ISHARES TR (ILF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
318
Reporting holders
$1.6B
Reported value
1.2%
Held as options
+14
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 | $178.2M | 5,280,873 | 0.01% | 35q | +3.8%+$6.5M |
| MEITAV INVESTMENT HOUSE LTD | $124.2M | 3,680,000 | 0.84% | new | NEW |
| CI INVESTMENTS INC. | $79.2M | 2,347,622 | 0.25% | 7q | +28.1%+$17.4M |
| BANK OF AMERICA CORP /DE/ | $63.9M | 1,893,278 | 0.00% | 31q | -24.5%-$20.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $62.4M | 1,737,523 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $46.0M | 1,362,689 | 0.01% | 31q | -39.3%-$29.8M |
| D. E. Shaw & Co., Inc. | $40.0M | 1,186,133 | 0.02% | new | NEW |
| Merit Financial Group, LLC | $37.3M | 1,104,402 | 0.11% | 7q | +158.2%+$22.8M |
| New Harbor Financial Group, LLC | $35.4M | 1,048,773 | 5.59% | 5q | +4.2%+$1.4M |
| LPL Financial LLC | $28.4M | 841,229 | 0.01% | 23q | -39.9%-$18.8M |
| Journey Advisory Group, LLC | $28.2M | 834,982 | 2.15% | 6q | +4.2%+$1.1M |
| Proficio Capital Partners LLC | $27.6M | 817,924 | 0.99% | 3q | +10.6%+$2.7M |
| RAYMOND JAMES FINANCIAL INC | $24.3M | 719,864 | 0.01% | 7q | +20.5%+$4.1M |
| HighTower Advisors, LLC | $24.2M | 717,986 | 0.02% | 13q | +13.5%+$2.9M |
| Itau Unibanco Holding S.A. | $23.3M | 640,000 | 0.44% | new | NEW |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $22.5M | 664,748 | 0.27% | new | NEW |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $21.9M | 647,988 | 1.21% | 22q | HELD |
| Horizon Investments, LLC | $21.6M | 639,340 | 0.24% | new | NEW |
| SYON CAPITAL LLC | $20.5M | 606,278 | 0.89% | 2q | +21.1%+$3.6M |
| ROYAL BANK OF CANADA | $19.8M | 586,740 | 0.00% | 31q | -13.7%-$3.1M |
| AMERIPRISE FINANCIAL INC | $19.6M | 580,330 | 0.00% | 23q | -53.5%-$22.5M |
| TUDOR INVESTMENT CORP ET AL | $19.1M | 200,000 | 0.03% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $17.3M | 513,175 | 0.00% | 18q | +40.4%+$5.0M |
| Bank Julius Baer & Co. Ltd, Zurich | $17.2M | 510,432 | 0.04% | 2q | -4.7%-$857.3K |
| OSAIC HOLDINGS, INC. | $17.0M | 503,241 | 0.02% | 26q | +70.3%+$7.0M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $16.0M | 474,510 | 1.52% | 2q | HELD |
| JANE STREET GROUP, LLC | $15.6M | 456,952 | 0.00% | 4q | HELD |
| Carrera Capital Advisors | $14.9M | 441,942 | 2.21% | 9q | +2.3%+$335.7K |
| Barry Investment Advisors, LLC | $14.6M | 431,940 | 3.05% | 2q | +3.2%+$452.7K |
| GOLDMAN SACHS GROUP INC | $13.8M | 408,300 | 0.00% | 2q | +24.4%+$2.7M |
| UBS Group AG | $13.5M | 399,599 | 0.00% | 31q | -32.0%-$6.3M |
| Csenge Advisory Group | $13.5M | 398,684 | 0.55% | 3q | +41.8%+$4.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | $12.5M | 371,843 | 0.60% | new | NEW |
| BANK OF NOVA SCOTIA | $11.7M | 346,833 | 0.02% | 27q | -68.7%-$25.7M |
| Randolph Co Inc | $11.5M | 341,955 | 0.97% | 2q | HELD |
| Financial Sense Advisors, Inc. | $10.5M | 310,234 | 2.06% | new | NEW |
| Banco Santander, S.A. | $9.8M | 290,985 | 0.06% | 12q | +13.0%+$1.1M |
| DRW Securities, LLC | $9.3M | 276,016 | 0.23% | 2q | +457.8%+$7.6M |
| BANQUE PICTET & CIE SA | $9.1M | 270,000 | 0.06% | 31q | HELD |
| Venturi Wealth Management, LLC | $8.9M | 263,747 | 0.34% | 5q | HELD |
| MML INVESTORS SERVICES, LLC | $8.7M | 258,326 | 0.02% | 22q | +85.9%+$4.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.5M | 253,285 | 0.00% | 19q | +17.9%+$1.3M |
| Kera Capital Partners, Inc. | $8.5M | 252,675 | 0.82% | 6q | +10.8%+$832.2K |
| Kestra Advisory Services, LLC | $8.4M | 248,248 | 0.03% | 13q | +7.7%+$600.8K |
| FIRST AMERICAN TRUST, FSB | $8.3M | 245,156 | 0.50% | 5q | -22.4%-$2.4M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $8.2M | 244,200 | 0.05% | 4q | +18.3%+$1.3M |
| ASSETMARK, INC | $8.2M | 242,119 | 0.01% | 6q | -4.4%-$378.8K |
| Advisory Services Network, LLC | $7.9M | 235,259 | 0.09% | 15q | +225.3%+$5.5M |
| LMCG INVESTMENTS, LLC | $7.9M | 234,074 | 0.42% | 14q | -3.9%-$322.8K |
| Kiker Wealth Management, LLC | $7.9M | 232,716 | 3.06% | 7q | -2.4%-$196.1K |
| Omnia Family Wealth, LLC | $7.4M | 218,058 | 1.97% | 3q | +2.4%+$169.1K |
| Corecam Pte. Ltd. | $7.2M | 214,110 | 2.74% | 4q | +6.0%+$406.7K |
| Caprock Group, LLC | $6.7M | 198,640 | 0.13% | new | NEW |
| Qube Research & Technologies Ltd | $6.6M | 196,018 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 191,895 | 0.01% | 11q | +5.7%+$351.1K |
| CITADEL ADVISORS LLC | $6.4M | 137,321 | 0.00% | 25q | +2310.0%+$6.1M |
| Lake Hills Wealth Management, LLC | $6.3M | 188,017 | 2.88% | new | NEW |
| Cetera Investment Advisers | $5.7M | 169,814 | 0.01% | 12q | +39.3%+$1.6M |
| Highview Capital Management LLC/DE/ | $5.5M | 162,959 | 1.58% | 5q | +9.0%+$455.8K |
| CoreCap Advisors, LLC | $5.4M | 159,150 | 0.16% | 4q | +3.1%+$159.6K |
| Man Group plc | $5.3M | 156,883 | 0.01% | 5q | HELD |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $5.2M | 155,200 | 0.32% | new | NEW |
| WealthCare Asset Management, LLC | $5.2M | 154,548 | 2.17% | new | NEW |
| CITIGROUP INC | $5.2M | 153,979 | 0.00% | 31q | +21.1%+$903.9K |
| GARDA CAPITAL PARTNERS LP | $5.1M | 150,000 | 1.77% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $5.0M | 148,550 | 0.05% | 3q | +4.4%+$213.2K |
| EFG International AG | $4.8M | 143,461 | 0.09% | 3q | -2.9%-$147.2K |
| ICICI Prudential Asset Management Co Ltd | $4.8M | 142,143 | 0.53% | 18q | HELD |
| SSA SWISS ADVISORS AG | $4.8M | 141,897 | 1.80% | 5q | +3.1%+$144.7K |
| Private Advisor Group, LLC | $4.7M | 138,192 | 0.02% | 14q | +493.1%+$3.9M |
| Exit Wealth Advisors, LLC. | $4.3M | 128,058 | 1.97% | 4q | +10.6%+$415.7K |
| STIFEL FINANCIAL CORP | $4.2M | 123,656 | 0.00% | 22q | +11.3%+$424.8K |
| Black Swift Group, LLC | $4.1M | 122,511 | 0.60% | 3q | +45.3%+$1.3M |
| PGIM Custom Harvest LLC | $4.0M | 118,461 | 0.05% | 19q | +29.3%+$905.3K |
| Fiduciary Alliance LLC | $3.8M | 113,328 | 0.26% | 2q | +38.3%+$1.1M |
| Westview Management dba Westview Investment Advisors | $3.8M | 111,800 | 1.85% | 2q | -1.6%-$63.1K |
| 180 WEALTH ADVISORS, LLC | $3.7M | 111,019 | 0.38% | 4q | +36.2%+$995.9K |
| Mission Creek Capital Partners, Inc. | $3.5M | 103,546 | 0.61% | 2q | +9.7%+$309.5K |
| Moneda S.A. Administradora General de Fondos | $3.4M | 101,134 | 2.80% | 27q | +28.6%+$758.6K |
| HSBC HOLDINGS PLC | $3.4M | 99,979 | 0.00% | 7q | -95.9%-$79.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3.4M | 99,093 | 0.00% | 5q | -92.9%-$44.0M |
| JPMORGAN CHASE & CO | $3.2M | 94,749 | 0.00% | 31q | -97.3%-$115.9M |
| Corecam AG | $3.0M | 89,410 | 2.58% | 3q | +1.8%+$54.3K |
| Redhawk Wealth Advisors, Inc. | $3.0M | 87,787 | 0.29% | 5q | -6.0%-$188.3K |
| Farther Finance Advisors, LLC | $2.9M | 87,174 | 0.02% | 9q | +55.3%+$1.0M |
| Federation des caisses Desjardins du Quebec | $2.9M | 86,500 | 0.01% | 4q | -60.6%-$4.5M |
| Spahn Wealth & Retirement LLC | $2.9M | 86,280 | 1.87% | new | NEW |
| Riggs Asset Managment Co. Inc. | $2.9M | 85,868 | 0.52% | 3q | +6.4%+$174.1K |
| FIRST TRUST ADVISORS LP | $2.9M | 85,720 | 0.00% | 2q | +1.1%+$31.2K |
| OLD MISSION CAPITAL LLC | $2.9M | 85,184 | 0.05% | new | NEW |
| D.A. DAVIDSON & CO. | $2.7M | 80,719 | 0.02% | 2q | +12.4%+$300.5K |
| Quantinno Capital Management LP | $2.7M | 80,429 | 0.00% | 6q | +13.9%+$331.9K |
| Summit Financial, LLC | $2.7M | 80,125 | 0.03% | 5q | +39.8%+$770.1K |
| TWO SIGMA INVESTMENTS, LP | $2.6M | 77,500 | 0.00% | 2q | -50.1%-$2.6M |
| Blue Capital, Inc. | $2.5M | 75,018 | 1.61% | 4q | -5.3%-$142.7K |
| Leibman Financial Services, Inc. | $2.4M | 71,820 | 1.61% | 3q | -18.7%-$555.9K |
| MetLife Inc | $2.4M | 71,751 | 18.50% | 32q | HELD |
| Sharper & Granite LLC | $2.4M | 70,854 | 0.74% | 15q | +1.4%+$32.7K |
| Equitable Holdings, Inc. | $2.4M | 70,853 | 0.01% | 27q | -22.9%-$708.4K |
| Corient Private Wealth LP | $2.4M | 69,926 | 0.00% | 14q | +97.7%+$1.2M |
Showing the largest 100 of 333 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 | 318 | $1.6B | 47,335,892 | 65 | 116 | 76 | 1.2% |
| Q1 2026 | 304 | $1.7B | 47,701,723 | 97 | 103 | 66 | 0.7% |
| Q4 2025 | 244 | $1.1B | 35,364,787 | 54 | 88 | 49 | 0.3% |
| Q3 2025 | 203 | $809.5M | 28,010,002 | 42 | 67 | 53 | 0.1% |
| Q2 2025 | 176 | $692.0M | 26,371,397 | 41 | 44 | 58 | 0.1% |
| Q1 2025 | 147 | $554.2M | 23,513,198 | 28 | 48 | 35 | 0.1% |
| Q4 2024 | 137 | $446.9M | 21,343,691 | 11 | 38 | 49 | 0.1% |
| Q3 2024 | 151 | $704.4M | 27,173,392 | 22 | 47 | 47 | 0.1% |
| Q2 2024 | 156 | $620.9M | 25,058,820 | 22 | 54 | 49 | 0.0% |
| Q1 2024 | 178 | $1.1B | 37,347,690 | 30 | 50 | 60 | 0.1% |
| Q4 2023 | 181 | $967.2M | 33,221,480 | 40 | 62 | 42 | 0.2% |
| Q3 2023 | 155 | $630.1M | 24,608,649 | 24 | 61 | 34 | 0.2% |
| Q2 2023 | 149 | $600.7M | 22,063,691 | 32 | 53 | 38 | 0.2% |
| Q1 2023 | 134 | $455.6M | 19,008,457 | 21 | 47 | 37 | 0.4% |
| Q4 2022 | 127 | $442.6M | 19,456,049 | 28 | 40 | 36 | 0.3% |
| Q3 2022 | 128 | $495.8M | 20,620,439 | 11 | 36 | 50 | 1.3% |
| Q2 2022 | 141 | $555.4M | 24,382,674 | 26 | 46 | 36 | 0.7% |
| Q1 2022 | 158 | $850.1M | 27,898,437 | 61 | 35 | 28 | 0.3% |
| Q4 2021 | 119 | $395.1M | 16,511,749 | 14 | 26 | 37 | 0.7% |
| Q3 2021 | 135 | $798.6M | 29,885,797 | 17 | 44 | 37 | 0.7% |
| Q2 2021 | 142 | $1.1B | 34,780,604 | 29 | 48 | 31 | 0.4% |
| Q1 2021 | 129 | $874.1M | 31,366,381 | 35 | 36 | 31 | 1.0% |
| Q4 2020 | 124 | $675.3M | 22,508,292 | 47 | 23 | 23 | 2.9% |
| Q3 2020 | 89 | $314.7M | 13,024,833 | 16 | 15 | 26 | 13.2% |
| Q2 2020 | 99 | $503.2M | 23,117,874 | 20 | 26 | 24 | 0.5% |
| Q1 2020 | 103 | $268.1M | 14,658,218 | 8 | 25 | 38 | 0.3% |
| Q4 2019 | 143 | $539.4M | 15,841,352 | 18 | 36 | 39 | 0.3% |
| Q3 2019 | 135 | $387.9M | 12,247,462 | 22 | 29 | 46 | 0.1% |
| Q2 2019 | 128 | $391.8M | 11,633,063 | 20 | 29 | 43 | 0.7% |
| Q1 2019 | 144 | $708.0M | 21,361,092 | 29 | 33 | 42 | 0.1% |
| Q4 2018 | 135 | $473.1M | 15,163,995 | 4 | 3 | 1 | 0.1% |