ISHARES TR (ILCG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
338
Reporting holders
$1.8B
Reported value
0.0%
Held as options
+25
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $147.2M | 1,257,846 | 0.03% | 31q | -2.7%-$4.0M |
| MORGAN STANLEY | $129.9M | 1,109,788 | 0.01% | 35q | +1.8%+$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $119.6M | 1,021,655 | 0.03% | 31q | +71.0%+$49.6M |
| Clearstead Trust, LLC | $85.9M | 734,041 | 11.23% | 16q | +31.6%+$20.6M |
| WELLS FARGO & COMPANY/MN | $84.8M | 724,901 | 0.01% | 31q | -47.7%-$77.2M |
| Cetera Investment Advisers | $81.3M | 695,126 | 0.07% | 31q | +16.6%+$11.6M |
| AMERIPRISE FINANCIAL INC | $78.9M | 674,386 | 0.02% | 31q | -1.5%-$1.2M |
| FAS Wealth Partners, Inc. | $73.0M | 623,515 | 3.80% | 25q | +6.3%+$4.3M |
| B&D White Capital Company, LLC | $55.2M | 471,430 | 5.49% | 5q | +35.7%+$14.5M |
| JPMORGAN CHASE & CO | $52.3M | 454,141 | 0.00% | 31q | +7.0%+$3.4M |
| BANK OF AMERICA CORP /DE/ | $48.6M | 415,107 | 0.00% | 31q | -8.0%-$4.2M |
| Wealthspire Advisors, LLC | $46.3M | 395,293 | 0.25% | 6q | +8432.1%+$45.7M |
| RAYMOND JAMES FINANCIAL INC | $43.6M | 372,366 | 0.01% | 7q | +5.2%+$2.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $36.6M | 312,674 | 0.05% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $34.2M | 292,205 | 0.04% | 26q | +16.9%+$4.9M |
| MML INVESTORS SERVICES, LLC | $33.7M | 288,309 | 0.07% | 31q | +19.1%+$5.4M |
| McKinley Carter Wealth Services, Inc. | $32.7M | 279,192 | 1.68% | 6q | +3.1%+$981.3K |
| Corient Private Wealth LP | $30.0M | 256,214 | 0.02% | 15q | +100.7%+$15.0M |
| UBS Group AG | $24.4M | 208,372 | 0.00% | 21q | -3.5%-$878.9K |
| Goodman Advisory Group, LLC | $20.1M | 171,762 | 4.62% | 5q | +27648.3%+$20.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.2M | 164,399 | 0.03% | 12q | +5.5%+$993.2K |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | $16.6M | 141,722 | 2.60% | 31q | -0.7%-$121.3K |
| Rockefeller Capital Management L.P. | $15.6M | 133,591 | 0.02% | 28q | -2.0%-$324.8K |
| LongView Wealth Management | $15.0M | 128,562 | 3.86% | 11q | -5.5%-$882.3K |
| Prime Capital Investment Advisors, LLC | $14.7M | 125,749 | 0.14% | 31q | +2.9%+$421.0K |
| Merit Financial Group, LLC | $13.3M | 113,326 | 0.04% | 16q | +109.0%+$6.9M |
| ROYAL BANK OF CANADA | $12.9M | 110,087 | 0.00% | 31q | +14.2%+$1.6M |
| Cornerstone Wealth Management, LLC | $12.6M | 107,876 | 0.54% | 25q | -1.7%-$212.7K |
| Bank of New York Mellon Corp | $11.7M | 99,920 | 0.00% | 31q | +40.3%+$3.4M |
| WIN ADVISORS, INC | $11.3M | 96,476 | 4.02% | new | NEW |
| Investors Research Corp | $10.7M | 91,309 | 1.91% | 12q | +0.5%+$54.1K |
| Private Advisor Group, LLC | $10.3M | 87,636 | 0.05% | 31q | +194.8%+$6.8M |
| CAPTRUST FINANCIAL ADVISORS | $10.0M | 85,075 | 0.02% | 31q | HELD |
| Mariner, LLC | $9.1M | 77,535 | 0.01% | 21q | -45.5%-$7.6M |
| Marietta Wealth Management, LLC | $8.2M | 70,015 | 0.84% | 31q | -0.5%-$41.5K |
| &PARTNERS | $8.0M | 68,243 | 0.03% | 7q | +5.9%+$443.5K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $7.6M | 64,730 | 1.09% | 13q | +0.5%+$41.1K |
| Arcadia Wealth Management, LLC | $7.2M | 61,199 | 2.25% | 4q | +17.3%+$1.1M |
| Aptus Capital Advisors, LLC | $7.1M | 60,344 | 0.05% | 8q | -1.3%-$95.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.0M | 59,976 | 0.00% | 31q | -34.8%-$3.7M |
| Sunburst Financial Group, LLC | $6.9M | 58,544 | 1.11% | 19q | -1.4%-$95.4K |
| IHT Wealth Management, LLC | $6.7M | 57,532 | 0.14% | 26q | -0.7%-$46.7K |
| JOHNSON INVESTMENT COUNSEL INC | $6.2M | 52,897 | 0.05% | 31q | -1.0%-$61.7K |
| Ipsen Advisor Group LLC | $6.2M | 52,862 | 3.98% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $6.1M | 52,499 | 0.03% | 16q | -1.7%-$104.3K |
| Creative Planning | $5.6M | 47,904 | 0.00% | 31q | +15.7%+$759.8K |
| Corsicana & Co. | $5.3M | 45,287 | 2.57% | 10q | +10.1%+$485.9K |
| Sanctuary Advisors, LLC | $5.3M | 44,894 | 0.02% | 9q | +10.0%+$478.6K |
| Northwest Wealth Advisors, LLC | $5.1M | 43,587 | 2.93% | 3q | +7.8%+$370.6K |
| Elevation Capital Advisory, LLC | $5.0M | 43,105 | 1.95% | 2q | +3.8%+$185.0K |
| FMR LLC | $5.0M | 42,400 | 0.00% | 31q | +10.5%+$470.1K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $4.9M | 42,022 | 2.22% | 11q | -15.2%-$882.2K |
| Retirement Planning Group, LLC | $4.9M | 41,748 | 0.12% | 15q | HELD |
| Madison Wealth Partners, Inc | $4.8M | 40,983 | 0.61% | 18q | HELD |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $4.2M | 35,571 | 0.42% | 31q | HELD |
| Orion Porfolio Solutions, LLC | $4.2M | 35,559 | 0.03% | 4q | +18.2%+$642.0K |
| Advisory Services Network, LLC | $4.0M | 34,173 | 0.05% | 31q | +18.7%+$630.7K |
| ASSETMARK, INC | $4.0M | 33,913 | 0.01% | 15q | +36.0%+$1.1M |
| Bawa N Mallick Trust | $3.8M | 32,857 | 1.24% | 7q | HELD |
| CITIGROUP INC | $3.8M | 32,210 | 0.00% | 31q | -1.6%-$59.9K |
| Brand Asset Management Group, Inc. | $3.8M | 32,117 | 0.83% | 31q | -1.4%-$51.5K |
| VestGen Advisors, LLC | $3.7M | 31,280 | 0.11% | 6q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $3.6M | 31,091 | 0.17% | 12q | -30.2%-$1.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.6M | 31,012 | 0.00% | 9q | +94.5%+$1.8M |
| STIFEL FINANCIAL CORP | $3.6M | 30,918 | 0.00% | 31q | +12.2%+$392.8K |
| GenWealth Group, Inc. | $3.6M | 30,489 | 0.56% | 31q | -2.4%-$86.0K |
| Savant Capital, LLC | $3.4M | 29,350 | 0.01% | 20q | +9.6%+$302.0K |
| STEINBERGANNA WEALTH MANAGEMENT | $3.4M | 29,154 | 1.39% | 4q | HELD |
| Kestra Advisory Services, LLC | $3.3M | 28,120 | 0.01% | 24q | +24.2%+$640.9K |
| Hershey Financial Advisers, LLC | $3.2M | 27,023 | 2.27% | 7q | +148.0%+$1.9M |
| Farther Finance Advisors, LLC | $3.1M | 26,845 | 0.02% | 4q | -13.9%-$507.2K |
| Asempa Wealth Advisors | $3.1M | 26,560 | 2.32% | 3q | +9.5%+$269.6K |
| Financial Engines Advisors L.L.C. | $3.0M | 25,326 | 0.01% | 6q | -7.2%-$229.8K |
| JONES FINANCIAL COMPANIES LLLP | $3.0M | 26,369 | 0.00% | 9q | +4.3%+$121.0K |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.9M | 25,084 | 0.11% | 6q | -4.5%-$137.6K |
| North Star Investment Management Corp. | $2.8M | 24,064 | 0.15% | 28q | HELD |
| BASSO CAPITAL MANAGEMENT, L.P. | $2.8M | 23,568 | 0.59% | new | NEW |
| Arkadios Wealth Advisors | $2.7M | 23,046 | 0.04% | 27q | -2.8%-$79.1K |
| RWA WEALTH PARTNERS, LLC | $2.7M | 22,743 | 0.03% | 31q | -4.4%-$123.5K |
| Shira Ridge Wealth Management | $2.6M | 22,117 | 0.90% | 15q | -0.6%-$15.0K |
| Pinnacle Financial Group, LLC / IL | $2.6M | 21,837 | 0.62% | 19q | HELD |
| Geneos Wealth Management Inc. | $2.6M | 21,811 | 0.05% | 42q | +44.8%+$789.5K |
| ROMAN BUTLER FULLERTON & CO | $2.4M | 20,872 | 0.57% | 12q | +41.5%+$701.0K |
| Cape Investment Advisory, Inc. | $2.4M | 20,371 | 0.64% | 14q | HELD |
| Greykasell Wealth Strategies, Inc. | $2.4M | 20,235 | 0.86% | 7q | -0.6%-$15.3K |
| Beacon Financial Advisory LLC | $2.3M | 19,438 | 0.45% | 13q | HELD |
| Global Retirement Partners, LLC | $2.1M | 18,349 | 0.03% | 29q | +4.7%+$95.5K |
| HighTower Advisors, LLC | $2.1M | 18,345 | 0.00% | 31q | -1.5%-$32.9K |
| Horst & Graben Wealth Management LLC | $2.1M | 18,219 | 0.28% | 26q | HELD |
| XML Financial, LLC | $2.1M | 17,902 | 0.15% | 27q | HELD |
| Waterloo Capital, L.P. | $2.1M | 17,839 | 0.12% | new | NEW |
| Prosperity Consulting Group, LLC | $2.0M | 17,027 | 0.08% | 4q | -1.2%-$24.1K |
| Key Financial Inc | $2.0M | 16,690 | 0.32% | 23q | +11.0%+$193.3K |
| Essex Financial Services, Inc. | $1.9M | 16,571 | 0.10% | 24q | HELD |
| Proactive Wealth Strategies LLC | $1.9M | 16,508 | 0.31% | 8q | -10.6%-$229.3K |
| JIM SAULNIER & ASSOCIATES, LLC | $1.9M | 16,371 | 0.77% | 8q | -50.4%-$1.9M |
| Gladstone Institutional Advisory LLC | $1.9M | 15,935 | 0.06% | 18q | +0.7%+$12.9K |
| Towerpoint Wealth, LLC | $1.8M | 15,792 | 0.64% | 31q | -0.7%-$13.3K |
| DAYMARK WEALTH PARTNERS, LLC | $1.8M | 15,744 | 0.04% | 6q | -18.2%-$410.8K |
| KANE INVESTMENT MANAGEMENT, INC. | $1.8M | 15,696 | 0.78% | 7q | -6.6%-$129.5K |
Showing the largest 100 of 352 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 | 338 | $1.8B | 15,593,846 | 37 | 78 | 80 | 0.0% |
| Q1 2026 | 313 | $1.5B | 15,342,094 | 16 | 77 | 88 | 0.0% |
| Q4 2025 | 330 | $1.7B | 16,437,996 | 21 | 68 | 90 | 0.0% |
| Q3 2025 | 313 | $1.8B | 17,121,523 | 40 | 64 | 89 | 0.0% |
| Q2 2025 | 287 | $1.5B | 15,649,667 | 36 | 61 | 76 | 0.0% |
| Q1 2025 | 258 | $1.2B | 14,801,843 | 27 | 58 | 81 | 0.0% |
| Q4 2024 | 267 | $1.3B | 14,771,660 | 30 | 53 | 68 | 0.0% |
| Q3 2024 | 238 | $1.2B | 14,778,121 | 13 | 32 | 79 | 0.0% |
| Q2 2024 | 241 | $1.3B | 15,792,497 | 31 | 46 | 70 | 0.0% |
| Q1 2024 | 234 | $1.4B | 18,593,768 | 25 | 49 | 74 | 0.1% |
| Q4 2023 | 220 | $1.1B | 16,308,800 | 27 | 48 | 61 | 0.0% |
| Q3 2023 | 196 | $884.2M | 14,821,177 | 17 | 38 | 54 | 0.0% |
| Q2 2023 | 202 | $907.4M | 14,539,534 | 22 | 46 | 66 | 0.0% |
| Q1 2023 | 185 | $800.9M | 14,443,940 | 17 | 31 | 62 | 0.0% |
| Q4 2022 | 167 | $654.4M | 13,437,634 | 17 | 33 | 52 | 0.0% |
| Q3 2022 | 185 | $744.4M | 15,394,110 | 8 | 40 | 56 | 0.0% |
| Q2 2022 | 194 | $806.4M | 16,066,424 | 18 | 37 | 62 | 0.0% |
| Q1 2022 | 203 | $1.1B | 16,341,211 | 14 | 50 | 65 | 0.0% |
| Q4 2021 | 208 | $1.2B | 16,394,686 | 16 | 40 | 65 | 0.0% |
| Q3 2021 | 186 | $1.1B | 16,743,073 | 18 | 45 | 50 | 0.0% |
| Q2 2021 | 178 | $1.1B | 16,395,730 | 14 | 158 | 1 | 0.0% |
| Q1 2021 | 178 | $830.2M | 3,028,150 | 9 | 40 | 68 | 0.0% |
| Q4 2020 | 185 | $971.0M | 3,386,550 | 23 | 40 | 57 | 0.0% |
| Q3 2020 | 167 | $912.1M | 3,445,815 | 20 | 35 | 61 | 0.0% |
| Q2 2020 | 163 | $946.7M | 4,072,207 | 30 | 50 | 42 | 0.0% |
| Q1 2020 | 142 | $568.8M | 3,087,500 | 21 | 45 | 36 | 0.0% |
| Q4 2019 | 141 | $554.1M | 2,666,942 | 14 | 27 | 40 | 0.0% |
| Q3 2019 | 128 | $615.8M | 3,245,997 | 13 | 33 | 36 | 0.0% |
| Q2 2019 | 123 | $582.2M | 3,063,063 | 9 | 23 | 43 | 0.0% |
| Q1 2019 | 130 | $470.0M | 2,598,154 | 16 | 29 | 42 | 0.0% |
| Q4 2018 | 119 | $467.9M | 2,951,254 | 4 | 1 | 2 | 0.0% |