ISHARES TR (IGEB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
184
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $177.8M | 3,942,341 | 0.04% | 11q | +25.4%+$36.0M |
| LPL Financial LLC | $122.4M | 2,714,334 | 0.03% | 14q | +24.5%+$24.1M |
| State of New Jersey Common Pension Fund D | $86.7M | 1,921,932 | 0.30% | 10q | HELD |
| BANK OF AMERICA CORP /DE/ | $80.1M | 1,775,613 | 0.01% | 31q | +49.3%+$26.4M |
| Merit Financial Group, LLC | $56.0M | 1,240,334 | 0.17% | 8q | +136.0%+$32.2M |
| Stratos Investment Management, LLC | $55.2M | 1,224,464 | 2.00% | 10q | +3.8%+$2.0M |
| MORGAN STANLEY | $53.1M | 1,177,849 | 0.00% | 15q | +9.6%+$4.6M |
| Hennion & Walsh Asset Management, Inc. | $38.9M | 861,241 | 1.11% | 19q | +10.0%+$3.5M |
| Equitable Holdings, Inc. | $38.5M | 854,122 | 0.23% | 2q | +17.0%+$5.6M |
| BlackRock, Inc. | $33.5M | 743,163 | 0.00% | 8q | +1.0%+$335.1K |
| Cetera Investment Advisers | $30.4M | 674,762 | 0.03% | 11q | +38.6%+$8.5M |
| MML INVESTORS SERVICES, LLC | $29.1M | 645,097 | 0.06% | 11q | +15.8%+$4.0M |
| OneDigital Investment Advisors LLC | $28.9M | 640,961 | 0.24% | 11q | +8.5%+$2.3M |
| WALLER FINANCIAL PLANNING GROUP, INC | $28.2M | 624,286 | 5.80% | 14q | +1.9%+$537.7K |
| Ameliora Wealth Management Ltd. | $19.4M | 429,861 | 5.76% | 14q | +1.2%+$236.3K |
| UBS Group AG | $19.4M | 429,772 | 0.00% | 9q | +8.5%+$1.5M |
| DORVAL Corp | $18.4M | 408,504 | 5.30% | 11q | +2.3%+$421.6K |
| AMERIPRISE FINANCIAL INC | $17.8M | 395,705 | 0.00% | 21q | -70.2%-$42.1M |
| Envestnet Portfolio Solutions, Inc. | $15.9M | 352,912 | 0.08% | 11q | +44.6%+$4.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $15.0M | 333,158 | 0.03% | 7q | +90.3%+$7.1M |
| Heck Capital Advisors, LLC | $12.2M | 269,354 | 0.73% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 259,326 | 0.01% | 5q | +35.2%+$3.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $11.6M | 258,003 | 0.06% | 11q | -2.6%-$316.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.5M | 255,722 | 0.15% | 6q | -22.0%-$3.3M |
| Kelly Financial Services LLC | $11.4M | 253,415 | 2.45% | 5q | +180.5%+$7.4M |
| JPMORGAN CHASE & CO | $10.9M | 241,115 | 0.00% | 11q | +6.7%+$681.6K |
| BlueStem Wealth Partners, LLC | $10.2M | 226,998 | 1.02% | 7q | -16.2%-$2.0M |
| ASSETMARK, INC | $9.4M | 209,120 | 0.02% | 5q | +27.4%+$2.0M |
| STIFEL FINANCIAL CORP | $7.6M | 167,474 | 0.01% | 11q | +2.6%+$189.4K |
| Systelligence, LLC | $7.2M | 158,594 | 1.19% | new | NEW |
| NorthRock Partners, LLC | $6.9M | 153,630 | 0.10% | 6q | -12.3%-$973.4K |
| Diversify Advisory Services, LLC | $6.8M | 153,618 | 0.11% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $6.8M | 153,618 | 0.11% | 3q | +22.4%+$1.2M |
| Breakwater Capital Group | $6.1M | 135,818 | 0.74% | 9q | -23.3%-$1.9M |
| Private Advisor Group, LLC | $6.0M | 133,936 | 0.03% | 17q | -60.8%-$9.4M |
| HARBOUR INVESTMENTS, INC. | $5.2M | 115,238 | 0.07% | 10q | HELD |
| Hoese & Co LLP | $4.9M | 109,648 | 3.21% | 8q | +0.8%+$37.2K |
| OSAIC HOLDINGS, INC. | $4.2M | 92,269 | 0.00% | 26q | +37.1%+$1.1M |
| Keystone Wealth Services, LLC | $4.1M | 91,376 | 0.77% | 7q | +5.5%+$215.3K |
| Accel Wealth Management | $4.0M | 88,009 | 0.89% | 8q | -1.3%-$51.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $3.8M | 84,783 | 0.19% | 5q | +47.2%+$1.2M |
| Lunt Capital Management, Inc. | $3.7M | 82,063 | 1.36% | 7q | +5.4%+$189.0K |
| JB Capital LLC | $3.5M | 78,514 | 0.12% | 5q | +40.6%+$1.0M |
| JANE STREET GROUP, LLC | $3.3M | 73,457 | 0.00% | 3q | +125.8%+$1.8M |
| Trivium Point Advisory, LLC | $3.2M | 70,182 | 0.29% | new | NEW |
| Altus Wealth Management, LLC | $3.1M | 69,168 | 1.20% | 12q | -1.1%-$35.0K |
| Rockefeller Capital Management L.P. | $2.9M | 64,154 | 0.00% | 7q | +58.9%+$1.1M |
| LARCH CAPITAL PARTNERS LLC | $2.9M | 63,720 | 0.41% | 2q | HELD |
| Convergence Financial, LLC | $2.7M | 60,768 | 0.22% | 9q | +92.5%+$1.3M |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 58,233 | 0.00% | 7q | -20.2%-$663.8K |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.4M | 53,365 | 0.12% | 11q | +3.8%+$87.2K |
| FreeGulliver LLC | $2.3M | 51,784 | 0.82% | 10q | -6.3%-$157.4K |
| Steward Partners Investment Advisory, LLC | $2.1M | 46,504 | 0.01% | 10q | -12.5%-$300.4K |
| Shared Vision Wealth Group LLC | $2.1M | 46,216 | 0.72% | 10q | -3.0%-$65.4K |
| EAGLE GLOBAL ADVISORS LLC | $2.0M | 45,225 | 0.07% | 9q | -1.7%-$36.3K |
| Fermata Advisors, LLC | $2.0M | 45,087 | 0.41% | 9q | -24.4%-$656.6K |
| Vestmark Advisory Solutions, Inc. | $2.0M | 44,455 | 0.02% | 5q | HELD |
| Advisory Services Network, LLC | $2.0M | 43,496 | 0.02% | 11q | -1.7%-$34.1K |
| Dynasty Wealth Management, LLC | $1.9M | 42,428 | 0.01% | 9q | +4.5%+$82.8K |
| Farther Finance Advisors, LLC | $1.9M | 41,073 | 0.01% | 11q | +11.8%+$195.9K |
| Geneos Wealth Management Inc. | $1.7M | 36,993 | 0.03% | 11q | +1.0%+$16.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.7M | 36,631 | 0.08% | 11q | +21.8%+$296.1K |
| Sigma Planning Corp | $1.6M | 36,282 | 0.04% | 18q | -0.5%-$8.4K |
| RFG Advisory, LLC | $1.5M | 34,293 | 0.02% | 15q | +13.1%+$178.7K |
| Prime Capital Investment Advisors, LLC | $1.5M | 33,171 | 0.01% | 11q | +0.7%+$9.7K |
| Daybright Advisory Services, Inc. | $1.5M | 33,556 | 0.35% | 3q | -59.9%-$2.2M |
| SAGESPRING WEALTH PARTNERS, LLC | $1.4M | 31,016 | 0.02% | 7q | +2.7%+$36.9K |
| ROYAL BANK OF CANADA | $1.3M | 29,605 | 0.00% | 12q | -6.4%-$91.4K |
| Modern Wealth Management, LLC | $1.3M | 29,133 | 0.02% | 2q | +195.9%+$870.1K |
| Keebeck Wealth Management | $1.3M | 29,035 | 0.13% | 4q | +7.7%+$93.4K |
| Advyzon Investment Management, LLC | $1.3M | 28,685 | 0.09% | new | NEW |
| Two West Capital Advisors LLC | $1.3M | 28,237 | 0.63% | 9q | -18.3%-$281.3K |
| ShoreHaven Wealth Partners, LLC | $1.2M | 27,411 | 0.39% | 4q | +2.6%+$31.7K |
| CreativeOne Wealth, LLC | $1.2M | 27,331 | 0.03% | 5q | +14.2%+$153.7K |
| Wealth Management Associates, Inc. | $1.2M | 27,060 | 0.34% | 16q | HELD |
| Transamerica Financial Advisors, LLC | $1.2M | 26,717 | 0.10% | 4q | +6.6%+$74.4K |
| FORTE ASSET MANAGEMENT LLC | $1.1M | 24,440 | 0.45% | 8q | +5.8%+$60.6K |
| NewEdge Advisors, LLC | $1.1M | 24,203 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.0M | 23,187 | 0.02% | 10q | -71.5%-$2.6M |
| Paller Financial Services Inc | $1.0M | 22,255 | 0.75% | 3q | +3.6%+$35.2K |
| World Investment Advisors | $1.0M | 22,231 | 0.02% | 9q | -9.2%-$101.9K |
| NATIONAL BANK OF CANADA /FI/ | $950.6K | 21,075 | 0.00% | 19q | -13.1%-$142.8K |
| Invst, LLC | $928.1K | 20,573 | 0.09% | 5q | +29.8%+$213.3K |
| Tidemark, LLC | $926.6K | 20,540 | 0.21% | 9q | -20.1%-$232.8K |
| Mutual Advisors, LLC | $913.7K | 20,255 | 0.02% | 3q | +76.5%+$396.0K |
| Orion Porfolio Solutions, LLC | $901.6K | 19,987 | 0.01% | 5q | +32.2%+$219.8K |
| Cadia Private Client LLC | $851.7K | 18,881 | 0.61% | 3q | +0.7%+$6.0K |
| Apollon Wealth Management, LLC | $809.8K | 17,951 | 0.01% | 11q | -16.7%-$162.2K |
| HB Wealth Management, LLC | $805.8K | 17,864 | 0.00% | 6q | -16.4%-$157.9K |
| Ausdal Financial Partners, Inc. | $767.8K | 17,022 | 0.03% | 5q | +35.8%+$202.5K |
| Icon Wealth Advisors, LLC | $761.9K | 16,889 | 0.05% | 10q | -17.5%-$161.7K |
| Madson Wealth Advisors Inc | $670.4K | 14,861 | 0.46% | 2q | +1.4%+$9.2K |
| PNC Financial Services Group, Inc. | $667.7K | 14,802 | 0.00% | 11q | +114.6%+$356.6K |
| Kestra Advisory Services, LLC | $667.2K | 14,790 | 0.00% | 11q | -27.8%-$256.5K |
| HighTower Advisors, LLC | $650.9K | 14,430 | 0.00% | 2q | +14.6%+$82.9K |
| EFG International AG | $595.9K | 13,210 | 0.01% | 2q | -79.1%-$2.3M |
| McGlone Suttner Wealth Management, Inc. | $586.8K | 13,008 | 0.07% | 11q | -58.6%-$830.7K |
| 1620 INVESTMENT ADVISORS, INC. | $577.1K | 12,792 | 0.36% | 13q | -15.3%-$104.5K |
| GeoWealth Management, LLC | $552.6K | 12,249 | 0.02% | 8q | -18.7%-$127.3K |
| OpenArc Corporate Advisory, LLC | $549.2K | 12,175 | 0.01% | 3q | +16.4%+$77.3K |
Showing the largest 100 of 190 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 | 184 | $1.2B | 27,480,676 | 26 | 86 | 52 | 0.0% |
| Q1 2026 | 175 | $1.1B | 25,403,066 | 24 | 68 | 65 | 0.0% |
| Q4 2025 | 184 | $1.1B | 25,071,682 | 18 | 95 | 39 | 0.0% |
| Q3 2025 | 173 | $1.1B | 23,852,729 | 19 | 91 | 44 | 0.0% |
| Q2 2025 | 169 | $999.1M | 21,988,883 | 30 | 78 | 46 | 0.0% |
| Q1 2025 | 146 | $822.4M | 18,271,543 | 10 | 85 | 34 | 0.0% |
| Q4 2024 | 161 | $720.9M | 16,232,032 | 18 | 49 | 69 | 0.0% |
| Q3 2024 | 216 | $1.3B | 27,590,882 | 34 | 110 | 51 | 0.0% |
| Q2 2024 | 187 | $1.1B | 25,370,799 | 103 | 64 | 11 | 0.0% |
| Q1 2024 | 90 | $379.7M | 8,468,517 | 25 | 45 | 10 | 0.0% |
| Q4 2023 | 73 | $286.4M | 6,329,631 | 39 | 14 | 15 | 0.0% |
| Q3 2023 | 37 | $123.5M | 2,913,162 | 5 | 17 | 10 | 0.0% |
| Q2 2023 | 36 | $101.3M | 2,287,878 | 3 | 22 | 8 | 0.0% |
| Q1 2023 | 39 | $103.5M | 2,316,278 | 15 | 13 | 8 | 0.0% |
| Q4 2022 | 27 | $54.5M | 1,253,607 | 10 | 9 | 6 | 0.0% |
| Q3 2022 | 24 | $125.2M | 2,959,943 | 6 | 7 | 10 | 0.0% |
| Q2 2022 | 23 | $120.1M | 2,687,993 | 5 | 6 | 11 | 0.0% |
| Q1 2022 | 24 | $131.1M | 2,700,929 | 3 | 7 | 9 | 0.0% |
| Q4 2021 | 26 | $135.1M | 2,565,350 | 5 | 12 | 4 | 0.0% |
| Q3 2021 | 21 | $29.2M | 543,148 | 3 | 9 | 5 | 0.0% |
| Q2 2021 | 20 | $126.4M | 2,333,881 | 4 | 5 | 7 | 0.0% |
| Q1 2021 | 22 | $124.8M | 2,317,265 | 7 | 7 | 2 | 0.0% |
| Q4 2020 | 18 | $107.8M | 1,985,021 | 4 | 4 | 5 | 0.0% |
| Q3 2020 | 17 | $166.4M | 1,993,378 | 4 | 6 | 2 | 35.1% |
| Q2 2020 | 19 | $109.8M | 2,026,260 | 4 | 2 | 6 | 0.0% |
| Q1 2020 | 19 | $113.0M | 2,116,836 | 4 | 6 | 3 | 0.0% |
| Q4 2019 | 19 | $115.1M | 2,140,764 | 5 | 5 | 4 | 0.0% |
| Q3 2019 | 15 | $110.2M | 2,041,929 | 3 | 5 | 2 | 0.0% |
| Q2 2019 | 13 | $110.9M | 2,060,358 | 3 | 2 | 5 | 0.0% |
| Q1 2019 | 12 | $111.2M | 2,077,782 | 5 | 2 | 3 | 0.0% |
| Q4 2018 | 6 | $78.0M | 1,645,524 | 0 | 0 | 0 | 0.0% |