ISHARES TR (IFGL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
49
Reporting holders
$31.0M
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 |
|---|---|---|---|---|---|
| COURIER CAPITAL LLC | $4.2M | 187,055 | 0.21% | 31q | +11.1%+$417.8K |
| BANK OF AMERICA CORP /DE/ | $4.1M | 185,107 | 0.00% | 31q | +4.4%+$173.8K |
| MORGAN STANLEY | $2.9M | 127,974 | 0.00% | 35q | HELD |
| Cerity Partners LLC | $2.2M | 98,070 | 0.00% | 11q | -5.4%-$125.3K |
| Payne Capital Management, LLC | $1.7M | 77,709 | 0.46% | 7q | +2.8%+$47.9K |
| Gallagher Fiduciary Advisors, LLC | $1.4M | 62,316 | 0.05% | 3q | -95.2%-$27.8M |
| Old Port Advisors | $1.2M | 52,151 | 0.23% | 30q | -4.4%-$53.6K |
| Beacon Pointe Advisors, LLC | $1.1M | 50,859 | 0.01% | 3q | -25.8%-$394.7K |
| Lido Advisors, LLC | $1.0M | 46,220 | 0.00% | 13q | +3.2%+$31.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 45,047 | 0.00% | 15q | +11.2%+$101.4K |
| AE Wealth Management LLC | $955.6K | 42,851 | 0.00% | 7q | +78.2%+$419.4K |
| OSAIC HOLDINGS, INC. | $893.5K | 40,069 | 0.00% | 26q | +154.4%+$542.3K |
| WELLS FARGO & COMPANY/MN | $734.6K | 32,940 | 0.00% | 31q | -77.0%-$2.5M |
| Wealthfront Advisers LLC | $594.2K | 26,645 | 0.00% | 7q | -48.8%-$566.0K |
| Dunhill Financial, LLC | $543.0K | 24,349 | 0.11% | 4q | -31.6%-$251.0K |
| MARYLAND CAPITAL ADVISORS INC. | $480.7K | 21,556 | 0.15% | 18q | -10.1%-$54.2K |
| CITADEL ADVISORS LLC | $448.5K | 20,113 | 0.00% | 4q | -16.9%-$91.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $424.4K | 19,030 | 0.00% | 30q | +106.0%+$218.3K |
| Creative Planning | $413.3K | 18,534 | 0.00% | 31q | +15.6%+$55.8K |
| LPL Financial LLC | $379.3K | 17,011 | 0.00% | 31q | -2.9%-$11.5K |
| Invesco Ltd. | $376.9K | 16,900 | 0.00% | 23q | -3.8%-$14.8K |
| JANE STREET GROUP, LLC | $359.9K | 16,139 | 0.00% | 4q | -58.4%-$504.5K |
| Financial Alternatives, Inc | $345.9K | 15,510 | 0.17% | 15q | +1.0%+$3.3K |
| Prosperity Planning, Inc. | $319.9K | 14,344 | 0.07% | 15q | -9.6%-$33.9K |
| AWM CAPITAL, LLC | $318.9K | 14,299 | 0.03% | 17q | +33.9%+$80.7K |
| Bank of New York Mellon Corp | $303.5K | 13,611 | 0.00% | 31q | HELD |
| Ariadne Wealth Management, LP | $290.8K | 13,040 | 0.13% | 9q | HELD |
| WESTBOURNE INVESTMENTS, INC. | $272.0K | 12,197 | 0.11% | 3q | -12.1%-$37.6K |
| SBI Securities Co., Ltd. | $266.6K | 11,956 | 0.01% | 7q | -1.1%-$3.0K |
| Upper Left Wealth Management, LLC | $244.9K | 10,983 | 0.14% | 2q | +1.8%+$4.3K |
| Savvy Advisors, Inc. | $228.4K | 10,241 | 0.00% | 7q | HELD |
| Integras Partners LLC | $217.9K | 9,772 | 0.12% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $208.3K | 9,280 | 0.00% | 2q | +99.3%+$103.8K |
| Virginia Estate & Retirement Planning Advisors Inc. | $140.8K | 1,276 | 0.17% | new | NEW |
| Private Wealth Management Group, LLC | $137.8K | 6,179 | 0.03% | 11q | HELD |
| UBS Group AG | $97.0K | 4,349 | 0.00% | 31q | +5.6%+$5.1K |
| Stone House Investment Management, LLC | $49.2K | 2,204 | 0.01% | 6q | +0.7% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $35.5K | 1,592 | 0.00% | 7q | -53.2%-$40.4K |
| IFP Advisors, Inc | $22.5K | 1,009 | 0.00% | 39q | HELD |
| Strategic Investment Solutions, Inc. /IL | $22.3K | 1,000 | 0.01% | new | NEW |
| BLAIR WILLIAM & CO/IL | $20.6K | 923 | 0.00% | 25q | HELD |
| CITIGROUP INC | $19.7K | 882 | 0.00% | 4q | HELD |
| FMR LLC | $12.6K | 563 | 0.00% | 31q | -17.3%-$2.6K |
| FIFTH THIRD BANCORP | $9.9K | 446 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $9.9K | 444 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $6.3K | 284 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $6.1K | 275 | 0.00% | 15q | HELD |
| JPMORGAN CHASE & CO | $3.9K | 172 | 0.00% | 2q | +212.7%+$2.6K |
| BANK OF MONTREAL /CAN/ | $558 | 25 | 0.00% | new | NEW |
| NATIXIS ADVISORS, LLC | $344 | 15,452 | 0.00% | 2q | +25.8% |
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 | 49 | $31.0M | 1,385,501 | 6 | 16 | 17 | 0.0% |
| Q1 2026 | 46 | $31.6M | 1,413,133 | 6 | 18 | 10 | 0.0% |
| Q4 2025 | 46 | $32.5M | 1,407,703 | 4 | 9 | 21 | 0.0% |
| Q3 2025 | 47 | $33.3M | 1,446,656 | 7 | 8 | 18 | 0.0% |
| Q2 2025 | 46 | $35.1M | 1,543,752 | 3 | 10 | 22 | 0.0% |
| Q1 2025 | 49 | $39.9M | 2,023,317 | 4 | 13 | 15 | 0.0% |
| Q4 2024 | 51 | $42.5M | 2,237,606 | 5 | 12 | 21 | 0.0% |
| Q3 2024 | 50 | $48.8M | 2,177,819 | 1 | 14 | 20 | 0.0% |
| Q2 2024 | 52 | $47.3M | 2,425,920 | 4 | 11 | 18 | 0.0% |
| Q1 2024 | 50 | $63.6M | 2,990,297 | 3 | 15 | 18 | 0.0% |
| Q4 2023 | 51 | $61.5M | 2,822,774 | 4 | 13 | 22 | 0.0% |
| Q3 2023 | 49 | $51.9M | 2,735,404 | 5 | 11 | 16 | 0.0% |
| Q2 2023 | 52 | $64.4M | 3,241,779 | 4 | 19 | 14 | 0.0% |
| Q1 2023 | 58 | $72.3M | 3,483,864 | 6 | 18 | 20 | 0.0% |
| Q4 2022 | 54 | $59.7M | 2,831,602 | 13 | 13 | 16 | 0.0% |
| Q3 2022 | 61 | $89.7M | 4,695,896 | 6 | 24 | 16 | 0.1% |
| Q2 2022 | 59 | $114.9M | 5,120,817 | 7 | 17 | 20 | 0.1% |
| Q1 2022 | 59 | $134.0M | 4,922,912 | 8 | 20 | 15 | 0.0% |
| Q4 2021 | 65 | $166.2M | 5,829,402 | 7 | 20 | 15 | 0.0% |
| Q3 2021 | 58 | $147.2M | 5,254,038 | 4 | 19 | 16 | 0.0% |
| Q2 2021 | 59 | $152.2M | 5,191,907 | 7 | 21 | 15 | 0.0% |
| Q1 2021 | 58 | $150.5M | 5,451,334 | 4 | 21 | 18 | 0.0% |
| Q4 2020 | 63 | $159.7M | 5,875,664 | 12 | 12 | 20 | 0.0% |
| Q3 2020 | 59 | $144.1M | 6,015,096 | 5 | 15 | 23 | 0.0% |
| Q2 2020 | 67 | $165.7M | 7,148,150 | 8 | 25 | 20 | 0.0% |
| Q1 2020 | 78 | $158.5M | 7,336,088 | 11 | 22 | 25 | 0.0% |
| Q4 2019 | 95 | $242.4M | 8,029,378 | 7 | 31 | 27 | 0.0% |
| Q3 2019 | 94 | $233.5M | 7,886,824 | 8 | 27 | 33 | 0.0% |
| Q2 2019 | 94 | $256.6M | 8,606,731 | 9 | 19 | 41 | 0.0% |
| Q1 2019 | 99 | $340.8M | 11,211,549 | 14 | 22 | 37 | 0.0% |
| Q4 2018 | 96 | $327.8M | 12,112,935 | 2 | 3 | 2 | 0.0% |