ISHARES TR (ILTB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
89
Reporting holders
$373.8M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $121.4M | 2,464,429 | 0.01% | 31q | +13.7%+$14.7M |
| AE Wealth Management LLC | $71.1M | 1,443,080 | 0.33% | 28q | +10.8%+$6.9M |
| RETIREMITTEN FINANCIAL LLC | $13.8M | 280,658 | 5.83% | 2q | +10.7%+$1.3M |
| Arkadios Wealth Advisors | $12.2M | 247,673 | 0.18% | 3q | +170.0%+$7.7M |
| Cedar Mountain Advisors, LLC | $12.1M | 245,120 | 2.08% | 8q | HELD |
| GOLDMAN SACHS GROUP INC | $12.0M | 242,710 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $11.3M | 230,132 | 0.00% | 31q | -78.7%-$42.0M |
| BlackRock, Inc. | $10.7M | 217,279 | 0.00% | 8q | +5.8%+$584.2K |
| UBS Group AG | $8.4M | 171,293 | 0.00% | 31q | +0.6%+$50.0K |
| Verde Capital Management | $7.6M | 154,947 | 1.41% | 27q | -11.2%-$966.6K |
| WELLS FARGO & COMPANY/MN | $7.5M | 151,963 | 0.00% | 31q | -55.6%-$9.4M |
| HighPoint Advisor Group LLC | $7.4M | 149,612 | 0.26% | new | NEW |
| MORGAN STANLEY | $6.2M | 126,550 | 0.00% | 35q | +3.1%+$184.8K |
| LPL Financial LLC | $6.1M | 123,830 | 0.00% | 31q | -7.3%-$477.9K |
| ETF Portfolio Partners, Inc. | $5.4M | 110,478 | 1.29% | 9q | +5.2%+$269.3K |
| Cetera Investment Advisers | $4.4M | 88,620 | 0.00% | 15q | +7.5%+$303.1K |
| ENVESTNET ASSET MANAGEMENT INC | $4.2M | 85,430 | 0.00% | 31q | +11.7%+$440.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.8M | 77,588 | 0.18% | 12q | -7.0%-$288.2K |
| CreativeOne Wealth, LLC | $3.7M | 75,082 | 0.08% | 20q | +4.4%+$154.7K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $3.4M | 68,757 | 0.53% | 5q | +4.6%+$149.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | $3.4M | 68,357 | 0.01% | 9q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $3.3M | 66,413 | 0.00% | 9q | +18.6%+$517.2K |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 50,619 | 0.00% | 7q | +2.3%+$54.9K |
| Independent Wealth Network Inc. | $2.3M | 47,187 | 0.59% | 20q | +0.7%+$16.2K |
| Sound Income Strategies, LLC | $2.3M | 46,637 | 0.10% | 23q | +19.6%+$375.7K |
| Wealthfront Advisers LLC | $2.2M | 44,692 | 0.00% | 13q | -6.6%-$155.3K |
| Equitable Holdings, Inc. | $2.2M | 43,691 | 0.01% | 9q | +12.2%+$234.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 39,869 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.8M | 37,031 | 0.00% | 7q | +166.8%+$1.1M |
| Prospera Financial Services Inc | $1.6M | 33,228 | 0.02% | 8q | -1.3%-$22.2K |
| ROYAL BANK OF CANADA | $1.6M | 31,747 | 0.00% | 31q | -9.2%-$158.0K |
| Goldstone Financial Group, LLC | $1.5M | 29,671 | 0.13% | 14q | HELD |
| JPMORGAN CHASE & CO | $1.1M | 23,084 | 0.00% | 31q | -2.1%-$24.9K |
| Veratis Advisors, Inc. | $1.1M | 22,756 | 0.79% | 2q | +13.9%+$136.9K |
| Cresta Advisors, Ltd. | $1.1M | 22,570 | 0.40% | 14q | HELD |
| MML INVESTORS SERVICES, LLC | $1.1M | 21,505 | 0.00% | 13q | +7.6%+$74.5K |
| Summit Wealth Partners, LLC | $778.7K | 15,810 | 0.11% | 27q | -6.4%-$53.4K |
| VestGen Advisors, LLC | $760.5K | 15,442 | 0.02% | 2q | +34.1%+$193.3K |
| J.W. COLE ADVISORS, INC. | $756.3K | 15,356 | 0.01% | new | NEW |
| Level Financial Advisors | $739.5K | 15,014 | 0.17% | new | NEW |
| Safeguard Investment Advisory Group, LLC | $704.5K | 14,303 | 0.16% | 23q | -5.9%-$43.8K |
| ZENITH SOLUTIONS, INC. | $637.2K | 12,939 | 0.58% | new | FIRST |
| Latitude Advisors, LLC | $499.9K | 10,150 | 0.20% | 6q | HELD |
| GWN SECURITIES INC. | $468.5K | 9,513 | 0.08% | 6q | +2.9%+$13.1K |
| Private Advisor Group, LLC | $453.3K | 9,204 | 0.00% | 14q | +2.1%+$9.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $451.7K | 9,171 | 0.00% | 17q | -17.6%-$96.6K |
| OSAIC HOLDINGS, INC. | $409.6K | 8,317 | 0.00% | 26q | +5.9%+$23.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $409.1K | 8,473 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $345.1K | 7,007 | 0.00% | 4q | -14.8%-$60.0K |
| Elevated Capital Advisors, LLC | $322.0K | 6,537 | 0.09% | 8q | -69.0%-$717.6K |
| TD PRIVATE CLIENT WEALTH LLC | $315.9K | 6,414 | 0.01% | 13q | +2.9%+$8.9K |
| Integrated Wealth Concepts LLC | $251.3K | 5,104 | 0.00% | new | NEW |
| PLANWISER FINANCIAL, LLC | $238.3K | 4,839 | 0.17% | 6q | -20.8%-$62.6K |
| Advisory Services Network, LLC | $231.5K | 4,701 | 0.00% | 2q | -32.2%-$110.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $224.7K | 4,601 | 0.01% | 26q | HELD |
| Global Retirement Partners, LLC | $211.5K | 4,295 | 0.00% | 9q | -14.9%-$37.1K |
| FIFTH THIRD BANCORP | $162.2K | 3,293 | 0.00% | 2q | HELD |
| CITIGROUP INC | $155.9K | 3,166 | 0.00% | 31q | +12.4%+$17.2K |
| PlanVest Financial, Inc | $116.3K | 2,362 | 0.08% | 2q | -32.5%-$56.0K |
| FINANCIAL CONSULATE, INC | $82.2K | 1,669 | 0.01% | 4q | -4.9%-$4.2K |
| NATIONAL BANK OF CANADA /FI/ | $60.0K | 1,220 | 0.00% | 14q | HELD |
| Decker Retirement Planning Inc. | $55.8K | 1,133 | 0.02% | 7q | HELD |
| IFP Advisors, Inc | $51.4K | 1,043 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $37.7K | 766 | 0.00% | 4q | -51.0%-$39.2K |
| SHP Wealth Management | $36.7K | 745 | 0.00% | 3q | -56.3%-$47.3K |
| Quest 10 Wealth Builders, Inc. | $26.1K | 530 | 0.02% | 7q | +19.4%+$4.2K |
| Guardian Partners Inc. | $13.8K | 280 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $13.4K | 272 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $12.3K | 250 | 0.00% | 11q | HELD |
| Rossby Financial, LCC | $10.2K | 208 | 0.00% | 6q | HELD |
| Crews Bank & Trust | $9.5K | 193 | 0.00% | 7q | HELD |
| Arax Advisory Partners | $8.6K | 174 | 0.00% | new | NEW |
| Oakmont Advisory Group, LLC | $3.9K | 78 | 0.00% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $3.7K | 76 | 0.00% | 6q | -99.8%-$1.8M |
| Qube Research & Technologies Ltd | $2.3K | 46 | 0.00% | 19q | HELD |
| Betterment LLC | $1.6K | 33,388 | 0.00% | 26q | +31.3% |
| VANGUARD ADVISERS INC | $1.6K | 33 | 0.00% | 2q | HELD |
| PEAPACK GLADSTONE FINANCIAL CORP | $1.2K | 23,577 | 0.01% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $890 | 18,082 | 0.00% | 13q | +82.5% |
| Allworth Financial LP | $789 | 16 | 0.00% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $690 | 14 | 0.00% | new | NEW |
| Spurstone Advisory Services, LLC | $684 | 14 | 0.01% | 6q | HELD |
| Bogart Wealth, LLC | $591 | 12 | 0.00% | 9q | HELD |
| Luminist Capital LLC | $345 | 0 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $317 | 6 | 0.00% | new | NEW |
| TSFG, LLC | $285 | 5,791 | 0.04% | 10q | -6.7% |
| FMR LLC | $148 | 3 | 0.00% | 4q | -40.0% |
| Godfrey Financial Associates, Inc. | $51 | 1 | 0.00% | 3q | HELD |
| Quent Capital, LLC | $49 | 1 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $40 | 1 | 0.00% | 3q | HELD |
| BLUELINE ADVISORS LLC | $28 | 1 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $9 | 0 | 0.00% | new | NEW |
| HANTZ FINANCIAL SERVICES, INC. | $0 | 0 | 0.00% | new | NEW |
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 | 89 | $373.8M | 7,589,084 | 17 | 27 | 23 | 0.0% |
| Q1 2026 | 82 | $383.4M | 7,828,733 | 6 | 23 | 28 | 0.0% |
| Q4 2025 | 86 | $341.0M | 6,861,514 | 8 | 31 | 24 | 0.0% |
| Q3 2025 | 83 | $307.3M | 6,086,288 | 8 | 24 | 28 | 0.0% |
| Q2 2025 | 83 | $319.4M | 6,462,729 | 8 | 24 | 30 | 0.0% |
| Q1 2025 | 88 | $346.1M | 6,875,599 | 14 | 27 | 31 | 0.0% |
| Q4 2024 | 85 | $302.4M | 6,215,218 | 9 | 34 | 23 | 0.0% |
| Q3 2024 | 84 | $321.1M | 6,026,864 | 14 | 29 | 21 | 0.0% |
| Q2 2024 | 78 | $349.5M | 7,019,785 | 11 | 32 | 22 | 0.0% |
| Q1 2024 | 77 | $536.9M | 10,517,202 | 11 | 29 | 21 | 0.0% |
| Q4 2023 | 83 | $361.6M | 6,900,107 | 16 | 30 | 24 | 0.0% |
| Q3 2023 | 77 | $308.9M | 6,533,769 | 9 | 29 | 23 | 0.0% |
| Q2 2023 | 78 | $360.7M | 6,855,577 | 18 | 26 | 15 | 0.0% |
| Q1 2023 | 62 | $198.9M | 3,701,693 | 14 | 22 | 12 | 0.0% |
| Q4 2022 | 52 | $168.7M | 3,312,022 | 16 | 14 | 19 | 0.0% |
| Q3 2022 | 55 | $160.7M | 3,200,240 | 6 | 15 | 21 | 0.0% |
| Q2 2022 | 59 | $112.0M | 1,998,581 | 9 | 16 | 26 | 0.0% |
| Q1 2022 | 66 | $106.8M | 1,667,690 | 6 | 20 | 27 | 0.0% |
| Q4 2021 | 74 | $145.5M | 2,016,498 | 4 | 28 | 24 | 0.0% |
| Q3 2021 | 70 | $161.2M | 2,244,080 | 10 | 24 | 19 | 0.0% |
| Q2 2021 | 68 | $177.4M | 2,454,149 | 9 | 27 | 24 | 0.0% |
| Q1 2021 | 72 | $203.7M | 2,959,227 | 12 | 30 | 16 | 0.0% |
| Q4 2020 | 73 | $213.6M | 2,795,281 | 12 | 26 | 17 | 0.0% |
| Q3 2020 | 65 | $186.7M | 2,472,841 | 9 | 25 | 23 | 0.0% |
| Q2 2020 | 59 | $148.3M | 1,979,444 | 6 | 25 | 20 | 0.0% |
| Q1 2020 | 61 | $169.2M | 2,375,179 | 10 | 24 | 18 | 0.0% |
| Q4 2019 | 65 | $136.6M | 2,004,643 | 11 | 24 | 15 | 0.0% |
| Q3 2019 | 58 | $114.5M | 1,650,658 | 16 | 15 | 18 | 0.0% |
| Q2 2019 | 44 | $174.5M | 2,644,933 | 5 | 17 | 16 | 0.0% |
| Q1 2019 | 45 | $163.0M | 2,600,367 | 5 | 15 | 15 | 0.0% |
| Q4 2018 | 43 | $143.1M | 2,423,324 | 1 | 1 | 1 | 0.0% |