ISHARES TR (IJT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
55
Reporting holders
$108.9M
Reported value
0.0%
Calls
0.0%
Puts
-764
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | $31.5M | 196,760 | 2.49% | 11q | HELD |
| RTD Financial Advisors, Inc. | $13.7M | 85,494 | 1.50% | 20q | -3.6%-$506.5K |
| Farther Finance Advisors, LLC | $10.6M | 66,113 | 0.07% | 16q | +288.7%+$7.9M |
| Independence Financial Advisors, LLC | $7.4M | 46,017 | 1.85% | 6q | +6.2%+$433.4K |
| First Citizens Financial Corp | $5.3M | 32,763 | 2.21% | 27q | -0.5%-$26.9K |
| First Heartland Consultants, Inc. | $5.2M | 32,139 | 0.34% | 3q | +2022.8%+$4.9M |
| Councilor Wealth, LLC | $4.3M | 26,580 | 1.76% | 12q | -6.5%-$298.2K |
| Baring Financial LLC | $3.7M | 23,189 | 1.99% | 8q | +1.6%+$58.2K |
| Lee, Kelleher & Klein Wealth Management | $2.7M | 16,882 | 1.39% | 8q | HELD |
| DIVERSIFIED MANAGEMENT INC | $2.7M | 16,688 | 0.47% | 4q | +6.9%+$172.5K |
| Dominguez Wealth Management Solutions, Inc. | $2.6M | 15,914 | 1.41% | 16q | +1.2%+$30.0K |
| Pathway Financial Advisors LLC | $2.3M | 14,261 | 0.25% | 29q | -11.1%-$284.8K |
| Acropolis Investment Management, LLC | $1.2M | 7,212 | 0.05% | 32q | -50.7%-$1.2M |
| Wedmont Private Capital | $1.1M | 6,514 | 0.03% | 20q | +104.2%+$536.7K |
| FINANCIAL MANAGEMENT NETWORK INC | $1.0M | 6,150 | 0.14% | 24q | -1.5%-$15.4K |
| FC Advisory LLC | $786.7K | 4,907 | 0.21% | 19q | HELD |
| Montecito Bank & Trust | $755.5K | 4,712 | 0.11% | 31q | -1.4%-$10.7K |
| Gerald Baker Financial Group LLC | $743.8K | 4,639 | 0.21% | 3q | HELD |
| Hickory Point Bank & Trust | $715.7K | 4,464 | 0.43% | 8q | HELD |
| Valeo Financial Advisors, LLC | $643.2K | 4,012 | 0.01% | 32q | -5.8%-$39.6K |
| Sprinkle Financial Consultants LLC | $624.9K | 3,897 | 0.24% | 12q | HELD |
| Avidian Wealth Enterprises, LLC | $597.2K | 3,725 | 0.02% | 16q | -5.8%-$36.6K |
| Bangor Savings Bank | $579.3K | 3,613 | 0.04% | 32q | HELD |
| jvl associates llc | $578.0K | 3,605 | 0.17% | 4q | HELD |
| Decker Wealth Management LLC | $516.4K | 3,221 | 0.10% | 4q | HELD |
| Venture Visionary Partners LLC | $512.9K | 3,199 | 0.01% | 24q | +67.4%+$206.5K |
| Cambridge Financial Group, LLC | $490.3K | 2,745 | 0.15% | 12q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $490.3K | 3,058 | 0.06% | 18q | HELD |
| Breakwater Capital Group | $475.6K | 2,966 | 0.06% | 15q | HELD |
| Grove Bank & Trust | $431.4K | 2,691 | 0.04% | 26q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $415.4K | 2,591 | 0.03% | 15q | HELD |
| Atlas Brown,Inc. | $415.2K | 2,589 | 0.11% | 26q | HELD |
| Prosperity Planning, Inc. | $401.0K | 2,501 | 0.09% | 24q | +11.8%+$42.2K |
| CENTRAL BANK & TRUST CO | $381.9K | 2,382 | 0.05% | 32q | HELD |
| YHB Investment Advisors, Inc. | $376.1K | 2,346 | 0.02% | 25q | HELD |
| SAPIENT CAPITAL LLC | $350.2K | 2,184 | 0.00% | 2q | -16.8%-$70.5K |
| CONGRESS ASSET MANAGEMENT CO | $311.4K | 1,942 | 0.00% | new | NEW |
| Paragon Capital Management Ltd | $293.6K | 1,831 | 0.05% | 26q | HELD |
| Vann Equity Management LLC | $287.3K | 1,792 | 0.17% | 3q | +1.4%+$4.0K |
| EASTERN BANK | $258.1K | 1,610 | 0.00% | 9q | +71.3%+$107.4K |
| DECISION INVESTMENTS, INC | $244.7K | 1,526 | 0.22% | 4q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $201.9K | 1,259 | 0.00% | 2q | HELD |
| Apella Capital, LLC | $201.0K | 1,244 | 0.00% | new | NEW |
| GAMMA Investing LLC | $123.0K | 767 | 0.00% | 7q | HELD |
| ATWOOD & PALMER INC | $105.5K | 658 | 0.01% | 29q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $97.8K | 610 | 0.07% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $85.0K | 530 | 0.00% | 32q | +55.9%+$30.5K |
| Bullock Wealth Management Group | $76.0K | 472 | 0.03% | 11q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $75.4K | 470 | 0.02% | 20q | HELD |
| CoreCap Advisors, LLC | $55.6K | 347 | 0.00% | 9q | +3.0%+$1.6K |
| Horizons Wealth Management | $43.3K | 270 | 0.03% | 17q | HELD |
| Rosenberg Matthew Hamilton | $31.1K | 194 | 0.01% | 21q | HELD |
| Bank of New Hampshire | $20.5K | 128 | 0.00% | 19q | HELD |
| Wealth Enhancement Trust Services, Inc. | $18.1K | 113 | 0.00% | 4q | -50.0%-$18.1K |
| Versant Capital Management, Inc | $16.0K | 100 | 0.00% | 3q | HELD |
| CX Institutional | $40 | 247 | 0.00% | 7q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 55 | $108.9M | 678,586 | 3 | 13 | 11 | 0.0% |
| Q2 2026 | 819 | $5.3B | 29,601,923 | 88 | 192 | 223 | 0.0% |
| Q1 2026 | 760 | $4.4B | 30,245,096 | 44 | 174 | 217 | 0.0% |
| Q4 2025 | 774 | $3.9B | 27,854,469 | 43 | 170 | 208 | 0.0% |
| Q3 2025 | 729 | $3.9B | 27,374,137 | 51 | 155 | 222 | 0.0% |
| Q2 2025 | 732 | $3.7B | 28,012,388 | 62 | 157 | 243 | 0.0% |
| Q1 2025 | 719 | $3.5B | 27,936,861 | 36 | 166 | 240 | 0.0% |
| Q4 2024 | 754 | $3.9B | 28,418,931 | 57 | 185 | 188 | 0.0% |
| Q3 2024 | 704 | $4.0B | 31,601,061 | 54 | 173 | 187 | 0.0% |
| Q2 2024 | 687 | $3.4B | 26,823,380 | 51 | 151 | 183 | 0.1% |
| Q1 2024 | 679 | $4.3B | 32,888,292 | 46 | 166 | 189 | 0.1% |
| Q4 2023 | 669 | $3.7B | 29,303,538 | 55 | 164 | 177 | 0.1% |
| Q3 2023 | 615 | $2.9B | 26,672,357 | 38 | 158 | 160 | 0.0% |
| Q2 2023 | 624 | $3.0B | 25,965,686 | 37 | 154 | 181 | 0.0% |
| Q1 2023 | 619 | $3.0B | 27,104,624 | 36 | 129 | 230 | 0.0% |
| Q4 2022 | 635 | $4.2B | 41,723,454 | 62 | 157 | 181 | 0.0% |
| Q3 2022 | 595 | $2.7B | 26,910,708 | 37 | 163 | 151 | 0.0% |
| Q2 2022 | 612 | $2.7B | 25,874,509 | 43 | 166 | 180 | 0.0% |
| Q1 2022 | 634 | $3.2B | 25,697,876 | 51 | 164 | 186 | 0.1% |
| Q4 2021 | 654 | $3.6B | 25,949,516 | 53 | 133 | 172 | 0.1% |
| Q3 2021 | 592 | $3.5B | 27,132,100 | 34 | 147 | 165 | 0.0% |
| Q2 2021 | 597 | $3.6B | 27,281,621 | 41 | 147 | 183 | 0.1% |
| Q1 2021 | 590 | $3.5B | 27,297,455 | 68 | 139 | 198 | 0.0% |
| Q4 2020 | 554 | $3.0B | 26,206,427 | 64 | 422 | 17 | 0.1% |
| Q3 2020 | 475 | $2.3B | 12,938,274 | 48 | 84 | 175 | 0.0% |
| Q2 2020 | 464 | $2.4B | 14,405,725 | 55 | 100 | 170 | 0.0% |
| Q1 2020 | 451 | $2.0B | 14,156,839 | 29 | 104 | 188 | 0.0% |
| Q4 2019 | 542 | $2.9B | 15,003,746 | 40 | 119 | 148 | 0.1% |
| Q3 2019 | 468 | $2.8B | 15,650,688 | 28 | 95 | 178 | 0.0% |
| Q2 2019 | 471 | $3.0B | 16,621,776 | 38 | 117 | 161 | 0.1% |
| Q1 2019 | 481 | $3.1B | 17,685,523 | 49 | 111 | 163 | 0.0% |
| Q4 2018 | 470 | $2.9B | 18,115,735 | 6 | 6 | 7 | 0.0% |