ISHARES TR (IJH)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
165
Reporting holders
$1.7B
Reported value
0.0%
Calls
0.0%
Puts
-2,582
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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | $217.9M | 3,162,668 | 4.59% | 32q | -1.1%-$2.5M |
| Hamilton Capital, LLC | $134.4M | 1,868,621 | 7.55% | 19q | +1.5%+$2.0M |
| Acropolis Investment Management, LLC | $123.4M | 1,715,181 | 4.96% | 32q | -50.2%-$124.4M |
| Avidian Wealth Enterprises, LLC | $109.9M | 1,527,419 | 3.06% | 31q | +1.1%+$1.2M |
| Bangor Savings Bank | $62.4M | 866,844 | 4.75% | 32q | -4.6%-$3.0M |
| RTD Financial Advisors, Inc. | $46.2M | 642,209 | 5.06% | 12q | HELD |
| MassMutual Private Wealth & Trust, FSB | $45.4M | 630,548 | 1.20% | 32q | -4.4%-$2.1M |
| YHB Investment Advisors, Inc. | $44.5M | 618,796 | 2.81% | 25q | +2.4%+$1.0M |
| Farther Finance Advisors, LLC | $43.1M | 599,209 | 0.30% | 16q | +6.3%+$2.5M |
| Grove Bank & Trust | $42.9M | 596,153 | 4.27% | 32q | -1.8%-$767.6K |
| Leverty Financial Group, LLC | $42.3M | 587,929 | 7.71% | 20q | +14.8%+$5.4M |
| TITLEIST ASSET MANAGEMENT, LLC | $40.3M | 559,621 | 2.60% | 15q | +0.7%+$271.3K |
| Graves Light Lenhart Wealth, Inc. | $40.1M | 556,969 | 3.75% | 32q | +4.9%+$1.9M |
| Coastline Trust Co | $34.6M | 480,770 | 3.23% | 32q | -2.5%-$905.1K |
| Apella Capital, LLC | $30.5M | 418,807 | 0.39% | 13q | -12.5%-$4.4M |
| FINANCIAL MANAGEMENT NETWORK INC | $28.9M | 393,203 | 4.15% | 24q | +2.2%+$618.7K |
| Iowa State Bank | $28.2M | 392,508 | 4.77% | 29q | +2.2%+$613.4K |
| Whitcomb & Hess, Inc. | $24.7M | 342,645 | 5.28% | 22q | +1.5%+$359.6K |
| ANB BANK | $21.5M | 298,315 | 7.62% | 8q | -4.1%-$912.8K |
| jvl associates llc | $20.8M | 289,574 | 6.00% | 36q | -5.0%-$1.1M |
| Platt Investment Counsel, LLC | $20.4M | 283,339 | 14.03% | 24q | -1.0%-$197.6K |
| ROCKLAND TRUST CO | $20.3M | 281,525 | 0.77% | 32q | -2.8%-$585.8K |
| BURKETT FINANCIAL SERVICES, LLC | $19.2M | 266,233 | 5.78% | 12q | +2.4%+$450.9K |
| MKD WEALTH COACHES, LLC | $19.0M | 264,748 | 15.75% | 8q | +3.5%+$641.0K |
| Wedmont Private Capital | $18.9M | 258,464 | 0.45% | 20q | +135.3%+$10.9M |
| CoreCap Advisors, LLC | $18.4M | 256,419 | 0.53% | 9q | HELD |
| DIVERSIFIED MANAGEMENT INC | $16.7M | 231,768 | 2.91% | 4q | +1.0%+$161.0K |
| RFG - Bristol Wealth Advisors, LLC | $14.7M | 204,261 | 3.50% | 6q | +3.6%+$504.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $14.3M | 198,726 | 2.80% | 24q | +37.7%+$3.9M |
| ACIMA PRIVATE WEALTH, LLC | $14.3M | 198,529 | 4.15% | 29q | HELD |
| Gallagher Capital Advisors, LLC | $13.7M | 190,014 | 7.33% | 8q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $13.2M | 183,798 | 3.10% | 30q | +6.8%+$838.4K |
| Lee, Kelleher & Klein Wealth Management | $12.4M | 172,035 | 6.37% | 8q | +3.7%+$443.7K |
| Montecito Bank & Trust | $12.1M | 168,726 | 1.84% | 31q | +1.0%+$123.3K |
| Hiley Hunt Wealth Management | $11.8M | 164,451 | 4.60% | 12q | +2.8%+$326.4K |
| Partnership Wealth Management, LLC | $11.1M | 154,625 | 7.94% | 12q | -5.6%-$662.4K |
| KFA Private Wealth Group, LLC | $11.0M | 153,371 | 2.60% | 28q | HELD |
| TOMPKINS FINANCIAL CORP | $11.0M | 152,425 | 0.77% | 31q | +1.0%+$113.2K |
| CENTRAL BANK & TRUST CO | $10.6M | 147,166 | 1.51% | 32q | +89.2%+$5.0M |
| EASTERN BANK | $10.2M | 141,508 | 0.15% | 32q | -2.0%-$212.8K |
| David J Yvars Group | $10.0M | 139,418 | 4.61% | 24q | +1.2%+$118.5K |
| Boltwood Capital Management | $8.4M | 117,430 | 1.91% | 32q | HELD |
| Venture Visionary Partners LLC | $8.0M | 111,043 | 0.21% | 28q | +4.3%+$331.0K |
| HWG Holdings LP | $8.0M | 110,736 | 1.84% | 3q | +40.4%+$2.3M |
| AMERICAN NATIONAL BANK & TRUST | $7.5M | 104,547 | 0.69% | 32q | -0.6%-$46.8K |
| Kaydan Wealth Management, Inc. | $6.6M | 92,135 | 2.28% | 20q | -5.7%-$397.5K |
| Greenfield Savings Bank | $6.1M | 85,406 | 2.32% | 13q | HELD |
| Versant Capital Management, Inc | $6.0M | 83,159 | 0.51% | 18q | -14.2%-$986.4K |
| FC Advisory LLC | $5.9M | 81,765 | 1.54% | 32q | +0.5%+$31.2K |
| American National Bank of Texas | $5.8M | 81,290 | 5.34% | 5q | HELD |
| Delta Wealth Advisors LLC | $5.5M | 76,495 | 3.78% | 11q | -1.3%-$69.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.3M | 73,442 | 0.06% | 3q | -1.0%-$51.6K |
| Vilga Financial Planning LLC | $5.2M | 72,192 | 3.10% | 2q | -0.5%-$26.3K |
| Breakwater Capital Group | $5.1M | 71,389 | 0.61% | 16q | +2.7%+$134.5K |
| Councilor Wealth, LLC | $5.0M | 69,006 | 2.05% | 12q | -6.0%-$316.3K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $4.7M | 65,438 | 2.83% | 16q | +1.9%+$86.0K |
| Legacy Private Trust Co. | $4.2M | 58,155 | 0.23% | 32q | -1.2%-$51.0K |
| Gradient Investments LLC | $3.9M | 54,678 | 0.06% | 7q | +3.2%+$122.2K |
| Crumly & Associates Inc. | $3.5M | 49,193 | 0.63% | 28q | HELD |
| General Partner, Inc. | $3.5M | 48,296 | 1.86% | 16q | HELD |
| GAMMA Investing LLC | $3.2M | 44,851 | 0.11% | 12q | +4.4%+$136.9K |
| Bank of New Hampshire | $3.2M | 44,534 | 0.69% | 22q | -3.3%-$109.1K |
| Galvin, Gaustad & Stein, LLC | $3.1M | 43,384 | 0.23% | 24q | -5.2%-$170.2K |
| SAPIENT CAPITAL LLC | $3.1M | 43,084 | 0.04% | 12q | -48.8%-$3.0M |
| First Heartland Consultants, Inc. | $3.1M | 43,006 | 0.21% | 32q | +6.2%+$180.6K |
| Ballew Advisors, Inc | $3.0M | 40,516 | 1.48% | 32q | -3.3%-$101.5K |
| Wealth Group Ltd | $2.8M | 38,413 | 0.52% | 12q | -1.3%-$36.6K |
| Adirondack Capital Advisors, LLC | $2.8M | 39,098 | 1.45% | 4q | -2.3%-$65.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.8M | 38,705 | 0.24% | 8q | -29.9%-$1.2M |
| SigFig Wealth Management, LLC | $2.7M | 38,186 | 0.07% | 14q | -28.9%-$1.1M |
| Trinity Financial Advisors LLC | $2.5M | 34,750 | 0.64% | 20q | +1.9%+$47.5K |
| Gerald Baker Financial Group LLC | $2.4M | 33,817 | 0.69% | 3q | HELD |
| Exchange Bank | $2.4M | 32,725 | 1.46% | 14q | HELD |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $2.2M | 30,478 | 1.19% | 16q | -1.5%-$34.0K |
| Dale Q Rice Investment Management Ltd | $2.2M | 30,329 | 1.19% | 8q | +1.3%+$28.4K |
| CHAPIN DAVIS, INC. | $2.1M | 29,368 | 0.41% | 16q | +10.6%+$201.7K |
| Factor Wealth Management LTD | $2.1M | 28,647 | 0.32% | 8q | -16.3%-$400.8K |
| Weaver Consulting Group | $1.9M | 27,096 | 0.38% | 31q | +68.2%+$790.4K |
| Cooper Financial Group | $1.9M | 27,073 | 0.16% | 32q | +0.8%+$15.3K |
| S.E.E.D. Planning Group LLC | $1.9M | 26,206 | 0.46% | 28q | +83.6%+$858.4K |
| Noble Wealth Management PBC | $1.8M | 24,799 | 0.80% | 7q | -1.1%-$20.3K |
| Gainplan LLC | $1.8M | 24,719 | 0.69% | 16q | +4.2%+$71.9K |
| Baron Financial Group, LLC | $1.8M | 24,422 | 0.86% | 25q | +4.6%+$78.1K |
| Taylor & Morgan Wealth Management, LLC | $1.8M | 24,404 | 0.84% | 20q | +2.2%+$37.9K |
| Peterson Wealth Advisors, LLC | $1.7M | 23,342 | 0.19% | 32q | -6.3%-$112.5K |
| TILIA FIDUCIARY PARTNERS, INC. | $1.5M | 20,724 | 0.34% | 20q | +93.4%+$720.0K |
| Lincoln Capital LLC | $1.5M | 20,221 | 0.26% | 26q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.4M | 20,088 | 0.09% | 16q | HELD |
| Box Hill Private Wealth LLC | $1.4M | 19,733 | 1.03% | 4q | +27.7%+$308.4K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.4M | 19,725 | 0.10% | 5q | +34.9%+$367.4K |
| FELL CAPITAL MANAGEMENT /ADV | $1.4M | 19,205 | 1.19% | 4q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $1.3M | 18,747 | 0.91% | 4q | -0.7%-$9.8K |
| Stonebridge Financial Group, LLC | $1.2M | 16,812 | 0.09% | 8q | -20.6%-$314.6K |
| COLLECTIVE FAMILY OFFICE LLC | $1.2M | 15,998 | 0.24% | 24q | -5.3%-$64.3K |
| Roan Capital Partners | $1.1M | 15,361 | 0.81% | 3q | +10.1%+$101.2K |
| Wealth Enhancement Trust Services, Inc. | $1.1M | 15,278 | 0.12% | 4q | -17.4%-$232.2K |
| Worth Asset Management, LLC | $1.1M | 15,112 | 0.32% | new | NEW |
| Central Pacific Bank - Trust Division | $1.1M | 15,044 | 0.11% | 11q | +11.8%+$114.0K |
| Balefire, LLC | $1.0M | 14,309 | 0.16% | 7q | -17.0%-$211.5K |
| Retirement Wealth Solutions LLC | $1.0M | 14,271 | 0.54% | 8q | HELD |
Showing the largest 100 of 169 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 165 | $1.7B | 23,717,709 | 3 | 60 | 53 | 0.0% |
| Q2 2026 | 2,747 | $105.5B | 1,368,631,990 | 160 | 930 | 908 | 0.1% |
| Q1 2026 | 2,649 | $89.9B | 1,331,285,877 | 101 | 918 | 925 | 0.1% |
| Q4 2025 | 2,648 | $82.5B | 1,249,397,339 | 105 | 902 | 814 | 0.1% |
| Q3 2025 | 2,457 | $80.3B | 1,231,037,735 | 96 | 812 | 833 | 0.0% |
| Q2 2025 | 2,444 | $77.5B | 1,248,123,976 | 112 | 809 | 890 | 0.1% |
| Q1 2025 | 2,426 | $71.1B | 1,217,838,250 | 90 | 975 | 757 | 0.1% |
| Q4 2024 | 2,471 | $217.0B | 3,482,310,625 | 90 | 927 | 649 | 0.0% |
| Q3 2024 | 2,306 | $216.2B | 3,470,219,049 | 122 | 886 | 665 | 0.0% |
| Q2 2024 | 2,226 | $218.6B | 3,701,183,238 | 96 | 810 | 722 | 0.0% |
| Q1 2024 | 2,231 | $71.5B | 1,173,270,759 | 126 | 2,039 | 25 | 0.1% |
| Q4 2023 | 2,172 | $62.3B | 224,967,026 | 114 | 712 | 760 | 0.1% |
| Q3 2023 | 2,011 | $56.2B | 225,356,082 | 119 | 758 | 602 | 0.1% |
| Q2 2023 | 1,964 | $51.7B | 197,484,682 | 89 | 684 | 653 | 0.1% |
| Q1 2023 | 1,914 | $50.0B | 200,285,771 | 75 | 643 | 697 | 0.0% |
| Q4 2022 | 1,928 | $53.9B | 223,337,690 | 121 | 685 | 609 | 0.1% |
| Q3 2022 | 1,775 | $41.0B | 186,735,110 | 65 | 649 | 571 | 0.2% |
| Q2 2022 | 1,799 | $40.8B | 180,295,854 | 75 | 653 | 599 | 0.1% |
| Q1 2022 | 1,845 | $48.0B | 178,591,376 | 73 | 727 | 575 | 0.2% |
| Q4 2021 | 1,870 | $49.8B | 175,650,633 | 99 | 732 | 419 | 0.1% |
| Q3 2021 | 1,639 | $44.8B | 169,582,587 | 68 | 641 | 497 | 0.5% |
| Q2 2021 | 1,637 | $45.8B | 170,259,167 | 77 | 619 | 533 | 0.1% |
| Q1 2021 | 1,615 | $44.8B | 172,236,328 | 84 | 532 | 616 | 0.2% |
| Q4 2020 | 1,587 | $38.6B | 167,441,020 | 101 | 489 | 548 | 0.3% |
| Q3 2020 | 1,393 | $31.1B | 167,321,837 | 58 | 428 | 585 | 0.2% |
| Q2 2020 | 1,390 | $30.1B | 168,966,833 | 93 | 440 | 625 | 0.2% |
| Q1 2020 | 1,390 | $25.3B | 176,817,624 | 61 | 466 | 639 | 0.1% |
| Q4 2019 | 1,509 | $38.4B | 185,664,388 | 87 | 527 | 398 | 0.5% |
| Q3 2019 | 1,305 | $35.2B | 180,907,176 | 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% |