 509,980 | 7.51% | 31q | +4.2%+$2.0M |
| LifeGuide Financial Advisors, LLC | $47.9M | 506,239 | 13.63% | 19q | +8.2%+$3.6M |
| Ironwood Wealth Management, LLC. | $45.4M | 480,303 | 10.07% | 18q | +9.1%+$3.8M |
| Mirae Asset Global Investments Co., Ltd. | $44.7M | 473,040 | 0.07% | 31q | -47.7%-$40.7M |
| Sompo Asset Management Co., Ltd. | $44.7M | 473,019 | 7.34% | 19q | +10.5%+$4.2M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $44.5M | 470,944 | 0.78% | 11q | +662.3%+$38.7M |
| IFP Advisors, Inc | $44.2M | 467,027 | 0.80% | 39q | +31.9%+$10.7M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $43.7M | 461,576 | 0.20% | 27q | +8.3%+$3.3M |
| MAI Capital Management | $43.1M | 455,680 | 0.16% | 7q | -27.4%-$16.2M |
| VICTORY CAPITAL MANAGEMENT INC | $41.2M | 435,844 | 0.02% | 23q | +9.0%+$3.4M |
| FIRST TRUST ADVISORS LP | $41.0M | 433,409 | 0.02% | 31q | +64.1%+$16.0M |
| Beacon Wealthcare LLC | $39.7M | 419,938 | 12.73% | 22q | +1.7%+$657.3K |
| Virtue Capital Management, LLC | $39.7M | 419,798 | 5.30% | 14q | +40.2%+$11.4M |
| Focus Financial Network, Inc. | $38.4M | 405,791 | 1.19% | 13q | +5.8%+$2.1M |
| Kestra Advisory Services, LLC | $37.4M | 395,637 | 0.12% | 24q | HELD |
| Community Financial Services Group, LLC | $36.6M | 389,041 | 5.33% | 11q | -12.0%-$5.0M |
| OSAIC HOLDINGS, INC. | $36.5M | 386,100 | 0.04% | 26q | -8.6%-$3.4M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $36.3M | 384,021 | 2.59% | 12q | +8.8%+$2.9M |
| NewEdge Advisors, LLC | $36.2M | 382,730 | 0.11% | new | NEW |
| Portland Global Advisors LLC | $35.0M | 370,555 | 3.33% | 11q | +96.3%+$17.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $34.6M | 365,808 | 0.08% | 5q | +89.1%+$16.3M |
| Haverford Trust Co | $34.0M | 359,936 | 0.29% | 31q | +88.8%+$16.0M |
| TPG Financial Advisors, LLC | $34.0M | 359,592 | 10.16% | 12q | +40.0%+$9.7M |
| RITHOLTZ WEALTH MANAGEMENT | $31.6M | 334,578 | 0.24% | 10q | +102.9%+$16.0M |
| Karpus Management, Inc. | $31.4M | 331,612 | 0.90% | 15q | +1118.7%+$28.8M |
| Joule Financial, LLC | $30.9M | 326,912 | 8.38% | 17q | HELD |
| SACHEM HILL LLC | $30.7M | 324,839 | 5.46% | 16q | +3.2%+$938.2K |
| FIFTH THIRD BANCORP | $30.6M | 323,523 | 0.05% | 31q | +3.5%+$1.0M |
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 |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 4.9% |
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 | 1,112 | $45.4B | 455,375,824 | 132 | 439 | 357 | 5.0% |
| Q1 2026 | 1,085 | $48.2B | 468,754,860 | 115 | 496 | 289 | 7.2% |
| Q4 2025 | 1,060 | $44.9B | 413,589,663 | 116 | 414 | 313 | 11.5% |
| Q3 2025 | 974 | $39.1B | 372,606,513 | 97 | 416 | 297 | 8.0% |
| Q2 2025 | 975 | $32.3B | 310,930,164 | 110 | 338 | 368 | 7.9% |
| Q1 2025 | 945 | $31.4B | 309,193,829 | 104 | 384 | 289 | 6.1% |
| Q4 2024 | 929 | $28.5B | 284,083,998 | 95 | 326 | 327 | 7.7% |
| Q3 2024 | 891 | $34.6B | 325,717,397 | 118 | 388 | 235 | 7.7% |
| Q2 2024 | 856 | $29.4B | 281,229,584 | 95 | 336 | 270 | 10.4% |
| Q1 2024 | 851 | $30.1B | 282,939,473 | 93 | 336 | 277 | 10.8% |
| Q4 2023 | 849 | $27.5B | 265,326,226 | 127 | 285 | 274 | 7.1% |
| Q3 2023 | 745 | $24.0B | 253,855,768 | 88 | 273 | 253 | 3.2% |
| Q2 2023 | 733 | $25.1B | 252,494,504 | 96 | 280 | 239 | 3.0% |
| Q1 2023 | 703 | $29.4B | 286,689,211 | 122 | 275 | 190 | 3.3% |
| Q4 2022 | 615 | $12.9B | 127,496,949 | 93 | 169 | 247 | 5.3% |
| Q3 2022 | 711 | $18.8B | 181,588,908 | 107 | 265 | 209 | 7.5% |
| Q2 2022 | 704 | $17.5B | 157,488,680 | 110 | 202 | 266 | 7.8% |
| Q1 2022 | 692 | $14.7B | 123,629,605 | 87 | 218 | 255 | 9.4% |
| Q4 2021 | 695 | $17.5B | 121,399,608 | 83 | 213 | 209 | 20.0% |
| Q3 2021 | 622 | $13.2B | 90,892,367 | 65 | 211 | 212 | 20.9% |
| Q2 2021 | 623 | $13.5B | 88,077,186 | 53 | 204 | 250 | 24.7% |
| Q1 2021 | 637 | $13.4B | 99,119,646 | 52 | 220 | 246 | 16.5% |
| Q4 2020 | 695 | $15.0B | 87,968,384 | 62 | 232 | 245 | 29.6% |
| Q3 2020 | 655 | $18.4B | 122,990,503 | 64 | 252 | 223 | 18.7% |
| Q2 2020 | 636 | $18.3B | 133,876,680 | 98 | 254 | 184 | 11.0% |
| Q1 2020 | 607 | $16.5B | 125,915,224 | 121 | 212 | 195 | 8.3% |
| Q4 2019 | 573 | $18.6B | 125,250,922 | 59 | 185 | 200 | 25.8% |
| Q3 2019 | 529 | $19.2B | 125,276,393 | 78 | 199 | 166 | 26.5% |
| Q2 2019 | 507 | $16.3B | 114,793,831 | 83 | 190 | 145 | 22.4% |
| Q1 2019 | 458 | $13.9B | 90,053,721 | 77 | 159 | 130 | 31.0% |
| Q4 2018 | 441 | $12.1B | 77,362,703 | 11 | 9 | 12 | 33.6% |