ISHARES TR (IJR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,745
Reporting holders
$82.4B
Reported value
0.2%
Held as options
+107
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6B | 44,570,998 | 3.53% | 31q | +2.6%+$168.0M |
| BANK OF AMERICA CORP /DE/ | $4.9B | 33,264,973 | 0.32% | 31q | -1.6%-$81.6M |
| FMR LLC | $3.7B | 24,758,624 | 0.16% | 31q | +5.0%+$175.3M |
| JONES FINANCIAL COMPANIES LLLP | $3.3B | 22,721,296 | 1.34% | 31q | +14.4%+$421.2M |
| MORGAN STANLEY | $2.8B | 19,117,415 | 0.15% | 35q | +4.8%+$131.1M |
| LPL Financial LLC | $2.4B | 16,331,080 | 0.54% | 31q | -1.9%-$45.7M |
| ENVESTNET ASSET MANAGEMENT INC | $2.4B | 16,219,396 | 0.57% | 31q | -9.3%-$247.3M |
| WELLS FARGO & COMPANY/MN | $2.1B | 14,487,402 | 0.35% | 31q | -50.8%-$2.2B |
| RAYMOND JAMES FINANCIAL INC | $2.1B | 14,111,531 | 0.57% | 7q | HELD |
| Bank of New York Mellon Corp | $1.7B | 11,648,436 | 0.28% | 31q | -1.3%-$22.9M |
| UBS Group AG | $1.5B | 10,230,929 | 0.19% | 31q | +0.8%+$11.3M |
| NORTHERN TRUST CORP | $1.4B | 9,576,682 | 0.17% | 31q | HELD |
| BlackRock, Inc. | $1.3B | 8,496,986 | 0.02% | 8q | -5.7%-$76.3M |
| PNC Financial Services Group, Inc. | $1.1B | 7,491,671 | 0.55% | 31q | -1.0%-$11.5M |
| ROYAL BANK OF CANADA | $1.1B | 7,471,547 | 0.17% | 31q | +1.0%+$10.7M |
| Financial Engines Advisors L.L.C. | $1.1B | 7,373,661 | 1.94% | 30q | -4.5%-$51.4M |
| First Command Advisory Services, Inc. | $980.1M | 6,608,310 | 5.83% | 31q | +1.5%+$14.1M |
| Baird Financial Group, Inc. | $979.4M | 6,603,976 | 1.35% | 31q | +2.2%+$20.7M |
| GOLDMAN SACHS GROUP INC | $967.1M | 6,520,699 | 0.08% | 31q | -1.0%-$10.0M |
| TRUIST FINANCIAL CORP | $810.4M | 5,463,960 | 0.97% | 31q | +11.1%+$81.1M |
| JPMORGAN CHASE & CO | $785.2M | 5,328,597 | 0.04% | 31q | +94.8%+$382.2M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $743.7M | 5,014,613 | 8.72% | 31q | -4.7%-$36.9M |
| GLENMEDE TRUST CO NA | $738.4M | 4,979,028 | 3.26% | 29q | HELD |
| Corient Private Wealth LP | $718.7M | 4,846,026 | 0.46% | 15q | +129.6%+$405.6M |
| US BANCORP \DE\ | $702.6M | 4,737,329 | 0.77% | 31q | -2.5%-$18.3M |
| REGIONS FINANCIAL CORP | $605.3M | 4,081,060 | 3.61% | 31q | +1.7%+$10.3M |
| BANK OF MONTREAL /CAN/ | $592.7M | 3,996,639 | 0.20% | 31q | +136.4%+$342.0M |
| AMERIPRISE FINANCIAL INC | $592.4M | 3,992,771 | 0.12% | 31q | -53.0%-$669.1M |
| KEYBANK NATIONAL ASSOCIATION/OH | $592.2M | 3,992,726 | 1.95% | 31q | +4.0%+$22.8M |
| Cerity Partners LLC | $532.1M | 3,587,574 | 0.64% | 31q | HELD |
| FIFTH THIRD BANCORP | $501.5M | 3,381,139 | 0.81% | 31q | +5.1%+$24.4M |
| Cresset Asset Management, LLC | $497.4M | 3,353,475 | 1.80% | 31q | +2.1%+$10.4M |
| HighTower Advisors, LLC | $492.5M | 3,320,768 | 0.48% | 31q | -5.8%-$30.2M |
| Cetera Investment Advisers | $417.0M | 2,811,720 | 0.38% | 31q | -2.7%-$11.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $390.5M | 2,633,284 | 0.24% | 30q | +98.7%+$194.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $367.0M | 2,474,395 | 0.46% | 31q | -8.3%-$33.4M |
| Nationwide Fund Advisors | $362.5M | 2,444,492 | 14.98% | 20q | -8.9%-$35.5M |
| Millburn Ridgefield LLC /DE/ | $361.0M | 2,433,988 | 6.83% | 26q | -1.0%-$3.6M |
| Catalyst Capital Advisors LLC | $361.0M | 2,433,988 | 5.99% | 26q | -1.0%-$3.6M |
| Circle Wealth Management, LLC | $339.5M | 2,289,109 | 4.27% | 23q | HELD |
| Pathstone Holdings, LLC | $332.4M | 2,241,453 | 0.97% | 11q | -4.3%-$14.8M |
| Alesco Advisors, LLC, An ESL Co | $327.6M | 2,208,976 | 7.51% | 31q | -1.4%-$4.6M |
| HUNTINGTON NATIONAL BANK | $325.7M | 2,196,155 | 1.58% | 31q | +1.3%+$4.2M |
| MAI Capital Management | $303.9M | 2,048,983 | 1.14% | 31q | +4.0%+$11.8M |
| Wealthspire Advisors, LLC | $300.4M | 2,025,543 | 1.65% | 31q | +4.4%+$12.5M |
| Valeo Financial Advisors, LLC | $281.5M | 2,136,481 | 5.94% | 31q | +0.7%+$2.0M |
| Rockefeller Capital Management L.P. | $280.8M | 1,893,254 | 0.43% | 31q | +7.2%+$19.0M |
| Acropolis Investment Management, LLC | $269.9M | 1,981,454 | 5.64% | 31q | +98.2%+$133.7M |
| BROWN ADVISORY INC | $263.8M | 1,778,922 | 0.41% | 31q | +35.7%+$69.4M |
| Focus Partners Wealth | $257.1M | 1,733,730 | 0.26% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $252.5M | 1,701,962 | 0.30% | 26q | +7.3%+$17.1M |
| Mariner, LLC | $244.0M | 1,645,376 | 0.26% | 31q | -5.2%-$13.3M |
| Mesirow Financial Investment Management, Inc. | $240.0M | 1,618,153 | 3.77% | 11q | +3.2%+$7.4M |
| Haverford Trust Co | $237.2M | 1,599,222 | 2.05% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $236.8M | 1,631,441 | 0.40% | 31q | +11.5%+$24.5M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $219.8M | 1,482,004 | 1.63% | 31q | +0.9%+$2.0M |
| Modera Wealth Management, LLC | $210.8M | 1,421,648 | 2.25% | 31q | +1.0%+$2.0M |
| MML INVESTORS SERVICES, LLC | $202.6M | 1,366,095 | 0.41% | 31q | +13.1%+$23.5M |
| BRIDGES INVESTMENT MANAGEMENT INC | $197.8M | 1,333,633 | 2.41% | 31q | -0.6%-$1.2M |
| Bleakley Financial Group, LLC | $196.3M | 1,323,251 | 2.50% | 15q | HELD |
| Glenview Trust Co | $190.3M | 1,395,774 | 1.40% | 26q | +100.8%+$95.5M |
| Creative Planning | $185.7M | 1,251,825 | 0.11% | 31q | HELD |
| Clark Capital Management Group, Inc. | $184.6M | 1,244,550 | 1.01% | 24q | -31.5%-$85.1M |
| Missouri Education Pension Trust | $180.4M | 1,216,674 | 66.00% | 3q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $177.5M | 1,196,673 | 0.10% | 26q | +13.3%+$20.8M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $175.9M | 1,185,799 | 0.47% | 7q | HELD |
| Allworth Financial LP | $173.2M | 1,167,827 | 0.74% | 31q | -6.1%-$11.3M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $171.9M | 1,158,855 | 6.38% | 31q | +9.1%+$14.3M |
| FRANKLIN RESOURCES INC | $171.2M | 1,154,656 | 0.04% | 31q | +2.6%+$4.3M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $166.0M | 1,119,614 | 0.91% | 31q | -4.0%-$7.0M |
| FARMERS & MERCHANTS INVESTMENTS INC | $165.6M | 1,116,608 | 4.01% | 31q | -8.0%-$14.4M |
| STIFEL FINANCIAL CORP | $162.6M | 1,096,172 | 0.14% | 31q | -36.3%-$92.7M |
| ASSETMARK, INC | $162.2M | 1,093,798 | 0.28% | 31q | -5.0%-$8.6M |
| Destination Wealth Management | $136.5M | 920,516 | 3.19% | 31q | +9.8%+$12.2M |
| Steward Partners Investment Advisory, LLC | $134.9M | 909,263 | 0.69% | 31q | -43.3%-$102.9M |
| CAPTRUST FINANCIAL ADVISORS | $133.7M | 901,357 | 0.20% | 9q | +5.3%+$6.7M |
| M&T Bank Corp | $129.0M | 870,029 | 0.38% | 26q | -1.9%-$2.4M |
| Kestra Advisory Services, LLC | $128.6M | 867,164 | 0.41% | 24q | +9.3%+$11.0M |
| Members Trust Co | $127.6M | 860,578 | 3.97% | 25q | -0.7%-$852.3K |
| &PARTNERS | $126.9M | 854,086 | 0.52% | 30q | +4.9%+$6.0M |
| Beacon Pointe Advisors, LLC | $126.7M | 854,136 | 0.59% | 31q | -3.8%-$5.0M |
| WestEnd Advisors, LLC | $125.7M | 847,232 | 2.80% | 3q | -9.6%-$13.4M |
| STATE STREET CORP | $118.3M | 797,424 | 0.00% | 31q | HELD |
| Farther Finance Advisors, LLC | $117.5M | 792,656 | 0.92% | 15q | +7.5%+$8.2M |
| BARCLAYS PLC | $116.9M | 348,478 | 0.02% | 31q | +208.5%+$79.0M |
| Public Sector Pension Investment Board | $114.4M | 771,566 | 0.15% | 8q | +186.3%+$74.5M |
| Sequoia Financial Advisors, LLC | $108.8M | 733,683 | 0.54% | 31q | +4.0%+$4.2M |
| Atlantic Union Bankshares Corp | $105.9M | 714,004 | 1.77% | 25q | -16.6%-$21.1M |
| WHITTIER TRUST CO | $105.6M | 719,520 | 1.04% | 31q | +4.4%+$4.5M |
| MISSION WEALTH MANAGEMENT, LP | $104.7M | 705,960 | 1.28% | 31q | +18.0%+$16.0M |
| Steele Capital Management, Inc. | $104.5M | 704,827 | 3.85% | 11q | +8.3%+$8.0M |
| Accredited Investors Inc. | $100.1M | 674,815 | 4.32% | 31q | +1.6%+$1.6M |
| First Interstate Bank | $97.4M | 657,052 | 5.08% | 30q | -3.3%-$3.4M |
| IEQ CAPITAL, LLC | $96.3M | 649,005 | 0.44% | 22q | +3.4%+$3.1M |
| JOHNSON INVESTMENT COUNSEL INC | $95.5M | 643,757 | 0.70% | 31q | +18.8%+$15.1M |
| SWF LLC | $93.5M | 630,311 | 6.25% | 6q | HELD |
| SAGE FINANCIAL GROUP INC | $92.3M | 622,538 | 5.11% | 31q | +2.7%+$2.4M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $92.0M | 620,196 | 1.15% | 34q | +2.8%+$2.5M |
| NewEdge Advisors, LLC | $89.5M | 603,283 | 0.27% | new | NEW |
| Klingman & Associates, LLC | $88.5M | 596,811 | 3.77% | 31q | +0.7%+$595.6K |
Showing the largest 100 of 2,837 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 | 2,745 | $82.4B | 556,141,742 | 183 | 911 | 942 | 0.2% |
| Q1 2026 | 2,638 | $69.4B | 558,689,313 | 115 | 905 | 967 | 0.1% |
| Q4 2025 | 2,630 | $64.4B | 535,046,430 | 134 | 865 | 883 | 0.1% |
| Q3 2025 | 2,430 | $61.9B | 521,400,595 | 111 | 802 | 919 | 0.2% |
| Q2 2025 | 2,391 | $56.6B | 516,970,997 | 100 | 765 | 1,035 | 0.2% |
| Q1 2025 | 2,412 | $55.3B | 528,594,933 | 78 | 922 | 919 | 0.2% |
| Q4 2024 | 2,489 | $61.2B | 529,973,317 | 96 | 1,020 | 687 | 0.2% |
| Q3 2024 | 2,243 | $59.8B | 511,157,147 | 117 | 937 | 678 | 0.3% |
| Q2 2024 | 2,165 | $53.3B | 498,994,564 | 76 | 855 | 736 | 0.2% |
| Q1 2024 | 2,170 | $58.7B | 530,457,768 | 100 | 874 | 741 | 0.2% |
| Q4 2023 | 2,143 | $54.3B | 501,586,426 | 122 | 796 | 690 | 0.2% |
| Q3 2023 | 1,921 | $43.7B | 463,500,470 | 67 | 778 | 644 | 0.1% |
| Q2 2023 | 1,916 | $44.8B | 451,153,145 | 76 | 760 | 665 | 0.2% |
| Q1 2023 | 1,889 | $44.5B | 470,035,688 | 81 | 699 | 728 | 0.1% |
| Q4 2022 | 1,793 | $39.6B | 419,198,080 | 109 | 655 | 623 | 0.1% |
| Q3 2022 | 1,950 | $41.5B | 474,538,480 | 90 | 862 | 602 | 0.1% |
| Q2 2022 | 1,981 | $42.3B | 456,956,468 | 71 | 766 | 724 | 0.1% |
| Q1 2022 | 2,056 | $50.5B | 466,460,359 | 107 | 892 | 668 | 0.3% |
| Q4 2021 | 2,054 | $53.0B | 458,653,691 | 103 | 944 | 453 | 1.2% |
| Q3 2021 | 1,814 | $47.5B | 431,980,505 | 69 | 794 | 532 | 0.6% |
| Q2 2021 | 1,818 | $49.2B | 430,237,187 | 75 | 804 | 590 | 0.8% |
| Q1 2021 | 1,795 | $49.0B | 443,803,519 | 117 | 718 | 644 | 1.2% |
| Q4 2020 | 1,730 | $40.5B | 433,961,270 | 159 | 602 | 524 | 1.1% |
| Q3 2020 | 1,455 | $29.4B | 413,661,437 | 79 | 516 | 562 | 0.8% |
| Q2 2020 | 1,442 | $28.0B | 406,655,468 | 133 | 518 | 616 | 0.5% |
| Q1 2020 | 1,385 | $21.6B | 381,252,214 | 66 | 512 | 633 | 0.2% |
| Q4 2019 | 1,563 | $32.4B | 384,943,151 | 87 | 582 | 430 | 0.2% |
| Q3 2019 | 1,332 | $28.3B | 360,612,890 | 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% |