ISHARES TR (ILCB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
183
Reporting holders
$595.8M
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | $132.6M | 1,279,330 | 0.30% | 5q | +133.3%+$75.8M |
| AMERIPRISE FINANCIAL INC | $52.4M | 505,474 | 0.01% | 31q | -50.1%-$52.7M |
| MORGAN STANLEY | $50.8M | 489,774 | 0.00% | 35q | HELD |
| LPL Financial LLC | $26.3M | 253,615 | 0.01% | 31q | +1.7%+$451.4K |
| Cetera Investment Advisers | $22.0M | 212,389 | 0.02% | 31q | -2.9%-$648.8K |
| Corient Private Wealth LP | $20.0M | 192,790 | 0.01% | 15q | +101.0%+$10.0M |
| JPMORGAN CHASE & CO | $17.8M | 172,960 | 0.00% | 31q | -0.6%-$110.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.2M | 164,364 | 0.03% | 12q | -2.6%-$452.6K |
| OSAIC HOLDINGS, INC. | $16.4M | 158,577 | 0.02% | 26q | +4.5%+$700.6K |
| Merit Financial Group, LLC | $16.1M | 155,132 | 0.05% | 22q | +112.1%+$8.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $13.1M | 126,096 | 0.01% | 5q | +99.1%+$6.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 116,110 | 0.02% | 31q | -3.8%-$473.1K |
| BANK OF AMERICA CORP /DE/ | $11.7M | 112,434 | 0.00% | 31q | -1.5%-$174.4K |
| ROYAL BANK OF CANADA | $10.6M | 102,560 | 0.00% | 31q | -12.9%-$1.6M |
| Wealth Forward, LLC | $10.4M | 100,803 | 5.20% | 4q | +0.9%+$98.1K |
| UBS Group AG | $10.1M | 97,681 | 0.00% | 21q | HELD |
| Center for Wealth Management Advisory | $9.7M | 93,790 | 6.10% | 3q | HELD |
| Gladstone Institutional Advisory LLC | $8.2M | 79,144 | 0.26% | 18q | -5.0%-$428.1K |
| WELLS FARGO & COMPANY/MN | $7.8M | 75,485 | 0.00% | 31q | -54.5%-$9.4M |
| Commonwealth Financial Services, LLC | $4.8M | 46,297 | 0.64% | 9q | +4.6%+$211.7K |
| Crestwood Advisors Group, LLC | $4.4M | 41,992 | 0.06% | 31q | -0.7%-$30.9K |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 41,277 | 0.00% | 7q | +6.9%+$276.7K |
| Brand Asset Management Group, Inc. | $4.0M | 39,027 | 0.89% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $4.0M | 38,757 | 0.00% | 31q | -0.8%-$33.8K |
| WIN ADVISORS, INC | $4.0M | 38,468 | 1.42% | 2q | -76.7%-$13.2M |
| GOLDMAN SACHS GROUP INC | $3.9M | 37,752 | 0.00% | 6q | +28.5%+$866.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.6M | 34,961 | 0.07% | 6q | -0.9%-$34.5K |
| Global Retirement Partners, LLC | $3.5M | 33,892 | 0.05% | 16q | +5.4%+$179.7K |
| Creative Planning | $3.4M | 32,548 | 0.00% | 31q | +302.9%+$2.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2M | 30,610 | 0.00% | 31q | +5.4%+$163.2K |
| Financial Engines Advisors L.L.C. | $3.1M | 29,839 | 0.01% | 6q | +6.0%+$176.2K |
| Modern Wealth Management, LLC | $3.1M | 29,519 | 0.04% | 5q | +3.1%+$90.6K |
| J.W. COLE ADVISORS, INC. | $2.9M | 28,072 | 0.05% | new | NEW |
| BlackRock, Inc. | $2.7M | 26,085 | 0.00% | new | NEW |
| FMR LLC | $2.7M | 25,628 | 0.00% | 31q | +3.7%+$95.9K |
| Cerity Partners LLC | $2.6M | 25,314 | 0.00% | 11q | +7.4%+$181.4K |
| MML INVESTORS SERVICES, LLC | $2.4M | 23,139 | 0.00% | 31q | +6.1%+$137.4K |
| American Trust | $2.0M | 19,065 | 0.15% | 5q | +7.1%+$131.0K |
| Arkadios Wealth Advisors | $1.7M | 16,648 | 0.03% | 2q | -1.0%-$17.7K |
| JIM SAULNIER & ASSOCIATES, LLC | $1.7M | 16,217 | 0.68% | 8q | -53.7%-$1.9M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.6M | 15,795 | 0.98% | 15q | -9.8%-$178.3K |
| Councilor Wealth, LLC | $1.6M | 15,465 | 0.65% | 11q | HELD |
| HighTower Advisors, LLC | $1.6M | 15,221 | 0.00% | 20q | HELD |
| Private Advisor Group, LLC | $1.3M | 12,974 | 0.01% | 31q | -19.3%-$321.5K |
| MONEY CONCEPTS CAPITAL CORP | $1.3M | 12,699 | 0.06% | 10q | -16.4%-$258.9K |
| Bawa N Mallick Trust | $1.3M | 12,400 | 0.42% | 7q | HELD |
| Liberty Capital Management, Inc. | $1.3M | 12,260 | 0.22% | 29q | HELD |
| Wealth Management Associates, Inc. | $1.3M | 12,213 | 0.35% | 31q | HELD |
| Focus Partners Wealth | $1.2M | 11,877 | 0.00% | 3q | HELD |
| Equitable Holdings, Inc. | $1.2M | 11,448 | 0.01% | 27q | -97.0%-$38.3M |
| Kestra Advisory Services, LLC | $1.1M | 11,008 | 0.00% | 11q | +2.5%+$27.9K |
| STIFEL FINANCIAL CORP | $1.1M | 10,806 | 0.00% | 11q | +13.7%+$134.6K |
| Keystone Financial Services, LLC | $1.1M | 10,772 | 0.67% | 7q | -2.7%-$31.0K |
| Mariner, LLC | $1.1M | 10,731 | 0.00% | 11q | -34.1%-$575.5K |
| CITIGROUP INC | $1.1M | 10,446 | 0.00% | 31q | -3.8%-$42.5K |
| Greykasell Wealth Strategies, Inc. | $1.1M | 10,374 | 0.39% | 7q | HELD |
| Apollon Wealth Management, LLC | $1.1M | 10,220 | 0.01% | 19q | HELD |
| Rothschild Wealth LLC | $1.0M | 9,844 | 0.08% | 3q | HELD |
| ROCKLAND TRUST CO | $972.8K | 9,385 | 0.04% | 31q | -1.5%-$14.6K |
| OneDigital Investment Advisors LLC | $918.9K | 8,865 | 0.01% | 10q | HELD |
| Capital Management Associates, Inc | $869.3K | 8,387 | 0.17% | 11q | -4.9%-$44.7K |
| Pacific Sun Financial Corp | $810.5K | 7,820 | 0.33% | 25q | HELD |
| SeaCrest Wealth Management, LLC | $794.0K | 7,660 | 0.09% | 31q | -12.5%-$113.5K |
| FIFTH THIRD BANCORP | $786.2K | 7,585 | 0.00% | 30q | -4.8%-$39.9K |
| Sanctuary Advisors, LLC | $778.5K | 7,511 | 0.00% | 9q | HELD |
| BIP Wealth, LLC | $776.5K | 7,492 | 0.02% | new | NEW |
| NewEdge Wealth, LLC | $747.8K | 7,215 | 0.01% | 13q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $717.2K | 6,919 | 0.00% | 4q | +11.3%+$72.9K |
| Chicago Partners Investment Group LLC | $687.6K | 6,723 | 0.01% | 25q | +39.4%+$194.3K |
| Ameritas Advisory Services, LLC | $680.7K | 6,568 | 0.01% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $642.6K | 6,200 | 0.00% | 2q | HELD |
| CHAPIN DAVIS, INC. | $641.7K | 6,191 | 0.11% | 15q | HELD |
| Baird Financial Group, Inc. | $637.8K | 6,153 | 0.00% | 25q | -2.5%-$16.6K |
| Strategic Blueprint, LLC | $626.1K | 6,040 | 0.03% | 31q | HELD |
| Dana Investment Advisors, Inc. | $616.5K | 5,948 | 0.02% | 31q | HELD |
| IHT Wealth Management, LLC | $603.7K | 5,825 | 0.01% | 31q | -13.2%-$92.0K |
| Quantinno Capital Management LP | $600.4K | 5,792 | 0.00% | 2q | +48.8%+$197.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $594.8K | 5,739 | 0.00% | 31q | -44.5%-$476.6K |
| Choate Investment Advisors | $594.8K | 5,739 | 0.01% | 10q | HELD |
| Integrated Wealth Concepts LLC | $556.6K | 5,370 | 0.00% | 6q | +99.4%+$277.5K |
| Cape Investment Advisory, Inc. | $534.3K | 5,155 | 0.14% | 3q | HELD |
| Mutual Advisors, LLC | $533.6K | 5,148 | 0.01% | 10q | HELD |
| Aspen Wealth Management LLC | $514.4K | 4,963 | 0.09% | 9q | HELD |
| Harbour Trust & Investment Management Co | $487.2K | 4,700 | 0.05% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $484.4K | 4,674 | 0.00% | 26q | HELD |
| Richard P Slaughter Associates Inc | $482.0K | 4,650 | 0.09% | 27q | -4.9%-$25.0K |
| Asset Management Group, Inc. | $480.2K | 4,633 | 0.07% | 31q | -7.9%-$41.4K |
| M&T Bank Corp | $471.6K | 4,550 | 0.00% | 12q | HELD |
| Brightwater Advisory LLC | $466.6K | 4,502 | 0.29% | 6q | HELD |
| LANDAAS & CO /WI /ADV | $456.6K | 4,405 | 0.08% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $439.8K | 4,336 | 0.00% | 7q | +15.4%+$58.6K |
| Focus Financial Network, Inc. | $438.1K | 4,227 | 0.01% | 29q | -6.8%-$31.9K |
| MidAtlantic Capital Management, Inc. | $434.9K | 4,196 | 0.27% | 11q | HELD |
| Perigon Wealth Management, LLC | $429.3K | 4,142 | 0.01% | 15q | -0.7%-$3.2K |
| PNC Financial Services Group, Inc. | $427.8K | 4,128 | 0.00% | 31q | HELD |
| Larson Financial Group LLC | $427.0K | 4,120 | 0.01% | 9q | HELD |
| Savant Capital, LLC | $425.9K | 4,109 | 0.00% | 8q | -27.4%-$160.5K |
| Composition Wealth, LLC | $422.2K | 4,073 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $415.4K | 4,008 | 0.03% | 8q | -2.9%-$12.5K |
| Portland Financial Advisors Inc | $411.9K | 3,974 | 0.75% | 7q | HELD |
Showing the largest 100 of 191 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 | 183 | $595.8M | 5,747,990 | 16 | 33 | 48 | 0.0% |
| Q1 2026 | 174 | $523.4M | 5,807,806 | 18 | 33 | 43 | 0.0% |
| Q4 2025 | 171 | $480.9M | 5,185,327 | 17 | 26 | 39 | 0.0% |
| Q3 2025 | 161 | $464.9M | 5,036,587 | 13 | 30 | 45 | 0.0% |
| Q2 2025 | 160 | $406.3M | 4,733,385 | 14 | 26 | 47 | 0.0% |
| Q1 2025 | 157 | $342.8M | 4,436,089 | 9 | 32 | 45 | 0.0% |
| Q4 2024 | 167 | $533.0M | 6,562,768 | 9 | 30 | 45 | 0.0% |
| Q3 2024 | 156 | $420.0M | 5,300,315 | 15 | 31 | 39 | 0.0% |
| Q2 2024 | 148 | $298.5M | 3,970,595 | 12 | 23 | 41 | 0.0% |
| Q1 2024 | 136 | $349.5M | 4,825,265 | 12 | 21 | 46 | 0.0% |
| Q4 2023 | 133 | $307.5M | 4,676,063 | 15 | 32 | 35 | 0.0% |
| Q3 2023 | 117 | $227.5M | 3,862,722 | 9 | 20 | 32 | 0.0% |
| Q2 2023 | 116 | $230.5M | 3,774,407 | 11 | 22 | 35 | 0.0% |
| Q1 2023 | 105 | $216.4M | 3,834,401 | 6 | 13 | 40 | 0.0% |
| Q4 2022 | 103 | $193.8M | 3,660,293 | 13 | 22 | 25 | 0.0% |
| Q3 2022 | 120 | $207.6M | 4,199,259 | 6 | 17 | 28 | 0.0% |
| Q2 2022 | 123 | $235.3M | 4,526,899 | 4 | 16 | 35 | 0.0% |
| Q1 2022 | 136 | $275.0M | 4,365,501 | 7 | 14 | 44 | 0.0% |
| Q4 2021 | 139 | $285.9M | 4,307,429 | 11 | 16 | 40 | 0.0% |
| Q3 2021 | 129 | $270.0M | 4,448,811 | 10 | 22 | 37 | 0.0% |
| Q2 2021 | 123 | $275.3M | 4,529,689 | 9 | 107 | 3 | 0.0% |
| Q1 2021 | 121 | $271.2M | 1,228,476 | 6 | 20 | 40 | 0.0% |
| Q4 2020 | 124 | $285.3M | 1,565,831 | 13 | 20 | 33 | 0.0% |
| Q3 2020 | 113 | $278.0M | 1,428,175 | 10 | 14 | 40 | 0.0% |
| Q2 2020 | 113 | $244.4M | 1,402,042 | 13 | 17 | 45 | 0.0% |
| Q1 2020 | 109 | $192.9M | 1,316,544 | 7 | 22 | 43 | 0.0% |
| Q4 2019 | 121 | $264.3M | 1,434,821 | 7 | 24 | 35 | 0.0% |
| Q3 2019 | 111 | $276.0M | 1,645,827 | 12 | 17 | 34 | 0.0% |
| Q2 2019 | 103 | $270.5M | 1,639,802 | 8 | 28 | 31 | 0.0% |
| Q1 2019 | 99 | $221.9M | 1,357,445 | 8 | 18 | 37 | 0.0% |
| Q4 2018 | 95 | $236.4M | 1,658,481 | 2 | 0 | 2 | 0.0% |