ISHARES TR (IHI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
18
Reporting holders
$7.0M
Reported value
0.0%
Calls
0.0%
Puts
-499
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dale Q Rice Investment Management Ltd | $1.2M | 22,679 | 0.63% | 8q | -7.4%-$93.2K |
| Farther Finance Advisors, LLC | $1.0M | 20,409 | 0.01% | 16q | -9.4%-$108.4K |
| Montecito Bank & Trust | $1.0M | 20,314 | 0.16% | 31q | -1.3%-$13.7K |
| CYPRESS ASSET MANAGEMENT INC/TX | $820.5K | 16,042 | 0.16% | 28q | -9.4%-$85.3K |
| Wisconsin Wealth Advisors, LLC | $800.1K | 15,642 | 0.67% | 8q | HELD |
| Venture Visionary Partners LLC | $783.4K | 15,316 | 0.02% | 22q | +1.7%+$12.9K |
| Nautilus Advisors LLC | $564.4K | 11,035 | 0.34% | 2q | +68.5%+$229.4K |
| Wedmont Private Capital | $392.5K | 7,681 | 0.01% | 20q | -1.9%-$7.7K |
| CONGRESS ASSET MANAGEMENT CO | $263.6K | 263,557 | 0.00% | new | NEW |
| Acropolis Investment Management, LLC | $245.5K | 4,800 | 0.01% | 27q | -50.0%-$245.5K |
| Rosenberg Matthew Hamilton | $45.5K | 889 | 0.01% | 21q | HELD |
| CoreCap Advisors, LLC | $28.0K | 546 | 0.00% | 9q | +8.3%+$2.2K |
| GAMMA Investing LLC | $26.4K | 516 | 0.00% | 12q | HELD |
| Pacifica Partners Inc. | $17.6K | 348 | 0.01% | 3q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $10.5K | 205 | 0.00% | 32q | HELD |
| Central Pacific Bank - Trust Division | $6.1K | 120 | 0.00% | 11q | HELD |
| GK Wealth Management LLC | $3.4K | 67 | 0.00% | new | NEW |
| Go Invest LLC | $1.2K | 24 | 0.00% | 4q | -4.0% |
| Retirement Wealth Solutions LLC | $17 | 0 | 0.00% | 8q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $7.0M | 136,633 | 1 | 3 | 7 | 0.0% |
| Q2 2026 | 517 | $2.4B | 31,883,800 | 75 | 106 | 185 | 33.9% |
| Q1 2026 | 513 | $1.6B | 29,272,794 | 46 | 106 | 190 | 0.8% |
| Q4 2025 | 561 | $1.7B | 27,604,790 | 44 | 117 | 182 | 1.3% |
| Q3 2025 | 529 | $1.7B | 28,694,257 | 34 | 89 | 217 | 1.1% |
| Q2 2025 | 552 | $2.0B | 31,927,096 | 38 | 105 | 204 | 1.2% |
| Q1 2025 | 565 | $2.0B | 32,386,242 | 44 | 134 | 205 | 2.0% |
| Q4 2024 | 572 | $1.7B | 28,402,985 | 46 | 111 | 211 | 3.7% |
| Q3 2024 | 562 | $2.2B | 36,426,467 | 53 | 103 | 222 | 3.9% |
| Q2 2024 | 549 | $2.2B | 38,867,832 | 41 | 100 | 217 | 1.5% |
| Q1 2024 | 584 | $2.8B | 46,874,977 | 57 | 147 | 214 | 2.4% |
| Q4 2023 | 581 | $2.5B | 44,394,721 | 62 | 114 | 239 | 2.6% |
| Q3 2023 | 544 | $2.0B | 41,279,160 | 39 | 140 | 216 | 1.5% |
| Q2 2023 | 585 | $2.3B | 40,976,517 | 62 | 148 | 217 | 1.3% |
| Q1 2023 | 556 | $2.3B | 41,976,351 | 49 | 106 | 245 | 0.8% |
| Q4 2022 | 579 | $2.8B | 52,289,032 | 57 | 121 | 228 | 2.3% |
| 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% |