ISHARES TR (IJT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
796
Reporting holders
$5.1B
Reported value
0.0%
Held as options
+57
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 | $567.0M | 3,174,467 | 0.03% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $366.0M | 2,049,349 | 0.02% | 31q | HELD |
| FMR LLC | $332.7M | 1,862,555 | 0.01% | 31q | -0.8%-$2.8M |
| BROWN ADVISORY INC | $200.0M | 1,119,852 | 0.31% | 24q | +7.1%+$13.3M |
| WELLS FARGO & COMPANY/MN | $195.5M | 1,094,482 | 0.03% | 31q | -47.1%-$174.0M |
| LPL Financial LLC | $188.7M | 1,056,380 | 0.04% | 31q | +2.4%+$4.5M |
| UBS Group AG | $164.2M | 919,460 | 0.02% | 31q | -15.2%-$29.4M |
| PNC Financial Services Group, Inc. | $148.8M | 833,353 | 0.07% | 31q | -3.9%-$6.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $136.6M | 764,942 | 0.07% | 31q | -13.1%-$20.6M |
| RAYMOND JAMES FINANCIAL INC | $98.7M | 552,733 | 0.03% | 7q | +3.0%+$2.9M |
| M&T Bank Corp | $89.9M | 503,632 | 0.26% | 26q | +14.2%+$11.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $86.9M | 486,724 | 0.11% | 31q | +0.9%+$811.6K |
| JPMORGAN CHASE & CO | $76.5M | 433,131 | 0.00% | 31q | +2.9%+$2.2M |
| AMERIPRISE FINANCIAL INC | $72.9M | 408,157 | 0.01% | 31q | -37.5%-$43.8M |
| HighTower Advisors, LLC | $64.7M | 362,011 | 0.06% | 31q | -1.1%-$706.2K |
| GLENMEDE TRUST CO NA | $62.8M | 351,350 | 0.28% | 29q | +1.3%+$819.4K |
| TRUIST FINANCIAL CORP | $62.2M | 348,502 | 0.07% | 31q | +33.1%+$15.5M |
| ROYAL BANK OF CANADA | $59.9M | 335,412 | 0.01% | 31q | -1.2%-$721.2K |
| OSAIC HOLDINGS, INC. | $55.2M | 308,932 | 0.06% | 26q | +22.9%+$10.3M |
| Cerity Partners LLC | $53.7M | 300,536 | 0.06% | 31q | +9.8%+$4.8M |
| ENVESTNET ASSET MANAGEMENT INC | $50.4M | 282,475 | 0.01% | 31q | -2.8%-$1.5M |
| JONES FINANCIAL COMPANIES LLLP | $45.7M | 259,022 | 0.02% | 31q | +2.2%+$994.5K |
| Beaumont Financial Advisors, LLC | $44.6M | 249,525 | 2.84% | 15q | HELD |
| Corient Private Wealth LP | $42.3M | 236,839 | 0.03% | 15q | +92.1%+$20.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $41.0M | 229,363 | 0.30% | 31q | -1.4%-$570.1K |
| CAPTRUST FINANCIAL ADVISORS | $36.5M | 204,482 | 0.06% | 31q | -2.2%-$827.8K |
| Arax Advisory Partners | $35.6M | 199,352 | 0.24% | 3q | +64.7%+$14.0M |
| Heartwood Wealth Advisors LLC | $35.2M | 197,196 | 2.74% | 10q | +3.8%+$1.3M |
| Falcon Wealth Planning | $32.7M | 182,834 | 2.06% | 23q | +2.4%+$768.3K |
| AlphaCore Capital LLC | $32.5M | 182,053 | 0.60% | 6q | -3.6%-$1.2M |
| Cetera Investment Advisers | $31.6M | 176,832 | 0.03% | 23q | -12.9%-$4.7M |
| Focus Partners Wealth | $31.4M | 175,674 | 0.03% | 11q | HELD |
| Schneider Downs Wealth Management Advisors, LP | $30.3M | 169,475 | 2.84% | 15q | +3.3%+$974.1K |
| Mariner, LLC | $29.4M | 164,793 | 0.03% | 31q | -9.1%-$2.9M |
| GHP Investment Advisors, Inc. | $27.9M | 156,039 | 1.02% | 31q | -1.0%-$284.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $26.6M | 149,045 | 0.29% | 14q | +1.9%+$496.5K |
| Vestmark Advisory Solutions, Inc. | $24.8M | 139,080 | 0.23% | 5q | +1240.8%+$23.0M |
| Rockefeller Capital Management L.P. | $23.7M | 132,675 | 0.04% | 31q | -1.3%-$322.2K |
| Pacific Life Fund Advisors LLC | $23.5M | 131,406 | 2.58% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $23.2M | 130,163 | 0.01% | 30q | +136.6%+$13.4M |
| Pinnacle Financial Partners, Inc. | $22.9M | 128,295 | 0.16% | 3q | +1.2%+$261.3K |
| Sterling Financial Planning, Inc. | $22.9M | 128,012 | 6.22% | 23q | -1.4%-$329.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $22.2M | 124,135 | 0.12% | 31q | -3.8%-$883.2K |
| STIFEL FINANCIAL CORP | $22.0M | 122,895 | 0.02% | 31q | -2.7%-$614.6K |
| Creative Planning | $20.6M | 115,133 | 0.01% | 31q | +2.8%+$561.5K |
| Probity Advisors, Inc. | $19.8M | 110,713 | 2.83% | 29q | -1.0%-$205.6K |
| INSPIRE TRUST CO, N.A. | $19.6M | 110,000 | 2.70% | 11q | +7.8%+$1.4M |
| MAI Capital Management | $18.1M | 101,601 | 0.07% | 31q | +5.1%+$884.4K |
| Cassaday & Co Wealth Management LLC | $18.1M | 101,162 | 0.34% | 15q | -1.0%-$185.9K |
| Texas Yale Capital Corp. | $17.0M | 94,971 | 0.37% | 31q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $16.9M | 94,470 | 0.06% | 31q | HELD |
| RTD Financial Advisors, Inc. | $15.8M | 88,653 | 1.73% | 19q | -6.6%-$1.1M |
| Equitable Holdings, Inc. | $15.8M | 88,324 | 0.09% | 27q | +3.2%+$485.6K |
| Cresset Asset Management, LLC | $15.5M | 86,561 | 0.06% | 26q | +6.1%+$885.9K |
| MML INVESTORS SERVICES, LLC | $15.1M | 84,506 | 0.03% | 31q | +25.4%+$3.1M |
| FIFTH THIRD BANCORP | $14.8M | 82,734 | 0.02% | 31q | -7.2%-$1.1M |
| Lido Advisors, LLC | $14.6M | 81,566 | 0.04% | 31q | -1.3%-$195.7K |
| GOLDMAN SACHS GROUP INC | $14.5M | 81,033 | 0.00% | 31q | +5.4%+$744.2K |
| Pathstone Holdings, LLC | $13.4M | 75,202 | 0.04% | 11q | +57.8%+$4.9M |
| Baird Financial Group, Inc. | $13.0M | 72,593 | 0.02% | 31q | +12.4%+$1.4M |
| REGIONS FINANCIAL CORP | $12.7M | 70,848 | 0.08% | 31q | +0.8%+$102.5K |
| Kestra Advisory Services, LLC | $12.4M | 69,602 | 0.04% | 24q | +17.4%+$1.8M |
| Financial Engines Advisors L.L.C. | $12.4M | 69,248 | 0.02% | 30q | +2.5%+$302.9K |
| LAKE STREET PRIVATE WEALTH, LLC | $12.2M | 68,525 | 1.40% | 10q | HELD |
| US BANCORP \DE\ | $11.8M | 66,197 | 0.01% | 31q | -4.5%-$550.8K |
| Steward Partners Investment Advisory, LLC | $11.8M | 66,055 | 0.06% | 31q | -3.4%-$411.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.6M | 61,082 | 0.00% | 31q | +194.6%+$7.6M |
| Rodgers & Associates, LTD | $11.5M | 64,535 | 1.05% | 23q | -6.5%-$799.2K |
| FRANKLIN RESOURCES INC | $11.4M | 63,999 | 0.00% | 31q | -1.1%-$128.6K |
| PITTENGER & ANDERSON INC | $11.3M | 63,450 | 0.41% | 31q | HELD |
| Prospera Financial Services Inc | $11.3M | 63,402 | 0.16% | 24q | +1106.0%+$10.4M |
| DEUTSCHE BANK AG\ | $11.2M | 62,510 | 0.00% | 5q | HELD |
| Financial Advisors Network, Inc. | $10.7M | 60,086 | 1.32% | 9q | +1.8%+$194.1K |
| Cordatus Wealth Management LLC | $10.6M | 59,609 | 2.34% | 6q | +3911.4%+$10.4M |
| Concurrent Investment Advisors, LLC | $10.4M | 58,134 | 0.09% | 11q | +2.8%+$284.2K |
| JFS WEALTH ADVISORS, LLC | $10.2M | 57,390 | 0.51% | 31q | +2.5%+$254.0K |
| Salomon & Ludwin, LLC | $10.2M | 59,814 | 0.84% | 31q | -3.9%-$414.8K |
| Bank of New York Mellon Corp | $10.2M | 56,839 | 0.00% | 31q | +5.7%+$546.2K |
| StoryOne LLC | $9.5M | 53,324 | 4.50% | 3q | HELD |
| Compound Planning, Inc. | $9.5M | 53,150 | 0.25% | 12q | +0.9%+$86.8K |
| PW Nova Financial Services LLC | $9.3M | 52,000 | 1.99% | 3q | +1.8%+$162.2K |
| Sigma Planning Corp | $9.1M | 50,908 | 0.23% | 31q | -1.9%-$173.4K |
| Ifrah Financial Services, Inc. | $9.0M | 50,548 | 2.20% | 31q | -4.2%-$400.6K |
| Clayton Financial Group LLC | $8.6M | 47,914 | 4.73% | 11q | +0.9%+$73.9K |
| Blue Edge Capital, LLC | $8.0M | 44,864 | 0.96% | 30q | +116.1%+$4.3M |
| BOKF, NA | $7.8M | 43,936 | 0.11% | 30q | +7.1%+$517.8K |
| UMB Bank, n.a. | $7.8M | 43,847 | 0.10% | 31q | -4.8%-$396.5K |
| Independence Financial Advisors, LLC | $7.7M | 43,314 | 2.01% | 5q | +41.8%+$2.3M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $7.6M | 42,440 | 0.21% | 31q | HELD |
| Cottage Street Advisors LLC | $7.6M | 42,434 | 2.93% | 31q | -0.5%-$40.5K |
| Accretive Wealth Partners, LLC | $7.4M | 41,610 | 1.81% | 23q | +9.1%+$616.9K |
| NORDEN GROUP LLC | $7.3M | 40,837 | 0.60% | 2q | -1.4%-$106.8K |
| Chicago Partners Investment Group LLC | $7.2M | 42,054 | 0.14% | 31q | -2.1%-$152.3K |
| Baltimore-Washington Financial Advisors, Inc. | $7.1M | 39,658 | 0.26% | 31q | -0.8%-$53.6K |
| Sowell Financial Services LLC | $7.0M | 39,094 | 0.23% | 8q | +2.2%+$149.0K |
| Arkadios Wealth Advisors | $6.7M | 37,336 | 0.10% | 27q | +3.4%+$221.8K |
| BANK OF MONTREAL /CAN/ | $6.6M | 36,780 | 0.00% | 31q | -2.1%-$142.9K |
| Azimuth Capital Investment Management LLC | $6.5M | 36,670 | 0.22% | 9q | -9.4%-$678.7K |
| SOA Wealth Advisors, LLC. | $6.3M | 35,464 | 1.06% | 23q | -15.7%-$1.2M |
| Asset Management Group, Inc. | $6.3M | 35,060 | 0.92% | 31q | HELD |
Showing the largest 100 of 818 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 | 796 | $5.1B | 28,781,168 | 85 | 183 | 218 | 0.0% |
| Q1 2026 | 739 | $4.2B | 29,276,331 | 44 | 165 | 213 | 0.0% |
| Q4 2025 | 747 | $3.9B | 27,357,507 | 41 | 160 | 201 | 0.0% |
| Q3 2025 | 704 | $3.7B | 26,422,347 | 51 | 146 | 213 | 0.0% |
| Q2 2025 | 694 | $3.6B | 26,892,801 | 54 | 147 | 233 | 0.0% |
| Q1 2025 | 683 | $3.3B | 26,708,060 | 33 | 155 | 229 | 0.0% |
| Q4 2024 | 716 | $3.7B | 27,265,017 | 55 | 171 | 178 | 0.0% |
| Q3 2024 | 668 | $3.8B | 30,686,278 | 52 | 163 | 174 | 0.0% |
| Q2 2024 | 646 | $3.3B | 25,510,671 | 46 | 137 | 175 | 0.1% |
| Q1 2024 | 637 | $4.1B | 31,659,904 | 42 | 151 | 180 | 0.1% |
| Q4 2023 | 623 | $3.5B | 28,060,558 | 49 | 152 | 163 | 0.1% |
| Q3 2023 | 565 | $2.7B | 24,156,365 | 34 | 143 | 148 | 0.0% |
| Q2 2023 | 565 | $2.8B | 24,438,641 | 29 | 141 | 166 | 0.0% |
| Q1 2023 | 555 | $2.8B | 25,155,327 | 31 | 113 | 205 | 0.0% |
| Q4 2022 | 525 | $2.7B | 25,008,086 | 49 | 130 | 152 | 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% |