ISHARES TR (IJJ)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
52
Reporting holders
$49.8M
Reported value
0.0%
Calls
0.0%
Puts
-829
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 |
|---|---|---|---|---|---|
| Independence Financial Advisors, LLC | $10.0M | 72,279 | 2.50% | 2q | +9.0%+$820.2K |
| First Citizens Financial Corp | $6.9M | 50,014 | 2.89% | 27q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $3.7M | 26,987 | 0.61% | 16q | -7.8%-$316.2K |
| ANB BANK | $3.6M | 25,936 | 1.27% | 8q | +0.8%+$27.7K |
| Farther Finance Advisors, LLC | $3.2M | 23,317 | 0.02% | 16q | +25.9%+$661.3K |
| Prosperity Planning, Inc. | $3.2M | 22,889 | 0.70% | 24q | -2.1%-$66.5K |
| Gerald Baker Financial Group LLC | $2.6M | 18,597 | 0.72% | 3q | +3.4%+$83.3K |
| Breakwater Capital Group | $2.3M | 16,463 | 0.27% | 16q | +1.1%+$24.1K |
| Bangor Savings Bank | $1.7M | 12,083 | 0.13% | 32q | HELD |
| DAVIDSON TRUST CO | $1.2M | 8,418 | 0.46% | 28q | -1.1%-$12.5K |
| Venture Visionary Partners LLC | $932.7K | 6,772 | 0.02% | 28q | +2.8%+$25.2K |
| MassMutual Private Wealth & Trust, FSB | $904.1K | 6,565 | 0.02% | 32q | HELD |
| Balefire, LLC | $820.1K | 5,955 | 0.13% | new | NEW |
| Cambridge Financial Group, LLC | $794.5K | 5,378 | 0.25% | 12q | HELD |
| FC Advisory LLC | $640.5K | 4,651 | 0.17% | 24q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $620.0K | 4,502 | 0.04% | 20q | HELD |
| Montecito Bank & Trust | $618.3K | 4,490 | 0.09% | 31q | HELD |
| DOLIVER ADVISORS, LP | $494.2K | 3,589 | 0.11% | 7q | HELD |
| Atlas Brown,Inc. | $372.2K | 2,703 | 0.10% | 13q | HELD |
| Heartwood Wealth Advisors LLC | $364.2K | 2,645 | 0.03% | 16q | HELD |
| KWMG, LLC | $356.4K | 2,588 | 0.03% | 27q | HELD |
| Wedmont Private Capital | $299.2K | 2,134 | 0.01% | 2q | -1.9%-$5.9K |
| Valeo Financial Advisors, LLC | $294.2K | 2,136 | 0.01% | 8q | HELD |
| First Heartland Consultants, Inc. | $294.0K | 2,135 | 0.02% | 23q | -72.0%-$754.4K |
| Vann Equity Management LLC | $293.3K | 2,130 | 0.17% | 3q | +1.4%+$4.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $280.5K | 2,037 | 0.00% | 2q | +5.8%+$15.4K |
| Apella Capital, LLC | $276.2K | 1,985 | 0.00% | 3q | -1.9%-$5.4K |
| ECLECTIC ASSOCIATES INC /ADV | $275.4K | 2,000 | 0.03% | 16q | HELD |
| CHAPIN DAVIS, INC. | $268.4K | 1,949 | 0.05% | 15q | HELD |
| SAPIENT CAPITAL LLC | $263.0K | 1,910 | 0.00% | 8q | -50.0%-$263.0K |
| Lee, Kelleher & Klein Wealth Management | $244.0K | 1,772 | 0.13% | 8q | HELD |
| Friday Financial | $239.8K | 1,724 | 0.05% | 8q | HELD |
| Hamilton Capital, LLC | $239.3K | 1,738 | 0.01% | 4q | HELD |
| Decker Wealth Management LLC | $236.9K | 1,720 | 0.05% | 4q | HELD |
| Sound Income Strategies, LLC | $225.5K | 1,608 | 0.01% | 11q | HELD |
| CoreCap Advisors, LLC | $172.1K | 1,250 | 0.00% | 9q | -3.8%-$6.7K |
| GAMMA Investing LLC | $161.7K | 1,174 | 0.01% | 10q | HELD |
| Rosenberg Matthew Hamilton | $155.8K | 1,131 | 0.03% | 10q | HELD |
| EASTERN BANK | $136.3K | 990 | 0.00% | new | NEW |
| Acropolis Investment Management, LLC | $108.8K | 790 | 0.00% | 3q | -60.9%-$169.2K |
| BURKETT FINANCIAL SERVICES, LLC | $71.0K | 515 | 0.02% | 12q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $41.9K | 304 | 0.01% | 15q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $34.8K | 253 | 0.00% | 16q | -50.0%-$34.8K |
| AMERICAN NATIONAL BANK & TRUST | $33.0K | 240 | 0.00% | 32q | -32.2%-$15.7K |
| TOTH FINANCIAL ADVISORY CORP | $30.4K | 221 | 0.00% | 4q | HELD |
| Bullock Wealth Management Group | $26.0K | 187 | 0.01% | 11q | -20.8%-$6.8K |
| Grove Bank & Trust | $17.4K | 126 | 0.00% | 16q | HELD |
| Pacifica Partners Inc. | $16.0K | 115 | 0.00% | 9q | HELD |
| STEPH & CO | $12.9K | 94 | 0.00% | 28q | -3.1% |
| TOMPKINS FINANCIAL CORP | $12.1K | 88 | 0.00% | 31q | HELD |
| Noble Wealth Management PBC | $6.2K | 45 | 0.00% | 7q | -43.0%-$4.7K |
| Bank of New Hampshire | $2.1K | 15 | 0.00% | 19q | HELD |
| CX Institutional | $32 | 233 | 0.00% | 7q | 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 | 52 | $49.8M | 361,337 | 2 | 8 | 14 | 0.0% |
| Q2 2026 | 881 | $6.7B | 45,554,526 | 68 | 174 | 273 | 0.0% |
| Q1 2026 | 846 | $6.3B | 47,524,041 | 55 | 153 | 259 | 0.0% |
| Q4 2025 | 843 | $5.9B | 43,273,939 | 41 | 182 | 255 | 0.0% |
| Q3 2025 | 815 | $5.8B | 44,387,419 | 45 | 168 | 243 | 0.0% |
| Q2 2025 | 816 | $5.6B | 44,946,418 | 51 | 164 | 284 | 0.7% |
| Q1 2025 | 821 | $5.4B | 45,129,728 | 50 | 182 | 249 | 0.0% |
| Q4 2024 | 826 | $8.9B | 71,022,358 | 56 | 170 | 228 | 0.0% |
| Q3 2024 | 757 | $8.7B | 70,706,191 | 63 | 153 | 250 | 0.0% |
| Q2 2024 | 736 | $8.2B | 71,905,027 | 46 | 139 | 238 | 0.0% |
| Q1 2024 | 729 | $6.3B | 52,986,839 | 48 | 170 | 231 | 0.0% |
| Q4 2023 | 732 | $5.5B | 48,164,237 | 62 | 183 | 207 | 0.0% |
| Q3 2023 | 664 | $4.5B | 44,534,381 | 39 | 148 | 217 | 0.0% |
| Q2 2023 | 676 | $4.9B | 45,572,282 | 41 | 157 | 212 | 0.0% |
| Q1 2023 | 684 | $5.4B | 52,535,892 | 47 | 169 | 226 | 0.0% |
| Q4 2022 | 689 | $5.3B | 52,267,960 | 69 | 196 | 188 | 0.0% |
| Q3 2022 | 625 | $4.3B | 48,251,783 | 32 | 166 | 191 | 0.0% |
| Q2 2022 | 645 | $4.7B | 50,070,635 | 46 | 185 | 185 | 0.0% |
| Q1 2022 | 679 | $5.7B | 52,220,684 | 69 | 184 | 192 | 0.0% |
| Q4 2021 | 658 | $6.4B | 57,821,311 | 49 | 182 | 139 | 0.0% |
| Q3 2021 | 607 | $6.0B | 58,511,419 | 39 | 162 | 170 | 0.0% |
| Q2 2021 | 599 | $6.0B | 56,579,567 | 45 | 172 | 172 | 0.0% |
| Q1 2021 | 582 | $5.7B | 57,863,939 | 81 | 143 | 163 | 0.0% |
| Q4 2020 | 534 | $3.7B | 42,753,308 | 67 | 399 | 18 | 0.0% |
| Q3 2020 | 460 | $2.8B | 20,567,669 | 36 | 93 | 182 | 0.0% |
| Q2 2020 | 450 | $2.8B | 20,906,113 | 40 | 90 | 198 | 0.0% |
| Q1 2020 | 467 | $2.5B | 22,599,069 | 35 | 124 | 191 | 0.0% |
| Q4 2019 | 540 | $4.2B | 24,693,651 | 38 | 133 | 134 | 0.0% |
| Q3 2019 | 468 | $4.0B | 25,146,083 | 29 | 120 | 130 | 0.0% |
| Q2 2019 | 467 | $4.1B | 25,452,411 | 36 | 129 | 138 | 0.0% |
| Q1 2019 | 467 | $4.1B | 25,860,056 | 51 | 125 | 142 | 0.0% |
| Q4 2018 | 446 | $3.4B | 24,442,253 | 5 | 5 | 7 | 0.0% |