HolderBook

ISHARES TR (IJS)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

54
Reporting holders
$134.9M
Reported value
0.0%
Calls
0.0%
Puts
-833
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

Download these holders as CSV

FilerValueShares Their book Held Change
Heartwood Wealth Advisors LLC$31.5M246,0032.49%25qHELD
Farther Finance Advisors, LLC$13.0M101,4800.09%16q-1.3%-$168.5K
RTD Financial Advisors, Inc.$9.5M74,2691.04%20q-3.5%-$347.5K
Councilor Wealth, LLC$8.3M64,8523.42%12q-3.5%-$297.4K
Independence Financial Advisors, LLC$7.6M58,9511.90%2q+8.7%+$605.0K
Gerald Baker Financial Group LLC$6.4M49,9911.81%3q+0.9%+$58.5K
SAPIENT CAPITAL LLC$6.4M49,6460.09%12q-48.1%-$5.9M
First Heartland Consultants, Inc.$6.1M47,7480.41%3q-25.2%-$2.1M
Graves Light Lenhart Wealth, Inc.$5.3M41,4380.50%22qHELD
First Citizens Financial Corp$5.1M39,7012.14%27qHELD
Cambridge Financial Group, LLC$4.3M31,5161.36%12qHELD
Apella Capital, LLC$3.7M28,8390.05%25q+43.1%+$1.1M
Baring Financial LLC$3.6M27,9931.92%8q+1.4%+$50.6K
Avidian Wealth Enterprises, LLC$3.1M24,0900.09%25q-2.8%-$87.4K
Lee, Kelleher & Klein Wealth Management$1.9M14,7430.97%8q+2.9%+$52.4K
SigFig Wealth Management, LLC$1.7M13,1860.04%12qHELD
ELEVATION WEALTH PARTNERS, LLC$1.6M12,1740.44%15qHELD
Versant Capital Management, Inc$1.4M10,6860.12%18qHELD
AMERICAN NATIONAL BANK & TRUST$1.3M9,8000.11%13qHELD
Bangor Savings Bank$1.3M9,7990.10%32qHELD
TOMPKINS FINANCIAL CORP$1.2M9,6900.09%31q-1.6%-$19.9K
Wedmont Private Capital$975.9K7,5300.02%20qHELD
DIVERSIFIED MANAGEMENT INC$888.1K6,9330.16%4qHELD
Sprinkle Financial Consultants LLC$832.4K6,4980.33%12qHELD
Tactive Advisors, LLC$675.3K5,2720.16%5q-1.3%-$9.0K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$625.4K4,8820.09%32qHELD
CYPRESS FINANCIAL PLANNING LLC$610.0K4,7620.16%18qHELD
Breakwater Capital Group$602.6K4,7040.07%16qHELD
FIRST FINANCIAL BANK - TRUST DIVISION$555.4K4,3360.04%26qHELD
Venture Visionary Partners LLC$474.9K3,7070.01%15q+51.4%+$161.2K
TrueWealth Advisors, LLC$422.0K3,2940.09%24q+7.6%+$30.0K
Montecito Bank & Trust$413.1K3,2250.06%31qHELD
VALLEY WEALTH MANAGERS, INC.$380.6K2,9710.02%30q+3.0%+$11.0K
Hardin Capital Partners, LLC$342.4K2,6730.17%10q+3.1%+$10.2K
Green Ridge Wealth Planning LLC$327.2K2,5540.13%4qHELD
JUNCTURE WEALTH STRATEGIES, LLC$312.8K2,4420.08%26q-2.4%-$7.6K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$284.8K2,2230.00%3q+0.8%+$2.3K
Sound Income Strategies, LLC$271.2K2,0930.01%19q+0.6%+$1.6K
CAMELOT TECHNOLOGY ADVISORS, INC.$256.9K2,0060.17%5qHELD
Vann Equity Management LLC$212.6K1,6600.13%3q+2.0%+$4.2K
Valeo Financial Advisors, LLC$210.9K1,6460.00%4q-31.0%-$94.9K
Whalen Wealth Management Inc.$208.7K1,6290.09%newNEW
GAMMA Investing LLC$181.6K1,4180.01%10qHELD
ATWOOD & PALMER INC$162.9K1,2710.01%29qHELD
EASTERN BANK$118.1K9220.00%9q+514.7%+$98.9K
Coastline Trust Co$113.1K8830.01%9q-37.0%-$66.5K
CoreCap Advisors, LLC$75.7K5910.00%9q-88.1%-$562.1K
ARMSTRONG ADVISORY GROUP, INC$70.5K5500.00%16qHELD
Grove Bank & Trust$57.6K4500.01%16qHELD
Bullock Wealth Management Group$29.2K2260.01%11qHELD
Noble Wealth Management PBC$23.1K1800.01%7qHELD
Pacifica Partners Inc.$15.2K1180.00%9qHELD
Bank of New Hampshire$6.7K520.00%19qHELD
MassMutual Private Wealth & Trust, FSB$2.2K170.00%2qHELD
CX Institutional$151180.00%7q-41.6%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202654$134.9M1,050,313113120.0%
Q2 2026887$5.4B40,196,589751752880.1%
Q1 2026851$5.1B43,099,066731642650.0%
Q4 2025846$4.0B35,134,878451692600.1%
Q3 2025799$4.0B36,054,233641592630.1%
Q2 2025787$3.7B36,911,395441822900.2%
Q1 2025804$3.9B39,823,676571852580.1%
Q4 2024828$4.4B40,935,565512152320.1%
Q3 2024780$4.4B40,890,617601912470.1%
Q2 2024740$3.9B39,693,981391522760.0%
Q1 2024761$5.2B50,671,180331802960.1%
Q4 2023803$5.8B56,040,378672152380.1%
Q3 2023718$3.8B42,814,108381632520.1%
Q2 2023734$4.1B43,258,930421712590.0%
Q1 2023728$4.2B45,255,810561712470.1%
Q4 2022726$4.1B44,765,066621942260.0%
Q3 2022700$3.6B43,868,279401612710.1%
Q2 2022796$5.7B64,466,1081302791680.0%
Q1 2022735$5.8B56,240,492752091890.2%
Q4 2021710$6.0B56,874,920521901780.4%
Q3 2021639$6.0B59,681,554321742200.1%
Q2 2021681$7.0B65,579,648702092070.1%
Q1 2021642$5.6B55,534,286971642020.1%
Q4 2020572$4.1B49,823,16678422140.2%
Q3 2020475$2.9B23,987,520341211760.1%
Q2 2020473$2.8B23,979,992471241970.1%
Q1 2020482$2.7B26,744,798391471800.1%
Q4 2019558$4.2B26,382,166361471640.0%
Q3 2019498$4.0B26,830,845431351550.1%
Q2 2019480$3.7B25,019,042261491420.2%
Q1 2019494$3.8B25,426,288521481340.1%
Q4 2018473$3.3B24,695,20754100.1%