ISHARES TR (IHF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
212
Reporting holders
$766.9M
Reported value
0.5%
Held as options
+27
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $148.7M | 2,686,641 | 0.01% | 31q | +6578.5%+$146.4M |
| LPL Financial LLC | $91.6M | 1,655,612 | 0.02% | 31q | +649.0%+$79.4M |
| Sather Financial Group Inc | $59.2M | 1,069,109 | 3.40% | 4q | +5.1%+$2.9M |
| Phoenix Financial Ltd. | $56.7M | 1,025,353 | 0.39% | 20q | HELD |
| MORGAN STANLEY | $47.5M | 858,920 | 0.00% | 35q | +6.0%+$2.7M |
| ROYAL BANK OF CANADA | $26.8M | 484,617 | 0.00% | 31q | -15.6%-$5.0M |
| ELEMENT POINTE ADVISORS, LLC | $26.7M | 482,108 | 4.29% | 4q | +8.4%+$2.1M |
| BANK OF AMERICA CORP /DE/ | $23.6M | 426,235 | 0.00% | 31q | +9.5%+$2.1M |
| Tidal Investments LLC | $20.9M | 378,026 | 0.04% | new | NEW |
| WELLS FARGO & COMPANY/MN | $20.6M | 372,132 | 0.00% | 31q | -47.6%-$18.7M |
| Kingsview Wealth Management, LLC | $19.8M | 358,093 | 0.24% | 13q | HELD |
| Wharton Business Group, LLC | $18.6M | 335,810 | 0.62% | 19q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $18.4M | 333,171 | 0.00% | 31q | +103.2%+$9.4M |
| Bank of New York Mellon Corp | $11.9M | 215,721 | 0.00% | 4q | -14.0%-$1.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $11.8M | 213,702 | 0.01% | 24q | +90.9%+$5.6M |
| GOLDMAN SACHS GROUP INC | $10.4M | 187,440 | 0.00% | 31q | -15.5%-$1.9M |
| Cetera Investment Advisers | $9.9M | 178,672 | 0.01% | 23q | -9.8%-$1.1M |
| Merit Financial Group, LLC | $9.4M | 169,580 | 0.03% | 17q | +99.9%+$4.7M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $9.0M | 163,510 | 0.06% | 2q | +100.0%+$4.5M |
| UBS Group AG | $8.2M | 147,434 | 0.00% | 31q | -4.3%-$367.2K |
| RAYMOND JAMES FINANCIAL INC | $7.9M | 142,448 | 0.00% | 7q | +162.6%+$4.9M |
| STIFEL FINANCIAL CORP | $6.8M | 123,051 | 0.01% | 31q | +7.1%+$452.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.0M | 107,660 | 0.00% | 31q | -7.8%-$502.7K |
| Sage Advisory Services, Ltd.Co. | $5.4M | 98,098 | 2.67% | 4q | -6.3%-$365.5K |
| MARTIN & CO INC /TN/ | $4.9M | 87,957 | 0.76% | 31q | -0.9%-$45.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 36,537 | 0.00% | 31q | +5.9%+$200.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 56,626 | 0.00% | 31q | -7.8%-$266.5K |
| BNP PARIBAS FINANCIAL MARKETS | $2.8M | 50,022 | 0.00% | 4q | -85.7%-$16.6M |
| IFG Advisory, LLC | $2.3M | 42,382 | 0.08% | new | NEW |
| CITADEL ADVISORS LLC | $2.2M | options only | 0.00% | 28q | OPTIONS |
| Rockefeller Capital Management L.P. | $2.2M | 40,019 | 0.00% | 7q | +5.5%+$115.6K |
| LEUTHOLD GROUP, LLC | $2.1M | 38,245 | 0.21% | 26q | +19.6%+$347.2K |
| HARBOUR INVESTMENTS, INC. | $2.1M | 37,739 | 0.03% | 21q | +161.7%+$1.3M |
| Beacon Pointe Advisors, LLC | $1.9M | 34,584 | 0.01% | 27q | -5.0%-$100.1K |
| WEXFORD CAPITAL LP | $1.7M | 30,973 | 0.22% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.7M | 30,034 | 0.00% | 31q | -85.1%-$9.5M |
| Integrated Wealth Concepts LLC | $1.6M | 29,574 | 0.01% | new | NEW |
| Creative Planning | $1.6M | 28,716 | 0.00% | 25q | -9.6%-$169.0K |
| Hills Bank & Trust Co | $1.6M | 28,211 | 0.07% | 31q | -0.6%-$8.9K |
| Kestra Advisory Services, LLC | $1.5M | 27,981 | 0.00% | 24q | -10.1%-$173.7K |
| OSAIC HOLDINGS, INC. | $1.5M | 27,022 | 0.00% | 26q | -15.7%-$279.3K |
| INVESTMENT HOUSE LLC | $1.5M | 30,627 | 0.04% | 4q | +103.4%+$758.3K |
| JONES FINANCIAL COMPANIES LLLP | $1.5M | 26,591 | 0.00% | 11q | -3.3%-$49.8K |
| HighTower Advisors, LLC | $1.4M | 24,667 | 0.00% | 27q | -15.2%-$243.7K |
| TRUIST FINANCIAL CORP | $1.3M | 23,752 | 0.00% | 27q | -1.2%-$15.3K |
| TRUST CO OF TOLEDO NA /OH/ | $1.3M | 23,714 | 0.11% | 12q | HELD |
| Jefferies Financial Group Inc. | $1.2M | 22,448 | 0.01% | 4q | HELD |
| FMR LLC | $1.1M | 20,552 | 0.00% | 31q | -13.2%-$173.0K |
| Quadrature Capital Ltd | $1.1M | 20,260 | 0.01% | 3q | -7.3%-$87.9K |
| Sowell Financial Services LLC | $1.1M | 20,145 | 0.04% | 10q | HELD |
| GTS SECURITIES LLC | $932.4K | 16,852 | 0.02% | 2q | -18.3%-$208.8K |
| Tower Research Capital LLC (TRC) | $914.5K | 16,529 | 0.02% | 17q | -72.4%-$2.4M |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $853.3K | 15,422 | 0.19% | 31q | +1.1%+$9.5K |
| TWO SIGMA INVESTMENTS, LP | $803.5K | 14,522 | 0.00% | 2q | -96.1%-$20.0M |
| SCOTIA CAPITAL INC. | $792.1K | 14,314 | 0.00% | 31q | +0.6%+$4.8K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $782.1K | 14,136 | 0.02% | 31q | -1.2%-$9.4K |
| NEUBERGER BERMAN GROUP LLC | $755.5K | 13,654 | 0.00% | 6q | HELD |
| Sava Infond d.o.o. | $751.4K | 13,580 | 0.05% | 7q | HELD |
| MML INVESTORS SERVICES, LLC | $735.8K | 13,298 | 0.00% | 31q | +64.0%+$287.0K |
| Corient Private Wealth LP | $728.5K | 13,168 | 0.00% | 3q | +39.8%+$207.4K |
| Realta Investment Advisors | $714.3K | 12,910 | 0.22% | 20q | +6136.7%+$702.9K |
| Wisconsin Wealth Advisors, LLC | $706.7K | 12,772 | 0.61% | 7q | -2.4%-$17.4K |
| SHELTON CAPITAL MANAGEMENT | $699.7K | 12,646 | 0.01% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $681.5K | 12,317 | 0.01% | 11q | -4.9%-$35.4K |
| Cerity Partners LLC | $680.4K | 12,297 | 0.00% | 9q | -36.5%-$390.9K |
| Evanson Financial, LLC | $680.0K | 12,290 | 0.03% | new | FIRST |
| Focus Partners Wealth | $655.8K | 11,851 | 0.00% | 4q | HELD |
| Voya Financial Advisors, Inc. | $654.3K | 11,825 | 0.06% | 4q | +9.9%+$59.2K |
| Caprock Group, LLC | $633.5K | 11,450 | 0.01% | 25q | HELD |
| VestGen Advisors, LLC | $605.0K | 10,935 | 0.02% | new | NEW |
| NORTHLAND SECURITIES, INC. | $597.7K | 10,802 | 0.35% | 3q | +2.7%+$15.8K |
| Glenview Trust Co | $595.9K | 12,278 | 0.00% | 10q | +98.4%+$295.5K |
| Federation des caisses Desjardins du Quebec | $585.6K | 10,583 | 0.00% | 29q | -15.8%-$109.9K |
| Cresset Asset Management, LLC | $568.8K | 10,280 | 0.00% | 13q | HELD |
| First Heartland Consultants, Inc. | $557.3K | 10,072 | 0.04% | 31q | HELD |
| Iowa State Bank | $553.3K | 10,000 | 0.09% | 31q | HELD |
| Arax Advisory Partners | $540.3K | 9,765 | 0.00% | 3q | +585.3%+$461.5K |
| Urban Wealth Management, LLC | $537.8K | 9,720 | 0.47% | 3q | -4.9%-$27.7K |
| IEQ CAPITAL, LLC | $528.1K | 9,545 | 0.00% | 19q | HELD |
| Kraft, Davis & Associates, LLC | $519.8K | 9,085 | 0.11% | 14q | +50.9%+$175.4K |
| GARRISON POINT ADVISORS, LLC | $490.2K | 8,860 | 0.20% | 31q | HELD |
| Fifth Third Securities, Inc. | $479.3K | 8,662 | 0.03% | 7q | -10.4%-$55.5K |
| LANARK FINANCIAL, INC. | $471.7K | 8,526 | 0.03% | 12q | +16.3%+$66.1K |
| MAI Capital Management | $445.4K | 8,050 | 0.00% | 11q | -27.6%-$170.1K |
| Advisory Services Network, LLC | $445.3K | 8,047 | 0.01% | 31q | -2.7%-$12.2K |
| FIRST FOUNDATION ADVISORS | $434.3K | 7,850 | 0.02% | 13q | HELD |
| Haverford Trust Co | $407.5K | 7,365 | 0.00% | 31q | HELD |
| Bensler, LLC | $404.5K | 7,310 | 0.04% | 19q | HELD |
| Purkiss Capital Advisors LLC | $398.2K | 7,196 | 0.15% | 6q | -11.1%-$49.6K |
| EQUITY INVESTMENT CORP | $385.2K | 6,961 | 0.01% | new | NEW |
| KCM INVESTMENT ADVISORS LLC | $384.9K | 6,957 | 0.01% | 31q | HELD |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $375.0K | 6,778 | 0.01% | 7q | -16.1%-$71.9K |
| Steward Partners Investment Advisory, LLC | $374.7K | 6,772 | 0.00% | 31q | -24.9%-$124.4K |
| Crescent Grove Advisors, LLC | $364.7K | 6,591 | 0.03% | 21q | HELD |
| Valeo Financial Advisors, LLC | $359.1K | 6,490 | 0.01% | 31q | HELD |
| IMC-Chicago, LLC | $357.9K | 6,468 | 0.00% | 2q | -22.1%-$101.5K |
| CAPTRUST FINANCIAL ADVISORS | $350.1K | 6,328 | 0.00% | 4q | HELD |
| PFG Investments, LLC | $347.7K | 6,283 | 0.01% | 14q | HELD |
| Farther Finance Advisors, LLC | $346.1K | 6,255 | 0.00% | 8q | -9.5%-$36.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $342.3K | 6,186 | 0.00% | 2q | HELD |
Showing the largest 100 of 221 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 | 212 | $766.9M | 13,792,576 | 40 | 34 | 54 | 0.5% |
| Q1 2026 | 185 | $417.1M | 9,900,340 | 15 | 45 | 44 | 0.6% |
| Q4 2025 | 188 | $396.8M | 8,226,739 | 19 | 37 | 57 | 0.6% |
| Q3 2025 | 180 | $386.0M | 7,733,677 | 23 | 40 | 48 | 1.1% |
| Q2 2025 | 181 | $278.0M | 5,699,490 | 17 | 41 | 49 | 0.3% |
| Q1 2025 | 177 | $248.6M | 4,699,468 | 16 | 28 | 50 | 0.2% |
| Q4 2024 | 183 | $240.1M | 4,990,217 | 17 | 24 | 59 | 0.3% |
| Q3 2024 | 186 | $322.7M | 5,660,846 | 17 | 29 | 60 | 0.1% |
| Q2 2024 | 185 | $323.0M | 6,140,407 | 9 | 30 | 53 | 0.4% |
| Q1 2024 | 192 | $427.8M | 7,746,109 | 15 | 165 | 3 | 0.9% |
| Q4 2023 | 196 | $423.3M | 1,585,841 | 22 | 34 | 54 | 1.9% |
| Q3 2023 | 179 | $340.3M | 1,354,501 | 12 | 24 | 61 | 2.0% |
| Q2 2023 | 190 | $426.3M | 1,645,007 | 16 | 31 | 67 | 1.3% |
| Q1 2023 | 189 | $558.4M | 2,223,498 | 20 | 33 | 65 | 1.5% |
| Q4 2022 | 179 | $632.7M | 2,330,760 | 17 | 55 | 35 | 1.5% |
| Q3 2022 | 212 | $715.2M | 2,755,006 | 23 | 60 | 43 | 1.3% |
| Q2 2022 | 216 | $643.4M | 2,487,217 | 33 | 53 | 46 | 1.3% |
| Q1 2022 | 208 | $535.5M | 1,880,751 | 20 | 55 | 42 | 1.5% |
| Q4 2021 | 207 | $517.6M | 1,758,065 | 24 | 52 | 40 | 2.3% |
| Q3 2021 | 175 | $435.8M | 1,686,681 | 13 | 50 | 36 | 0.9% |
| Q2 2021 | 184 | $608.2M | 2,273,008 | 21 | 44 | 51 | 0.4% |
| Q1 2021 | 182 | $453.3M | 1,788,312 | 20 | 44 | 54 | 0.6% |
| Q4 2020 | 169 | $640.1M | 2,561,984 | 19 | 41 | 44 | 6.4% |
| Q3 2020 | 150 | $555.6M | 2,639,801 | 12 | 30 | 54 | 4.4% |
| Q2 2020 | 152 | $611.5M | 3,067,603 | 15 | 41 | 42 | 3.6% |
| Q1 2020 | 157 | $587.7M | 3,319,837 | 27 | 39 | 45 | 6.0% |
| Q4 2019 | 159 | $389.1M | 1,905,714 | 29 | 32 | 46 | 1.7% |
| Q3 2019 | 130 | $466.6M | 2,844,953 | 11 | 35 | 42 | 1.6% |
| Q2 2019 | 142 | $518.7M | 2,815,374 | 23 | 36 | 45 | 7.1% |
| Q1 2019 | 144 | $391.3M | 2,300,677 | 24 | 51 | 36 | 1.2% |
| Q4 2018 | 149 | $368.8M | 2,199,362 | 5 | 5 | 2 | 1.4% |