ISHARES TR (IJK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
966
Reporting holders
$8.4B
Reported value
0.1%
Held as options
+67
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $865.5M | 7,365,748 | 0.05% | 35q | -5.4%-$49.8M |
| WELLS FARGO & COMPANY/MN | $692.5M | 5,894,027 | 0.11% | 31q | -49.8%-$686.5M |
| FMR LLC | $527.8M | 4,492,033 | 0.02% | 31q | -2.4%-$12.8M |
| BANK OF AMERICA CORP /DE/ | $432.1M | 3,677,630 | 0.03% | 31q | +1.8%+$7.6M |
| GOLDMAN SACHS GROUP INC | $251.4M | 2,139,491 | 0.02% | 31q | -1.1%-$2.7M |
| ENVESTNET ASSET MANAGEMENT INC | $242.7M | 2,065,287 | 0.06% | 31q | +5.3%+$12.2M |
| PNC Financial Services Group, Inc. | $236.5M | 2,012,805 | 0.12% | 31q | +4.1%+$9.3M |
| UBS Group AG | $224.1M | 1,907,313 | 0.03% | 31q | -8.6%-$21.1M |
| True Freedom Investing, LLC | $223.1M | 2,217,617 | 17.47% | 2q | -1.7%-$3.9M |
| PINKERTON WEALTH, LLC | $184.7M | 1,835,243 | 15.86% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $178.6M | 1,520,276 | 0.05% | 7q | +2.9%+$5.0M |
| LPL Financial LLC | $173.5M | 1,476,497 | 0.04% | 31q | +3.0%+$5.1M |
| D.A. DAVIDSON & CO. | $147.0M | 1,251,060 | 0.81% | 31q | +2.0%+$2.9M |
| Financial Engines Advisors L.L.C. | $137.5M | 1,169,953 | 0.24% | 31q | -5.0%-$7.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $134.8M | 1,146,816 | 0.07% | 31q | +3.3%+$4.3M |
| NORTHERN TRUST CORP | $129.6M | 1,103,320 | 0.02% | 31q | -1.9%-$2.5M |
| AMERIPRISE FINANCIAL INC | $116.6M | 989,033 | 0.02% | 31q | -47.7%-$106.4M |
| Bank of New York Mellon Corp | $115.8M | 985,567 | 0.02% | 31q | +3.8%+$4.2M |
| JPMORGAN CHASE & CO | $110.9M | 956,027 | 0.01% | 31q | +5.8%+$6.1M |
| MAI Capital Management | $85.6M | 728,317 | 0.32% | 31q | +0.8%+$654.1K |
| JONES FINANCIAL COMPANIES LLLP | $80.4M | 696,600 | 0.03% | 31q | +21.2%+$14.1M |
| ROYAL BANK OF CANADA | $76.5M | 650,758 | 0.01% | 31q | +17.9%+$11.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $69.3M | 590,043 | 0.09% | 31q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $66.1M | 562,576 | 0.22% | 31q | +0.7%+$453.6K |
| Cerity Partners LLC | $63.0M | 536,489 | 0.08% | 29q | +1.1%+$681.7K |
| HighTower Advisors, LLC | $59.4M | 505,886 | 0.06% | 31q | -6.1%-$3.9M |
| Joel Isaacson & Co., LLC | $58.9M | 501,110 | 1.70% | 31q | +1.0%+$597.5K |
| BOKF, NA | $56.8M | 483,485 | 0.78% | 30q | HELD |
| BANK OF MONTREAL /CAN/ | $55.0M | 468,196 | 0.02% | 31q | -0.9%-$520.4K |
| Willis Johnson & Associates, Inc. | $53.5M | 455,280 | 2.98% | 23q | -1.9%-$1.1M |
| REGIONS FINANCIAL CORP | $52.5M | 447,104 | 0.31% | 31q | -3.3%-$1.8M |
| Focus Partners Wealth | $52.1M | 443,550 | 0.05% | 11q | -2.1%-$1.1M |
| TRUIST FINANCIAL CORP | $49.0M | 417,243 | 0.06% | 31q | +7.7%+$3.5M |
| Steward Partners Investment Advisory, LLC | $47.9M | 407,266 | 0.24% | 31q | +33.0%+$11.9M |
| Pacific Life Fund Advisors LLC | $47.1M | 400,548 | 5.17% | new | NEW |
| MIDLAND WEALTH ADVISORS, LLC | $46.8M | 398,575 | 2.20% | 11q | -3.3%-$1.6M |
| Moment Partners, LLC | $46.6M | 396,412 | 8.39% | 7q | +3.8%+$1.7M |
| CAPTRUST FINANCIAL ADVISORS | $42.5M | 361,510 | 0.06% | 31q | -3.0%-$1.3M |
| Cetera Investment Advisers | $41.2M | 350,476 | 0.04% | 23q | +51.2%+$14.0M |
| Wilmington Savings Fund Society, FSB | $40.4M | 344,211 | 0.90% | 24q | -6.5%-$2.8M |
| Lido Advisors, LLC | $39.8M | 338,768 | 0.11% | 31q | +10.1%+$3.7M |
| Mariner, LLC | $35.4M | 301,678 | 0.04% | 31q | -6.3%-$2.4M |
| FIFTH THIRD BANCORP | $33.9M | 288,196 | 0.05% | 31q | -2.3%-$802.5K |
| Rockefeller Capital Management L.P. | $32.6M | 277,858 | 0.05% | 30q | -0.9%-$298.1K |
| Savant Capital, LLC | $30.6M | 260,429 | 0.09% | 31q | +0.5%+$152.5K |
| COURIER CAPITAL LLC | $30.6M | 260,296 | 1.53% | 31q | +1.5%+$461.1K |
| Arax Advisory Partners | $30.3M | 257,702 | 0.20% | 3q | +45.1%+$9.4M |
| Baird Financial Group, Inc. | $28.9M | 245,585 | 0.04% | 31q | HELD |
| Kozak & Associates, Inc. | $26.8M | 230,502 | 4.64% | 21q | +1525.7%+$25.1M |
| OSAIC HOLDINGS, INC. | $25.5M | 217,369 | 0.03% | 26q | +33.4%+$6.4M |
| Argent Trust Co | $25.1M | 213,832 | 0.73% | 11q | +11.1%+$2.5M |
| Cassaday & Co Wealth Management LLC | $24.7M | 210,445 | 0.46% | 15q | -0.8%-$210.9K |
| AlphaCore Capital LLC | $24.7M | 209,812 | 0.45% | 7q | -3.2%-$813.1K |
| Creative Planning | $24.3M | 207,056 | 0.01% | 31q | +1.1%+$266.5K |
| Hudson Capital Management LLC | $23.8M | 202,922 | 5.76% | 31q | -1.5%-$369.9K |
| STIFEL FINANCIAL CORP | $22.1M | 188,268 | 0.02% | 31q | -0.7%-$148.7K |
| Atlantic Union Bankshares Corp | $21.6M | 183,426 | 0.36% | 5q | -5.6%-$1.3M |
| Sterling Financial Planning, Inc. | $21.5M | 182,653 | 5.84% | 23q | -1.5%-$330.6K |
| Kestra Advisory Services, LLC | $20.7M | 176,060 | 0.07% | 24q | -2.2%-$466.6K |
| Concurrent Investment Advisors, LLC | $20.1M | 170,893 | 0.17% | 11q | +546.0%+$17.0M |
| Cullen/Frost Bankers, Inc. | $19.3M | 164,447 | 0.19% | 31q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $19.3M | 166,148 | 2.21% | 31q | -9.1%-$1.9M |
| Salomon & Ludwin, LLC | $19.2M | 165,410 | 1.58% | 31q | -5.3%-$1.1M |
| Hilltop Partners LLC | $18.9M | 160,893 | 4.58% | new | NEW |
| Texas Yale Capital Corp. | $18.7M | 158,887 | 0.41% | 31q | HELD |
| Integrated Wealth Concepts LLC | $18.4M | 156,243 | 0.09% | 22q | HELD |
| Vestmark Advisory Solutions, Inc. | $17.9M | 152,013 | 0.17% | 5q | +762.8%+$15.8M |
| 1834 INVESTMENT ADVISORS CO | $17.7M | 150,402 | 2.00% | 31q | -0.8%-$142.1K |
| Waverly Advisors, LLC | $17.0M | 144,718 | 0.10% | 10q | -0.7%-$113.2K |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $16.8M | 143,117 | 2.12% | 3q | +80.3%+$7.5M |
| GHP Investment Advisors, Inc. | $16.4M | 139,799 | 0.60% | 31q | HELD |
| MONETA GROUP INVESTMENT ADVISORS LLC | $15.7M | 133,319 | 0.12% | 31q | +0.8%+$127.1K |
| Ifrah Financial Services, Inc. | $15.6M | 133,087 | 3.82% | 31q | -5.4%-$890.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $15.5M | 131,619 | 0.01% | 30q | +101.2%+$7.8M |
| PW Nova Financial Services LLC | $14.4M | 122,533 | 3.09% | 3q | +2.9%+$406.1K |
| FIRST MERCHANTS CORP | $13.9M | 118,600 | 0.49% | 31q | -1.9%-$262.8K |
| Corient Private Wealth LP | $13.3M | 113,610 | 0.01% | 15q | +120.4%+$7.3M |
| AlTi Global, Inc. | $13.1M | 111,329 | 0.27% | 11q | -1.5%-$196.1K |
| Pathstone Holdings, LLC | $12.7M | 107,855 | 0.04% | 11q | +226.8%+$8.8M |
| Ashton Thomas Private Wealth, LLC | $12.6M | 107,553 | 0.26% | 20q | +5.4%+$649.5K |
| HUNTINGTON NATIONAL BANK | $12.5M | 106,239 | 0.06% | 31q | +0.9%+$109.4K |
| NewEdge Advisors, LLC | $12.4M | 105,618 | 0.04% | new | NEW |
| Onyx Bridge Wealth Group LLC | $12.4M | 105,580 | 1.12% | new | NEW |
| DDFG, Inc | $12.1M | 102,672 | 2.40% | 15q | +2.7%+$317.1K |
| HSBC HOLDINGS PLC | $12.0M | 102,173 | 0.01% | 3q | +1.0%+$117.5K |
| Blue Edge Capital, LLC | $11.7M | 99,403 | 1.40% | 30q | +3.9%+$435.0K |
| Private Advisor Group, LLC | $11.6M | 98,780 | 0.05% | 31q | -1.1%-$127.1K |
| US BANCORP \DE\ | $11.2M | 95,167 | 0.01% | 31q | -6.7%-$809.3K |
| JFS WEALTH ADVISORS, LLC | $10.8M | 92,285 | 0.54% | 21q | -1.6%-$172.7K |
| Sanctuary Advisors, LLC | $10.8M | 92,160 | 0.05% | 9q | +7.7%+$773.6K |
| Broadview Financial Management, LLC | $10.7M | 90,694 | 6.51% | 31q | -2.2%-$237.3K |
| Associated Banc-Corp | $9.9M | 84,457 | 0.24% | 31q | -3.6%-$374.4K |
| OFS Enterprise LLC | $9.7M | 82,646 | 2.48% | 2q | +0.5%+$51.6K |
| Bryn Mawr Trust Advisors, LLC | $9.5M | 81,018 | 0.41% | 31q | -3.4%-$331.7K |
| Callan Family Office, LLC | $9.2M | 78,333 | 0.18% | 15q | -0.6%-$56.4K |
| Heritage Trust Co | $9.1M | 77,416 | 0.79% | 7q | +5.7%+$486.9K |
| Farther Finance Advisors, LLC | $8.8M | 74,498 | 0.07% | 15q | +10.1%+$803.5K |
| Rodgers & Associates, LTD | $8.7M | 73,635 | 0.79% | 23q | -4.6%-$413.0K |
| First Citizens Financial Corp | $8.5M | 72,538 | 3.56% | 26q | -1.2%-$105.0K |
| GREENLEAF TRUST | $8.3M | 71,058 | 0.08% | 31q | -1.1%-$92.5K |
Showing the largest 100 of 996 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 | 966 | $8.4B | 71,743,404 | 98 | 172 | 285 | 0.1% |
| Q1 2026 | 899 | $7.7B | 76,836,943 | 66 | 181 | 243 | 0.0% |
| Q4 2025 | 887 | $6.3B | 65,320,997 | 52 | 171 | 219 | 0.0% |
| Q3 2025 | 847 | $6.2B | 64,407,418 | 56 | 139 | 246 | 0.0% |
| Q2 2025 | 828 | $6.1B | 66,514,674 | 62 | 142 | 278 | 0.0% |
| Q1 2025 | 811 | $5.6B | 66,655,901 | 29 | 187 | 224 | 0.0% |
| Q4 2024 | 856 | $6.1B | 66,607,442 | 38 | 178 | 234 | 0.0% |
| Q3 2024 | 834 | $6.4B | 69,965,015 | 59 | 205 | 211 | 0.0% |
| Q2 2024 | 813 | $6.4B | 71,869,828 | 66 | 167 | 224 | 0.0% |
| Q1 2024 | 788 | $7.5B | 81,663,093 | 80 | 161 | 233 | 0.0% |
| Q4 2023 | 745 | $6.1B | 76,458,274 | 55 | 173 | 190 | 0.0% |
| Q3 2023 | 679 | $4.7B | 65,389,651 | 44 | 149 | 199 | 0.0% |
| Q2 2023 | 668 | $4.8B | 64,125,689 | 40 | 147 | 179 | 0.0% |
| Q1 2023 | 652 | $4.7B | 66,305,519 | 62 | 137 | 188 | 0.0% |
| Q4 2022 | 583 | $4.3B | 63,129,338 | 49 | 128 | 169 | 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% |