# ISHARES TR (IJT)

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

- Reporting holders: 55
- Reported value: $108.9M
- 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 | 196,760 | 2.5% | 11 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $13.7M | 85,494 | 1.5% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.6M | 66,113 | 0.1% | 16 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $7.4M | 46,017 | 1.9% | 6 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $5.3M | 32,763 | 2.2% | 27 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $5.2M | 32,139 | 0.3% | 3 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $4.3M | 26,580 | 1.8% | 12 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $3.7M | 23,189 | 2.0% | 8 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $2.7M | 16,882 | 1.4% | 8 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $2.7M | 16,688 | 0.5% | 4 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $2.6M | 15,914 | 1.4% | 16 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $2.3M | 14,261 | 0.3% | 29 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.2M | 7,212 | 0.0% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.1M | 6,514 | 0.0% | 20 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $1.0M | 6,150 | 0.1% | 24 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $786.7K | 4,907 | 0.2% | 19 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $755.5K | 4,712 | 0.1% | 31 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $743.8K | 4,639 | 0.2% | 3 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $715.7K | 4,464 | 0.4% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $643.2K | 4,012 | 0.0% | 32 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $624.9K | 3,897 | 0.2% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $597.2K | 3,725 | 0.0% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $579.3K | 3,613 | 0.0% | 32 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $578.0K | 3,605 | 0.2% | 4 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $516.4K | 3,221 | 0.1% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 55 | $108.9M |
| Q2 2026 | 819 | $5.3B |
| Q1 2026 | 760 | $4.4B |
| Q4 2025 | 774 | $3.9B |
| Q3 2025 | 729 | $3.9B |
| Q2 2025 | 732 | $3.7B |
| Q1 2025 | 719 | $3.5B |
| Q4 2024 | 754 | $3.9B |
| Q3 2024 | 704 | $4.0B |
| Q2 2024 | 687 | $3.4B |
| Q1 2024 | 679 | $4.3B |
| Q4 2023 | 669 | $3.7B |