ISHARES TR (IGIB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
39
Reporting holders
$288.9M
Reported value
0.0%
Calls
0.0%
Puts
-676
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | $110.0M | 2,184,246 | 4.42% | 32q | -49.7%-$108.6M |
| MFA WEALTH ADVISORS, LLC | $51.5M | 1,022,700 | 8.75% | 8q | HELD |
| Avidian Wealth Enterprises, LLC | $20.8M | 412,406 | 0.58% | 29q | HELD |
| Venture Visionary Partners LLC | $20.6M | 409,520 | 0.54% | new | NEW |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $14.1M | 280,456 | 3.31% | 8q | +7.4%+$968.8K |
| Mendota Financial Group, LLC | $11.9M | 236,711 | 7.39% | 13q | +2.8%+$324.5K |
| CoreCap Advisors, LLC | $11.8M | 234,396 | 0.34% | 9q | +28.1%+$2.6M |
| Galvin, Gaustad & Stein, LLC | $8.9M | 175,966 | 0.67% | 24q | -6.0%-$562.1K |
| Freestate Advisors LLC | $8.6M | 170,095 | 6.59% | 12q | -5.7%-$519.0K |
| Farther Finance Advisors, LLC | $6.7M | 132,634 | 0.05% | 16q | -2.7%-$188.4K |
| YHB Investment Advisors, Inc. | $4.9M | 98,256 | 0.31% | 12q | +17.0%+$720.1K |
| Breakwater Capital Group | $4.3M | 86,310 | 0.51% | 15q | +3.8%+$158.0K |
| Montecito Bank & Trust | $2.0M | 40,050 | 0.31% | 8q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $1.9M | 37,578 | 0.44% | 20q | +95.0%+$921.6K |
| Wealth Enhancement Trust Services, Inc. | $1.8M | 36,040 | 0.19% | 4q | -43.0%-$1.4M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $1.5M | 30,021 | 0.22% | 19q | -3.4%-$53.5K |
| Boltwood Capital Management | $1.3M | 26,120 | 0.30% | 32q | +7.8%+$95.1K |
| THRYVE WEALTH MANAGEMENT LLC | $1.2M | 24,499 | 0.69% | 4q | +7.1%+$81.6K |
| ACT WEALTH MANAGEMENT, LLC | $745.9K | 14,815 | 0.22% | 5q | HELD |
| Bangor Savings Bank | $606.6K | 12,047 | 0.05% | 32q | -10.7%-$72.8K |
| First Heartland Consultants, Inc. | $422.7K | 8,396 | 0.03% | 6q | +7.5%+$29.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $408.5K | 8,114 | 0.03% | 3q | -62.6%-$683.7K |
| Exchange Bank | $386.3K | 7,672 | 0.24% | 7q | HELD |
| FC Advisory LLC | $363.9K | 7,227 | 0.10% | 32q | +11.7%+$38.1K |
| Apella Capital, LLC | $354.8K | 7,048 | 0.00% | 8q | +46.7%+$112.9K |
| Balefire, LLC | $333.9K | 6,631 | 0.05% | new | NEW |
| Grove Bank & Trust | $291.2K | 5,783 | 0.03% | new | NEW |
| Paragon Capital Management Ltd | $290.8K | 5,776 | 0.05% | 12q | -7.8%-$24.7K |
| Roan Capital Partners | $262.6K | 5,215 | 0.19% | 3q | -12.1%-$36.0K |
| Crumly & Associates Inc. | $232.9K | 4,625 | 0.04% | 5q | HELD |
| General Partner, Inc. | $109.0K | 2,165 | 0.06% | 8q | HELD |
| EASTERN BANK | $70.1K | 1,392 | 0.00% | 9q | HELD |
| Go Invest LLC | $37.0K | 734 | 0.01% | 2q | +435.8%+$30.1K |
| GK Wealth Management LLC | $31.2K | 620 | 0.02% | new | NEW |
| TOMPKINS FINANCIAL CORP | $24.0K | 477 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $19.1K | 380 | 0.00% | 32q | HELD |
| Investors Research Corp | $6.0K | 120 | 0.00% | 30q | HELD |
| Bank of New Hampshire | $2.8K | 56 | 0.00% | 3q | HELD |
| Rosenberg Matthew Hamilton | $1.3K | 26 | 0.00% | 21q | HELD |
| Polaris Financial Partners | $73 | 1,440 | 0.03% | new | FIRST |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 39 | $288.9M | 5,737,323 | 5 | 12 | 10 | 0.0% |
| Q2 2026 | 715 | $15.8B | 296,603,463 | 71 | 300 | 193 | 0.0% |
| Q1 2026 | 711 | $13.9B | 260,472,667 | 70 | 300 | 180 | 0.0% |
| Q4 2025 | 693 | $13.4B | 247,773,264 | 50 | 288 | 180 | 0.0% |
| Q3 2025 | 670 | $12.9B | 239,055,780 | 67 | 288 | 169 | 0.0% |
| Q2 2025 | 656 | $12.4B | 233,027,785 | 69 | 225 | 200 | 0.0% |
| Q1 2025 | 633 | $12.2B | 231,788,642 | 49 | 231 | 205 | 0.0% |
| Q4 2024 | 635 | $29.1B | 564,621,678 | 55 | 249 | 156 | 0.0% |
| Q3 2024 | 588 | $11.6B | 216,203,883 | 63 | 216 | 177 | 0.0% |
| Q2 2024 | 566 | $11.0B | 214,731,224 | 66 | 218 | 157 | 0.0% |
| Q1 2024 | 538 | $10.8B | 209,349,359 | 45 | 210 | 163 | 0.0% |
| Q4 2023 | 558 | $10.3B | 197,194,217 | 74 | 187 | 194 | 0.0% |
| Q3 2023 | 523 | $24.3B | 500,287,828 | 47 | 190 | 171 | 0.0% |
| Q2 2023 | 530 | $9.4B | 186,053,423 | 45 | 191 | 166 | 0.0% |
| Q1 2023 | 507 | $9.5B | 185,389,596 | 64 | 161 | 164 | 0.0% |
| Q4 2022 | 509 | $10.2B | 206,585,253 | 63 | 142 | 193 | 0.0% |
| Q3 2022 | 486 | $7.1B | 146,109,280 | 39 | 128 | 195 | 0.0% |
| Q2 2022 | 520 | $7.5B | 147,569,425 | 40 | 124 | 246 | 0.0% |
| Q1 2022 | 549 | $8.7B | 158,692,349 | 52 | 149 | 206 | 0.0% |
| Q4 2021 | 553 | $9.0B | 152,202,504 | 34 | 166 | 179 | 0.0% |
| Q3 2021 | 534 | $9.2B | 150,491,490 | 31 | 183 | 163 | 1.5% |
| Q2 2021 | 549 | $9.6B | 156,435,305 | 50 | 165 | 187 | 1.7% |
| Q1 2021 | 534 | $9.0B | 149,579,138 | 41 | 159 | 171 | 1.7% |
| Q4 2020 | 544 | $8.9B | 140,652,562 | 42 | 185 | 137 | 1.8% |
| Q3 2020 | 497 | $8.8B | 141,631,252 | 41 | 192 | 126 | 1.8% |
| Q2 2020 | 492 | $7.8B | 127,031,149 | 69 | 145 | 173 | 1.9% |
| Q1 2020 | 493 | $6.5B | 115,049,447 | 59 | 175 | 162 | 2.2% |
| Q4 2019 | 510 | $7.9B | 132,674,052 | 56 | 207 | 94 | 2.2% |
| Q3 2019 | 430 | $7.3B | 122,624,203 | 48 | 175 | 104 | 2.9% |
| Q2 2019 | 411 | $5.2B | 91,606,598 | 52 | 161 | 103 | 0.0% |
| Q1 2019 | 394 | $4.6B | 82,629,911 | 46 | 128 | 122 | 0.0% |
| Q4 2018 | 380 | $4.2B | 79,431,907 | 5 | 6 | 13 | 0.0% |