ISHARES TR (IJS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
845
Reporting holders
$5.2B
Reported value
0.0%
Held as options
+34
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 | $434.6M | 3,179,960 | 0.02% | 35q | -0.9%-$4.1M |
| BANK OF AMERICA CORP /DE/ | $433.9M | 3,174,297 | 0.03% | 31q | +0.8%+$3.5M |
| FMR LLC | $226.7M | 1,658,864 | 0.01% | 31q | +1.6%+$3.6M |
| True Freedom Investing, LLC | $225.8M | 1,906,412 | 17.68% | 2q | -1.8%-$4.0M |
| WELLS FARGO & COMPANY/MN | $208.4M | 1,524,599 | 0.03% | 31q | -46.8%-$183.3M |
| PINKERTON WEALTH, LLC | $187.1M | 1,579,899 | 16.07% | new | NEW |
| UBS Group AG | $129.4M | 946,480 | 0.02% | 31q | -13.4%-$20.0M |
| LPL Financial LLC | $119.1M | 871,179 | 0.03% | 31q | HELD |
| Prime Capital Investment Advisors, LLC | $103.4M | 756,315 | 1.00% | 14q | -2.4%-$2.6M |
| Modera Wealth Management, LLC | $95.3M | 697,547 | 1.02% | 26q | -2.0%-$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $77.8M | 569,424 | 0.02% | 31q | -3.4%-$2.7M |
| M&T Bank Corp | $74.4M | 544,152 | 0.22% | 26q | -1.3%-$1.0M |
| PNC Financial Services Group, Inc. | $72.9M | 533,549 | 0.04% | 31q | -3.8%-$2.9M |
| ROYAL BANK OF CANADA | $65.1M | 476,147 | 0.01% | 31q | -13.6%-$10.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $63.7M | 465,878 | 0.08% | 31q | -1.6%-$1.1M |
| AMERIPRISE FINANCIAL INC | $57.9M | 420,919 | 0.01% | 31q | -75.1%-$175.0M |
| Savant Capital, LLC | $57.6M | 414,318 | 0.17% | 31q | +187.9%+$37.6M |
| RAYMOND JAMES FINANCIAL INC | $55.0M | 402,732 | 0.01% | 7q | +0.7%+$392.4K |
| HighTower Advisors, LLC | $53.6M | 391,964 | 0.05% | 31q | -22.2%-$15.3M |
| JONES FINANCIAL COMPANIES LLLP | $51.7M | 377,557 | 0.02% | 31q | +0.8%+$396.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.0M | 366,066 | 0.03% | 31q | -2.6%-$1.3M |
| OSAIC HOLDINGS, INC. | $47.5M | 347,351 | 0.06% | 26q | +25.3%+$9.6M |
| JPMORGAN CHASE & CO | $46.3M | 339,448 | 0.00% | 31q | +3.6%+$1.6M |
| REGIONS FINANCIAL CORP | $46.0M | 336,656 | 0.27% | 31q | -8.3%-$4.2M |
| World Investment Advisors | $40.6M | 342,539 | 0.67% | 23q | HELD |
| STIFEL FINANCIAL CORP | $39.4M | 288,193 | 0.03% | 31q | -4.8%-$2.0M |
| Focus Partners Wealth | $39.2M | 286,626 | 0.04% | 11q | -4.6%-$1.9M |
| BAILARD, INC. | $36.2M | 265,163 | 0.74% | 31q | -1.4%-$532.0K |
| Cetera Investment Advisers | $35.2M | 257,840 | 0.03% | 25q | +3.0%+$1.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $34.6M | 253,036 | 0.02% | 25q | +129.1%+$19.5M |
| Baird Financial Group, Inc. | $33.7M | 246,679 | 0.05% | 31q | -2.1%-$712.4K |
| Heartwood Wealth Advisors LLC | $33.7M | 246,437 | 2.62% | 24q | +3.6%+$1.2M |
| BANK OF MONTREAL /CAN/ | $33.7M | 246,399 | 0.01% | 31q | -2.7%-$936.3K |
| Cerity Partners LLC | $31.0M | 226,908 | 0.04% | 19q | +15.7%+$4.2M |
| AlphaCore Capital LLC | $30.4M | 222,345 | 0.56% | 6q | -4.1%-$1.3M |
| Mariner, LLC | $27.9M | 203,895 | 0.03% | 31q | -20.1%-$7.0M |
| MAI Capital Management | $26.8M | 196,094 | 0.10% | 31q | +6.1%+$1.5M |
| GHP Investment Advisors, Inc. | $26.6M | 194,925 | 0.98% | 31q | -1.1%-$291.5K |
| Rockefeller Capital Management L.P. | $26.6M | 194,856 | 0.04% | 30q | -1.3%-$338.7K |
| Concurrent Investment Advisors, LLC | $25.8M | 188,438 | 0.22% | 11q | +208.7%+$17.4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $24.9M | 182,126 | 0.27% | 14q | +3.0%+$726.5K |
| GFS Advisors, LLC | $24.4M | 10,339 | 1.29% | 31q | -42.0%-$17.6M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $24.0M | 175,321 | 0.18% | 31q | HELD |
| Probity Advisors, Inc. | $23.1M | 169,228 | 3.31% | 29q | -1.3%-$293.3K |
| Corient Private Wealth LP | $23.0M | 167,972 | 0.01% | 15q | +80.2%+$10.2M |
| Creative Planning | $22.6M | 165,672 | 0.01% | 31q | -1.5%-$336.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $21.8M | 159,182 | 0.12% | 31q | -4.6%-$1.0M |
| Merit Financial Group, LLC | $21.5M | 157,338 | 0.07% | 2q | +63.6%+$8.4M |
| Parallax Volatility Advisers, L.P. | $20.5M | 150,002 | 0.03% | 2q | +200.0%+$13.7M |
| BROWN ADVISORY INC | $20.1M | 146,840 | 0.03% | 23q | -3.5%-$725.9K |
| FIFTH THIRD BANCORP | $19.2M | 140,180 | 0.03% | 31q | -2.1%-$420.3K |
| KEYBANK NATIONAL ASSOCIATION/OH | $19.0M | 139,128 | 0.06% | 31q | -0.5%-$101.3K |
| Ellis Investment Partners, LLC | $18.6M | 136,152 | 2.82% | 31q | -1.0%-$180.4K |
| GOLDMAN SACHS GROUP INC | $18.5M | 135,715 | 0.00% | 31q | +6.4%+$1.1M |
| Waverly Advisors, LLC | $16.9M | 123,583 | 0.10% | 16q | -3.5%-$620.7K |
| Financial Advisors Network, Inc. | $16.8M | 122,972 | 2.06% | 21q | +4.7%+$754.3K |
| Coastal Bridge Advisors, LLC | $16.6M | 121,232 | 1.02% | 5q | +2.9%+$464.6K |
| TRUIST FINANCIAL CORP | $16.3M | 119,236 | 0.02% | 31q | -3.4%-$581.0K |
| Wealth Architects, LLC | $14.9M | 108,795 | 1.17% | 31q | -1.2%-$178.8K |
| Lido Advisors, LLC | $14.7M | 107,553 | 0.04% | 31q | HELD |
| Pinnacle Financial Partners, Inc. | $14.7M | 107,217 | 0.10% | 3q | +2.8%+$396.2K |
| Farther Finance Advisors, LLC | $14.0M | 102,795 | 0.11% | 15q | +3.5%+$472.9K |
| CAPTRUST FINANCIAL ADVISORS | $13.7M | 100,598 | 0.02% | 31q | +21.3%+$2.4M |
| SAPIENT CAPITAL LLC | $13.1M | 95,636 | 0.09% | 11q | +108.2%+$6.8M |
| SILVER OAK SECURITIES, INCORPORATED | $12.6M | 92,156 | 0.76% | new | NEW |
| Marin Bay Wealth Advisors, LLC | $12.5M | 91,568 | 2.21% | 2q | +12.0%+$1.3M |
| TABR Capital Management, LLC | $11.8M | 86,085 | 10.03% | new | NEW |
| LAKE STREET PRIVATE WEALTH, LLC | $11.7M | 85,450 | 1.34% | 10q | HELD |
| Asset Management Group, Inc. | $11.5M | 83,985 | 1.68% | 31q | HELD |
| GLENMEDE TRUST CO NA | $11.3M | 82,793 | 0.05% | 29q | HELD |
| HOME FEDERAL BANK OF TENNESSEE | $11.3M | 82,628 | 2.44% | 31q | -1.1%-$120.6K |
| CIBC WORLD MARKET INC. | $11.1M | 81,174 | 0.02% | 31q | -14.8%-$1.9M |
| Chicago Partners Investment Group LLC | $10.8M | 79,292 | 0.22% | 31q | +21.4%+$1.9M |
| Cassaday & Co Wealth Management LLC | $10.7M | 78,070 | 0.20% | 15q | -0.6%-$67.7K |
| Evanson Financial, LLC | $10.6M | 77,708 | 0.52% | new | FIRST |
| RTD Financial Advisors, Inc. | $10.5M | 76,982 | 1.15% | 19q | -6.0%-$671.9K |
| Arkadios Wealth Advisors | $10.4M | 75,901 | 0.16% | 23q | -1.7%-$179.7K |
| Sterling Financial Planning, Inc. | $10.0M | 73,343 | 2.73% | 23q | -4.4%-$459.8K |
| JFS WEALTH ADVISORS, LLC | $9.8M | 71,803 | 0.49% | 31q | -0.7%-$73.0K |
| One Capital Management, LLC | $9.8M | 82,509 | 0.27% | 31q | HELD |
| BOKF, NA | $9.7M | 71,269 | 0.13% | 30q | -2.2%-$221.7K |
| Summit Financial, LLC | $9.7M | 71,221 | 0.11% | 20q | -6.7%-$694.6K |
| Occidental Asset Management, LLC | $9.5M | 69,146 | 0.94% | 46q | -0.7%-$69.3K |
| Private Advisor Group, LLC | $9.3M | 68,001 | 0.04% | 31q | +137.4%+$5.4M |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $9.3M | 67,838 | 4.64% | 11q | -0.6%-$53.7K |
| Councilor Wealth, LLC | $9.2M | 67,174 | 3.71% | 11q | HELD |
| Steward Partners Investment Advisory, LLC | $8.9M | 65,337 | 0.05% | 31q | -6.6%-$632.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $8.8M | 64,417 | 0.65% | 31q | -23.0%-$2.6M |
| First Heartland Consultants, Inc. | $8.7M | 63,826 | 0.56% | 2q | +43.3%+$2.6M |
| Pathstone Holdings, LLC | $8.7M | 63,600 | 0.03% | 11q | -8.3%-$782.3K |
| One Day In July LLC | $8.7M | 63,462 | 0.60% | 24q | -4.3%-$389.1K |
| Ifrah Financial Services, Inc. | $8.7M | 63,432 | 2.12% | 31q | -3.2%-$283.7K |
| Accretive Wealth Partners, LLC | $8.5M | 62,513 | 2.08% | 23q | +7.5%+$596.6K |
| Beacon Pointe Advisors, LLC | $8.3M | 60,485 | 0.04% | 23q | -4.9%-$428.8K |
| MISSION WEALTH MANAGEMENT, LP | $8.2M | 59,948 | 0.10% | 6q | +125.0%+$4.6M |
| US BANCORP \DE\ | $8.1M | 59,203 | 0.01% | 31q | -4.4%-$371.9K |
| Focus Partners Advisor Solutions, LLC | $8.0M | 58,544 | 0.07% | 18q | +149.3%+$4.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.0M | 105,999 | 0.01% | 30q | -3.8%-$312.1K |
| Blue Edge Capital, LLC | $8.0M | 58,297 | 0.96% | 30q | +83.4%+$3.6M |
| Financial Engines Advisors L.L.C. | $8.0M | 58,261 | 0.01% | 30q | -3.7%-$308.4K |
Showing the largest 100 of 883 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 | 845 | $5.2B | 38,608,456 | 71 | 163 | 277 | 0.0% |
| Q1 2026 | 811 | $4.9B | 41,601,801 | 71 | 157 | 253 | 0.0% |
| Q4 2025 | 799 | $3.9B | 34,195,504 | 44 | 158 | 249 | 0.1% |
| Q3 2025 | 753 | $3.8B | 34,518,555 | 61 | 149 | 249 | 0.1% |
| Q2 2025 | 735 | $3.5B | 35,144,081 | 39 | 173 | 271 | 0.2% |
| Q1 2025 | 752 | $3.7B | 38,008,820 | 53 | 168 | 246 | 0.1% |
| Q4 2024 | 773 | $4.2B | 38,894,538 | 48 | 202 | 214 | 0.1% |
| Q3 2024 | 723 | $4.2B | 38,875,191 | 55 | 178 | 231 | 0.1% |
| Q2 2024 | 686 | $3.7B | 37,912,305 | 37 | 137 | 259 | 0.0% |
| Q1 2024 | 704 | $4.9B | 47,881,619 | 29 | 165 | 276 | 0.1% |
| Q4 2023 | 736 | $5.5B | 52,990,718 | 55 | 199 | 226 | 0.1% |
| Q3 2023 | 658 | $3.5B | 39,657,548 | 35 | 152 | 233 | 0.1% |
| Q2 2023 | 659 | $3.8B | 40,196,437 | 37 | 155 | 237 | 0.1% |
| Q1 2023 | 647 | $3.7B | 39,959,513 | 47 | 152 | 225 | 0.1% |
| Q4 2022 | 604 | $3.5B | 38,293,238 | 55 | 160 | 188 | 0.0% |
| Q3 2022 | 698 | $3.6B | 43,861,071 | 40 | 160 | 271 | 0.1% |
| Q2 2022 | 794 | $5.7B | 64,458,968 | 129 | 279 | 168 | 0.0% |
| Q1 2022 | 734 | $5.8B | 56,235,715 | 75 | 209 | 189 | 0.2% |
| Q4 2021 | 709 | $6.0B | 56,870,143 | 52 | 190 | 178 | 0.4% |
| Q3 2021 | 639 | $6.0B | 59,681,554 | 32 | 174 | 220 | 0.1% |
| Q2 2021 | 681 | $7.0B | 65,579,648 | 70 | 209 | 207 | 0.1% |
| Q1 2021 | 642 | $5.6B | 55,534,286 | 97 | 164 | 202 | 0.1% |
| Q4 2020 | 572 | $4.1B | 49,823,166 | 78 | 422 | 14 | 0.2% |
| Q3 2020 | 475 | $2.9B | 23,987,520 | 34 | 121 | 176 | 0.1% |
| Q2 2020 | 473 | $2.8B | 23,979,992 | 47 | 124 | 197 | 0.1% |
| Q1 2020 | 482 | $2.7B | 26,744,798 | 39 | 147 | 180 | 0.1% |
| Q4 2019 | 558 | $4.2B | 26,382,166 | 36 | 147 | 164 | 0.0% |
| Q3 2019 | 498 | $4.0B | 26,830,845 | 43 | 135 | 155 | 0.1% |
| Q2 2019 | 480 | $3.7B | 25,019,042 | 26 | 149 | 142 | 0.2% |
| Q1 2019 | 494 | $3.8B | 25,426,288 | 52 | 148 | 134 | 0.1% |
| Q4 2018 | 473 | $3.3B | 24,695,207 | 5 | 4 | 10 | 0.1% |