# ISHARES TR (IJS)

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

- Reporting holders: 54
- Reported value: $134.9M
- 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 |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $31.5M | 246,003 | 2.5% | 25 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $13.0M | 101,480 | 0.1% | 16 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $9.5M | 74,269 | 1.0% | 20 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $8.3M | 64,852 | 3.4% | 12 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $7.6M | 58,951 | 1.9% | 2 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $6.4M | 49,991 | 1.8% | 3 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $6.4M | 49,646 | 0.1% | 12 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $6.1M | 47,748 | 0.4% | 3 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $5.3M | 41,438 | 0.5% | 22 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $5.1M | 39,701 | 2.1% | 27 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $4.3M | 31,516 | 1.4% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.7M | 28,839 | 0.0% | 25 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $3.6M | 27,993 | 1.9% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.1M | 24,090 | 0.1% | 25 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $1.9M | 14,743 | 1.0% | 8 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $1.7M | 13,186 | 0.0% | 12 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $1.6M | 12,174 | 0.4% | 15 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.4M | 10,686 | 0.1% | 18 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $1.3M | 9,800 | 0.1% | 13 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.3M | 9,799 | 0.1% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $1.2M | 9,690 | 0.1% | 31 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $975.9K | 7,530 | 0.0% | 20 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $888.1K | 6,933 | 0.2% | 4 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $832.4K | 6,498 | 0.3% | 12 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $675.3K | 5,272 | 0.2% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 54 | $134.9M |
| Q2 2026 | 887 | $5.4B |
| Q1 2026 | 851 | $5.1B |
| Q4 2025 | 846 | $4.0B |
| Q3 2025 | 799 | $4.0B |
| Q2 2025 | 787 | $3.7B |
| Q1 2025 | 804 | $3.9B |
| Q4 2024 | 828 | $4.4B |
| Q3 2024 | 780 | $4.4B |
| Q2 2024 | 740 | $3.9B |
| Q1 2024 | 761 | $5.2B |
| Q4 2023 | 803 | $5.8B |