ISHARES TR (IJK)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
52
Reporting holders
$75.2M
Reported value
0.0%
Calls
0.0%
Puts
-945
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 |
|---|---|---|---|---|---|
| INSPIRION WEALTH ADVISORS, LLC | $15.5M | 141,784 | 1.77% | 32q | -14.7%-$2.7M |
| Farther Finance Advisors, LLC | $8.4M | 76,873 | 0.06% | 16q | +3.2%+$260.3K |
| First Citizens Financial Corp | $7.9M | 72,411 | 3.34% | 27q | HELD |
| Independence Financial Advisors, LLC | $5.0M | 45,543 | 1.25% | 6q | +3.6%+$172.5K |
| Lee, Kelleher & Klein Wealth Management | $4.5M | 40,792 | 2.30% | 8q | +4.1%+$176.3K |
| ANB BANK | $4.2M | 37,917 | 1.48% | 8q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $3.8M | 34,945 | 0.62% | 16q | -5.3%-$214.2K |
| Plan A Wealth LLC | $3.5M | 32,176 | 1.26% | 5q | +1455.1%+$3.3M |
| YHB Investment Advisors, Inc. | $1.5M | 13,822 | 0.10% | 25q | HELD |
| MassMutual Private Wealth & Trust, FSB | $1.4M | 12,401 | 0.04% | 32q | +2.5%+$33.3K |
| Bangor Savings Bank | $1.2M | 11,168 | 0.09% | 32q | HELD |
| Breakwater Capital Group | $1.1M | 9,725 | 0.13% | 15q | +2.0%+$21.3K |
| Venture Visionary Partners LLC | $1.0M | 9,367 | 0.03% | 28q | +2.3%+$23.5K |
| Atlas Brown,Inc. | $1.0M | 9,284 | 0.27% | 32q | -1.1%-$11.8K |
| First Heartland Consultants, Inc. | $1.0M | 9,236 | 0.07% | 32q | -82.3%-$4.7M |
| Heartwood Wealth Advisors LLC | $1.0M | 9,234 | 0.08% | 16q | HELD |
| DAVIDSON TRUST CO | $980.6K | 8,944 | 0.39% | 28q | -0.6%-$6.4K |
| Peterson Wealth Advisors, LLC | $951.3K | 8,679 | 0.11% | 32q | +7.0%+$61.9K |
| Montecito Bank & Trust | $868.0K | 7,919 | 0.13% | 31q | HELD |
| Valeo Financial Advisors, LLC | $844.0K | 7,700 | 0.02% | 13q | +1.4%+$11.6K |
| Hickory Point Bank & Trust | $787.1K | 7,181 | 0.47% | 8q | HELD |
| Legacy Private Trust Co. | $698.2K | 6,370 | 0.04% | 32q | HELD |
| Prosperity Planning, Inc. | $695.1K | 6,342 | 0.15% | 24q | -5.1%-$37.7K |
| Friday Financial | $684.7K | 6,177 | 0.14% | 8q | +33.2%+$170.6K |
| SAPIENT CAPITAL LLC | $631.3K | 5,760 | 0.01% | 11q | -48.1%-$584.6K |
| CONGRESS ASSET MANAGEMENT CO | $479.3K | 4,373 | 0.00% | 10q | -71.0%-$1.2M |
| ARMSTRONG ADVISORY GROUP, INC | $453.1K | 4,134 | 0.03% | 16q | HELD |
| CoreCap Advisors, LLC | $451.7K | 4,121 | 0.01% | 9q | -9.8%-$49.1K |
| DOLIVER ADVISORS, LP | $436.2K | 3,980 | 0.10% | 15q | HELD |
| Gerald Baker Financial Group LLC | $410.3K | 3,744 | 0.12% | 3q | HELD |
| Veracity Capital LLC | $400.3K | 3,652 | 0.11% | 28q | HELD |
| Vann Equity Management LLC | $389.1K | 3,550 | 0.23% | 3q | +1.2%+$4.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $320.2K | 2,921 | 0.00% | 2q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $317.9K | 2,900 | 0.04% | 16q | HELD |
| Noble Wealth Management PBC | $300.0K | 2,737 | 0.13% | 7q | +4.8%+$13.8K |
| TOMPKINS FINANCIAL CORP | $274.1K | 2,501 | 0.02% | 31q | HELD |
| CHAPIN DAVIS, INC. | $260.4K | 2,376 | 0.05% | 11q | HELD |
| FC Advisory LLC | $211.3K | 1,928 | 0.06% | 2q | HELD |
| KWMG, LLC | $206.1K | 1,880 | 0.01% | 2q | HELD |
| GAMMA Investing LLC | $181.1K | 1,652 | 0.01% | 12q | HELD |
| EASTERN BANK | $161.8K | 1,476 | 0.00% | new | NEW |
| Grove Bank & Trust | $161.3K | 1,472 | 0.02% | 14q | HELD |
| Rosenberg Matthew Hamilton | $161.3K | 1,472 | 0.03% | 10q | -5.3%-$9.0K |
| Horrell Capital Management, Inc. | $133.7K | 1,220 | 0.07% | 29q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $51.9K | 473 | 0.02% | 12q | HELD |
| ATWOOD & PALMER INC | $40.0K | 365 | 0.00% | 10q | HELD |
| STEPH & CO | $38.0K | 347 | 0.01% | 28q | -38.0%-$23.3K |
| AMERICAN NATIONAL BANK & TRUST | $36.5K | 333 | 0.00% | 32q | -24.8%-$12.1K |
| TOTH FINANCIAL ADVISORY CORP | $24.1K | 220 | 0.00% | 3q | HELD |
| Bullock Wealth Management Group | $12.4K | 112 | 0.01% | 11q | HELD |
| Pacifica Partners Inc. | $12.4K | 112 | 0.00% | 13q | HELD |
| Trust Co | $5.3K | 48 | 0.00% | 32q | -50.0%-$5.3K |
| CX Institutional | $2.9K | 26,577 | 0.08% | 18q | +3.0% |
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 | $75.2M | 685,849 | 1 | 12 | 13 | 0.0% |
| Q2 2026 | 997 | $8.7B | 74,836,351 | 100 | 183 | 292 | 0.1% |
| Q1 2026 | 931 | $7.8B | 77,784,835 | 68 | 188 | 249 | 0.0% |
| Q4 2025 | 922 | $6.4B | 66,144,656 | 53 | 180 | 229 | 0.0% |
| Q3 2025 | 884 | $6.3B | 65,814,926 | 60 | 146 | 254 | 0.0% |
| Q2 2025 | 869 | $6.2B | 68,178,377 | 67 | 153 | 285 | 0.0% |
| Q1 2025 | 855 | $5.9B | 71,236,458 | 35 | 198 | 234 | 0.0% |
| Q4 2024 | 899 | $6.7B | 73,527,318 | 43 | 183 | 246 | 0.0% |
| Q3 2024 | 877 | $7.0B | 76,855,697 | 62 | 218 | 219 | 0.0% |
| Q2 2024 | 859 | $6.8B | 77,506,313 | 72 | 180 | 234 | 0.0% |
| Q1 2024 | 835 | $7.9B | 86,987,984 | 84 | 170 | 249 | 0.0% |
| Q4 2023 | 799 | $6.5B | 81,922,474 | 61 | 190 | 204 | 0.0% |
| Q3 2023 | 734 | $5.3B | 72,783,339 | 51 | 162 | 215 | 0.0% |
| Q2 2023 | 727 | $5.2B | 69,710,575 | 45 | 159 | 198 | 0.0% |
| Q1 2023 | 719 | $5.2B | 73,427,736 | 69 | 156 | 205 | 0.0% |
| Q4 2022 | 695 | $4.8B | 70,401,880 | 54 | 157 | 203 | 0.0% |
| Q3 2022 | 643 | $4.1B | 65,142,378 | 34 | 148 | 188 | 0.0% |
| Q2 2022 | 662 | $4.0B | 62,778,511 | 38 | 130 | 210 | 0.0% |
| Q1 2022 | 709 | $5.0B | 64,479,715 | 39 | 159 | 207 | 0.0% |
| Q4 2021 | 736 | $5.7B | 67,366,048 | 58 | 155 | 173 | 0.0% |
| Q3 2021 | 646 | $5.2B | 65,274,343 | 31 | 137 | 190 | 0.1% |
| Q2 2021 | 658 | $5.3B | 65,267,839 | 45 | 128 | 207 | 0.0% |
| Q1 2021 | 652 | $5.1B | 65,478,844 | 45 | 128 | 233 | 0.0% |
| Q4 2020 | 673 | $5.0B | 69,374,647 | 77 | 528 | 10 | 0.2% |
| Q3 2020 | 586 | $4.1B | 17,446,874 | 58 | 125 | 196 | 0.1% |
| Q2 2020 | 570 | $3.8B | 16,886,237 | 59 | 91 | 223 | 0.1% |
| Q1 2020 | 554 | $3.4B | 18,738,420 | 38 | 125 | 214 | 0.1% |
| Q4 2019 | 618 | $4.8B | 20,065,663 | 51 | 118 | 176 | 0.0% |
| Q3 2019 | 527 | $4.5B | 20,271,240 | 32 | 124 | 164 | 0.0% |
| Q2 2019 | 538 | $4.7B | 20,863,061 | 44 | 140 | 154 | 0.3% |
| Q1 2019 | 534 | $4.6B | 20,904,558 | 52 | 131 | 170 | 0.0% |
| Q4 2018 | 521 | $4.1B | 21,461,333 | 5 | 3 | 11 | 0.0% |