ISHARES U S ETF TR (IGBH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
47
Reporting holders
$107.2M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $29.2M | 1,189,923 | 0.00% | 23q | +29.7%+$6.7M |
| Merit Financial Group, LLC | $8.6M | 350,542 | 0.03% | 2q | +152.4%+$5.2M |
| LPL Financial LLC | $7.2M | 291,175 | 0.00% | 23q | -54.2%-$8.5M |
| QUANTUM FINANCIAL PARTNERS LLC | $6.9M | 281,200 | 3.53% | new | FIRST |
| TRUIST FINANCIAL CORP | $6.4M | 262,403 | 0.01% | 3q | +128.9%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $6.4M | 261,364 | 0.00% | 23q | +58.6%+$2.4M |
| NorthCoast Asset Management LLC | $6.4M | 259,244 | 0.14% | new | NEW |
| Sound Income Strategies, LLC | $5.7M | 233,036 | 0.26% | 15q | -1.6%-$90.9K |
| INTEGRITY ALLIANCE, LLC. | $4.7M | 190,387 | 0.15% | 7q | +24.0%+$906.2K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 159,501 | 0.00% | 7q | +2.1%+$79.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 157,880 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $3.0M | 121,141 | 0.02% | 2q | +45.1%+$925.7K |
| Cetera Investment Advisers | $1.9M | 75,368 | 0.00% | 10q | +17.0%+$269.2K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 69,709 | 0.00% | 4q | HELD |
| CITADEL ADVISORS LLC | $1.6M | 66,467 | 0.00% | 2q | +77.1%+$711.2K |
| MML INVESTORS SERVICES, LLC | $1.6M | 66,437 | 0.00% | 2q | +17.7%+$245.4K |
| Kestra Advisory Services, LLC | $1.5M | 59,791 | 0.00% | 3q | +12.6%+$165.0K |
| Ameritas Advisory Services, LLC | $1.1M | 43,835 | 0.02% | 11q | +236.7%+$757.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $936.6K | 38,042 | 0.06% | 3q | +22.6%+$172.4K |
| OPPENHEIMER & CO INC | $815.4K | 33,173 | 0.01% | 3q | -19.7%-$199.7K |
| Destination Wealth Management | $766.5K | 31,185 | 0.02% | 31q | HELD |
| JANE STREET GROUP, LLC | $448.6K | 18,251 | 0.00% | new | NEW |
| McNaughton Wealth Management, LLC | $331.8K | 13,500 | 0.12% | new | NEW |
| OSAIC HOLDINGS, INC. | $315.1K | 12,820 | 0.00% | 26q | +19.8%+$52.2K |
| Cresset Asset Management, LLC | $251.4K | 10,229 | 0.00% | new | NEW |
| Diversify Advisory Services, LLC | $244.5K | 10,069 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $244.5K | 10,069 | 0.00% | 2q | +13.2%+$28.5K |
| Trilogy Capital Inc. | $226.3K | 9,207 | 0.01% | 10q | HELD |
| Brand Asset Management Group, Inc. | $206.3K | 8,392 | 0.05% | new | NEW |
| Rockefeller Capital Management L.P. | $188.7K | 7,677 | 0.00% | 5q | -46.9%-$166.8K |
| ROYAL BANK OF CANADA | $137.0K | 5,568 | 0.00% | 23q | HELD |
| JPMORGAN CHASE & CO | $60.8K | 2,472 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $59.1K | 2,405 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.6K | 2,060 | 0.00% | 22q | HELD |
| Signature Equity Partners, LLC | $43.5K | 1,769 | 0.02% | 3q | HELD |
| Farther Finance Advisors, LLC | $34.6K | 1,407 | 0.00% | 4q | -0.6% |
| FMR LLC | $22.3K | 906 | 0.00% | 18q | +853.7%+$19.9K |
| Triumph Capital Management | $18.9K | 770 | 0.00% | 3q | HELD |
| Spire Wealth Management | $9.3K | 377 | 0.00% | 8q | +0.8% |
| WELLS FARGO & COMPANY/MN | $7.6K | 308 | 0.00% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $7.2K | 294 | 0.00% | 23q | HELD |
| HARBOUR INVESTMENTS, INC. | $7.2K | 293 | 0.00% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $5.0K | 202 | 0.00% | 3q | -24.1%-$1.6K |
| Key Capital Management, INC | $4.1K | 165 | 0.00% | 3q | -72.3%-$10.6K |
| Allworth Financial LP | $3.3K | 134 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 65,766 | 0.00% | 10q | +92.6% |
| Blue Trust, Inc. | $1.5K | 61 | 0.00% | 8q | HELD |
| AE Wealth Management LLC | $1.4K | 57 | 0.00% | 4q | +1.8% |
| PARK AVENUE SECURITIES LLC | $677 | 27,544 | 0.00% | 6q | -23.8% |
| Janney Montgomery Scott LLC | $271 | 11,020 | 0.00% | 7q | -12.0% |
| Capital Analysts, LLC | $65 | 2,628 | 0.00% | 2q | +1.6% |
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 | 47 | $107.2M | 4,361,265 | 9 | 18 | 7 | 0.0% |
| Q1 2026 | 45 | $75.0M | 3,099,680 | 8 | 18 | 8 | 0.0% |
| Q4 2025 | 45 | $52.6M | 2,134,256 | 8 | 14 | 10 | 0.0% |
| Q3 2025 | 38 | $42.1M | 1,709,172 | 7 | 11 | 12 | 0.0% |
| Q2 2025 | 34 | $41.1M | 1,705,610 | 6 | 13 | 8 | 0.0% |
| Q1 2025 | 33 | $43.0M | 1,792,452 | 3 | 12 | 5 | 0.0% |
| Q4 2024 | 33 | $36.4M | 1,495,164 | 1 | 10 | 11 | 0.0% |
| Q3 2024 | 33 | $39.4M | 1,621,644 | 3 | 12 | 10 | 0.0% |
| Q2 2024 | 37 | $112.1M | 4,617,427 | 7 | 16 | 3 | 0.0% |
| Q1 2024 | 34 | $86.1M | 3,499,674 | 9 | 12 | 5 | 0.0% |
| Q4 2023 | 30 | $52.5M | 2,171,560 | 6 | 9 | 8 | 0.0% |
| Q3 2023 | 23 | $32.9M | 1,373,353 | 0 | 10 | 6 | 0.0% |
| Q2 2023 | 28 | $20.0M | 842,398 | 2 | 7 | 12 | 0.0% |
| Q1 2023 | 29 | $55.2M | 2,360,785 | 1 | 10 | 10 | 0.0% |
| Q4 2022 | 33 | $76.4M | 3,287,620 | 6 | 7 | 15 | 0.0% |
| Q3 2022 | 39 | $56.5M | 2,518,499 | 4 | 13 | 16 | 0.0% |
| Q2 2022 | 39 | $68.8M | 2,980,180 | 4 | 8 | 19 | 0.0% |
| Q1 2022 | 50 | $192.6M | 7,962,570 | 8 | 14 | 19 | 0.0% |
| Q4 2021 | 59 | $740.4M | 29,818,733 | 12 | 22 | 10 | 0.0% |
| Q3 2021 | 49 | $762.7M | 30,333,265 | 6 | 26 | 8 | 0.0% |
| Q2 2021 | 51 | $723.2M | 28,518,499 | 17 | 19 | 7 | 0.0% |
| Q1 2021 | 35 | $682.7M | 26,721,868 | 6 | 19 | 2 | 0.0% |
| Q4 2020 | 34 | $613.9M | 24,603,940 | 19 | 7 | 0 | 0.0% |
| Q3 2020 | 15 | $28.1M | 1,208,418 | 1 | 5 | 2 | 0.0% |
| Q2 2020 | 19 | $40.2M | 1,787,285 | 0 | 5 | 9 | 0.0% |
| Q1 2020 | 19 | $35.3M | 1,702,613 | 5 | 3 | 4 | 0.0% |
| Q4 2019 | 17 | $51.9M | 2,055,654 | 0 | 7 | 3 | 0.0% |
| Q3 2019 | 20 | $46.9M | 1,943,571 | 4 | 6 | 4 | 0.0% |
| Q2 2019 | 20 | $44.6M | 1,807,418 | 3 | 5 | 5 | 0.0% |
| Q1 2019 | 21 | $41.5M | 1,679,837 | 4 | 7 | 4 | 0.0% |
| Q4 2018 | 21 | $28.3M | 1,178,838 | 2 | 0 | 0 | 0.0% |