ISHARES TR (IJH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,648
Reporting holders
$99.8B
Reported value
0.1%
Held as options
+87
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.2B | 132,841,270 | 5.47% | 31q | +3.1%+$309.8M |
| BANK OF AMERICA CORP /DE/ | $5.2B | 67,302,599 | 0.33% | 31q | HELD |
| Bank of New York Mellon Corp | $4.7B | 60,496,272 | 0.77% | 31q | +3.0%+$135.9M |
| WELLS FARGO & COMPANY/MN | $4.4B | 57,005,004 | 0.71% | 31q | -46.7%-$3.9B |
| FMR LLC | $4.2B | 54,843,180 | 0.18% | 31q | +3.5%+$144.1M |
| GOLDMAN SACHS GROUP INC | $3.3B | 43,362,888 | 0.29% | 31q | +7.1%+$222.8M |
| MORGAN STANLEY | $3.2B | 41,144,289 | 0.17% | 35q | +11.6%+$328.6M |
| RAYMOND JAMES FINANCIAL INC | $3.0B | 39,064,190 | 0.82% | 7q | +7.2%+$202.6M |
| ENVESTNET ASSET MANAGEMENT INC | $2.9B | 37,195,080 | 0.68% | 31q | +3.2%+$89.2M |
| BlackRock, Inc. | $2.2B | 29,075,313 | 0.03% | 8q | +4.0%+$85.6M |
| UBS Group AG | $2.0B | 25,918,017 | 0.25% | 31q | +6.9%+$129.6M |
| NORTHERN TRUST CORP | $1.9B | 24,548,419 | 0.22% | 31q | +3.0%+$54.8M |
| LPL Financial LLC | $1.8B | 22,963,213 | 0.40% | 31q | HELD |
| ROYAL BANK OF CANADA | $1.7B | 22,450,924 | 0.26% | 31q | +1.9%+$32.7M |
| JPMORGAN CHASE & CO | $1.4B | 17,929,010 | 0.08% | 31q | +6.6%+$84.9M |
| Mariner, LLC | $1.3B | 16,401,450 | 1.33% | 31q | +1.8%+$22.3M |
| PNC Financial Services Group, Inc. | $1.3B | 16,281,926 | 0.62% | 31q | +2.6%+$31.6M |
| First Command Advisory Services, Inc. | $1.2B | 16,051,579 | 7.36% | 31q | +1.6%+$19.5M |
| Corient Private Wealth LP | $949.3M | 12,310,992 | 0.61% | 15q | +150.2%+$569.9M |
| KEYBANK NATIONAL ASSOCIATION/OH | $897.9M | 11,644,753 | 2.95% | 31q | +27.3%+$192.3M |
| TRUIST FINANCIAL CORP | $818.7M | 10,617,300 | 0.98% | 31q | +6.7%+$51.1M |
| JONES FINANCIAL COMPANIES LLLP | $707.7M | 9,268,731 | 0.28% | 31q | +12.1%+$76.3M |
| Starboard Value LP | $684.6M | 8,877,781 | 15.13% | 7q | +52.3%+$235.0M |
| Millburn Ridgefield LLC /DE/ | $674.4M | 8,745,534 | 12.77% | 31q | +5.6%+$35.8M |
| Catalyst Capital Advisors LLC | $674.4M | 8,745,534 | 11.19% | 31q | +5.6%+$35.8M |
| REGIONS FINANCIAL CORP | $666.1M | 8,637,959 | 3.98% | 31q | -14.9%-$116.3M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $656.8M | 8,517,640 | 7.70% | 31q | -0.6%-$3.7M |
| &PARTNERS | $643.0M | 8,336,989 | 2.64% | 31q | +7.2%+$43.1M |
| AMERIPRISE FINANCIAL INC | $634.5M | 8,222,284 | 0.13% | 31q | -52.7%-$707.5M |
| FIFTH THIRD BANCORP | $628.4M | 8,149,878 | 1.02% | 31q | +10.1%+$57.5M |
| Wealthspire Advisors, LLC | $613.9M | 7,961,778 | 3.38% | 28q | +3.3%+$19.5M |
| Financial Engines Advisors L.L.C. | $598.8M | 7,764,939 | 1.06% | 31q | -1.7%-$10.4M |
| Pathstone Holdings, LLC | $545.1M | 7,069,013 | 1.59% | 11q | HELD |
| HighTower Advisors, LLC | $541.3M | 7,019,239 | 0.52% | 31q | -9.3%-$55.2M |
| BANK OF MONTREAL /CAN/ | $511.6M | 6,634,431 | 0.17% | 31q | -0.7%-$3.8M |
| Cerity Partners LLC | $463.4M | 6,009,259 | 0.56% | 31q | +6.0%+$26.3M |
| BRIDGES INVESTMENT MANAGEMENT INC | $449.6M | 5,830,885 | 5.47% | 31q | +0.8%+$3.8M |
| MAI Capital Management | $433.1M | 5,616,598 | 1.63% | 31q | +2.5%+$10.4M |
| Alesco Advisors, LLC, An ESL Co | $414.8M | 5,379,027 | 9.50% | 31q | HELD |
| US BANCORP \DE\ | $398.3M | 5,165,944 | 0.43% | 31q | +1.8%+$6.9M |
| Creative Planning | $376.9M | 4,887,959 | 0.22% | 31q | +1.0%+$3.8M |
| HUNTINGTON NATIONAL BANK | $363.8M | 4,718,090 | 1.77% | 31q | +1.0%+$3.7M |
| Circle Wealth Management, LLC | $353.7M | 4,587,104 | 4.44% | 12q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $332.6M | 4,313,184 | 0.42% | 31q | -11.2%-$42.0M |
| DAVIS R M INC | $286.9M | 3,721,050 | 4.53% | 31q | +1.7%+$4.7M |
| Rockefeller Capital Management L.P. | $285.4M | 3,700,591 | 0.44% | 31q | +18.8%+$45.2M |
| Cetera Investment Advisers | $278.8M | 3,615,909 | 0.25% | 31q | +2.3%+$6.4M |
| Baird Financial Group, Inc. | $271.3M | 3,518,181 | 0.37% | 31q | -0.6%-$1.6M |
| MML INVESTORS SERVICES, LLC | $265.6M | 3,444,235 | 0.54% | 31q | +18.9%+$42.2M |
| OSAIC HOLDINGS, INC. | $265.3M | 3,440,498 | 0.31% | 26q | +10.3%+$24.8M |
| Acropolis Investment Management, LLC | $249.2M | 3,444,815 | 5.20% | 31q | +100.2%+$124.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $246.3M | 3,194,022 | 0.15% | 30q | +64.7%+$96.7M |
| FRANKLIN RESOURCES INC | $240.8M | 3,123,146 | 0.05% | 31q | -0.5%-$1.3M |
| CITIZENS FINANCIAL GROUP INC/RI | $237.2M | 3,076,331 | 2.86% | 31q | +0.6%+$1.5M |
| Valeo Financial Advisors, LLC | $236.3M | 3,198,871 | 4.99% | 31q | HELD |
| First Financial Bankshares Inc | $225.7M | 2,927,410 | 4.22% | 11q | +2.2%+$4.8M |
| Bleakley Financial Group, LLC | $213.0M | 2,762,927 | 2.71% | 15q | +7.9%+$15.6M |
| BLB&B Advisors, LLC | $204.4M | 2,650,863 | 7.48% | 25q | +3.7%+$7.3M |
| STIFEL FINANCIAL CORP | $192.8M | 2,500,263 | 0.16% | 31q | -0.8%-$1.6M |
| Haverford Trust Co | $191.8M | 2,487,429 | 1.66% | 31q | HELD |
| Focus Partners Wealth | $189.3M | 2,454,535 | 0.19% | 11q | -0.7%-$1.3M |
| Alaska Permanent Capital Management, LLC | $182.0M | 2,361,487 | 11.89% | 31q | HELD |
| Atlantic Union Bankshares Corp | $180.4M | 2,339,052 | 3.01% | 5q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $176.2M | 2,284,920 | 0.27% | 31q | HELD |
| Cresset Asset Management, LLC | $169.0M | 2,191,683 | 0.61% | 31q | +1.3%+$2.2M |
| Members Trust Co | $163.9M | 2,125,113 | 5.10% | 25q | HELD |
| CAHABA WEALTH MANAGEMENT, INC. | $159.2M | 2,064,728 | 9.60% | 31q | +2.2%+$3.4M |
| SWF LLC | $156.9M | 2,035,088 | 10.50% | 6q | HELD |
| FARMERS & MERCHANTS INVESTMENTS INC | $149.5M | 1,938,937 | 3.62% | 31q | +2.8%+$4.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $146.3M | 2,044,400 | 0.24% | 29q | +1.5%+$2.1M |
| SIGMA INVESTMENT COUNSELORS INC | $146.3M | 1,897,411 | 7.13% | 31q | -3.1%-$4.7M |
| WHITTIER TRUST CO | $145.1M | 1,898,589 | 1.42% | 31q | +4.2%+$5.9M |
| Hamilton Capital, LLC | $141.9M | 1,840,675 | 7.03% | 18q | -0.7%-$1.1M |
| Badgley Phelps Wealth Managers, LLC | $140.5M | 1,821,548 | 2.46% | 20q | +1.3%+$1.8M |
| Sand Hill Global Advisors, LLC | $139.7M | 1,811,344 | 4.21% | 31q | -22.9%-$41.5M |
| BROWN BROTHERS HARRIMAN & CO | $136.9M | 1,775,176 | 0.60% | 31q | +501.8%+$114.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $135.6M | 1,758,601 | 1.00% | 31q | +1.9%+$2.6M |
| Fiduciary Trust Co | $133.1M | 1,725,716 | 1.45% | 31q | -2.6%-$3.5M |
| UMB Bank, n.a. | $131.9M | 1,710,991 | 1.67% | 31q | -3.1%-$4.2M |
| BOKF, NA | $130.1M | 1,687,739 | 1.79% | 30q | HELD |
| Lutz Financial Services LLC | $124.6M | 1,615,391 | 7.59% | 31q | +1.1%+$1.3M |
| Klingman & Associates, LLC | $123.7M | 1,604,169 | 5.27% | 31q | +3.1%+$3.7M |
| AlTi Global, Inc. | $122.8M | 1,592,514 | 2.54% | 11q | -1.8%-$2.2M |
| First Interstate Bank | $120.6M | 1,563,909 | 6.29% | 30q | +1.0%+$1.2M |
| HORAN Wealth, LLC | $119.8M | 1,553,290 | 9.78% | 5q | +5.7%+$6.4M |
| Orgel Wealth Management, LLC | $119.4M | 1,548,629 | 2.26% | new | NEW |
| Destination Wealth Management | $119.4M | 1,548,248 | 2.79% | 31q | +46.3%+$37.8M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $118.2M | 1,532,850 | 1.41% | 31q | -2.4%-$3.0M |
| Avidian Wealth Enterprises, LLC | $116.5M | 1,510,126 | 3.22% | 30q | +3.4%+$3.8M |
| SAGE FINANCIAL GROUP INC | $114.8M | 1,488,196 | 6.36% | 31q | +2.3%+$2.6M |
| Kestra Advisory Services, LLC | $114.6M | 1,486,092 | 0.37% | 24q | +57.5%+$41.8M |
| GREENLEAF TRUST | $114.4M | 1,484,086 | 1.10% | 31q | -5.2%-$6.3M |
| Dynasty Wealth Management, LLC | $114.1M | 1,479,137 | 0.85% | 4q | +0.6%+$666.5K |
| Ally Invest Advisors Inc. | $113.2M | 1,467,792 | 6.83% | 31q | +0.5%+$585.9K |
| FIL Ltd | $112.7M | 1,462,118 | 0.08% | 11q | +12.8%+$12.8M |
| Beacon Pointe Advisors, LLC | $107.7M | 1,396,856 | 0.50% | 31q | -2.9%-$3.2M |
| Accredited Investors Inc. | $107.6M | 1,394,914 | 4.65% | 31q | -1.3%-$1.5M |
| STATE STREET CORP | $107.5M | 1,394,337 | 0.00% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $106.9M | 1,385,892 | 0.55% | 31q | -54.6%-$128.5M |
| Lee Financial Co | $103.0M | 1,336,250 | 13.16% | 31q | -4.5%-$4.9M |
Showing the largest 100 of 2,736 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 | 2,648 | $99.8B | 1,294,656,091 | 151 | 899 | 875 | 0.1% |
| Q1 2026 | 2,561 | $87.8B | 1,300,415,786 | 97 | 879 | 906 | 0.1% |
| Q4 2025 | 2,556 | $80.6B | 1,219,861,299 | 101 | 869 | 793 | 0.1% |
| Q3 2025 | 2,368 | $78.1B | 1,196,819,323 | 93 | 780 | 807 | 0.0% |
| Q2 2025 | 2,330 | $75.0B | 1,208,626,378 | 107 | 773 | 848 | 0.1% |
| Q1 2025 | 2,308 | $68.9B | 1,178,773,205 | 83 | 926 | 730 | 0.1% |
| Q4 2024 | 2,345 | $72.2B | 1,157,968,323 | 78 | 884 | 622 | 0.1% |
| Q3 2024 | 2,180 | $70.5B | 1,131,112,945 | 110 | 845 | 630 | 0.1% |
| Q2 2024 | 2,103 | $64.2B | 1,096,153,853 | 85 | 771 | 688 | 0.1% |
| Q1 2024 | 2,093 | $69.0B | 1,131,381,439 | 116 | 1,914 | 25 | 0.1% |
| Q4 2023 | 2,031 | $59.9B | 216,374,641 | 106 | 663 | 714 | 0.1% |
| Q3 2023 | 1,857 | $51.9B | 207,865,919 | 100 | 703 | 560 | 0.1% |
| Q2 2023 | 1,801 | $49.0B | 187,909,287 | 78 | 632 | 612 | 0.1% |
| Q1 2023 | 1,737 | $46.4B | 185,880,319 | 64 | 587 | 635 | 0.0% |
| Q4 2022 | 1,620 | $40.7B | 167,999,035 | 105 | 578 | 509 | 0.1% |
| Q3 2022 | 1,773 | $41.0B | 186,699,495 | 65 | 649 | 569 | 0.2% |
| Q2 2022 | 1,797 | $40.8B | 180,259,538 | 75 | 653 | 597 | 0.1% |
| Q1 2022 | 1,843 | $48.0B | 178,553,630 | 73 | 727 | 574 | 0.2% |
| Q4 2021 | 1,868 | $49.7B | 175,612,668 | 99 | 732 | 419 | 0.1% |
| Q3 2021 | 1,638 | $44.8B | 169,563,669 | 68 | 640 | 497 | 0.5% |
| Q2 2021 | 1,636 | $45.8B | 170,241,063 | 77 | 619 | 533 | 0.1% |
| Q1 2021 | 1,614 | $44.8B | 172,218,169 | 84 | 532 | 615 | 0.2% |
| Q4 2020 | 1,586 | $38.6B | 167,422,707 | 101 | 489 | 547 | 0.3% |
| Q3 2020 | 1,392 | $31.1B | 167,301,805 | 58 | 428 | 584 | 0.2% |
| Q2 2020 | 1,389 | $30.1B | 168,933,835 | 93 | 440 | 624 | 0.2% |
| Q1 2020 | 1,389 | $25.3B | 176,780,384 | 61 | 465 | 639 | 0.1% |
| Q4 2019 | 1,508 | $38.4B | 185,630,052 | 87 | 526 | 398 | 0.5% |
| Q3 2019 | 1,304 | $35.2B | 180,873,614 | 61 | 485 | 432 | 0.7% |
| Q2 2019 | 1,293 | $35.3B | 180,407,685 | 64 | 505 | 409 | 0.6% |
| Q1 2019 | 1,287 | $33.7B | 176,978,875 | 73 | 529 | 427 | 0.5% |
| Q4 2018 | 1,272 | $29.2B | 175,623,220 | 8 | 23 | 23 | 0.1% |