# ISHARES TR (IJK)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IJK/

- Reporting holders: 52
- Reported value: $75.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $15.5M | 141,784 | 1.8% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.4M | 76,873 | 0.1% | 16 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $7.9M | 72,411 | 3.3% | 27 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $5.0M | 45,543 | 1.3% | 6 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $4.5M | 40,792 | 2.3% | 8 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $4.2M | 37,917 | 1.5% | 8 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $3.8M | 34,945 | 0.6% | 16 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $3.5M | 32,176 | 1.3% | 5 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.5M | 13,822 | 0.1% | 25 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.4M | 12,401 | 0.0% | 32 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.2M | 11,168 | 0.1% | 32 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.1M | 9,725 | 0.1% | 15 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.0M | 9,367 | 0.0% | 28 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $1.0M | 9,284 | 0.3% | 32 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.0M | 9,236 | 0.1% | 32 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $1.0M | 9,234 | 0.1% | 16 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $980.6K | 8,944 | 0.4% | 28 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $951.3K | 8,679 | 0.1% | 32 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $868.0K | 7,919 | 0.1% | 31 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $844.0K | 7,700 | 0.0% | 13 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $787.1K | 7,181 | 0.5% | 8 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $698.2K | 6,370 | 0.0% | 32 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $695.1K | 6,342 | 0.2% | 24 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $684.7K | 6,177 | 0.1% | 8 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $631.3K | 5,760 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 52 | $75.2M |
| Q2 2026 | 997 | $8.7B |
| Q1 2026 | 931 | $7.8B |
| Q4 2025 | 922 | $6.4B |
| Q3 2025 | 884 | $6.3B |
| Q2 2025 | 869 | $6.2B |
| Q1 2025 | 855 | $5.9B |
| Q4 2024 | 899 | $6.7B |
| Q3 2024 | 877 | $7.0B |
| Q2 2024 | 859 | $6.8B |
| Q1 2024 | 835 | $7.9B |
| Q4 2023 | 799 | $6.5B |