ISHARES TR (IHI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
488
Reporting holders
$2.3B
Reported value
34.7%
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 |
|---|---|---|---|---|---|
| Elliott Investment Management L.P. | $686.8M | options only | 3.03% | new | OPTIONS |
| MORGAN STANLEY | $126.0M | 2,549,908 | 0.01% | 35q | -21.0%-$33.5M |
| TWO SIGMA INVESTMENTS, LP | $124.2M | 2,513,300 | 0.09% | 4q | +125.0%+$69.0M |
| CITIGROUP INC | $104.7M | 2,119,844 | 0.03% | 31q | +8.6%+$8.3M |
| BANK OF AMERICA CORP /DE/ | $94.5M | 1,912,214 | 0.01% | 31q | +42.2%+$28.0M |
| LPL Financial LLC | $58.2M | 1,178,001 | 0.01% | 31q | -8.7%-$5.5M |
| ROYAL BANK OF CANADA | $56.1M | 1,136,070 | 0.01% | 31q | +55.7%+$20.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52.8M | 316,762 | 0.00% | 31q | +552.7%+$44.7M |
| WELLS FARGO & COMPANY/MN | $43.4M | 877,517 | 0.01% | 31q | -62.5%-$72.2M |
| UBS Group AG | $42.9M | 869,222 | 0.01% | 31q | -8.2%-$3.8M |
| Annex Advisory Services, LLC | $33.6M | 680,069 | 0.57% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $33.2M | 672,660 | 0.01% | 7q | -25.4%-$11.3M |
| D. E. Shaw & Co., Inc. | $33.0M | 667,627 | 0.02% | 4q | +102.8%+$16.7M |
| ENVESTNET ASSET MANAGEMENT INC | $32.5M | 658,740 | 0.01% | 31q | +0.6%+$202.0K |
| GOLDMAN SACHS GROUP INC | $30.8M | 548,004 | 0.00% | 31q | -69.2%-$69.1M |
| MARSHALL WACE, LLP | $30.7M | 621,621 | 0.02% | 2q | +594.6%+$26.3M |
| RiverFront Investment Group, LLC | $20.7M | 419,481 | 0.27% | 31q | -4.1%-$883.9K |
| Federation des caisses Desjardins du Quebec | $19.5M | 394,591 | 0.06% | 37q | +259.2%+$14.1M |
| Point72 Asset Management, L.P. | $19.0M | 178,122 | 0.02% | 3q | -2.6%-$513.5K |
| Kingsview Wealth Management, LLC | $18.6M | 376,493 | 0.23% | 38q | +31.3%+$4.4M |
| TD Asset Management Inc | $18.1M | 367,200 | 0.02% | new | NEW |
| AMERIPRISE FINANCIAL INC | $17.6M | 356,119 | 0.00% | 31q | -46.0%-$15.0M |
| CITADEL ADVISORS LLC | $16.4M | options only | 0.00% | 23q | OPTIONS |
| MERCER GLOBAL ADVISORS INC /ADV | $15.2M | 307,944 | 0.01% | 24q | +139.4%+$8.9M |
| Jain Global LLC | $14.8M | options only | 0.06% | new | OPTIONS |
| WHITTIER TRUST CO | $14.5M | 278,094 | 0.14% | 22q | +44041.9%+$14.5M |
| Wharton Business Group, LLC | $13.5M | 273,580 | 0.45% | 19q | -6.6%-$958.3K |
| Baker Avenue Asset Management, LP | $12.4M | 250,115 | 0.23% | 31q | +10.3%+$1.2M |
| MILLENNIUM MANAGEMENT LLC | $12.4M | 250,020 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $12.3M | options only | 0.00% | 18q | OPTIONS |
| REDSTONE WEALTH MANAGEMENT, LLC | $11.5M | 233,348 | 7.52% | 3q | +65.5%+$4.6M |
| Hamilton Wealth, LLC | $11.4M | 231,147 | 2.09% | 31q | -12.4%-$1.6M |
| Cetera Investment Advisers | $11.2M | 226,567 | 0.01% | 28q | -9.2%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.4M | 209,746 | 0.01% | 31q | -33.1%-$5.1M |
| ARKANSAS FINANCIAL GROUP, INC. | $9.9M | 200,285 | 1.29% | 29q | -5.5%-$572.0K |
| HighTower Advisors, LLC | $9.8M | 197,443 | 0.01% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.5M | 184,550 | 0.02% | 12q | -1.9%-$187.0K |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $9.1M | 198,379 | 2.44% | 4q | +8.8%+$742.1K |
| OSAIC HOLDINGS, INC. | $8.8M | 179,007 | 0.01% | 26q | +13.8%+$1.1M |
| MML INVESTORS SERVICES, LLC | $8.4M | 170,933 | 0.02% | 31q | +65.7%+$3.3M |
| JONES FINANCIAL COMPANIES LLLP | $8.2M | 161,648 | 0.00% | 11q | -14.4%-$1.4M |
| ALTFEST L J & CO INC | $7.8M | 157,345 | 0.75% | 12q | +53.8%+$2.7M |
| Baird Financial Group, Inc. | $7.7M | 154,893 | 0.01% | 29q | +39.2%+$2.2M |
| JPMORGAN CHASE & CO | $7.6M | 149,105 | 0.00% | 31q | +3.8%+$273.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.7M | 135,649 | 0.32% | 25q | +102.4%+$3.4M |
| Journey Advisory Group, LLC | $6.6M | 134,066 | 0.51% | new | NEW |
| CUMBERLAND ADVISORS INC | $6.5M | 131,470 | 2.29% | 10q | +1.0%+$61.3K |
| LYNX CAPITAL GROUP LTD /ADV | $6.2M | 125,665 | 2.51% | 11q | +23.3%+$1.2M |
| WHITTIER TRUST CO OF NEVADA INC | $6.1M | 117,570 | 0.11% | 5q | +30358.5%+$6.1M |
| Cannon Advisors, Inc. | $5.6M | 114,080 | 3.42% | new | NEW |
| BLAIR WILLIAM & CO/IL | $5.4M | 108,904 | 0.01% | 31q | HELD |
| Equitable Holdings, Inc. | $5.1M | 103,983 | 0.03% | 27q | -26.3%-$1.8M |
| Shay Capital LLC | $4.9M | options only | 0.32% | new | OPTIONS |
| STIFEL FINANCIAL CORP | $4.9M | 99,693 | 0.00% | 31q | +49.4%+$1.6M |
| EP Wealth Advisors, LLC | $4.9M | 98,494 | 0.02% | 14q | +8.3%+$374.9K |
| Safeguard Investment Advisory Group, LLC | $4.8M | 96,571 | 1.10% | 23q | -4.5%-$224.6K |
| Moors & Cabot, Inc. | $4.4M | 88,308 | 0.17% | 31q | -11.5%-$568.0K |
| Gerber Kawasaki Wealth & Investment Management | $4.2M | 84,282 | 0.11% | 23q | -51.8%-$4.5M |
| J. Goldman & Co LP | $4.1M | 83,942 | 0.11% | 9q | HELD |
| Squarepoint Ops LLC | $4.1M | options only | 0.00% | new | OPTIONS |
| MEANS INVESTMENT CO., INC. | $4.0M | 80,072 | 0.30% | 31q | -9.9%-$436.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.9M | 77,986 | 0.06% | new | NEW |
| NewEdge Advisors, LLC | $3.7M | 75,655 | 0.01% | 31q | +25.2%+$753.2K |
| Corient Private Wealth LP | $3.7M | 73,952 | 0.00% | 11q | +79.6%+$1.6M |
| Kestra Advisory Services, LLC | $3.2M | 64,790 | 0.01% | 24q | +61.0%+$1.2M |
| PNC Financial Services Group, Inc. | $3.2M | 63,955 | 0.00% | 31q | -4.5%-$147.4K |
| PRINCIPAL SECURITIES, INC. | $3.2M | 63,754 | 0.04% | 11q | -4.2%-$138.9K |
| TRUIST FINANCIAL CORP | $3.0M | 59,753 | 0.00% | 27q | -4.1%-$126.3K |
| Segment Wealth Management, LLC | $2.9M | 58,821 | 0.15% | 31q | +2.0%+$56.6K |
| Cauble & Harre Wealth Management, Inc. | $2.9M | 58,768 | 2.33% | new | NEW |
| Aster Capital Management (DIFC) Ltd | $2.8M | 56,760 | 0.31% | 2q | +374.5%+$2.2M |
| Somerset Group LLC | $2.7M | 52,231 | 1.88% | 31q | -3.5%-$96.0K |
| SIMPLEX TRADING, LLC | $2.7M | 54,190 | 0.00% | new | NEW |
| Capital Asset Advisory Services LLC | $2.7M | 53,719 | 0.10% | 29q | +3.6%+$91.9K |
| CIBC WORLD MARKET INC. | $2.6M | 53,559 | 0.00% | 31q | -0.6%-$15.1K |
| BANK OF MONTREAL /CAN/ | $2.6M | 53,353 | 0.00% | 31q | +70.1%+$1.1M |
| Fisher Asset Management, LLC | $2.6M | 53,213 | 0.00% | 26q | -10.4%-$303.9K |
| First Interstate Bank | $2.5M | 50,622 | 0.13% | 3q | -0.5%-$13.2K |
| O'Connor Alternative Investments LLC | $2.5M | 50,000 | 0.18% | new | NEW |
| Diversified Enterprises, LLC | $2.4M | 49,491 | 0.12% | 8q | -3.2%-$81.2K |
| &PARTNERS | $2.4M | 49,239 | 0.01% | 31q | +0.8%+$18.9K |
| NORTHSTAR ASSET MANAGEMENT Co | $2.4M | 47,760 | 0.45% | 30q | -1.4%-$35.2K |
| B. Riley Wealth Advisors, Inc. | $2.2M | 44,262 | 0.12% | 24q | -38.7%-$1.4M |
| Mariner, LLC | $2.2M | 44,958 | 0.00% | 20q | -39.6%-$1.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.2M | 44,370 | 0.00% | 31q | +21.6%+$389.2K |
| Chicago Partners Investment Group LLC | $2.2M | 44,153 | 0.04% | 13q | -8.9%-$213.7K |
| FIRST AMERICAN BANK | $2.2M | 43,896 | 0.12% | new | NEW |
| Tidal Investments LLC | $2.1M | 42,783 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $2.1M | 42,498 | 0.04% | 19q | +71.3%+$874.3K |
| Certified Advisory Corp | $2.1M | 42,418 | 0.17% | 26q | -67.8%-$4.4M |
| Concord Investment Counsel Inc. | $2.1M | 42,288 | 0.57% | 5q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.1M | 41,500 | 0.00% | new | NEW |
| GTS SECURITIES LLC | $2.0M | 41,061 | 0.04% | new | NEW |
| Destination Wealth Management | $2.0M | 40,948 | 0.05% | 26q | +16.2%+$281.7K |
| BNP PARIBAS FINANCIAL MARKETS | $2.0M | 40,497 | 0.00% | 29q | -72.6%-$5.3M |
| Waverly Advisors, LLC | $2.0M | 39,617 | 0.01% | 10q | +45.3%+$610.1K |
| Apollon Financial, LLC | $1.9M | 37,974 | 0.22% | 11q | -13.5%-$294.0K |
| Creative Planning | $1.8M | 37,348 | 0.00% | 31q | -7.4%-$147.1K |
| FMR LLC | $1.8M | 36,151 | 0.00% | 31q | -19.0%-$420.0K |
| Focus Partners Wealth | $1.8M | 36,043 | 0.00% | 5q | +403.8%+$1.4M |
Showing the largest 100 of 515 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 | 488 | $2.3B | 30,181,216 | 69 | 100 | 173 | 34.7% |
| Q1 2026 | 487 | $1.5B | 28,620,099 | 42 | 103 | 182 | 0.8% |
| Q4 2025 | 532 | $1.7B | 26,796,752 | 41 | 110 | 173 | 1.3% |
| Q3 2025 | 501 | $1.6B | 26,892,756 | 33 | 86 | 200 | 1.1% |
| Q2 2025 | 516 | $1.9B | 29,529,205 | 37 | 99 | 185 | 1.3% |
| Q1 2025 | 522 | $1.8B | 29,570,282 | 37 | 122 | 193 | 2.2% |
| Q4 2024 | 536 | $1.6B | 26,571,948 | 44 | 106 | 191 | 4.0% |
| Q3 2024 | 518 | $2.1B | 33,582,375 | 50 | 94 | 201 | 4.1% |
| Q2 2024 | 505 | $2.1B | 36,710,108 | 37 | 92 | 200 | 1.6% |
| Q1 2024 | 536 | $2.6B | 43,701,676 | 55 | 134 | 193 | 2.6% |
| Q4 2023 | 527 | $2.2B | 40,061,745 | 58 | 99 | 216 | 2.8% |
| Q3 2023 | 489 | $1.8B | 37,410,893 | 33 | 127 | 198 | 1.7% |
| Q2 2023 | 522 | $2.2B | 37,697,771 | 56 | 134 | 190 | 1.4% |
| Q1 2023 | 485 | $2.1B | 37,702,402 | 44 | 93 | 212 | 0.9% |
| Q4 2022 | 473 | $1.9B | 34,645,078 | 52 | 99 | 185 | 3.4% |
| Q3 2022 | 552 | $2.1B | 43,575,684 | 35 | 117 | 226 | 0.9% |
| Q2 2022 | 591 | $2.5B | 49,060,306 | 44 | 144 | 230 | 1.4% |
| Q1 2022 | 630 | $3.0B | 48,724,365 | 43 | 167 | 246 | 0.7% |
| Q4 2021 | 665 | $3.6B | 54,020,025 | 63 | 207 | 175 | 1.0% |
| Q3 2021 | 571 | $3.2B | 49,899,168 | 55 | 486 | 13 | 1.1% |
| Q2 2021 | 557 | $3.0B | 8,615,290 | 52 | 159 | 220 | 1.6% |
| Q1 2021 | 566 | $3.9B | 11,708,792 | 44 | 165 | 228 | 0.9% |
| Q4 2020 | 588 | $5.1B | 15,011,799 | 70 | 222 | 136 | 3.3% |
| Q3 2020 | 490 | $4.4B | 14,500,427 | 65 | 204 | 115 | 2.2% |
| Q2 2020 | 468 | $3.6B | 13,028,827 | 132 | 190 | 72 | 2.3% |
| Q1 2020 | 363 | $1.8B | 7,773,002 | 46 | 120 | 119 | 1.7% |
| Q4 2019 | 384 | $2.2B | 8,160,750 | 57 | 133 | 72 | 2.0% |
| Q3 2019 | 313 | $2.0B | 8,081,154 | 52 | 117 | 76 | 0.8% |
| Q2 2019 | 296 | $2.0B | 7,622,426 | 57 | 95 | 81 | 8.1% |
| Q1 2019 | 271 | $1.8B | 7,583,586 | 56 | 88 | 68 | 1.3% |
| Q4 2018 | 235 | $1.3B | 6,256,547 | 2 | 8 | 3 | 0.9% |