ISHARES TR (IGE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
163
Reporting holders
$391.7M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $45.0M | 801,288 | 0.00% | 31q | -19.8%-$11.1M |
| MORGAN STANLEY | $44.5M | 792,391 | 0.00% | 35q | -28.7%-$17.9M |
| CITIZENS & NORTHERN CORP | $24.0M | 427,918 | 5.49% | 7q | -8.9%-$2.4M |
| GOLDMAN SACHS GROUP INC | $20.1M | 358,112 | 0.00% | 31q | +31.6%+$4.8M |
| LPL Financial LLC | $15.4M | 273,711 | 0.00% | 31q | +0.7%+$109.0K |
| Wealthcare Advisory Partners LLC | $14.7M | 261,750 | 0.28% | 3q | +13.8%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $14.3M | 254,900 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $13.9M | 246,691 | 0.00% | 31q | -7.5%-$1.1M |
| AMERIPRISE FINANCIAL INC | $13.3M | 236,243 | 0.00% | 31q | +561.7%+$11.3M |
| WELLS FARGO & COMPANY/MN | $11.4M | 203,193 | 0.00% | 31q | -53.4%-$13.1M |
| ENVESTNET ASSET MANAGEMENT INC | $10.1M | 180,049 | 0.00% | 31q | +3.7%+$356.4K |
| Ameritas Investment Partners, Inc. | $8.7M | 154,661 | 0.23% | 31q | +1.6%+$132.8K |
| Beacon Pointe Advisors, LLC | $8.7M | 154,027 | 0.04% | 3q | -20.6%-$2.2M |
| Steward Partners Investment Advisory, LLC | $6.9M | 122,526 | 0.04% | 29q | -37.3%-$4.1M |
| D.A. DAVIDSON & CO. | $6.7M | 120,095 | 0.04% | 27q | -1.7%-$116.7K |
| Qube Research & Technologies Ltd | $6.3M | 112,693 | 0.01% | new | NEW |
| Chicago Wealth Management, Inc. | $6.2M | 109,862 | 2.19% | new | NEW |
| Pure Financial Advisors, LLC | $5.9M | 105,750 | 0.08% | 31q | HELD |
| Factor Wealth Management LTD | $5.9M | 104,309 | 0.89% | 7q | +7.6%+$413.0K |
| PNC Financial Services Group, Inc. | $5.7M | 101,905 | 0.00% | 31q | -25.2%-$1.9M |
| UBS Group AG | $4.9M | 88,043 | 0.00% | 31q | -47.8%-$4.5M |
| MML INVESTORS SERVICES, LLC | $4.1M | 73,035 | 0.01% | 31q | +25.9%+$842.8K |
| Allianz Asset Management GmbH | $4.1M | 65,000 | 0.00% | 2q | HELD |
| Courage Miller Partners, LLC | $3.1M | 55,580 | 0.82% | 31q | +1.0%+$31.3K |
| Cetera Investment Advisers | $2.9M | 52,114 | 0.00% | 10q | -8.1%-$257.5K |
| JENNISON ASSOCIATES LLC | $2.9M | 51,365 | 0.00% | 4q | +479.0%+$2.4M |
| Zeit Capital LLC | $2.6M | 45,953 | 1.56% | 23q | HELD |
| GFS Advisors, LLC | $2.5M | 8,788 | 0.13% | 31q | -82.5%-$12.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 43,045 | 0.00% | 6q | +175.8%+$1.5M |
| Sachetta, LLC | $2.1M | 38,087 | 1.04% | 11q | -3.9%-$87.8K |
| Wealthcare Capital Partners, LLC | $2.0M | 35,583 | 0.83% | 3q | +3.4%+$65.5K |
| Windward Private Wealth Management Inc. | $2.0M | 35,116 | 0.63% | 23q | -2.5%-$51.4K |
| OSAIC HOLDINGS, INC. | $1.9M | 34,452 | 0.00% | 26q | +10.4%+$182.5K |
| GUIDANCE CAPITAL, INC | $1.9M | 32,498 | 0.40% | 3q | +10.8%+$184.3K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 32,494 | 0.00% | 7q | +8.0%+$135.4K |
| JPMORGAN CHASE & CO | $1.8M | 31,810 | 0.00% | 22q | -7.0%-$135.3K |
| American Wealth Advisors, LLC | $1.8M | 31,803 | 1.68% | 4q | -0.6%-$10.5K |
| Arkadios Wealth Advisors | $1.8M | 31,478 | 0.03% | 2q | +3.7%+$63.1K |
| CITADEL ADVISORS LLC | $1.7M | 31,147 | 0.00% | 2q | +798.4%+$1.6M |
| ROTHSCHILD INVESTMENT LLC | $1.7M | 29,879 | 0.06% | 11q | HELD |
| ARKANSAS FINANCIAL GROUP, INC. | $1.6M | 29,175 | 0.21% | 8q | +1.1%+$17.8K |
| Independent Advisor Alliance | $1.6M | 28,924 | 0.04% | 5q | -2.0%-$32.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.6M | 27,949 | 0.08% | 12q | -1.2%-$19.2K |
| TRUIST FINANCIAL CORP | $1.5M | 27,109 | 0.00% | 27q | -2.5%-$38.4K |
| D. E. Shaw & Co., Inc. | $1.4M | 25,353 | 0.00% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1.4M | 24,830 | 0.05% | 15q | +35.2%+$362.9K |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 24,590 | 0.00% | 4q | +13.3%+$162.1K |
| Asset Management Group, Inc. | $1.3M | 24,003 | 0.20% | 31q | -7.1%-$102.9K |
| Cooper Financial Group | $1.3M | 22,598 | 0.11% | 2q | +2.4%+$29.4K |
| ASSETMARK, INC | $1.3M | 22,582 | 0.00% | 7q | -64.6%-$2.3M |
| CIBC WORLD MARKET INC. | $1.2M | 22,159 | 0.00% | 3q | -1.4%-$17.1K |
| HighTower Advisors, LLC | $1.2M | 20,579 | 0.00% | 18q | -0.7%-$7.7K |
| Sanctuary Advisors, LLC | $1.1M | 19,771 | 0.01% | 3q | +41.5%+$326.0K |
| Outlook Wealth Advisors, LLC | $1.1M | 19,483 | 0.24% | 14q | +6.6%+$68.0K |
| IEQ CAPITAL, LLC | $1.0M | 18,557 | 0.00% | 7q | -48.7%-$990.4K |
| IFP Advisors, Inc | $1.0M | 18,545 | 0.02% | 4q | -33.6%-$526.5K |
| Family Investment Center, Inc. | $1.0M | 18,137 | 0.17% | 2q | +10.4%+$95.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $998.8K | 17,780 | 0.00% | 31q | -4.2%-$43.8K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $978.9K | 17,424 | 0.07% | 31q | -1.2%-$11.9K |
| Mariner, LLC | $978.1K | 17,410 | 0.00% | 18q | -24.6%-$319.4K |
| Valmark Advisers, Inc. | $895.7K | 15,943 | 0.01% | 31q | HELD |
| Prime Buchholz LLC | $866.3K | 15,420 | 0.31% | 7q | HELD |
| &PARTNERS | $853.1K | 15,112 | 0.00% | 2q | +4.1%+$34.0K |
| Tower Research Capital LLC (TRC) | $834.9K | 14,861 | 0.02% | new | NEW |
| HighPoint Advisor Group LLC | $834.7K | 14,857 | 0.03% | 3q | -2.3%-$19.8K |
| FIFTH THIRD BANCORP | $804.6K | 14,322 | 0.00% | 2q | +0.8%+$6.1K |
| XML Financial, LLC | $792.4K | 14,105 | 0.06% | 27q | +5.5%+$41.3K |
| XTX Topco Ltd | $782.1K | 13,922 | 0.01% | new | NEW |
| Nikulski Financial, Inc. | $747.8K | 13,310 | 0.16% | new | NEW |
| KKM Financial LLC | $734.9K | 13,082 | 0.10% | 11q | +132.3%+$418.6K |
| Kestra Advisory Services, LLC | $709.6K | 12,631 | 0.00% | 24q | -27.5%-$268.7K |
| Westside Investment Management, Inc. | $663.2K | 11,805 | 0.09% | 6q | HELD |
| Focus Partners Wealth | $623.3K | 11,095 | 0.00% | 5q | HELD |
| Kesler, Norman & Wride, LLC | $616.1K | 10,967 | 0.10% | 2q | HELD |
| NewEdge Advisors, LLC | $598.8K | 10,658 | 0.00% | new | NEW |
| COURIER CAPITAL LLC | $545.2K | 9,705 | 0.03% | 8q | HELD |
| CITIGROUP INC | $540.0K | 9,613 | 0.00% | 31q | +35.8%+$142.4K |
| HBW ADVISORY SERVICES LLC | $535.3K | 9,529 | 0.05% | 3q | -1.1%-$6.1K |
| Ameritas Advisory Services, LLC | $522.4K | 9,299 | 0.01% | 12q | -7.0%-$39.2K |
| JONES FINANCIAL COMPANIES LLLP | $516.9K | 9,059 | 0.00% | 9q | -1.8%-$9.4K |
| Creative Planning | $509.4K | 9,067 | 0.00% | 6q | +7.3%+$34.5K |
| Mezzasalma Advisors, LLC | $499.2K | 8,885 | 0.10% | 7q | +0.5%+$2.5K |
| Atria Investments, Inc | $490.3K | 8,727 | 0.00% | new | NEW |
| PFG Advisors | $488.8K | 8,701 | 0.02% | 4q | +11.9%+$52.0K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $475.9K | 8,471 | 0.05% | 3q | +28.3%+$105.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $466.1K | 8,296 | 0.00% | 31q | -72.7%-$1.2M |
| Orion Porfolio Solutions, LLC | $454.2K | 8,084 | 0.00% | 4q | HELD |
| SeaCrest Wealth Management, LLC | $450.5K | 8,020 | 0.05% | 2q | +9.8%+$40.3K |
| Secure Asset Management, LLC | $434.0K | 7,725 | 0.06% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $426.0K | 7,583 | 0.00% | 13q | HELD |
| Geneos Wealth Management Inc. | $419.8K | 7,473 | 0.01% | 42q | HELD |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $378.1K | 7,365 | 0.23% | 25q | +6.8%+$24.1K |
| New England Private Wealth Advisors LLC | $377.1K | 6,712 | 0.04% | 4q | +0.5%+$1.9K |
| Clearstead Advisors, LLC | $365.2K | 6,500 | 0.00% | new | NEW |
| Mesirow Financial Investment Management, Inc. | $347.7K | 6,189 | 0.01% | 11q | -50.0%-$347.7K |
| REGIONS FINANCIAL CORP | $342.1K | 6,089 | 0.00% | 15q | HELD |
| FMR LLC | $341.4K | 6,077 | 0.00% | 20q | +4.8%+$15.7K |
| Gotham Asset Management, LLC | $341.0K | 6,070 | 0.00% | 4q | +6.5%+$20.8K |
| Rehmann Capital Advisory Group | $323.0K | 5,749 | 0.01% | 22q | HELD |
| Vise Technologies, Inc. | $306.4K | 5,453 | 0.00% | new | NEW |
Showing the largest 100 of 172 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 | 163 | $391.7M | 6,926,487 | 23 | 46 | 45 | 0.0% |
| Q1 2026 | 164 | $515.2M | 8,206,810 | 36 | 45 | 47 | 0.0% |
| Q4 2025 | 147 | $342.3M | 6,818,103 | 17 | 47 | 37 | 0.0% |
| Q3 2025 | 137 | $320.1M | 6,528,871 | 22 | 31 | 34 | 0.0% |
| Q2 2025 | 129 | $317.3M | 7,165,047 | 10 | 39 | 38 | 0.0% |
| Q1 2025 | 136 | $323.4M | 7,118,614 | 12 | 37 | 38 | 0.0% |
| Q4 2024 | 135 | $311.0M | 7,469,688 | 18 | 41 | 36 | 0.0% |
| Q3 2024 | 126 | $227.6M | 5,359,310 | 10 | 30 | 44 | 0.0% |
| Q2 2024 | 123 | $239.9M | 5,645,001 | 6 | 34 | 48 | 0.1% |
| Q1 2024 | 132 | $341.2M | 7,580,812 | 15 | 26 | 48 | 0.2% |
| Q4 2023 | 132 | $314.5M | 7,702,178 | 9 | 40 | 43 | 0.0% |
| Q3 2023 | 127 | $281.9M | 6,777,517 | 12 | 26 | 41 | 0.0% |
| Q2 2023 | 126 | $281.9M | 7,239,785 | 8 | 30 | 46 | 0.3% |
| Q1 2023 | 131 | $405.2M | 10,336,132 | 10 | 26 | 56 | 0.1% |
| Q4 2022 | 133 | $448.6M | 11,012,509 | 21 | 45 | 29 | 0.3% |
| Q3 2022 | 145 | $367.9M | 10,556,989 | 14 | 37 | 52 | 0.2% |
| Q2 2022 | 153 | $462.5M | 12,832,602 | 26 | 42 | 49 | 0.2% |
| Q1 2022 | 137 | $500.9M | 11,894,650 | 34 | 44 | 27 | 4.0% |
| Q4 2021 | 110 | $207.2M | 6,578,322 | 15 | 35 | 34 | 0.0% |
| Q3 2021 | 108 | $187.2M | 6,342,009 | 9 | 28 | 36 | 0.0% |
| Q2 2021 | 113 | $209.7M | 6,900,340 | 13 | 38 | 32 | 0.0% |
| Q1 2021 | 114 | $167.8M | 6,060,792 | 17 | 34 | 31 | 0.4% |
| Q4 2020 | 105 | $110.7M | 4,684,544 | 15 | 22 | 38 | 0.9% |
| Q3 2020 | 98 | $125.3M | 6,319,041 | 6 | 27 | 36 | 0.0% |
| Q2 2020 | 104 | $163.5M | 7,544,934 | 15 | 31 | 34 | 0.0% |
| Q1 2020 | 108 | $118.1M | 7,137,207 | 12 | 25 | 37 | 0.0% |
| Q4 2019 | 130 | $161.9M | 5,374,326 | 17 | 26 | 40 | 0.0% |
| Q3 2019 | 123 | $155.5M | 5,348,355 | 7 | 22 | 58 | 0.0% |
| Q2 2019 | 129 | $180.6M | 5,886,507 | 13 | 24 | 57 | 0.1% |
| Q1 2019 | 125 | $191.6M | 6,102,981 | 13 | 23 | 46 | 0.0% |
| Q4 2018 | 130 | $199.3M | 6,857,882 | 0 | 1 | 5 | 6.1% |