ISHARES TR (IGSB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
972
Reporting holders
$16.3B
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 |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | $1.4B | 26,252,076 | 0.16% | 31q | +6.1%+$78.9M |
| Matson Money. Inc. | $813.1M | 15,505,032 | 22.65% | 31q | +4.1%+$32.3M |
| EP Wealth Advisors, LLC | $718.6M | 13,710,330 | 2.75% | 28q | +17.0%+$104.3M |
| BlackRock, Inc. | $660.1M | 12,595,321 | 0.01% | 8q | -1.1%-$7.5M |
| AMERIPRISE FINANCIAL INC | $524.2M | 10,015,306 | 0.11% | 31q | -52.1%-$569.1M |
| ALLSTATE CORP | $480.1M | 9,160,330 | 4.79% | 31q | +84.6%+$220.0M |
| MORGAN STANLEY | $462.2M | 8,818,356 | 0.02% | 35q | -1.4%-$6.7M |
| BANK OF AMERICA CORP /DE/ | $434.0M | 8,281,325 | 0.03% | 31q | -8.0%-$38.0M |
| BARINGS LLC | $358.5M | 6,840,027 | 6.36% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $358.2M | 6,834,814 | 0.08% | 31q | -2.4%-$8.7M |
| GOLDMAN SACHS GROUP INC | $336.1M | 6,412,760 | 0.03% | 31q | +4.6%+$14.7M |
| CAPTRUST FINANCIAL ADVISORS | $319.0M | 6,086,054 | 0.49% | 31q | +10.9%+$31.4M |
| UBS Group AG | $288.7M | 5,508,239 | 0.04% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $288.6M | 5,506,117 | 0.05% | 31q | -41.3%-$202.6M |
| RAYMOND JAMES FINANCIAL INC | $230.2M | 4,392,728 | 0.06% | 7q | +4.3%+$9.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $208.6M | 3,980,191 | 0.03% | 26q | +4.8%+$9.6M |
| Sixth Street Partners Management Company, L.P. | $208.6M | 3,980,191 | 0.03% | new | NEW |
| PNC Financial Services Group, Inc. | $206.2M | 3,934,430 | 0.10% | 31q | +3.2%+$6.3M |
| Focus Partners Wealth | $192.1M | 3,665,930 | 0.20% | 11q | +20.2%+$32.3M |
| LPL Financial LLC | $184.8M | 3,525,156 | 0.04% | 31q | +17.4%+$27.4M |
| Pure Financial Advisors, LLC | $173.7M | 3,313,324 | 2.21% | 24q | -45.6%-$145.7M |
| STIFEL FINANCIAL CORP | $171.9M | 3,279,401 | 0.14% | 31q | -20.7%-$44.9M |
| Members Trust Co | $167.8M | 3,201,864 | 5.22% | 25q | -1.3%-$2.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $145.1M | 2,768,665 | 0.18% | 31q | -7.0%-$10.9M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $131.5M | 2,508,677 | 1.57% | 21q | +4.1%+$5.2M |
| TRUIST FINANCIAL CORP | $129.0M | 2,462,123 | 0.15% | 31q | +1.9%+$2.4M |
| Composition Wealth, LLC | $125.8M | 2,399,367 | 1.47% | 15q | +15.4%+$16.8M |
| PRUDENTIAL FINANCIAL INC | $122.1M | 2,330,032 | 0.13% | 31q | -5.2%-$6.7M |
| FMR LLC | $117.7M | 2,245,918 | 0.01% | 31q | -4.4%-$5.4M |
| KEYBANK NATIONAL ASSOCIATION/OH | $113.6M | 2,167,426 | 0.37% | 31q | +10.9%+$11.1M |
| ROYAL BANK OF CANADA | $110.9M | 2,116,211 | 0.02% | 31q | -0.7%-$741.7K |
| Point72 Asset Management, L.P. | $106.3M | 2,028,500 | 0.12% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $101.9M | 1,944,485 | 0.21% | 31q | +21.8%+$18.2M |
| HighTower Advisors, LLC | $99.7M | 1,902,181 | 0.10% | 31q | +4.0%+$3.9M |
| Parkside Investments, LLC | $98.3M | 1,876,303 | 10.90% | 25q | +6.4%+$5.9M |
| Williams Jones Wealth Management, LLC. | $97.3M | 1,855,860 | 1.10% | 12q | +6.0%+$5.5M |
| MAI Capital Management | $96.2M | 1,835,731 | 0.36% | 7q | +6.6%+$5.9M |
| Busey Bank | $96.0M | 1,831,639 | 2.33% | 15q | +0.6%+$539.8K |
| RITHOLTZ WEALTH MANAGEMENT | $90.0M | 1,717,904 | 0.67% | 27q | +109.2%+$47.0M |
| RiverFront Investment Group, LLC | $89.3M | 1,704,771 | 1.18% | 15q | +9.6%+$7.8M |
| ASSETMARK, INC | $88.9M | 1,695,928 | 0.15% | 31q | HELD |
| Haverford Trust Co | $86.8M | 1,656,261 | 0.75% | 31q | -14.4%-$14.6M |
| Destination Wealth Management | $83.6M | 1,594,200 | 1.95% | 31q | +2.9%+$2.4M |
| One Capital Management, LLC | $82.6M | 1,571,911 | 2.30% | 31q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $79.6M | 1,518,855 | 0.37% | 27q | +4.0%+$3.1M |
| JPMORGAN CHASE & CO | $77.5M | 1,476,104 | 0.00% | 31q | HELD |
| US BANCORP \DE\ | $72.8M | 1,389,346 | 0.08% | 31q | +7.4%+$5.0M |
| MARYLAND CAPITAL ADVISORS INC. | $72.0M | 1,373,167 | 23.06% | 18q | +10.6%+$6.9M |
| Mariner, LLC | $70.0M | 1,334,985 | 0.07% | 31q | -0.6%-$401.1K |
| Cetera Investment Advisers | $68.3M | 1,302,960 | 0.06% | 31q | -4.7%-$3.4M |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $62.4M | 1,190,935 | 7.87% | 3q | +28618.0%+$62.2M |
| Dakota Wealth Management | $57.9M | 1,104,802 | 1.11% | 31q | +11.5%+$6.0M |
| TD PRIVATE CLIENT WEALTH LLC | $55.4M | 1,056,853 | 1.02% | 25q | +7.0%+$3.6M |
| GREENWOOD GEARHART LLC | $55.0M | 1,050,207 | 2.56% | 29q | +6.6%+$3.4M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $54.5M | 1,039,573 | 1.03% | 30q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $53.8M | 1,026,407 | 0.03% | 30q | +350.0%+$41.8M |
| OSAIC HOLDINGS, INC. | $53.4M | 1,019,362 | 0.06% | 26q | +47.9%+$17.3M |
| RAFFA WEALTH MANAGEMENT, LLC | $51.8M | 987,415 | 6.52% | 28q | +21.5%+$9.1M |
| Pathstone Holdings, LLC | $48.4M | 923,586 | 0.14% | 11q | +16.7%+$6.9M |
| Bangor Savings Bank | $47.6M | 908,714 | 3.50% | 31q | +4.3%+$2.0M |
| Cerity Partners LLC | $47.0M | 897,036 | 0.06% | 19q | -5.7%-$2.8M |
| Zurich Insurance Group Ltd/FI | $46.9M | 894,272 | 0.33% | 21q | HELD |
| BANK OF MONTREAL /CAN/ | $46.7M | 890,251 | 0.02% | 31q | -19.6%-$11.3M |
| CVS HEALTH Corp | $46.6M | 890,000 | 20.72% | 3q | +202.3%+$31.2M |
| CUTLER INVESTMENT COUNSEL LLC | $46.2M | 881,726 | 4.35% | 31q | +3.4%+$1.5M |
| Fiduciary Trust Co | $44.0M | 840,330 | 0.48% | 31q | -0.7%-$295.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.8M | 840,189 | 0.07% | 12q | +15.1%+$5.7M |
| Sumitomo Mitsui Trust Group, Inc. | $42.7M | 815,000 | 0.02% | 23q | -17.4%-$9.0M |
| PDS Planning, Inc | $42.0M | 801,548 | 2.43% | 31q | +4.3%+$1.7M |
| Nelson Capital Management, LLC | $40.7M | 776,458 | 4.46% | 14q | +7.1%+$2.7M |
| MONOGRAPH WEALTH ADVISORS, LLC | $39.9M | 761,949 | 3.28% | 11q | +19.7%+$6.6M |
| Stockman Wealth Management, Inc. | $39.3M | 749,535 | 4.06% | 28q | +1.9%+$725.2K |
| Clearwater Capital Advisors, LLC | $38.8M | 740,410 | 2.84% | 18q | +0.8%+$312.6K |
| IFP Advisors, Inc | $38.1M | 727,413 | 0.69% | 39q | +70.3%+$15.7M |
| Parallel Advisors, LLC | $36.0M | 686,092 | 0.55% | 31q | +4.7%+$1.6M |
| Schaeffer Financial LLC | $35.3M | 674,253 | 27.33% | 11q | +3.8%+$1.3M |
| Kestra Advisory Services, LLC | $35.1M | 670,567 | 0.11% | 24q | -30.6%-$15.5M |
| Rockefeller Capital Management L.P. | $34.8M | 664,743 | 0.05% | 31q | +2.7%+$918.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $34.8M | 663,554 | 1.27% | 20q | +10.1%+$3.2M |
| Wharton Business Group, LLC | $34.7M | 662,380 | 1.16% | 19q | +151.5%+$20.9M |
| NewSquare Capital LLC | $31.9M | 609,297 | 2.36% | 31q | +5.0%+$1.5M |
| Envestnet Portfolio Solutions, Inc. | $31.7M | 605,628 | 0.15% | 12q | -2.4%-$767.0K |
| Chicago Partners Investment Group LLC | $31.0M | 596,458 | 0.62% | 29q | +4.7%+$1.4M |
| NorthCoast Asset Management LLC | $30.9M | 588,685 | 0.68% | 24q | +1.0%+$301.7K |
| ARKANSAS FINANCIAL GROUP, INC. | $30.5M | 581,391 | 3.97% | 31q | -1.4%-$427.2K |
| LAZARD ASSET MANAGEMENT LLC | $30.0M | 571,644 | 0.05% | 12q | +27.8%+$6.5M |
| Prime Capital Investment Advisors, LLC | $29.7M | 567,579 | 0.29% | 28q | HELD |
| FIRST AMERICAN TRUST, FSB | $29.4M | 561,393 | 1.77% | 4q | +28.5%+$6.5M |
| STEPHENS INC /AR/ | $28.6M | 546,640 | 0.32% | 31q | -3.4%-$1.0M |
| Baird Financial Group, Inc. | $27.8M | 530,389 | 0.04% | 31q | +9.5%+$2.4M |
| Integrated Wealth Concepts LLC | $27.8M | 529,579 | 0.14% | 31q | +262.5%+$20.1M |
| Klaas Financial Asset Advisors, LLC | $27.7M | 527,909 | 3.45% | 15q | -2.0%-$555.1K |
| Beacon Pointe Advisors, LLC | $26.6M | 507,466 | 0.12% | 21q | +1.3%+$353.7K |
| MEMBERS CAPITAL ADVISORS INC | $26.2M | 500,000 | 22.51% | 3q | +4.2%+$1.0M |
| DT Investment Partners, LLC | $26.0M | 495,278 | 1.94% | 31q | +3.8%+$939.2K |
| Fiduciary Group, LLC | $25.2M | 480,270 | 1.97% | 31q | +1.4%+$347.8K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $25.1M | 479,786 | 0.31% | 34q | -2.0%-$526.1K |
| Lutz Financial Services LLC | $25.1M | 478,615 | 1.53% | 31q | +0.7%+$180.6K |
| Wellington Grp LLC | $24.7M | 470,262 | 7.61% | 3q | HELD |
| Blue Fin Capital, Inc. | $24.6M | 469,389 | 3.56% | 17q | +6.6%+$1.5M |
Showing the largest 100 of 1,013 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 | 972 | $16.3B | 310,571,351 | 76 | 382 | 296 | 0.0% |
| Q1 2026 | 973 | $16.3B | 310,588,409 | 69 | 427 | 256 | 0.0% |
| Q4 2025 | 968 | $15.8B | 298,072,198 | 73 | 373 | 258 | 0.0% |
| Q3 2025 | 906 | $15.2B | 286,418,626 | 68 | 352 | 264 | 0.0% |
| Q2 2025 | 897 | $16.1B | 305,943,689 | 61 | 309 | 307 | 0.0% |
| Q1 2025 | 888 | $15.9B | 302,980,271 | 56 | 301 | 309 | 0.0% |
| Q4 2024 | 909 | $15.4B | 297,703,429 | 61 | 327 | 270 | 0.0% |
| Q3 2024 | 833 | $14.7B | 280,121,561 | 58 | 271 | 290 | 0.0% |
| Q2 2024 | 817 | $14.1B | 274,936,000 | 50 | 269 | 308 | 0.0% |
| Q1 2024 | 827 | $15.7B | 306,453,541 | 55 | 303 | 287 | 0.0% |
| Q4 2023 | 842 | $15.1B | 294,467,478 | 71 | 235 | 338 | 0.0% |
| Q3 2023 | 796 | $15.1B | 302,279,415 | 55 | 239 | 332 | 0.0% |
| Q2 2023 | 795 | $14.9B | 302,742,414 | 51 | 252 | 315 | 0.0% |
| Q1 2023 | 791 | $16.5B | 325,659,300 | 70 | 212 | 339 | 0.0% |
| Q4 2022 | 762 | $15.2B | 306,183,158 | 85 | 226 | 302 | 0.0% |
| Q3 2022 | 870 | $14.7B | 298,682,813 | 56 | 255 | 370 | 0.0% |
| Q2 2022 | 899 | $15.1B | 299,106,857 | 80 | 214 | 416 | 0.0% |
| Q1 2022 | 919 | $15.2B | 293,098,077 | 73 | 261 | 377 | 0.0% |
| Q4 2021 | 943 | $16.1B | 298,742,747 | 58 | 278 | 365 | 0.0% |
| Q3 2021 | 903 | $17.4B | 318,484,649 | 54 | 328 | 315 | 0.0% |
| Q2 2021 | 900 | $20.4B | 372,603,837 | 55 | 399 | 245 | 0.0% |
| Q1 2021 | 893 | $18.5B | 337,611,252 | 60 | 397 | 252 | 0.0% |
| Q4 2020 | 891 | $16.6B | 301,817,338 | 66 | 367 | 224 | 0.0% |
| Q3 2020 | 790 | $13.9B | 252,636,023 | 64 | 381 | 181 | 0.0% |
| Q2 2020 | 763 | $12.0B | 219,381,126 | 133 | 303 | 165 | 0.0% |
| Q1 2020 | 664 | $8.3B | 157,340,126 | 77 | 210 | 248 | 0.0% |
| Q4 2019 | 661 | $8.8B | 167,970,135 | 40 | 259 | 174 | 0.0% |
| Q3 2019 | 616 | $8.1B | 151,731,316 | 60 | 240 | 178 | 0.0% |
| Q2 2019 | 588 | $7.9B | 147,334,365 | 54 | 207 | 177 | 0.0% |
| Q1 2019 | 581 | $7.0B | 131,716,522 | 51 | 179 | 206 | 0.0% |
| Q4 2018 | 569 | $6.8B | 131,378,863 | 5 | 9 | 19 | 0.0% |