ISHARES TR (IGV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
862
Reporting holders
$22.3B
Reported value
49.4%
Held as options
+117
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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $2.9B | 12,146,132 | 0.25% | 31q | -12.3%-$407.9M |
| CITADEL ADVISORS LLC | $2.1B | 14,138 | 0.24% | 31q | -77.6%-$7.2B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8B | 2,489,303 | 0.14% | 31q | +162.4%+$1.1B |
| JANE STREET GROUP, LLC | $1.8B | options only | 0.15% | 31q | OPTIONS |
| Elliott Investment Management L.P. | $1.4B | options only | 6.29% | new | OPTIONS |
| Varma Mutual Pension Insurance Co | $1.4B | 15,248,262 | 7.32% | 2q | -62.6%-$2.3B |
| BNP PARIBAS FINANCIAL MARKETS | $1.3B | 4,979,780 | 0.45% | 27q | -30.4%-$572.6M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.0B | 11,502,061 | 1.46% | 9q | +1337.8%+$969.6M |
| CITIGROUP INC | $1.0B | 9,206,194 | 0.33% | 31q | -11.4%-$130.2M |
| BANK OF AMERICA CORP /DE/ | $872.1M | 9,626,317 | 0.06% | 31q | +173.4%+$553.2M |
| MORGAN STANLEY | $749.6M | 8,274,243 | 0.04% | 35q | -22.6%-$218.6M |
| PeakShares LLC | $724.8M | 8,000 | 0.54% | 2q | +60.0%+$271.8M |
| UBS Group AG | $310.7M | 2,853,294 | 0.04% | 31q | -62.7%-$522.4M |
| LPL Financial LLC | $251.0M | 2,766,243 | 0.06% | 31q | +16.7%+$36.0M |
| WELLS FARGO & COMPANY/MN | $244.3M | 2,621,390 | 0.04% | 31q | -40.4%-$165.4M |
| ROYAL BANK OF CANADA | $205.5M | 1,750,918 | 0.03% | 31q | +66.3%+$81.9M |
| BARCLAYS PLC | $184.5M | 1,151,410 | 0.04% | 12q | +133.9%+$105.6M |
| MENORA MIVTACHIM HOLDINGS LTD. | $171.7M | 1,894,901 | 0.67% | 7q | -13.6%-$27.1M |
| TUDOR INVESTMENT CORP ET AL | $167.0M | 413,766 | 0.23% | 2q | HELD |
| MEITAV INVESTMENT HOUSE LTD | $156.2M | 1,724,569 | 1.05% | new | NEW |
| Squarepoint Ops LLC | $138.1M | 680,093 | 0.15% | 4q | +141.1%+$80.8M |
| Laura & John Arnold Foundation | $134.1M | 1,479,875 | 40.57% | 3q | HELD |
| Caisse de depot et placement du Quebec | $132.4M | 1,461,587 | 0.19% | 2q | +11.4%+$13.5M |
| Migdal Insurance & Financial Holdings Ltd. | $120.0M | 1,324,838 | 0.77% | 31q | +199.0%+$79.9M |
| Phoenix Financial Ltd. | $119.0M | 1,314,160 | 0.81% | 28q | +1.5%+$1.7M |
| JPMORGAN CHASE & CO | $117.6M | 1,308,542 | 0.01% | 31q | -19.1%-$27.8M |
| Walleye Trading LLC | $113.0M | 128,711 | 0.13% | 2q | HELD |
| MILLENNIUM MANAGEMENT LLC | $93.8M | 50,522 | 0.03% | 8q | +174.6%+$59.6M |
| ENVESTNET ASSET MANAGEMENT INC | $87.9M | 970,443 | 0.02% | 31q | +45.2%+$27.4M |
| BlackRock, Inc. | $86.3M | 4,583 | 0.00% | 5q | -39.8%-$57.1M |
| SCOPUS ASSET MANAGEMENT, L.P. | $72.5M | options only | 1.02% | new | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $67.0M | 738,983 | 0.02% | 7q | +28.0%+$14.6M |
| MML INVESTORS SERVICES, LLC | $64.3M | 710,014 | 0.13% | 31q | +100.6%+$32.3M |
| HighTower Advisors, LLC | $63.2M | 697,176 | 0.06% | 31q | +27.1%+$13.5M |
| Parallax Volatility Advisers, L.P. | $61.4M | 76,921 | 0.10% | 2q | -19.5%-$14.8M |
| Corient Private Wealth LP | $57.7M | 636,666 | 0.04% | 15q | +85.4%+$26.6M |
| AMERIPRISE FINANCIAL INC | $57.5M | 634,202 | 0.01% | 31q | -54.7%-$69.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $57.4M | 633,902 | 2.36% | new | NEW |
| Equitable Holdings, Inc. | $53.7M | 592,748 | 0.32% | 27q | +7.6%+$3.8M |
| OSAIC HOLDINGS, INC. | $50.0M | 552,079 | 0.06% | 26q | +165.8%+$31.2M |
| Fisher Asset Management, LLC | $49.3M | 544,355 | 0.01% | 28q | -13.1%-$7.4M |
| CloudAlpha Capital Management Limited/Hong Kong | $47.6M | options only | 1.35% | new | OPTIONS |
| Schonfeld Strategic Advisors LLC | $43.7M | 13,109 | 0.16% | 2q | HELD |
| Capula Management Ltd | $40.8M | options only | 0.15% | 2q | OPTIONS |
| SP Asset Management LLC | $40.0M | 441,717 | 3.21% | 15q | +1.0%+$395.1K |
| MARSHALL WACE, LLP | $39.5M | 205,516 | 0.03% | 23q | +201.0%+$26.4M |
| Centiva Capital, LP | $39.5M | 142,556 | 0.34% | 2q | +21.8%+$7.1M |
| Cetera Investment Advisers | $37.4M | 413,334 | 0.03% | 26q | +32.5%+$9.2M |
| Haverford Trust Co | $32.2M | 355,940 | 0.28% | 30q | +1795.8%+$30.5M |
| NOMURA HOLDINGS INC | $31.9M | options only | 0.04% | 2q | OPTIONS |
| Coppell Advisory Solutions LLC | $31.5M | 1,223 | 2.60% | new | NEW |
| Caption Management, LLC | $30.9M | options only | 0.14% | 2q | OPTIONS |
| AFFINITY WEALTH MANAGEMENT LLC | $29.8M | 329,345 | 3.84% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $29.5M | 234,549 | 0.13% | 16q | HELD |
| J. Goldman & Co LP | $27.5M | 303,372 | 0.71% | 2q | +170.3%+$17.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.0M | 297,700 | 0.01% | 31q | +167.9%+$16.9M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $26.1M | 11,036 | 0.05% | 2q | -63.2%-$44.8M |
| STIFEL FINANCIAL CORP | $26.1M | 288,043 | 0.02% | 31q | +32.8%+$6.4M |
| Atika Capital Management LLC | $24.6M | options only | 1.62% | new | OPTIONS |
| Balyasny Asset Management L.P. | $24.2M | options only | 0.03% | 2q | OPTIONS |
| MOORE CAPITAL MANAGEMENT, LP | $23.3M | 256,956 | 0.35% | new | NEW |
| Diversify Advisory Services, LLC | $23.1M | 254,501 | 0.39% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $23.1M | 254,501 | 0.39% | 2q | +90.6%+$11.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $22.8M | 251,408 | 0.03% | 31q | -30.1%-$9.8M |
| Journey Advisory Group, LLC | $22.3M | 246,014 | 1.70% | new | NEW |
| Twin Tree Management, LP | $22.1M | 29,735 | 0.42% | 8q | +163.7%+$13.7M |
| Ninety One UK Ltd | $21.7M | 239,314 | 0.05% | new | NEW |
| LMR Partners LLP | $21.6M | 238,466 | 0.08% | 2q | -10.9%-$2.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $19.2M | 211,582 | 2.37% | new | NEW |
| IEQ CAPITAL, LLC | $18.8M | 207,653 | 0.09% | 7q | -1.9%-$369.8K |
| Rockefeller Capital Management L.P. | $18.4M | 203,059 | 0.03% | 10q | +38.8%+$5.1M |
| JONES FINANCIAL COMPANIES LLLP | $18.3M | 207,265 | 0.01% | 12q | +42.6%+$5.5M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $18.1M | options only | 0.32% | new | OPTIONS |
| Hidden Lake Asset Management LP | $18.1M | options only | 5.45% | new | OPTIONS |
| Kapitalo Investimentos Ltda | $18.1M | options only | 1.15% | new | OPTIONS |
| Hudson Bay Capital Management LP | $17.7M | 85,113 | 0.05% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $17.5M | 192,847 | 1.14% | 5q | +51880.3%+$17.4M |
| Y.D. More Investments Ltd | $16.1M | 178,220 | 0.50% | 15q | +32.2%+$3.9M |
| Waverly Advisors, LLC | $16.1M | 177,524 | 0.09% | 7q | -20.6%-$4.2M |
| Verition Fund Management LLC | $16.0M | 52,406 | 0.04% | 3q | +21.9%+$2.9M |
| ASSETMARK, INC | $15.9M | 175,870 | 0.03% | 12q | +10019.1%+$15.8M |
| RiverFront Investment Group, LLC | $15.9M | 174,983 | 0.21% | new | NEW |
| Baker Avenue Asset Management, LP | $15.6M | 171,735 | 0.29% | 16q | +10.4%+$1.5M |
| Jefferies Financial Group Inc. | $14.4M | 40,971 | 0.09% | 15q | +5.2%+$708.3K |
| MinichMacGregor Wealth Management, LLC | $14.0M | 154,494 | 2.12% | new | NEW |
| Focused Wealth Management, Inc | $14.0M | 154,098 | 1.21% | 2q | +1.2%+$161.9K |
| Prospera Financial Services Inc | $13.9M | 153,241 | 0.20% | 11q | +1226.4%+$12.8M |
| Arvest Bank Trust Division | $13.8M | 151,950 | 0.67% | 2q | +102.1%+$7.0M |
| Horizon Wealth Management, LLC | $13.7M | 151,353 | 1.75% | 2q | +8.8%+$1.1M |
| LOWE BROCKENBROUGH & CO INC | $13.6M | 150,394 | 0.61% | 30q | +10.5%+$1.3M |
| Maniro Ltd | $13.5M | 148,875 | 3.03% | 2q | +81.7%+$6.1M |
| Advisors Capital Management, LLC | $13.3M | 146,889 | 0.14% | 2q | +259.6%+$9.6M |
| NOVARE CAPITAL MANAGEMENT LLC | $13.1M | 144,697 | 0.93% | 16q | +3.1%+$393.5K |
| TRUIST FINANCIAL CORP | $12.9M | 142,305 | 0.02% | 27q | -4.1%-$547.8K |
| Parker Investment Management, LLC | $12.8M | 141,345 | 0.98% | new | NEW |
| Focus Partners Wealth | $12.8M | 146,871 | 0.01% | 11q | -33.8%-$6.5M |
| NATIONAL BANK OF CANADA /FI/ | $12.6M | 139,063 | 0.01% | 19q | +59.5%+$4.7M |
| Federation des caisses Desjardins du Quebec | $12.3M | 135,843 | 0.04% | 37q | -62.8%-$20.8M |
| CAPTRUST FINANCIAL ADVISORS | $12.3M | 135,265 | 0.02% | 26q | -46.6%-$10.7M |
| Cerity Partners LLC | $12.1M | 133,682 | 0.01% | 27q | +34.0%+$3.1M |
Showing the largest 100 of 909 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 | 862 | $22.3B | 124,771,607 | 222 | 286 | 215 | 49.4% |
| Q1 2026 | 745 | $16.2B | 140,332,356 | 268 | 225 | 150 | 31.2% |
| Q4 2025 | 614 | $5.2B | 45,288,267 | 53 | 147 | 203 | 10.4% |
| Q3 2025 | 630 | $7.1B | 54,107,872 | 70 | 157 | 212 | 14.7% |
| Q2 2025 | 653 | $8.1B | 67,136,894 | 119 | 195 | 179 | 11.0% |
| Q1 2025 | 594 | $6.5B | 61,900,013 | 77 | 226 | 141 | 16.6% |
| Q4 2024 | 592 | $6.0B | 49,539,550 | 141 | 176 | 105 | 20.0% |
| Q3 2024 | 456 | $4.0B | 43,321,588 | 47 | 105 | 158 | 6.3% |
| Q2 2024 | 455 | $4.5B | 49,570,359 | 62 | 114 | 130 | 7.0% |
| Q1 2024 | 435 | $6.0B | 68,115,501 | 57 | 360 | 10 | 5.4% |
| Q4 2023 | 439 | $5.5B | 11,700,319 | 73 | 105 | 113 | 13.4% |
| Q3 2023 | 378 | $4.0B | 10,928,251 | 48 | 95 | 104 | 7.3% |
| Q2 2023 | 369 | $4.1B | 11,002,416 | 63 | 93 | 102 | 7.1% |
| Q1 2023 | 335 | $3.9B | 13,727,727 | 58 | 65 | 121 | 9.5% |
| Q4 2022 | 312 | $2.5B | 7,458,868 | 55 | 54 | 115 | 23.4% |
| Q3 2022 | 380 | $4.2B | 13,938,458 | 47 | 86 | 129 | 17.1% |
| Q2 2022 | 395 | $3.8B | 9,845,337 | 60 | 88 | 153 | 29.3% |
| Q1 2022 | 402 | $5.2B | 10,287,479 | 58 | 93 | 143 | 31.4% |
| Q4 2021 | 428 | $8.8B | 11,028,706 | 45 | 105 | 127 | 50.5% |
| Q3 2021 | 401 | $9.1B | 13,438,892 | 44 | 136 | 94 | 40.8% |
| Q2 2021 | 385 | $8.1B | 11,200,636 | 50 | 107 | 123 | 45.9% |
| Q1 2021 | 381 | $7.7B | 12,873,843 | 38 | 102 | 149 | 42.6% |
| Q4 2020 | 407 | $8.8B | 14,551,744 | 56 | 129 | 114 | 41.4% |
| Q3 2020 | 356 | $5.1B | 11,921,040 | 52 | 122 | 106 | 27.5% |
| Q2 2020 | 342 | $4.9B | 11,327,602 | 92 | 111 | 74 | 33.7% |
| Q1 2020 | 276 | $3.3B | 9,471,306 | 57 | 100 | 71 | 38.9% |
| Q4 2019 | 273 | $3.1B | 9,831,059 | 52 | 63 | 69 | 26.1% |
| Q3 2019 | 234 | $2.3B | 8,545,881 | 36 | 74 | 62 | 20.1% |
| Q2 2019 | 235 | $2.4B | 8,619,787 | 50 | 67 | 60 | 21.8% |
| Q1 2019 | 215 | $2.1B | 8,721,286 | 57 | 66 | 52 | 11.3% |
| Q4 2018 | 187 | $1.2B | 6,675,188 | 5 | 6 | 7 | 2.1% |