ISHARES TR (IHAK)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
170
Reporting holders
$330.1M
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $99.3M | 1,635,100 | 0.01% | 27q | -0.7%-$675.6K |
| Annex Advisory Services, LLC | $28.9M | 476,282 | 0.49% | new | NEW |
| MORGAN STANLEY | $21.5M | 354,620 | 0.00% | 23q | -56.1%-$27.6M |
| LPL Financial LLC | $20.5M | 338,105 | 0.00% | 24q | HELD |
| UBS Group AG | $18.2M | 300,317 | 0.00% | 20q | +4.2%+$730.0K |
| Wharton Business Group, LLC | $17.5M | 288,965 | 0.59% | 25q | -9.1%-$1.8M |
| ROYAL BANK OF CANADA | $8.6M | 141,909 | 0.00% | 26q | HELD |
| SCOTIA CAPITAL INC. | $7.9M | 129,319 | 0.03% | 7q | HELD |
| Nelson Capital Management, LLC | $5.7M | 93,976 | 0.63% | 10q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $5.1M | 89,831 | 0.00% | 9q | +6.0%+$292.6K |
| GOLDMAN SACHS GROUP INC | $4.2M | 68,590 | 0.00% | 18q | +35.7%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 65,996 | 0.00% | 7q | +58.0%+$1.5M |
| STIFEL FINANCIAL CORP | $3.5M | 57,427 | 0.00% | 20q | +0.9%+$30.1K |
| 1 NORTH WEALTH SERVICES LLC | $3.0M | 48,935 | 0.97% | 8q | +10.8%+$288.8K |
| NorthRock Partners, LLC | $2.9M | 47,878 | 0.04% | 4q | +1.3%+$37.5K |
| Aprio Wealth Management, LLC | $2.9M | 47,456 | 0.14% | 8q | -9.9%-$315.2K |
| CROSSPOINT FINANCIAL, LLC | $2.8M | 46,680 | 6.49% | 14q | -7.3%-$223.4K |
| AE Wealth Management LLC | $2.8M | 46,046 | 0.01% | 7q | +25.3%+$563.8K |
| Lido Advisors, LLC | $2.7M | 44,869 | 0.01% | 20q | +16.3%+$382.7K |
| Gladstone Institutional Advisory LLC | $2.7M | 44,196 | 0.08% | 2q | +12.3%+$293.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 40,957 | 0.00% | 25q | -7.2%-$192.0K |
| OSAIC HOLDINGS, INC. | $2.3M | 37,719 | 0.00% | 26q | -23.9%-$718.5K |
| RAINIER FAMILY WEALTH INC | $2.1M | 35,395 | 1.22% | 5q | +6.5%+$131.9K |
| Stenham Asset Management Ltd | $2.0M | 32,723 | 1.42% | 4q | +38.9%+$556.3K |
| Private Advisor Group, LLC | $1.9M | 32,085 | 0.01% | 3q | +2.5%+$48.2K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $1.9M | 31,692 | 1.02% | 16q | +1.0%+$18.2K |
| GTS SECURITIES LLC | $1.9M | 30,652 | 0.04% | 3q | +168.9%+$1.2M |
| Baird Financial Group, Inc. | $1.8M | 30,152 | 0.00% | 14q | +2.9%+$50.8K |
| Cetera Investment Advisers | $1.8M | 29,994 | 0.00% | 10q | -30.8%-$811.0K |
| Csenge Advisory Group | $1.7M | 28,285 | 0.07% | 8q | HELD |
| Crescent Grove Advisors, LLC | $1.7M | 28,030 | 0.14% | 23q | -1.1%-$18.6K |
| Kassira Wealth Management LLC | $1.6M | 26,368 | 1.28% | 4q | +1.6%+$25.1K |
| Solutions 4 Wealth, Ltd | $1.3M | 21,712 | 1.70% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $1.3M | 20,705 | 0.00% | 25q | +5.8%+$68.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 19,586 | 0.00% | 8q | -85.6%-$7.1M |
| Wealthcare Advisory Partners LLC | $1.2M | 19,126 | 0.02% | 24q | -2.3%-$27.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.1M | 18,689 | 0.08% | 10q | +12.3%+$124.5K |
| Krilogy Financial LLC | $1.1M | 18,250 | 0.03% | 7q | +2.2%+$23.4K |
| DARA CAPITAL US, INC. | $1.0M | 17,115 | 0.72% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $1.0M | 16,874 | 0.00% | 18q | -62.2%-$1.7M |
| NAPLES GLOBAL ADVISORS, LLC | $941.3K | 15,505 | 0.06% | 23q | -3.1%-$30.4K |
| Creative Planning | $924.6K | 15,229 | 0.00% | 24q | +2.8%+$25.2K |
| Ellis Investment Partners, LLC | $920.4K | 15,160 | 0.14% | 24q | HELD |
| Stonehage Fleming Financial Services Holdings Ltd | $910.6K | 15,000 | 0.03% | 19q | HELD |
| POM Investment Strategies, LLC | $909.8K | 14,986 | 1.03% | 5q | +102.8%+$461.2K |
| Steward Partners Investment Advisory, LLC | $893.0K | 14,709 | 0.00% | 18q | -0.8%-$7.2K |
| Pacific Sun Financial Corp | $858.4K | 14,140 | 0.35% | 4q | +3.1%+$25.9K |
| Visionary Wealth Advisors | $839.3K | 13,825 | 0.03% | 23q | +9.2%+$70.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $838.7K | 13,815 | 0.00% | 22q | +3.8%+$30.7K |
| Chicago Partners Investment Group LLC | $798.0K | 13,551 | 0.02% | 6q | -6.4%-$54.5K |
| Mariner, LLC | $794.7K | 13,090 | 0.00% | 16q | -3.2%-$26.7K |
| TRUIST FINANCIAL CORP | $724.1K | 11,928 | 0.00% | 25q | -14.8%-$125.4K |
| Kovack Advisors, Inc. | $711.4K | 11,679 | 0.03% | 3q | HELD |
| Rockefeller Capital Management L.P. | $671.6K | 11,062 | 0.00% | 6q | -2.3%-$16.1K |
| Global Retirement Partners, LLC | $670.7K | 11,047 | 0.01% | 9q | HELD |
| HighTower Advisors, LLC | $640.3K | 10,547 | 0.00% | 20q | -19.9%-$159.4K |
| Centurion Wealth Management LLC | $627.0K | 10,327 | 0.15% | 8q | -12.4%-$88.9K |
| Waldron Private Wealth LLC | $622.0K | 10,245 | 0.02% | 4q | HELD |
| PINEBRIDGE INVESTMENTS LLC | $616.2K | 10,150 | 0.01% | 3q | -46.3%-$531.8K |
| &PARTNERS | $604.7K | 9,961 | 0.00% | 2q | -7.1%-$46.0K |
| WARNER FINANCIAL, INC | $598.0K | 9,850 | 0.18% | 11q | +87.4%+$279.0K |
| Kingdom Financial Group LLC. | $594.0K | 9,785 | 0.15% | 2q | +2170.3%+$567.9K |
| Integrated Wealth Concepts LLC | $565.9K | 9,321 | 0.00% | 2q | +74.6%+$241.7K |
| SILVER OAK SECURITIES, INCORPORATED | $557.1K | 9,177 | 0.03% | 6q | +2.5%+$13.6K |
| Penobscot Investment Management Company, Inc. | $522.2K | 8,602 | 0.04% | 21q | -4.5%-$24.5K |
| IEQ CAPITAL, LLC | $517.6K | 8,525 | 0.00% | 6q | -4.9%-$26.8K |
| City State Bank | $476.5K | 7,849 | 0.11% | 19q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $450.6K | 7,423 | 0.00% | 7q | -12.1%-$61.9K |
| 10Elms LLP | $437.6K | 7,207 | 0.19% | 7q | +20.6%+$74.7K |
| KINTRA WEALTH, LLC | $432.6K | 6,329 | 0.02% | 2q | HELD |
| Kestra Advisory Services, LLC | $425.8K | 7,014 | 0.00% | 23q | -29.6%-$178.6K |
| BANK OF MONTREAL /CAN/ | $424.6K | 6,994 | 0.00% | 22q | -22.9%-$126.3K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $416.4K | 6,859 | 0.02% | 11q | -14.4%-$70.0K |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $386.4K | 6,365 | 0.19% | new | NEW |
| Western Wealth Management, LLC | $370.8K | 6,108 | 0.01% | 3q | -3.4%-$13.1K |
| RETIREMENT CAPITAL STRATEGIES | $365.2K | 6,015 | 0.13% | 25q | HELD |
| Purus Wealth Management, LLC | $365.1K | 6,013 | 0.10% | 20q | HELD |
| Amundi | $359.3K | 5,919 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $329.0K | 5,419 | 0.00% | 15q | HELD |
| J. Mark Nickell & Co. | $301.8K | 4,971 | 0.24% | 3q | -48.5%-$283.7K |
| Tidal Investments LLC | $291.9K | 4,808 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $289.3K | 4,766 | 0.00% | 10q | -16.9%-$58.6K |
| Sowell Financial Services LLC | $282.9K | 4,659 | 0.01% | 6q | -4.1%-$12.1K |
| Trexquant Investment LP | $281.6K | 4,639 | 0.00% | 2q | -31.1%-$126.9K |
| Portland Financial Advisors Inc | $263.1K | 4,333 | 0.48% | 7q | -29.0%-$107.6K |
| Opus Financial Solutions LLC | $252.3K | 4,156 | 0.20% | new | NEW |
| CORA CAPITAL ADVISORS LLC | $251.9K | 4,149 | 0.07% | new | NEW |
| Forum Private Client Group LLC | $249.9K | 4,117 | 0.07% | new | NEW |
| Bulwark Capital Corp | $248.0K | 4,085 | 0.14% | 5q | HELD |
| PFG Investments, LLC | $245.3K | 4,041 | 0.01% | 5q | -16.9%-$49.7K |
| Sierra Capital LLC | $245.3K | 4,040 | 0.02% | new | NEW |
| World Investment Advisors | $241.8K | 5,539 | 0.00% | 7q | HELD |
| LRI Investments, LLC | $236.8K | 3,900 | 0.02% | 8q | HELD |
| RETIREMENT PLANNING GROUP, LLC / NY | $235.4K | 3,878 | 0.13% | new | NEW |
| Spire Wealth Management | $231.9K | 3,820 | 0.01% | 22q | -71.9%-$592.0K |
| Valmark Advisers, Inc. | $229.5K | 3,780 | 0.00% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $225.0K | 3,706 | 0.06% | new | NEW |
| Federation des caisses Desjardins du Quebec | $222.8K | 3,671 | 0.00% | 21q | +5.5%+$11.7K |
| Cresset Asset Management, LLC | $215.8K | 3,554 | 0.00% | new | NEW |
| Clark Capital Management Group, Inc. | $209.8K | 3,456 | 0.00% | new | NEW |
Showing the largest 100 of 179 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 | 170 | $330.1M | 5,443,309 | 27 | 42 | 45 | 0.0% |
| Q1 2026 | 157 | $245.6M | 5,621,071 | 20 | 35 | 54 | 0.0% |
| Q4 2025 | 166 | $284.4M | 5,907,642 | 19 | 41 | 45 | 0.0% |
| Q3 2025 | 172 | $327.4M | 6,261,304 | 23 | 44 | 51 | 0.0% |
| Q2 2025 | 166 | $293.0M | 5,509,581 | 22 | 57 | 37 | 0.0% |
| Q1 2025 | 159 | $245.8M | 5,218,188 | 22 | 45 | 40 | 0.2% |
| Q4 2024 | 158 | $252.8M | 5,170,246 | 20 | 44 | 37 | 0.2% |
| Q3 2024 | 140 | $232.3M | 4,757,932 | 14 | 38 | 41 | 0.1% |
| Q2 2024 | 139 | $215.9M | 4,664,282 | 20 | 32 | 49 | 0.7% |
| Q1 2024 | 140 | $258.5M | 5,518,087 | 24 | 37 | 39 | 0.1% |
| Q4 2023 | 130 | $190.5M | 4,184,650 | 20 | 34 | 34 | 0.2% |
| Q3 2023 | 114 | $154.8M | 4,010,841 | 9 | 32 | 33 | 0.2% |
| Q2 2023 | 115 | $154.7M | 4,064,743 | 11 | 32 | 40 | 0.2% |
| Q1 2023 | 116 | $148.0M | 4,072,094 | 11 | 18 | 45 | 0.0% |
| Q4 2022 | 112 | $160.9M | 4,874,774 | 14 | 25 | 42 | 0.0% |
| Q3 2022 | 135 | $181.8M | 5,350,975 | 11 | 39 | 41 | 0.0% |
| Q2 2022 | 137 | $175.9M | 5,015,745 | 16 | 39 | 39 | 0.0% |
| Q1 2022 | 133 | $235.6M | 5,525,844 | 19 | 51 | 29 | 0.0% |
| Q4 2021 | 126 | $224.0M | 5,028,721 | 19 | 60 | 16 | 0.0% |
| Q3 2021 | 115 | $289.8M | 6,649,889 | 22 | 48 | 14 | 0.1% |
| Q2 2021 | 104 | $263.0M | 6,095,401 | 27 | 45 | 13 | 0.0% |
| Q1 2021 | 85 | $185.2M | 4,847,588 | 33 | 29 | 9 | 0.0% |
| Q4 2020 | 55 | $69.0M | 1,709,563 | 18 | 23 | 4 | 0.0% |
| Q3 2020 | 41 | $38.0M | 1,161,318 | 22 | 11 | 2 | 0.0% |
| Q2 2020 | 20 | $17.3M | 556,743 | 13 | 3 | 1 | 0.0% |
| Q1 2020 | 9 | $3.7M | 149,516 | 5 | 1 | 1 | 0.0% |
| Q4 2019 | 8 | $1.9M | 69,680 | 4 | 2 | 2 | 0.0% |
| Q3 2019 | 4 | $873.0K | 35,333 | 2 | 0 | 2 | 0.0% |
| Q2 2019 | 2 | $5.9M | 231,717 | 2 | 0 | 0 | 0.0% |