ISHARES TR (IJR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
180
Reporting holders
$1.6B
Reported value
0.0%
Calls
0.0%
Puts
-2,672
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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | $253.2M | 2,099,696 | 5.34% | 32q | -1.7%-$4.4M |
| Acropolis Investment Management, LLC | $131.8M | 968,870 | 5.30% | 32q | -51.1%-$137.8M |
| Farther Finance Advisors, LLC | $112.6M | 827,945 | 0.79% | 16q | +4.5%+$4.8M |
| Bangor Savings Bank | $58.2M | 427,451 | 4.43% | 32q | -4.7%-$2.9M |
| SigFig Wealth Management, LLC | $56.1M | 412,256 | 1.40% | 14q | +2.1%+$1.1M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $53.3M | 391,644 | 3.84% | 32q | +7.0%+$3.5M |
| Graves Light Lenhart Wealth, Inc. | $43.4M | 318,810 | 4.06% | 32q | +2.6%+$1.1M |
| Grove Bank & Trust | $37.2M | 273,769 | 3.70% | 32q | -3.2%-$1.2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $36.8M | 270,221 | 0.44% | 3q | +2.4%+$859.6K |
| RTD Financial Advisors, Inc. | $36.3M | 267,047 | 3.97% | 20q | -1.6%-$595.9K |
| MassMutual Private Wealth & Trust, FSB | $34.9M | 256,815 | 0.92% | 32q | -2.3%-$829.0K |
| Financial Enhancement Group LLC | $34.0M | 248,352 | 3.91% | 6q | +3.3%+$1.1M |
| Pathway Financial Advisors LLC | $30.7M | 225,804 | 3.39% | 31q | +7.4%+$2.1M |
| Factor Wealth Management LTD | $28.1M | 206,496 | 4.29% | 8q | +1.2%+$330.6K |
| Avidian Wealth Enterprises, LLC | $27.1M | 198,626 | 0.75% | 26q | +11.2%+$2.7M |
| Apella Capital, LLC | $26.7M | 194,552 | 0.34% | 26q | +132.3%+$15.2M |
| Roth Financial Partners LLC | $26.4M | 193,847 | 7.88% | 24q | -2.1%-$566.2K |
| FINANCIAL MANAGEMENT NETWORK INC | $25.1M | 181,368 | 3.62% | 24q | -1.8%-$470.4K |
| Whitcomb & Hess, Inc. | $24.4M | 179,191 | 5.22% | 22q | +0.8%+$189.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $20.1M | 148,002 | 1.30% | 15q | -1.9%-$385.1K |
| Venture Visionary Partners LLC | $18.8M | 138,175 | 0.49% | 28q | +4.3%+$774.8K |
| SAPIENT CAPITAL LLC | $18.6M | 136,726 | 0.25% | 12q | -53.0%-$21.0M |
| jvl associates llc | $18.5M | 136,198 | 5.33% | 36q | -2.9%-$562.3K |
| YHB Investment Advisors, Inc. | $18.5M | 135,853 | 1.17% | 25q | HELD |
| CoreCap Advisors, LLC | $17.8M | 130,706 | 0.51% | 9q | +1.6%+$277.3K |
| HWG Holdings LP | $16.8M | 123,505 | 3.87% | 2q | +7385.2%+$16.6M |
| DIVERSIFIED MANAGEMENT INC | $15.3M | 112,381 | 2.67% | 4q | +3.6%+$531.9K |
| Global Wealth Strategies & Associates | $14.3M | 105,350 | 2.63% | 16q | HELD |
| Iowa State Bank | $14.0M | 102,602 | 2.36% | 28q | HELD |
| Sprinkle Financial Consultants LLC | $13.3M | 97,660 | 5.19% | 12q | +1.0%+$126.2K |
| Kure Advisory, LLC | $12.5M | 91,856 | 5.77% | 12q | +0.6%+$72.2K |
| Shulman DeMeo Asset Management LLC | $11.8M | 85,239 | 2.34% | 21q | -1.3%-$162.1K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $11.8M | 86,711 | 6.38% | 16q | -0.8%-$95.6K |
| BURKETT FINANCIAL SERVICES, LLC | $11.4M | 83,567 | 3.43% | 12q | +3.8%+$417.9K |
| Councilor Wealth, LLC | $10.4M | 76,779 | 4.30% | 12q | -2.5%-$264.3K |
| RIVERSEDGE ADVISORS, LLC | $10.0M | 73,799 | 1.23% | 7q | +6.8%+$640.1K |
| Hiley Hunt Wealth Management | $9.3M | 68,621 | 3.63% | 12q | +2.3%+$207.2K |
| Partnership Wealth Management, LLC | $9.0M | 66,464 | 6.45% | 12q | -6.2%-$599.3K |
| KFA Private Wealth Group, LLC | $8.8M | 64,796 | 2.07% | 28q | -2.7%-$248.0K |
| Boltwood Capital Management | $7.6M | 55,771 | 1.71% | 32q | -1.5%-$114.3K |
| MOODY NATIONAL BANK TRUST DIVISION | $7.4M | 54,068 | 0.61% | 32q | -0.9%-$70.5K |
| Ballew Advisors, Inc | $7.2M | 52,121 | 3.59% | 32q | -0.7%-$52.9K |
| ELEVATION WEALTH PARTNERS, LLC | $7.0M | 51,718 | 1.98% | 15q | +4.2%+$282.1K |
| Legacy Private Trust Co. | $7.0M | 51,429 | 0.38% | 32q | -2.0%-$141.3K |
| Wedmont Private Capital | $6.7M | 48,463 | 0.16% | 20q | +6.6%+$410.6K |
| Lee, Kelleher & Klein Wealth Management | $6.3M | 46,183 | 3.23% | 8q | +7.7%+$448.4K |
| Montecito Bank & Trust | $6.3M | 46,080 | 0.95% | 31q | +3.1%+$191.1K |
| ANB BANK | $5.6M | 41,511 | 2.01% | 8q | HELD |
| Wealth Enhancement Trust Services, Inc. | $5.5M | 40,492 | 0.59% | 4q | -51.4%-$5.8M |
| Greenfield Savings Bank | $5.5M | 40,366 | 2.08% | 13q | HELD |
| Adirondack Capital Advisors, LLC | $5.5M | 40,283 | 2.83% | 4q | +4.6%+$239.0K |
| CENTRAL BANK & TRUST CO | $5.0M | 36,585 | 0.71% | 32q | HELD |
| Heartwood Wealth Advisors LLC | $4.9M | 36,089 | 0.39% | 26q | HELD |
| Capital Planning LLC | $4.9M | 35,955 | 1.30% | 24q | HELD |
| Post Resch Tallon Group Inc. | $4.8M | 35,200 | 3.29% | 8q | +4.0%+$184.9K |
| MJT & Associates Financial Advisory Group, Inc. | $4.7M | 34,792 | 3.06% | 7q | +7.0%+$309.5K |
| JUNCTURE WEALTH STRATEGIES, LLC | $4.1M | 30,295 | 1.06% | 32q | -3.2%-$135.5K |
| Galvin, Gaustad & Stein, LLC | $4.1M | 29,918 | 0.31% | 24q | -48.9%-$3.9M |
| GAMMA Investing LLC | $4.0M | 29,377 | 0.14% | 12q | +5.9%+$222.0K |
| Baron Financial Group, LLC | $4.0M | 29,120 | 1.93% | 25q | -2.5%-$100.0K |
| Breakwater Capital Group | $3.9M | 28,513 | 0.46% | 16q | +1.1%+$43.5K |
| Delta Wealth Advisors LLC | $3.8M | 28,190 | 2.63% | 11q | -1.5%-$57.4K |
| Gallagher Capital Advisors, LLC | $3.6M | 26,410 | 1.93% | 4q | -0.8%-$30.6K |
| David J Yvars Group | $3.1M | 22,628 | 1.41% | 24q | +5.8%+$168.0K |
| AMERICAN NATIONAL BANK & TRUST | $3.0M | 22,333 | 0.28% | 32q | -4.4%-$141.3K |
| RVW Wealth, LLC | $3.0M | 22,213 | 0.19% | 31q | HELD |
| Peterson Wealth Advisors, LLC | $2.9M | 21,054 | 0.33% | 32q | -0.9%-$26.9K |
| Emergent Wealth Advisors, LLC | $2.8M | 20,640 | 1.47% | 12q | -3.5%-$102.8K |
| TILIA FIDUCIARY PARTNERS, INC. | $2.7M | 19,812 | 0.62% | 20q | +96.8%+$1.3M |
| Gerald Baker Financial Group LLC | $2.6M | 19,457 | 0.75% | 3q | HELD |
| EASTERN BANK | $2.3M | 17,011 | 0.04% | 9q | -4.7%-$113.3K |
| Sunburst Financial Group, LLC | $2.3M | 16,959 | 0.37% | 18q | +3.1%+$68.6K |
| CYPRESS FINANCIAL PLANNING LLC | $2.2M | 15,936 | 0.58% | 11q | -3.8%-$85.3K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $2.2M | 15,884 | 1.44% | 12q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $2.1M | 15,673 | 1.37% | 8q | -2.6%-$57.5K |
| MKD WEALTH COACHES, LLC | $2.0M | 14,560 | 1.64% | 21q | +2.0%+$39.7K |
| General Partner, Inc. | $1.9M | 14,115 | 1.03% | 16q | HELD |
| STEPH & CO | $1.9M | 14,008 | 0.49% | 28q | -3.2%-$63.8K |
| Hardin Capital Partners, LLC | $1.7M | 12,717 | 0.85% | 10q | +3.2%+$53.6K |
| ROCKLAND TRUST CO | $1.7M | 12,536 | 0.07% | 32q | +2.8%+$46.8K |
| Bullock Wealth Management Group | $1.7M | 12,319 | 0.70% | 11q | +12.5%+$187.1K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.7M | 12,379 | 1.01% | 16q | HELD |
| Olistico Wealth, LLC | $1.6M | 11,656 | 0.66% | 16q | HELD |
| Leverty Financial Group, LLC | $1.6M | 11,473 | 0.28% | 20q | -7.2%-$120.4K |
| Noble Wealth Management PBC | $1.5M | 11,321 | 0.69% | 7q | -8.4%-$141.1K |
| Stokes Capital Advisors, LLC | $1.5M | 10,726 | 0.32% | 32q | +77.1%+$635.0K |
| Sound Income Strategies, LLC | $1.4M | 10,389 | 0.06% | 32q | -3.5%-$52.3K |
| Lincoln Capital LLC | $1.4M | 10,420 | 0.25% | 26q | HELD |
| S.E.E.D. Planning Group LLC | $1.4M | 10,002 | 0.33% | 28q | +73.9%+$578.4K |
| Sherry Group, Inc. | $1.3M | 9,880 | 1.26% | 4q | HELD |
| TOMPKINS FINANCIAL CORP | $1.3M | 9,376 | 0.09% | 31q | +3.9%+$47.3K |
| Coastline Trust Co | $1.3M | 9,306 | 0.12% | 32q | -38.2%-$782.5K |
| Go Invest LLC | $1.2M | 8,746 | 0.25% | 4q | +7.7%+$84.6K |
| Vilga Financial Planning LLC | $1.2M | 8,700 | 0.71% | 2q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.0M | 7,462 | 0.24% | 30q | +0.7%+$7.3K |
| M.E. ALLISON & CO., INC. | $1.0M | 7,389 | 0.56% | 8q | HELD |
| Cooper Financial Group | $948.0K | 6,969 | 0.08% | 29q | +3.8%+$35.1K |
| Capital Advisors Wealth Management, LLC | $898.5K | 6,605 | 0.10% | 23q | -3.3%-$30.7K |
| Emprise Bank | $895.1K | 6,580 | 0.34% | 11q | HELD |
| Horizons Wealth Management | $883.6K | 6,495 | 0.55% | 17q | -2.2%-$19.9K |
Showing the largest 100 of 184 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 180 | $1.6B | 11,872,028 | 4 | 67 | 66 | 0.0% |
| Q2 2026 | 2,852 | $88.5B | 591,980,429 | 185 | 960 | 969 | 0.2% |
| Q1 2026 | 2,740 | $71.6B | 576,431,368 | 118 | 943 | 997 | 0.1% |
| Q4 2025 | 2,735 | $66.0B | 547,066,659 | 140 | 900 | 909 | 0.1% |
| Q3 2025 | 2,530 | $63.6B | 535,365,625 | 115 | 835 | 949 | 0.2% |
| Q2 2025 | 2,514 | $58.4B | 533,758,547 | 108 | 797 | 1,089 | 0.2% |
| Q1 2025 | 2,538 | $57.5B | 547,003,542 | 85 | 961 | 967 | 0.2% |
| Q4 2024 | 2,636 | $157.2B | 1,363,600,316 | 115 | 1,066 | 729 | 0.1% |
| Q3 2024 | 2,387 | $157.5B | 1,346,875,354 | 129 | 978 | 722 | 0.1% |
| Q2 2024 | 2,313 | $155.0B | 1,452,993,826 | 84 | 912 | 781 | 0.1% |
| Q1 2024 | 2,335 | $60.8B | 549,113,079 | 110 | 929 | 794 | 0.2% |
| Q4 2023 | 2,314 | $56.5B | 521,788,695 | 129 | 864 | 737 | 0.2% |
| Q3 2023 | 2,110 | $46.5B | 492,712,604 | 90 | 836 | 700 | 0.1% |
| Q2 2023 | 2,107 | $47.1B | 472,229,000 | 83 | 833 | 719 | 0.1% |
| Q1 2023 | 2,118 | $47.4B | 499,614,385 | 93 | 771 | 813 | 0.1% |
| Q4 2022 | 2,135 | $50.4B | 533,361,042 | 138 | 781 | 730 | 0.1% |
| Q3 2022 | 1,953 | $41.5B | 474,636,585 | 90 | 863 | 603 | 0.1% |
| Q2 2022 | 1,984 | $42.3B | 457,054,835 | 71 | 768 | 724 | 0.1% |
| Q1 2022 | 2,059 | $50.5B | 466,556,686 | 107 | 893 | 668 | 0.3% |
| Q4 2021 | 2,057 | $53.0B | 458,746,196 | 103 | 944 | 453 | 1.2% |
| Q3 2021 | 1,815 | $47.5B | 432,015,862 | 69 | 795 | 532 | 0.6% |
| Q2 2021 | 1,819 | $49.2B | 430,271,222 | 75 | 805 | 590 | 0.8% |
| Q1 2021 | 1,796 | $49.0B | 443,837,364 | 117 | 719 | 644 | 1.2% |
| Q4 2020 | 1,731 | $40.5B | 433,994,012 | 159 | 602 | 525 | 1.1% |
| Q3 2020 | 1,456 | $29.4B | 413,696,914 | 79 | 516 | 563 | 0.8% |
| Q2 2020 | 1,443 | $28.0B | 406,708,230 | 133 | 518 | 617 | 0.5% |
| Q1 2020 | 1,386 | $21.6B | 381,310,845 | 66 | 513 | 633 | 0.2% |
| Q4 2019 | 1,564 | $32.4B | 384,997,504 | 87 | 582 | 431 | 0.2% |
| Q3 2019 | 1,333 | $28.3B | 360,667,756 | 54 | 540 | 476 | 0.6% |
| Q2 2019 | 1,332 | $28.3B | 358,616,019 | 54 | 522 | 479 | 0.8% |
| Q1 2019 | 1,353 | $27.7B | 354,006,451 | 95 | 594 | 425 | 0.7% |
| Q4 2018 | 1,312 | $23.6B | 336,965,361 | 6 | 30 | 20 | 0.6% |