ISHARES TR (IHE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
202
Reporting holders
$730.5M
Reported value
0.6%
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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $270.6M | 2,732,837 | 0.08% | 29q | -1.2%-$3.4M |
| BANK OF AMERICA CORP /DE/ | $85.4M | 862,713 | 0.01% | 31q | +88.9%+$40.2M |
| JPMORGAN CHASE & CO | $55.5M | 553,812 | 0.00% | 31q | +47.4%+$17.8M |
| MORGAN STANLEY | $45.3M | 457,623 | 0.00% | 35q | -4.7%-$2.2M |
| LPL Financial LLC | $22.9M | 230,925 | 0.01% | 31q | +35.7%+$6.0M |
| TD Asset Management Inc | $19.1M | 192,500 | 0.02% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $18.8M | 190,000 | 0.03% | new | NEW |
| GOLDMAN SACHS GROUP INC | $18.4M | 185,841 | 0.00% | 18q | +132.6%+$10.5M |
| ROYAL BANK OF CANADA | $13.4M | 135,148 | 0.00% | 31q | +16.2%+$1.9M |
| Insight Wealth Strategies, LLC | $12.1M | 122,642 | 1.18% | 2q | +3.3%+$388.2K |
| UBS Group AG | $10.9M | 110,100 | 0.00% | 31q | +177.5%+$7.0M |
| WELLS FARGO & COMPANY/MN | $7.5M | 75,451 | 0.00% | 31q | -46.1%-$6.4M |
| BROWN ADVISORY INC | $7.5M | 75,432 | 0.01% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $7.1M | 71,836 | 0.00% | 7q | +7.6%+$504.8K |
| Merit Financial Group, LLC | $6.2M | 62,490 | 0.02% | 10q | +99.5%+$3.1M |
| Monument Capital Management | $6.0M | 60,787 | 1.21% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $5.2M | 52,491 | 0.00% | 5q | -1.5%-$79.0K |
| Concurrent Investment Advisors, LLC | $5.2M | 52,448 | 0.04% | 3q | -8.3%-$469.3K |
| Concord Investment Counsel Inc. | $4.9M | 49,456 | 1.34% | 5q | +0.6%+$29.5K |
| Accurate Wealth Management, LLC | $4.8M | 47,786 | 0.46% | new | NEW |
| GFS Advisors, LLC | $4.7M | 270 | 0.25% | 2q | -97.0%-$152.8M |
| MILLENNIUM MANAGEMENT LLC | $4.5M | options only | 0.00% | new | OPTIONS |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 43,401 | 0.00% | 10q | -28.1%-$1.7M |
| AMERIPRISE FINANCIAL INC | $4.1M | 41,731 | 0.00% | 31q | -55.5%-$5.1M |
| Tidal Investments LLC | $3.7M | 37,534 | 0.01% | new | NEW |
| FFG Partners, LLC | $3.5M | 35,599 | 1.00% | 2q | +887.5%+$3.2M |
| Beacon Pointe Advisors, LLC | $3.5M | 35,469 | 0.02% | 21q | -3.3%-$118.5K |
| CITADEL ADVISORS LLC | $2.8M | 26,020 | 0.00% | 12q | +98.2%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 25,914 | 0.00% | 31q | -3.0%-$78.2K |
| PATTEN & PATTEN INC/TN | $2.5M | 24,815 | 0.13% | 31q | -6.5%-$170.8K |
| Mariner, LLC | $2.5M | 24,775 | 0.00% | 16q | -0.6%-$14.6K |
| ARKANSAS FINANCIAL GROUP, INC. | $2.3M | 23,489 | 0.30% | 9q | +160.7%+$1.4M |
| Tower Research Capital LLC (TRC) | $2.2M | 22,455 | 0.05% | new | NEW |
| Wagner Wealth Management, Corp | $2.1M | 20,933 | 1.67% | new | NEW |
| CAHILL FINANCIAL ADVISORS INC | $2.0M | 20,360 | 0.19% | 31q | HELD |
| FMR LLC | $2.0M | 20,171 | 0.00% | 31q | +1.8%+$35.3K |
| Cetera Investment Advisers | $1.9M | 19,565 | 0.00% | 10q | -82.1%-$8.9M |
| D.A. DAVIDSON & CO. | $1.9M | 19,008 | 0.01% | 3q | +1.0%+$19.0K |
| JONES FINANCIAL COMPANIES LLLP | $1.8M | 18,639 | 0.00% | 11q | +19.9%+$306.4K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $1.8M | 17,707 | 0.55% | 2q | -4.3%-$77.8K |
| SPINNAKER TRUST | $1.6M | 15,849 | 0.08% | 31q | HELD |
| Massachusetts Wealth Management | $1.4M | 14,625 | 0.55% | 15q | -1.3%-$19.3K |
| Corient Private Wealth LP | $1.3M | 13,122 | 0.00% | 4q | +102.2%+$656.7K |
| Asset Management Group, Inc. | $1.3M | 12,997 | 0.19% | 31q | HELD |
| STRATEGY ASSET MANAGERS LLC | $1.2M | 12,221 | 0.18% | new | NEW |
| Brendel Financial Advisors LLC | $1.2M | 11,958 | 0.55% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 11,626 | 0.00% | 10q | +105.7%+$591.4K |
| One Capital Management, LLC | $1.1M | 13,205 | 0.03% | 12q | HELD |
| Texas Yale Capital Corp. | $1.1M | 11,525 | 0.02% | 31q | -5.7%-$69.3K |
| Institute for Wealth Management, LLC. | $1.1M | 11,310 | 0.10% | 20q | +0.6%+$6.5K |
| Arax Advisory Partners | $996.8K | 10,068 | 0.01% | 3q | +1714.1%+$941.9K |
| Schuylkill Financial LLC | $991.9K | 10,018 | 0.92% | new | FIRST |
| HIGHLAND CAPITAL MANAGEMENT, LLC | $990.1K | 10,000 | 0.05% | new | NEW |
| TRUIST FINANCIAL CORP | $962.5K | 9,721 | 0.00% | 27q | +7.8%+$69.4K |
| OSAIC HOLDINGS, INC. | $958.2K | 9,673 | 0.00% | 26q | -74.2%-$2.8M |
| HighTower Advisors, LLC | $947.7K | 9,572 | 0.00% | 15q | -0.8%-$7.3K |
| SeaBridge Investment Advisors LLC | $924.9K | 9,341 | 0.13% | 2q | HELD |
| Creative Planning | $917.0K | 9,262 | 0.00% | 20q | +35.3%+$239.4K |
| MML INVESTORS SERVICES, LLC | $912.0K | 9,211 | 0.00% | 10q | +193.3%+$601.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $900.3K | 9,093 | 0.01% | new | NEW |
| STIFEL FINANCIAL CORP | $842.6K | 8,510 | 0.00% | 7q | -1.2%-$10.2K |
| CIBC WORLD MARKET INC. | $816.8K | 8,250 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $774.3K | 7,820 | 0.00% | 31q | HELD |
| Banque Transatlantique SA | $751.2K | 7,587 | 0.02% | new | NEW |
| Lynx Investment Advisory | $724.9K | 7,322 | 0.24% | 3q | +6.6%+$45.0K |
| HARBOUR INVESTMENTS, INC. | $700.7K | 7,077 | 0.01% | 21q | HELD |
| MONECO ADVISORS, LLC | $684.8K | 6,916 | 0.04% | 2q | +57.8%+$250.7K |
| OPPENHEIMER & CO INC | $671.9K | 6,786 | 0.01% | 31q | HELD |
| FIFTH THIRD BANCORP | $670.6K | 6,773 | 0.00% | 31q | +3.2%+$21.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $669.5K | 6,661 | 0.00% | 5q | +6.6%+$41.7K |
| Kestra Advisory Services, LLC | $642.5K | 6,489 | 0.00% | 23q | +3.0%+$18.4K |
| Capital Investment Advisors, LLC | $635.1K | 6,415 | 0.01% | 11q | +16.1%+$88.1K |
| Rockefeller Capital Management L.P. | $625.3K | 6,315 | 0.00% | 4q | -1.6%-$9.9K |
| Federation des caisses Desjardins du Quebec | $615.3K | 6,215 | 0.00% | 37q | +7.5%+$43.1K |
| Private Advisor Group, LLC | $601.7K | 6,077 | 0.00% | 14q | +72.2%+$252.2K |
| ENVESTNET ASSET MANAGEMENT INC | $571.3K | 5,770 | 0.00% | 31q | -27.2%-$213.0K |
| COMPASS FINANCIAL MANAGEMENT LLC | $565.0K | 5,627 | 0.07% | new | FIRST |
| WOODMONT INVESTMENT COUNSEL LLC | $551.9K | 5,574 | 0.03% | 7q | HELD |
| American Institute for Advanced Investment Management, LLP | $540.3K | 5,457 | 0.31% | 2q | +2.0%+$10.5K |
| CAPTRUST FINANCIAL ADVISORS | $527.0K | 5,323 | 0.00% | 11q | HELD |
| Waverly Advisors, LLC | $493.1K | 4,980 | 0.00% | 10q | +22.9%+$91.9K |
| Wealthcare Advisory Partners LLC | $492.7K | 4,976 | 0.01% | 10q | HELD |
| Baker Avenue Asset Management, LP | $487.5K | 4,924 | 0.01% | 2q | -16.5%-$96.0K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $452.2K | 4,567 | 0.01% | 5q | HELD |
| Kesler, Norman & Wride, LLC | $444.6K | 4,490 | 0.07% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $443.7K | 4,481 | 0.02% | 5q | +1.9%+$8.2K |
| Avior Wealth Management, LLC | $422.9K | 4,271 | 0.01% | 2q | -66.8%-$850.0K |
| Foundations Investment Advisors, LLC | $398.9K | 4,029 | 0.00% | 3q | -99.4%-$67.9M |
| Raab & Moskowitz Asset Management LLC | $374.2K | 3,779 | 0.08% | 31q | HELD |
| Financial Partners Group, Inc | $372.7K | 3,765 | 0.04% | 3q | +0.9%+$3.4K |
| Madison Wealth Partners, Inc | $371.1K | 3,748 | 0.05% | 2q | HELD |
| Matthew Goff Investment Advisor, LLC | $357.9K | 3,615 | 0.06% | 2q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $352.3K | 3,560 | 0.00% | 3q | HELD |
| AFT, FORSYTH & COMPANY, INC. | $342.0K | 3,454 | 0.16% | 23q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $329.4K | 3,327 | 0.01% | 7q | HELD |
| Essex Bank | $326.7K | 3,300 | 0.07% | 11q | HELD |
| V2 Financial group LLC | $326.7K | 3,300 | 0.12% | 11q | HELD |
| Hudock, Inc. | $320.2K | 3,234 | 0.04% | 4q | HELD |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $303.0K | 3,060 | 0.01% | 3q | HELD |
| Manchester Capital Management LLC | $297.0K | 3,000 | 0.04% | 13q | HELD |
Showing the largest 100 of 211 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 | 202 | $730.5M | 7,326,068 | 34 | 43 | 43 | 0.6% |
| Q1 2026 | 189 | $663.2M | 7,656,979 | 32 | 51 | 34 | 0.0% |
| Q4 2025 | 172 | $546.3M | 6,440,275 | 36 | 50 | 24 | 0.0% |
| Q3 2025 | 143 | $345.5M | 4,758,238 | 16 | 24 | 39 | 0.1% |
| Q2 2025 | 130 | $325.6M | 4,967,925 | 11 | 29 | 35 | 0.0% |
| Q1 2025 | 140 | $337.0M | 4,775,784 | 15 | 22 | 39 | 0.1% |
| Q4 2024 | 146 | $351.1M | 5,355,005 | 20 | 32 | 28 | 0.0% |
| Q3 2024 | 133 | $364.9M | 5,168,708 | 12 | 39 | 36 | 0.0% |
| Q2 2024 | 134 | $379.8M | 5,718,300 | 20 | 34 | 29 | 0.1% |
| Q1 2024 | 129 | $418.0M | 6,163,039 | 18 | 103 | 5 | 0.1% |
| Q4 2023 | 124 | $412.9M | 2,234,140 | 18 | 33 | 24 | 0.0% |
| Q3 2023 | 118 | $108.5M | 619,841 | 12 | 12 | 29 | 0.3% |
| Q2 2023 | 111 | $113.7M | 648,210 | 7 | 18 | 32 | 0.4% |
| Q1 2023 | 109 | $117.5M | 666,742 | 12 | 21 | 25 | 0.4% |
| Q4 2022 | 101 | $118.7M | 632,432 | 16 | 21 | 21 | 0.8% |
| Q3 2022 | 113 | $118.9M | 696,700 | 8 | 24 | 23 | 0.5% |
| Q2 2022 | 125 | $143.4M | 747,351 | 14 | 25 | 29 | 0.0% |
| Q1 2022 | 122 | $125.8M | 572,498 | 23 | 23 | 31 | 0.2% |
| Q4 2021 | 112 | $105.4M | 527,299 | 8 | 27 | 21 | 0.0% |
| Q3 2021 | 110 | $98.2M | 536,101 | 13 | 22 | 24 | 0.0% |
| Q2 2021 | 101 | $98.4M | 529,610 | 13 | 23 | 25 | 0.0% |
| Q1 2021 | 101 | $90.6M | 509,934 | 10 | 17 | 26 | 0.0% |
| Q4 2020 | 98 | $93.7M | 515,347 | 14 | 24 | 20 | 1.3% |
| Q3 2020 | 95 | $80.2M | 485,671 | 14 | 15 | 26 | 0.9% |
| Q2 2020 | 91 | $85.7M | 543,642 | 11 | 27 | 22 | 2.4% |
| Q1 2020 | 92 | $62.7M | 451,362 | 9 | 17 | 32 | 3.1% |
| Q4 2019 | 95 | $97.3M | 599,623 | 12 | 21 | 24 | 1.3% |
| Q3 2019 | 83 | $147.4M | 1,050,914 | 9 | 15 | 32 | 0.2% |
| Q2 2019 | 87 | $118.8M | 781,860 | 11 | 12 | 32 | 0.0% |
| Q1 2019 | 91 | $105.2M | 676,767 | 14 | 14 | 31 | 0.9% |
| Q4 2018 | 95 | $100.4M | 686,074 | 1 | 1 | 4 | 3.8% |