ISHARES TR (IGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
217
Reporting holders
$780.0M
Reported value
0.0%
Held as options
+5
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 | $73.5M | 835,440 | 0.00% | 26q | +6.6%+$4.6M |
| BANK OF AMERICA CORP /DE/ | $68.1M | 774,943 | 0.00% | 31q | +2.4%+$1.6M |
| OSAIC HOLDINGS, INC. | $55.1M | 627,160 | 0.06% | 26q | -14.7%-$9.5M |
| RAYMOND JAMES FINANCIAL INC | $42.9M | 487,782 | 0.01% | 7q | +6.3%+$2.5M |
| LPL Financial LLC | $42.5M | 483,697 | 0.01% | 31q | +0.7%+$281.7K |
| AJ Advisors, LLC | $40.7M | 462,543 | 12.64% | 15q | +4.3%+$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $34.6M | 393,335 | 0.04% | 31q | -1.8%-$620.1K |
| JPMORGAN CHASE & CO | $20.1M | 227,356 | 0.00% | 17q | +19.2%+$3.2M |
| ENVESTNET ASSET MANAGEMENT INC | $18.9M | 215,044 | 0.00% | 22q | -15.2%-$3.4M |
| Baltimore-Washington Financial Advisors, Inc. | $17.1M | 195,039 | 0.64% | 13q | +7.0%+$1.1M |
| Sanctuary Advisors, LLC | $15.2M | 172,637 | 0.07% | 9q | +3.3%+$487.8K |
| UBS Group AG | $14.3M | 163,096 | 0.00% | 26q | -4.3%-$648.1K |
| Fifth Third Securities, Inc. | $13.9M | 157,792 | 0.79% | 17q | +1.3%+$182.6K |
| Confluence Wealth Services, Inc. | $12.5M | 141,962 | 0.36% | 17q | -0.9%-$115.3K |
| Beacon Pointe Advisors, LLC | $12.1M | 137,484 | 0.06% | 18q | +3.5%+$407.6K |
| Rothschild Wealth LLC | $10.5M | 119,607 | 0.84% | 3q | -4.0%-$437.2K |
| Cetera Investment Advisers | $9.5M | 107,530 | 0.01% | 18q | HELD |
| JANE STREET GROUP, LLC | $9.0M | 102,283 | 0.00% | 3q | -29.4%-$3.7M |
| ROYAL BANK OF CANADA | $8.8M | 100,476 | 0.00% | 26q | +6.9%+$567.0K |
| Lynx Investment Advisory | $8.8M | 99,813 | 2.88% | 9q | +2.7%+$228.6K |
| MAI Capital Management | $8.7M | 99,079 | 0.03% | 7q | +4.0%+$331.5K |
| Concord Wealth Partners | $7.9M | 90,312 | 0.91% | 10q | -1.1%-$85.7K |
| TrueWealth Advisors, LLC | $7.8M | 88,626 | 1.76% | 14q | HELD |
| Concord Asset Management, LLC/VA | $7.8M | 88,570 | 1.21% | 9q | -1.3%-$101.3K |
| Atria Investments, Inc | $7.5M | 85,001 | 0.07% | 2q | +6.6%+$463.8K |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $7.0M | 77,946 | 6.19% | 3q | +4.6%+$307.0K |
| WealthPlan Investment Management, LLC | $6.8M | 77,215 | 0.34% | 17q | -17.5%-$1.4M |
| BAILARD, INC. | $6.8M | 76,869 | 0.14% | 17q | +2.0%+$135.2K |
| TRUIST FINANCIAL CORP | $6.3M | 71,587 | 0.01% | 27q | -2.4%-$153.3K |
| CAPTRUST FINANCIAL ADVISORS | $6.3M | 71,182 | 0.01% | 23q | +5.7%+$335.7K |
| ADG Wealth Management Group, LLC | $5.6M | 63,668 | 3.55% | 7q | +1.2%+$69.0K |
| Rockefeller Capital Management L.P. | $5.1M | 58,211 | 0.01% | 11q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $4.9M | 55,874 | 0.00% | 7q | +11.6%+$510.7K |
| GHP Investment Advisors, Inc. | $4.8M | 55,095 | 0.18% | 31q | -2.0%-$98.8K |
| CITADEL ADVISORS LLC | $4.8M | 51,006 | 0.00% | 8q | +101.9%+$2.4M |
| MML INVESTORS SERVICES, LLC | $4.5M | 51,509 | 0.01% | 18q | +37.6%+$1.2M |
| WealthPLAN Partners, LLC | $4.2M | 47,586 | 0.80% | 16q | -29.0%-$1.7M |
| Diversify Advisory Services, LLC | $4.0M | 44,587 | 0.07% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.0M | 44,587 | 0.07% | 2q | -21.4%-$1.1M |
| Prime Capital Investment Advisors, LLC | $4.0M | 44,963 | 0.04% | 13q | +0.8%+$33.0K |
| Mariner, LLC | $4.0M | 44,933 | 0.00% | 16q | -2.2%-$89.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.9M | 44,460 | 0.00% | 18q | -32.5%-$1.9M |
| Goepper Burkhardt LLC | $3.8M | 42,746 | 1.13% | 5q | +16.5%+$533.6K |
| McKinley Carter Wealth Services, Inc. | $3.7M | 41,852 | 0.19% | 6q | +8.5%+$288.0K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $3.6M | 41,041 | 0.47% | 6q | HELD |
| Intrua Financial, LLC | $3.5M | 40,154 | 0.32% | 9q | +3.3%+$112.6K |
| Good Harbor Advisors, Inc. | $3.5M | 39,342 | 3.38% | 3q | +3.4%+$114.0K |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $3.4M | 38,466 | 0.13% | 17q | +2.1%+$70.8K |
| Kestra Advisory Services, LLC | $3.3M | 37,445 | 0.01% | 11q | +19.0%+$525.6K |
| CreativeOne Wealth, LLC | $3.3M | 37,294 | 0.07% | 18q | -14.1%-$539.1K |
| Capital Investment Advisors, LLC | $3.2M | 36,425 | 0.04% | 21q | -1.5%-$47.4K |
| Larson Financial Group LLC | $3.0M | 33,850 | 0.08% | 8q | +4.8%+$135.7K |
| LifeGoal Investments, LLC | $2.5M | 28,861 | 1.16% | 7q | +20.8%+$437.3K |
| Colonial Trust Co / SC | $2.5M | 28,601 | 0.32% | 15q | HELD |
| US BANCORP \DE\ | $2.3M | 26,180 | 0.00% | 21q | HELD |
| Aptus Capital Advisors, LLC | $2.2M | 25,242 | 0.02% | 15q | -1.4%-$31.1K |
| Kraft, Davis & Associates, LLC | $2.1M | 23,557 | 0.44% | 5q | -7.2%-$162.7K |
| VAQUERO PRIVATE WEALTH, LTD | $2.0M | 23,047 | 0.42% | new | FIRST |
| Heck Capital Advisors, LLC | $1.9M | 22,015 | 0.12% | 17q | -10.4%-$224.8K |
| STIFEL FINANCIAL CORP | $1.9M | 22,009 | 0.00% | 22q | HELD |
| Westfuller Advisors, LLC | $1.8M | 20,921 | 0.67% | 8q | +1.3%+$24.4K |
| Integrated Wealth Concepts LLC | $1.7M | 19,590 | 0.01% | 15q | +86.2%+$797.6K |
| Creative Planning | $1.7M | 19,312 | 0.00% | 22q | +1.0%+$17.2K |
| Family Capital Management, Inc. | $1.6M | 17,944 | 0.61% | 12q | +1.2%+$19.2K |
| Stratos Wealth Advisors, LLC | $1.5M | 17,360 | 0.08% | 11q | -0.6%-$9.9K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $1.5M | 17,028 | 0.11% | 26q | -1.5%-$22.1K |
| Bank of New York Mellon Corp | $1.5M | 16,601 | 0.00% | 5q | +11.8%+$154.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 16,518 | 0.00% | 13q | +134.1%+$831.9K |
| HighTower Advisors, LLC | $1.4M | 16,181 | 0.00% | 15q | -1.6%-$23.6K |
| ZENITH SOLUTIONS, INC. | $1.4M | 15,620 | 1.24% | new | FIRST |
| Dynasty Wealth Management, LLC | $1.4M | 15,615 | 0.01% | 2q | +45.1%+$427.1K |
| Arax Advisory Partners | $1.3M | 15,308 | 0.01% | 3q | +102.0%+$679.6K |
| John W. Brooker & Co., CPAs | $1.3M | 14,231 | 1.51% | 3q | +59.0%+$464.3K |
| Kingsview Wealth Management, LLC | $1.2M | 14,190 | 0.02% | 21q | +0.5%+$6.6K |
| Detalus Advisors, LLC | $1.2M | 13,994 | 0.24% | 16q | +15.2%+$162.5K |
| Kohmann Bosshard Financial Services, LLC | $1.2M | 13,853 | 0.10% | 16q | +7.8%+$88.5K |
| Human Investing LLC | $1.2M | 14,142 | 0.08% | 11q | +100.7%+$609.3K |
| Kovack Advisors, Inc. | $1.2M | 13,455 | 0.06% | 3q | +0.6%+$7.0K |
| SWEENEY & MICHEL, LLC | $1.2M | 12,628 | 0.31% | 12q | HELD |
| FMR LLC | $1.2M | 13,400 | 0.00% | 22q | -2.3%-$27.8K |
| PNC Financial Services Group, Inc. | $1.1M | 13,064 | 0.00% | 8q | +13.5%+$136.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.1M | 12,746 | 0.01% | 5q | +24.1%+$218.0K |
| Pine Harbor Wealth Management, LLC | $1.1M | 12,589 | 0.30% | 11q | HELD |
| Indivisible Partners | $1.1M | 12,506 | 0.06% | 3q | +27.7%+$238.8K |
| Vestmark Advisory Solutions, Inc. | $1.1M | 12,388 | 0.01% | 21q | HELD |
| Advisory Services Network, LLC | $960.5K | 10,924 | 0.01% | 15q | +1.6%+$14.7K |
| Schorn Wealth LLC | $934.5K | 10,628 | 0.24% | 15q | HELD |
| Roof Eidam Maycock Peralta, LLC | $879.3K | 10,000 | 0.17% | 15q | HELD |
| Beacon Financial Advisory LLC | $876.1K | 9,963 | 0.17% | 27q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $874.7K | 9,948 | 0.04% | 3q | +4.7%+$39.6K |
| SNOWWATER INVESTMENT PARTNERS, LLC | $873.9K | 9,939 | 0.60% | 3q | +33.2%+$217.7K |
| PFG Investments, LLC | $838.9K | 9,541 | 0.03% | 2q | +28.8%+$187.7K |
| Icon Wealth Advisors, LLC | $822.8K | 9,358 | 0.05% | 13q | +22.3%+$150.0K |
| SAGESPRING WEALTH PARTNERS, LLC | $818.5K | 9,308 | 0.01% | 2q | +27.6%+$177.0K |
| Bond & Devick Financial Network, Inc. | $809.5K | 9,206 | 0.20% | 16q | HELD |
| OpenArc Corporate Advisory, LLC | $728.5K | 8,285 | 0.01% | 2q | +78.6%+$320.7K |
| Stratos Wealth Partners, LTD. | $718.2K | 8,167 | 0.01% | 6q | HELD |
| Equitable Holdings, Inc. | $687.1K | 7,815 | 0.00% | 8q | -3.9%-$28.2K |
| BOURGEON CAPITAL MANAGEMENT LLC | $671.3K | 7,634 | 0.10% | 15q | -14.0%-$109.4K |
| NOVEM GROUP | $666.4K | 7,579 | 0.07% | 4q | +19.6%+$109.3K |
Showing the largest 100 of 225 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 | 217 | $780.0M | 8,860,491 | 20 | 80 | 54 | 0.0% |
| Q1 2026 | 212 | $748.1M | 8,929,263 | 29 | 75 | 53 | 0.0% |
| Q4 2025 | 196 | $692.4M | 8,355,520 | 25 | 68 | 59 | 0.0% |
| Q3 2025 | 195 | $775.6M | 9,751,452 | 15 | 84 | 56 | 0.0% |
| Q2 2025 | 197 | $850.2M | 10,786,370 | 30 | 78 | 61 | 0.0% |
| Q1 2025 | 177 | $713.5M | 9,848,232 | 19 | 70 | 48 | 0.0% |
| Q4 2024 | 174 | $635.4M | 9,347,685 | 15 | 71 | 45 | 0.0% |
| Q3 2024 | 167 | $651.6M | 8,748,039 | 19 | 74 | 32 | 0.0% |
| Q2 2024 | 155 | $490.3M | 7,275,814 | 21 | 64 | 42 | 0.0% |
| Q1 2024 | 136 | $530.4M | 7,863,074 | 8 | 59 | 42 | 0.0% |
| Q4 2023 | 139 | $452.8M | 7,013,259 | 16 | 46 | 50 | 0.0% |
| Q3 2023 | 129 | $427.2M | 7,199,221 | 9 | 52 | 43 | 0.0% |
| Q2 2023 | 129 | $430.1M | 6,934,126 | 14 | 55 | 37 | 0.0% |
| Q1 2023 | 120 | $438.5M | 7,534,609 | 16 | 50 | 32 | 0.0% |
| Q4 2022 | 105 | $331.4M | 5,717,953 | 22 | 37 | 23 | 0.0% |
| Q3 2022 | 102 | $263.2M | 5,155,880 | 8 | 46 | 28 | 0.0% |
| Q2 2022 | 107 | $264.5M | 4,613,533 | 27 | 42 | 19 | 0.0% |
| Q1 2022 | 89 | $230.1M | 3,545,269 | 26 | 24 | 25 | 0.0% |
| Q4 2021 | 66 | $169.1M | 2,501,056 | 5 | 29 | 15 | 0.0% |
| Q3 2021 | 65 | $140.2M | 2,152,116 | 10 | 26 | 12 | 0.0% |
| Q2 2021 | 58 | $198.5M | 2,950,090 | 16 | 22 | 12 | 0.0% |
| Q1 2021 | 49 | $118.5M | 1,871,593 | 13 | 17 | 8 | 0.0% |
| Q4 2020 | 40 | $86.6M | 1,377,617 | 4 | 16 | 8 | 0.0% |
| Q3 2020 | 39 | $61.3M | 1,130,446 | 6 | 14 | 6 | 0.0% |
| Q2 2020 | 37 | $45.3M | 889,693 | 2 | 10 | 12 | 0.0% |
| Q1 2020 | 41 | $45.9M | 1,005,419 | 12 | 8 | 12 | 0.0% |
| Q4 2019 | 37 | $56.9M | 943,696 | 4 | 11 | 2 | 0.0% |
| Q3 2019 | 36 | $38.9M | 702,192 | 5 | 10 | 10 | 0.0% |
| Q2 2019 | 33 | $37.1M | 652,649 | 7 | 9 | 7 | 0.0% |
| Q1 2019 | 30 | $42.2M | 779,612 | 1 | 14 | 2 | 0.0% |
| Q4 2018 | 33 | $36.3M | 738,010 | 0 | 0 | 1 | 0.0% |