ISHARES TR (IGOV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
139
Reporting holders
$828.9M
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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | $314.2M | 7,658,139 | 5.97% | 2q | +181.0%+$202.4M |
| BlackRock, Inc. | $118.0M | 2,875,281 | 0.00% | 4q | +2673.5%+$113.7M |
| Creative Planning | $74.1M | 1,805,912 | 0.04% | 23q | +18.1%+$11.4M |
| Checchi Capital Advisers, LLC | $24.1M | 587,275 | 1.09% | 31q | HELD |
| NEUBERGER BERMAN GROUP LLC | $18.0M | 437,636 | 0.01% | 5q | -1.6%-$297.3K |
| MAI Capital Management | $15.6M | 380,838 | 0.06% | 7q | +14776.5%+$15.5M |
| RAYMOND JAMES FINANCIAL INC | $14.0M | 342,394 | 0.00% | 5q | +11.1%+$1.4M |
| WELLS FARGO & COMPANY/MN | $13.7M | 334,830 | 0.00% | 31q | -66.8%-$27.6M |
| BANK OF AMERICA CORP /DE/ | $12.1M | 293,978 | 0.00% | 31q | +6.4%+$724.2K |
| MACKENZIE FINANCIAL CORP | $10.3M | 250,449 | 0.01% | 31q | HELD |
| Aspect Partners, LLC | $10.1M | 247,288 | 3.79% | 3q | +23.3%+$1.9M |
| LEUTHOLD GROUP, LLC | $10.1M | 246,891 | 1.02% | 31q | HELD |
| ROYAL BANK OF CANADA | $9.7M | 236,737 | 0.00% | 31q | -1.2%-$120.5K |
| Savant Capital, LLC | $8.7M | 212,410 | 0.03% | 2q | +1451.5%+$8.2M |
| JONES FINANCIAL COMPANIES LLLP | $8.2M | 199,190 | 0.00% | 31q | +24.0%+$1.6M |
| LPL Financial LLC | $7.3M | 177,186 | 0.00% | 31q | -53.7%-$8.4M |
| ENVESTNET ASSET MANAGEMENT INC | $7.2M | 176,240 | 0.00% | 31q | +9.0%+$597.8K |
| Patriot Financial Group Insurance Agency, LLC | $6.7M | 164,412 | 0.69% | 5q | -48.5%-$6.4M |
| AE Wealth Management LLC | $6.7M | 163,454 | 0.03% | 28q | +42.4%+$2.0M |
| Inscription Capital, LLC | $6.7M | 162,506 | 0.59% | 19q | -5.5%-$389.3K |
| UBS Group AG | $6.0M | 146,282 | 0.00% | 31q | -49.3%-$5.8M |
| MORGAN STANLEY | $5.7M | 140,137 | 0.00% | 35q | HELD |
| NorthCoast Asset Management LLC | $5.6M | 136,804 | 0.12% | 6q | +1.8%+$101.1K |
| JANE STREET GROUP, LLC | $5.1M | 124,394 | 0.00% | 3q | -53.5%-$5.9M |
| NORTHERN TRUST CORP | $4.9M | 120,044 | 0.00% | 3q | +9.0%+$408.2K |
| Financial Engines Advisors L.L.C. | $4.7M | 113,993 | 0.01% | 28q | +1.0%+$44.6K |
| World Investment Advisors | $4.7M | 113,837 | 0.08% | 5q | HELD |
| Fisher Asset Management, LLC | $4.6M | 112,825 | 0.00% | 11q | HELD |
| JPMORGAN CHASE & CO | $4.5M | 109,851 | 0.00% | 16q | -53.7%-$5.2M |
| DMC Group, LLC | $3.8M | 91,861 | 2.58% | 5q | +7.5%+$262.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 89,157 | 0.00% | 2q | +455.0%+$3.0M |
| Topel & Distasi Wealth Management, LLC | $3.5M | 84,529 | 1.67% | 19q | +4.1%+$138.0K |
| Israel Discount Bank of New York | $3.4M | 82,740 | 6.28% | 4q | +15.3%+$449.6K |
| Beacon Pointe Advisors, LLC | $3.3M | 81,190 | 0.02% | 4q | -20.0%-$831.6K |
| Cerity Partners OCIO LLC | $3.1M | 75,814 | 0.16% | 9q | -20.4%-$798.4K |
| OLD NATIONAL BANCORP /IN/ | $2.9M | 70,567 | 0.06% | 11q | -7.7%-$242.5K |
| Allianz Asset Management GmbH | $2.8M | 67,919 | 0.00% | 6q | HELD |
| Empirical Asset Management, LLC | $2.7M | 65,230 | 0.60% | 14q | +10.9%+$263.1K |
| SageGuard Financial Group, LLC | $2.6M | 63,654 | 0.37% | new | NEW |
| Cetera Investment Advisers | $2.6M | 62,332 | 0.00% | 13q | +2.8%+$70.5K |
| JOHNSON INVESTMENT COUNSEL INC | $2.2M | 54,782 | 0.02% | 2q | +25.4%+$455.3K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $2.2M | 52,410 | 0.11% | 31q | -3.3%-$72.8K |
| TRUIST FINANCIAL CORP | $2.1M | 50,022 | 0.00% | 3q | +2.3%+$45.4K |
| Columbus Macro, LLC | $1.8M | 44,615 | 0.18% | 13q | -3.0%-$57.5K |
| Focus Partners Wealth | $1.5M | 37,642 | 0.00% | 5q | +20.2%+$259.0K |
| PNC Financial Services Group, Inc. | $1.5M | 37,433 | 0.00% | 27q | HELD |
| TD Waterhouse Canada Inc. | $1.4M | 34,327 | 0.00% | 12q | -2.0%-$29.1K |
| PFG Advisors | $1.4M | 33,660 | 0.07% | 4q | -18.4%-$311.3K |
| CITIGROUP INC | $1.4M | 33,596 | 0.00% | 31q | -14.8%-$239.7K |
| Upper Left Wealth Management, LLC | $1.3M | 32,734 | 0.74% | 17q | +74.8%+$574.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.2M | 30,340 | 0.00% | 14q | HELD |
| Vestmark Advisory Solutions, Inc. | $1.2M | 30,020 | 0.01% | 2q | +35.3%+$321.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 29,962 | 0.00% | 10q | -5.9%-$77.1K |
| HEADINVEST, LLC | $1.1M | 28,000 | 0.21% | 2q | +81.3%+$515.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 27,383 | 0.00% | 31q | -40.5%-$764.8K |
| BCU Wealth Advisors, LLC | $1.1M | 27,129 | 0.37% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $1.1M | 27,012 | 0.00% | 3q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $1.1M | 26,796 | 0.02% | 5q | +111.7%+$580.1K |
| Rothschild Capital Partners, LLC | $1.1M | 25,894 | 0.23% | 6q | +41.6%+$312.0K |
| VERITY Wealth Advisors | $1.0M | 25,245 | 0.63% | 5q | +38.7%+$289.0K |
| RFG Advisory, LLC | $1.0M | 25,023 | 0.02% | 5q | -10.0%-$114.0K |
| OSAIC HOLDINGS, INC. | $1.0M | 24,854 | 0.00% | 26q | HELD |
| Haven Private, LLC | $989.9K | 24,127 | 0.38% | 7q | -12.4%-$139.5K |
| Compagnie Lombard Odier SCmA | $951.2K | 23,183 | 0.01% | 3q | HELD |
| IFP Advisors, Inc | $910.8K | 22,199 | 0.02% | 39q | +33.3%+$227.7K |
| Advisory Services Network, LLC | $900.4K | 21,945 | 0.01% | 5q | +21.7%+$160.8K |
| Crossmark Global Holdings, Inc. | $895.3K | 21,820 | 0.01% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $783.5K | 19,097 | 0.00% | 3q | +81.1%+$350.8K |
| CHAPMAN FINANCIAL GROUP, LLC | $763.9K | 18,619 | 0.51% | 4q | HELD |
| Bank Julius Baer & Co. Ltd, Zurich | $725.8K | 17,636 | 0.00% | 19q | +18.5%+$113.3K |
| Mariner, LLC | $712.9K | 17,376 | 0.00% | 20q | -1.1%-$8.1K |
| Cerity Partners LLC | $695.7K | 16,955 | 0.00% | 4q | -11.1%-$86.6K |
| CreativeOne Wealth, LLC | $688.7K | 16,785 | 0.01% | 5q | -1.3%-$9.3K |
| MYECFO, LLC | $683.0K | 16,646 | 0.26% | 2q | +34.8%+$176.3K |
| Farther Finance Advisors, LLC | $677.7K | 16,517 | 0.01% | 6q | -1.1%-$7.9K |
| Invesco Ltd. | $675.4K | 16,460 | 0.00% | 31q | +4.1%+$26.6K |
| Sovereign Financial Group, Inc. | $616.1K | 15,017 | 0.09% | 15q | -20.7%-$161.3K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $609.1K | 14,845 | 0.01% | 5q | +47.9%+$197.4K |
| Old Peak Finance LLC | $578.7K | 14,103 | 0.28% | 3q | +1.9%+$10.9K |
| NorthRock Partners, LLC | $554.7K | 13,519 | 0.01% | 3q | -42.4%-$409.0K |
| IEQ CAPITAL, LLC | $541.4K | 13,194 | 0.00% | 5q | HELD |
| VISTA CAPITAL PARTNERS, INC. | $509.7K | 12,423 | 0.04% | 10q | +6.7%+$32.0K |
| Summit Trail Advisors, LLC | $492.3K | 11,998 | 0.01% | 5q | -78.8%-$1.8M |
| TWO SIGMA SECURITIES, LLC | $466.8K | 11,378 | 0.04% | new | NEW |
| Destination Wealth Management | $445.1K | 10,849 | 0.01% | new | NEW |
| Obsido Oy | $416.2K | 10,145 | 0.22% | 7q | HELD |
| MML INVESTORS SERVICES, LLC | $382.2K | 9,314 | 0.00% | 4q | -1.4%-$5.4K |
| RWA WEALTH PARTNERS, LLC | $346.3K | 8,440 | 0.00% | 5q | HELD |
| US BANCORP \DE\ | $344.6K | 8,398 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $322.0K | 7,848 | 0.00% | 16q | -4.9%-$16.6K |
| ANGELES WEALTH MANAGEMENT, LLC | $319.4K | 7,784 | 0.01% | 2q | HELD |
| Fiduciary Alliance LLC | $307.8K | 7,501 | 0.02% | 8q | +24.5%+$60.5K |
| FIDUCIARY FINANCIAL GROUP, LLC | $285.8K | 6,966 | 0.03% | 2q | -41.5%-$202.6K |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $284.3K | 6,928 | 0.07% | 5q | -8.9%-$27.8K |
| FIFTH THIRD BANCORP | $271.3K | 6,612 | 0.00% | 2q | HELD |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $243.6K | 5,937 | 0.07% | 15q | HELD |
| OPPENHEIMER & CO INC | $239.1K | 5,828 | 0.00% | 5q | -37.5%-$143.6K |
| BRIGHTON JONES LLC | $236.3K | 5,759 | 0.00% | 2q | HELD |
| NerdWallet Wealth Partners, LLC | $232.5K | 5,666 | 0.08% | new | NEW |
| Advisory Solutions Group, LLC | $224.4K | 5,470 | 0.08% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G | BlackRock Portfolio Management LLC | 8.6% |
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 | 139 | $828.9M | 20,201,125 | 15 | 44 | 36 | 0.0% |
| Q1 2026 | 141 | $581.2M | 14,159,268 | 24 | 59 | 27 | 0.0% |
| Q4 2025 | 133 | $368.5M | 8,846,005 | 21 | 43 | 36 | 0.0% |
| Q3 2025 | 125 | $365.9M | 8,590,039 | 21 | 43 | 32 | 0.0% |
| Q2 2025 | 124 | $627.9M | 14,569,592 | 40 | 42 | 23 | 0.0% |
| Q1 2025 | 90 | $216.8M | 5,498,764 | 13 | 29 | 28 | 0.0% |
| Q4 2024 | 88 | $226.4M | 6,040,346 | 8 | 33 | 23 | 0.0% |
| Q3 2024 | 90 | $250.8M | 5,994,237 | 14 | 22 | 30 | 0.0% |
| Q2 2024 | 84 | $245.2M | 6,380,928 | 8 | 28 | 24 | 0.0% |
| Q1 2024 | 88 | $326.5M | 8,270,718 | 8 | 24 | 30 | 0.0% |
| Q4 2023 | 92 | $319.8M | 7,739,085 | 13 | 24 | 36 | 0.0% |
| Q3 2023 | 87 | $890.3M | 23,952,409 | 7 | 36 | 23 | 0.0% |
| Q2 2023 | 91 | $1.0B | 25,701,134 | 7 | 28 | 31 | 0.0% |
| Q1 2023 | 102 | $993.4M | 24,705,260 | 27 | 24 | 25 | 0.0% |
| Q4 2022 | 79 | $785.0M | 20,049,445 | 17 | 21 | 23 | 0.0% |
| Q3 2022 | 92 | $644.4M | 17,591,476 | 13 | 22 | 34 | 0.0% |
| Q2 2022 | 88 | $728.7M | 17,796,471 | 11 | 24 | 33 | 0.0% |
| Q1 2022 | 97 | $818.9M | 17,632,328 | 13 | 26 | 33 | 0.0% |
| Q4 2021 | 105 | $919.7M | 18,291,993 | 12 | 31 | 20 | 0.0% |
| Q3 2021 | 94 | $853.7M | 16,624,500 | 9 | 29 | 30 | 0.0% |
| Q2 2021 | 106 | $921.4M | 17,633,903 | 8 | 33 | 30 | 0.0% |
| Q1 2021 | 121 | $881.7M | 16,977,675 | 25 | 36 | 29 | 0.0% |
| Q4 2020 | 121 | $834.2M | 14,996,399 | 14 | 39 | 31 | 0.0% |
| Q3 2020 | 111 | $775.5M | 14,662,086 | 21 | 36 | 23 | 0.0% |
| Q2 2020 | 104 | $529.3M | 10,373,915 | 15 | 27 | 35 | 0.1% |
| Q1 2020 | 109 | $556.7M | 11,255,379 | 18 | 30 | 39 | 0.1% |
| Q4 2019 | 111 | $532.4M | 10,621,134 | 14 | 35 | 32 | 0.0% |
| Q3 2019 | 101 | $584.9M | 11,589,208 | 9 | 38 | 30 | 0.0% |
| Q2 2019 | 108 | $782.1M | 15,371,809 | 12 | 37 | 37 | 0.1% |
| Q1 2019 | 111 | $635.9M | 12,957,843 | 13 | 28 | 37 | 0.1% |
| Q4 2018 | 112 | $590.2M | 12,169,752 | 0 | 1 | 3 | 0.1% |