ISHARES TR (IJJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
844
Reporting holders
$6.2B
Reported value
0.0%
Held as options
+35
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 |
|---|---|---|---|---|---|
| FMR LLC | $603.9M | 4,088,134 | 0.03% | 31q | HELD |
| MORGAN STANLEY | $589.6M | 3,991,007 | 0.03% | 35q | -1.2%-$7.3M |
| WELLS FARGO & COMPANY/MN | $519.6M | 3,517,335 | 0.08% | 31q | -48.8%-$496.1M |
| BANK OF AMERICA CORP /DE/ | $352.1M | 2,383,455 | 0.02% | 31q | -0.8%-$2.8M |
| ENVESTNET ASSET MANAGEMENT INC | $330.5M | 2,237,277 | 0.08% | 31q | +1.9%+$6.3M |
| UBS Group AG | $286.3M | 1,938,165 | 0.04% | 31q | -13.4%-$44.2M |
| PNC Financial Services Group, Inc. | $205.5M | 1,391,097 | 0.10% | 31q | +3.0%+$6.0M |
| D.A. DAVIDSON & CO. | $167.3M | 1,132,668 | 0.92% | 31q | +3.8%+$6.1M |
| RAYMOND JAMES FINANCIAL INC | $128.2M | 867,638 | 0.03% | 7q | -6.0%-$8.1M |
| LPL Financial LLC | $113.5M | 768,548 | 0.03% | 31q | HELD |
| Cullen/Frost Bankers, Inc. | $113.5M | 768,428 | 1.12% | 31q | -6.9%-$8.4M |
| NORTHERN TRUST CORP | $99.7M | 674,681 | 0.01% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $93.9M | 635,321 | 0.05% | 31q | -0.6%-$581.9K |
| Financial Engines Advisors L.L.C. | $90.0M | 609,138 | 0.16% | 31q | -2.6%-$2.4M |
| AMERIPRISE FINANCIAL INC | $89.6M | 605,746 | 0.02% | 31q | -49.5%-$87.8M |
| ROYAL BANK OF CANADA | $80.6M | 545,411 | 0.01% | 31q | -2.3%-$1.9M |
| JPMORGAN CHASE & CO | $66.2M | 449,626 | 0.00% | 31q | +2.6%+$1.7M |
| JONES FINANCIAL COMPANIES LLLP | $61.3M | 415,471 | 0.02% | 31q | +0.7%+$396.1K |
| Bank of New York Mellon Corp | $59.5M | 402,922 | 0.01% | 31q | -1.2%-$723.1K |
| Baird Financial Group, Inc. | $49.4M | 334,351 | 0.07% | 31q | -2.1%-$1.0M |
| MAI Capital Management | $49.1M | 332,590 | 0.18% | 31q | +2.3%+$1.1M |
| HighTower Advisors, LLC | $48.9M | 330,985 | 0.05% | 31q | -13.0%-$7.3M |
| MIDLAND WEALTH ADVISORS, LLC | $41.1M | 278,506 | 1.93% | 11q | -2.8%-$1.2M |
| BOKF, NA | $39.8M | 269,482 | 0.55% | 30q | HELD |
| Wilmington Savings Fund Society, FSB | $39.0M | 263,973 | 0.87% | 25q | -6.9%-$2.9M |
| Cerity Partners LLC | $38.9M | 263,246 | 0.05% | 28q | -1.0%-$407.0K |
| Lido Advisors, LLC | $38.8M | 262,650 | 0.11% | 31q | +48.7%+$12.7M |
| Rehmann Capital Advisory Group | $37.0M | 250,706 | 1.70% | 26q | -0.6%-$229.4K |
| World Investment Advisors | $35.2M | 265,442 | 0.58% | 23q | HELD |
| Willis Johnson & Associates, Inc. | $34.3M | 232,221 | 1.91% | 23q | -0.9%-$327.8K |
| COURIER CAPITAL LLC | $33.7M | 227,786 | 1.68% | 31q | +1.6%+$526.8K |
| Rockefeller Capital Management L.P. | $31.9M | 215,877 | 0.05% | 30q | -3.7%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $31.1M | 210,270 | 0.02% | 29q | +97.5%+$15.3M |
| TRUIST FINANCIAL CORP | $31.0M | 209,578 | 0.04% | 31q | -5.2%-$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $30.9M | 209,429 | 0.04% | 31q | -11.4%-$4.0M |
| Corient Private Wealth LP | $29.3M | 198,154 | 0.02% | 15q | +92.7%+$14.1M |
| Creative Planning | $26.7M | 180,776 | 0.02% | 31q | -9.8%-$2.9M |
| KEYBANK NATIONAL ASSOCIATION/OH | $25.6M | 173,265 | 0.08% | 31q | -3.3%-$883.0K |
| Mariner, LLC | $25.3M | 171,395 | 0.03% | 31q | -1.6%-$419.6K |
| BANK OF MONTREAL /CAN/ | $24.0M | 162,264 | 0.01% | 31q | -1.4%-$347.5K |
| AlphaCore Capital LLC | $23.3M | 157,712 | 0.43% | 20q | -3.0%-$716.8K |
| Sterling Financial Planning, Inc. | $23.1M | 156,530 | 6.29% | 23q | +1.7%+$390.7K |
| FIFTH THIRD BANCORP | $22.3M | 150,705 | 0.04% | 31q | -3.3%-$753.7K |
| Wealthspire Advisors, LLC | $20.5M | 138,688 | 0.11% | 23q | HELD |
| Focus Partners Wealth | $18.5M | 125,147 | 0.02% | 11q | -4.8%-$940.8K |
| OSAIC HOLDINGS, INC. | $18.4M | 124,686 | 0.02% | 26q | +15.0%+$2.4M |
| Lutz Financial Services LLC | $17.5M | 118,338 | 1.06% | 31q | HELD |
| Texas Yale Capital Corp. | $16.0M | 108,310 | 0.35% | 31q | HELD |
| MONETA GROUP INVESTMENT ADVISORS LLC | $15.6M | 105,579 | 0.12% | 31q | +3.3%+$499.2K |
| Cetera Investment Advisers | $15.6M | 105,531 | 0.01% | 25q | +2.2%+$329.6K |
| Steward Partners Investment Advisory, LLC | $15.4M | 104,147 | 0.08% | 31q | HELD |
| GHP Investment Advisors, Inc. | $15.0M | 101,841 | 0.55% | 31q | -0.6%-$89.2K |
| MML INVESTORS SERVICES, LLC | $15.0M | 101,400 | 0.03% | 31q | +20.3%+$2.5M |
| HSBC HOLDINGS PLC | $14.8M | 100,500 | 0.01% | 3q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $14.8M | 100,427 | 0.01% | 6q | -33.0%-$7.3M |
| Kestra Advisory Services, LLC | $14.7M | 99,253 | 0.05% | 24q | -3.5%-$529.2K |
| Cassaday & Co Wealth Management LLC | $14.2M | 96,183 | 0.27% | 15q | -1.0%-$142.7K |
| Salomon & Ludwin, LLC | $13.9M | 94,459 | 1.14% | 31q | -2.1%-$297.9K |
| 1834 INVESTMENT ADVISORS CO | $13.8M | 93,660 | 1.57% | 31q | -1.4%-$191.9K |
| Omega Financial Group, LLC | $13.7M | 92,908 | 4.18% | 31q | +1.9%+$255.9K |
| FIRST MERCHANTS CORP | $13.5M | 91,589 | 0.48% | 31q | -1.9%-$258.2K |
| STIFEL FINANCIAL CORP | $13.5M | 91,079 | 0.01% | 31q | +2.9%+$378.1K |
| Asset Management Group, Inc. | $13.1M | 88,947 | 1.92% | 31q | -0.6%-$80.5K |
| Pathstone Holdings, LLC | $13.1M | 88,462 | 0.04% | 11q | +207.4%+$8.8M |
| PW Nova Financial Services LLC | $12.7M | 85,851 | 2.72% | 3q | +3.6%+$444.4K |
| Ellis Investment Partners, LLC | $12.5M | 84,376 | 1.89% | 31q | -0.9%-$110.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $11.8M | 80,133 | 0.57% | 31q | -0.7%-$81.3K |
| Mesirow Financial Investment Management, Inc. | $11.8M | 79,854 | 0.19% | 11q | HELD |
| Blue Edge Capital, LLC | $11.4M | 77,483 | 1.37% | 30q | +4.0%+$439.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.9M | 71,459 | 0.00% | 2q | HELD |
| Balance Wealth Partners LLC | $10.7M | 72,677 | 2.86% | 4q | -11.0%-$1.3M |
| REGIONS FINANCIAL CORP | $10.5M | 70,984 | 0.06% | 31q | -9.4%-$1.1M |
| US BANCORP \DE\ | $9.8M | 66,399 | 0.01% | 31q | -1.6%-$164.6K |
| Independence Financial Advisors, LLC | $9.8M | 66,323 | 2.54% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $9.4M | 63,636 | 0.01% | 31q | +1.2%+$108.9K |
| OFS Enterprise LLC | $9.2M | 62,340 | 2.35% | 2q | +1.6%+$146.5K |
| LMG Wealth Partners, LLC | $9.0M | 61,225 | 1.45% | 15q | -2.5%-$229.6K |
| Pinnacle Financial Partners, Inc. | $8.8M | 59,313 | 0.06% | 3q | +4.1%+$344.2K |
| BlackRock, Inc. | $8.7M | 58,676 | 0.00% | 8q | +12.2%+$943.7K |
| DDFG, Inc | $8.6M | 58,149 | 1.71% | 15q | -0.6%-$51.9K |
| Causey Wealth LLC | $8.6M | 57,928 | 3.34% | 7q | -1.8%-$157.3K |
| InvesTrust | $8.4M | 57,033 | 3.24% | 7q | -4.4%-$384.1K |
| Foundation Wealth Management, LLC | $8.4M | 56,830 | 4.97% | 15q | +6.4%+$502.5K |
| Modern Wealth Management, LLC | $8.3M | 56,189 | 0.10% | new | NEW |
| Summit Financial, LLC | $8.2M | 55,498 | 0.09% | 6q | -2.2%-$181.3K |
| MFA WEALTH ADVISORS, LLC | $8.1M | 54,925 | 1.38% | 6q | -3.3%-$272.7K |
| Bryn Mawr Trust Advisors, LLC | $8.1M | 54,654 | 0.35% | 15q | -1.4%-$110.5K |
| River Wealth Advisors LLC | $8.0M | 57,201 | 0.44% | 31q | +99.3%+$4.0M |
| Arkadios Wealth Advisors | $8.0M | 54,179 | 0.12% | 6q | -3.9%-$327.7K |
| MidFirst Bank | $7.8M | 52,980 | 0.56% | 3q | HELD |
| IFP Advisors, Inc | $7.8M | 52,727 | 0.14% | 39q | -2.9%-$229.7K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $7.7M | 51,806 | 0.91% | 2q | +7.8%+$554.7K |
| First Citizens Financial Corp | $7.4M | 50,093 | 3.09% | 26q | -0.7%-$51.7K |
| Bluespring Wealth Management, LLC | $7.4M | 49,771 | 0.14% | 31q | +128.7%+$4.1M |
| BECKER CAPITAL MANAGEMENT INC | $7.2M | 48,669 | 0.19% | 14q | HELD |
| Hudson Capital Management LLC | $7.1M | 48,312 | 1.73% | 31q | +1.3%+$94.0K |
| GREENLEAF TRUST | $7.1M | 47,962 | 0.07% | 31q | -1.4%-$99.1K |
| Ullmann Wealth Partners Group, LLC | $7.0M | 47,249 | 0.63% | 31q | -2.1%-$151.1K |
| JFS WEALTH ADVISORS, LLC | $6.9M | 46,850 | 0.35% | 20q | +0.7%+$45.2K |
| D.B. Root & Company, LLC | $6.9M | 46,490 | 1.46% | 4q | -1.6%-$114.0K |
Showing the largest 100 of 876 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 | 844 | $6.2B | 42,227,694 | 67 | 163 | 264 | 0.0% |
| Q1 2026 | 809 | $6.2B | 46,540,316 | 54 | 149 | 242 | 0.0% |
| Q4 2025 | 800 | $5.5B | 42,003,525 | 40 | 173 | 241 | 0.0% |
| Q3 2025 | 774 | $5.6B | 43,072,343 | 43 | 157 | 231 | 0.0% |
| Q2 2025 | 769 | $5.4B | 43,385,931 | 49 | 159 | 269 | 0.7% |
| Q1 2025 | 769 | $5.2B | 43,366,170 | 45 | 173 | 233 | 0.0% |
| Q4 2024 | 774 | $5.3B | 42,477,028 | 53 | 158 | 216 | 0.0% |
| Q3 2024 | 705 | $5.2B | 41,850,721 | 57 | 147 | 230 | 0.0% |
| Q2 2024 | 686 | $4.8B | 42,489,630 | 43 | 130 | 221 | 0.0% |
| Q1 2024 | 674 | $6.0B | 50,786,370 | 43 | 161 | 214 | 0.0% |
| Q4 2023 | 673 | $5.2B | 45,998,030 | 57 | 163 | 194 | 0.0% |
| Q3 2023 | 602 | $4.3B | 42,304,160 | 33 | 137 | 198 | 0.0% |
| Q2 2023 | 603 | $4.6B | 42,562,392 | 37 | 141 | 190 | 0.0% |
| Q1 2023 | 599 | $5.0B | 48,998,964 | 41 | 148 | 195 | 0.0% |
| Q4 2022 | 550 | $4.5B | 44,940,180 | 58 | 157 | 152 | 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% |