ISHARES TR (INDY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
83
Reporting holders
$168.5M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $96.7M | 2,225,815 | 0.00% | 8q | -1.7%-$1.7M |
| MORGAN STANLEY | $7.7M | 176,467 | 0.00% | 35q | -29.4%-$3.2M |
| LPL Financial LLC | $6.3M | 145,439 | 0.00% | 31q | -23.9%-$2.0M |
| ROYAL BANK OF CANADA | $6.0M | 138,792 | 0.00% | 31q | +16.2%+$838.8K |
| BANK OF AMERICA CORP /DE/ | $5.7M | 130,710 | 0.00% | 31q | -23.6%-$1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 127,874 | 0.00% | 5q | +59.8%+$2.1M |
| UBS Group AG | $5.5M | 126,353 | 0.00% | 31q | -28.4%-$2.2M |
| Quadrature Capital Ltd | $3.4M | 77,794 | 0.03% | 3q | -23.4%-$1.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.6M | 59,297 | 0.00% | 2q | -19.0%-$605.0K |
| BEARING POINT CAPITAL, LLC | $2.4M | 54,915 | 0.32% | new | NEW |
| CITADEL ADVISORS LLC | $2.3M | 53,107 | 0.00% | 6q | +20.1%+$386.6K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2.0M | 45,062 | 0.00% | 18q | +4.6%+$87.0K |
| WELLS FARGO & COMPANY/MN | $1.7M | 38,669 | 0.00% | 31q | -53.7%-$1.9M |
| BANQUE PICTET & CIE SA | $1.3M | 30,000 | 0.01% | 24q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 26,934 | 0.00% | 7q | -8.2%-$105.1K |
| JANE STREET GROUP, LLC | $1.1M | 24,963 | 0.00% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $1.0M | 23,399 | 0.00% | 41q | +1.7%+$17.2K |
| DEUTSCHE BANK AG\ | $967.1K | 22,257 | 0.00% | 5q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $950.5K | 21,876 | 0.00% | new | NEW |
| Creative Planning | $898.5K | 20,680 | 0.00% | 18q | -16.9%-$182.9K |
| Cypress Capital Group | $860.3K | 19,800 | 0.08% | 19q | -71.6%-$2.2M |
| JONES FINANCIAL COMPANIES LLLP | $743.3K | 17,002 | 0.00% | 9q | -19.5%-$180.5K |
| CARRET ASSET MANAGEMENT, LLC | $698.0K | 16,065 | 0.06% | 8q | +13.3%+$82.1K |
| OLD MISSION CAPITAL LLC | $694.3K | 15,980 | 0.01% | 4q | -88.8%-$5.5M |
| Unique Wealth Strategies, LLC | $686.3K | 15,795 | 0.25% | 11q | +13.8%+$83.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $666.7K | 15,345 | 0.00% | 31q | -4.1%-$28.8K |
| SCOTIA CAPITAL INC. | $634.0K | 14,591 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $571.3K | 13,149 | 0.00% | 22q | -65.9%-$1.1M |
| Pitcairn Wealth Advisors LLC | $507.9K | 11,690 | 0.06% | 3q | HELD |
| Russell Investments Group, Ltd. | $505.0K | 11,623 | 0.00% | 11q | -31.2%-$229.5K |
| OSAIC HOLDINGS, INC. | $418.6K | 9,633 | 0.00% | 26q | -5.3%-$23.5K |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | $417.2K | 8,448 | 0.33% | 14q | +5.8%+$22.8K |
| ENVESTNET ASSET MANAGEMENT INC | $402.7K | 9,268 | 0.00% | 21q | -29.4%-$167.4K |
| BRIGHTON JONES LLC | $400.0K | 9,207 | 0.01% | 2q | +5.4%+$20.5K |
| MAI Capital Management | $396.1K | 9,116 | 0.00% | 2q | +3531.9%+$385.2K |
| Clearstead Advisors, LLC | $390.3K | 8,982 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $388.6K | 8,944 | 0.00% | 10q | -14.0%-$63.5K |
| Finley Financial, LLC | $386.3K | 8,890 | 0.16% | 7q | HELD |
| Cerity Partners LLC | $378.6K | 8,712 | 0.00% | 6q | HELD |
| Rockefeller Capital Management L.P. | $365.1K | 8,403 | 0.00% | 4q | -3.9%-$14.9K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $325.6K | 7,494 | 0.02% | 3q | HELD |
| Viewpoint Capital Management LLC | $260.9K | 6,005 | 0.13% | 19q | HELD |
| CIBC WORLD MARKET INC. | $249.8K | 5,748 | 0.00% | 31q | -81.1%-$1.1M |
| Rathbones Group PLC | $222.5K | 5,120 | 0.00% | 12q | HELD |
| FMR LLC | $214.1K | 4,926 | 0.00% | 23q | -8.0%-$18.7K |
| Pine Valley Investments Ltd Liability Co | $202.2K | 4,655 | 0.01% | 13q | -7.7%-$17.0K |
| SIGNATUREFD, LLC | $196.4K | 4,521 | 0.00% | 18q | HELD |
| WEBSTER BANK, N. A. | $154.7K | 3,560 | 0.01% | 12q | HELD |
| Activest Wealth Management | $124.9K | 2,874 | 0.02% | 5q | -40.2%-$84.0K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $117.9K | 2,714 | 0.01% | 14q | HELD |
| Wellington Grp LLC | $91.5K | 2,165 | 0.03% | 3q | HELD |
| PNC Financial Services Group, Inc. | $86.2K | 1,984 | 0.00% | 31q | +11.0%+$8.5K |
| Farther Finance Advisors, LLC | $83.0K | 1,909 | 0.00% | 9q | -12.1%-$11.4K |
| Institute for Wealth Management, LLC. | $70.9K | 1,631 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $51.9K | 1,195 | 0.00% | 12q | HELD |
| FIFTH THIRD BANCORP | $46.9K | 1,080 | 0.00% | 2q | HELD |
| Boreal Capital Management LLC | $41.7K | 960 | 0.03% | 4q | HELD |
| FIRST HORIZON CORP | $37.8K | 870 | 0.00% | 4q | HELD |
| TD Waterhouse Canada Inc. | $31.3K | 721 | 0.00% | 5q | -6.6%-$2.2K |
| PRIVATE TRUST CO NA | $26.5K | 609 | 0.00% | 17q | HELD |
| OLD SECOND NATIONAL BANK OF AURORA | $26.1K | 600 | 0.00% | 31q | HELD |
| Parallel Advisors, LLC | $21.6K | 496 | 0.00% | 31q | HELD |
| Guardian Partners Inc. | $19.6K | 450 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.5K | 425 | 0.00% | 18q | HELD |
| Integrated Wealth Concepts LLC | $17.5K | 402 | 0.00% | new | NEW |
| Highland Investment Advisors LLC | $17.1K | 395 | 0.01% | new | FIRST |
| Blue Trust, Inc. | $15.7K | 362 | 0.00% | 5q | -91.6%-$170.8K |
| Breakwater Investment Management | $13.7K | 316 | 0.00% | 10q | HELD |
| Federation des caisses Desjardins du Quebec | $12.2K | 280 | 0.00% | 6q | HELD |
| Pacific Center for Financial Services | $7.2K | 166 | 0.00% | 30q | HELD |
| JPMORGAN CHASE & CO | $5.0K | 114 | 0.00% | 31q | HELD |
| BLAIR WILLIAM & CO/IL | $4.3K | 100 | 0.00% | 2q | +81.8%+$2.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.3K | 100 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $4.0K | 92 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $3.3K | 75 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $3.0K | 68 | 0.00% | 29q | -93.1%-$40.1K |
| Strive Financial Group ,LLC | $2.6K | 60 | 0.00% | 3q | +100.0%+$1.3K |
| FLOW TRADERS U.S. LLC | $2.4K | 56,021 | 0.10% | new | NEW |
| Strengthening Families & Communities, LLC | $2.4K | 55 | 0.00% | 2q | HELD |
| WHITTIER TRUST CO | $1.5K | 35 | 0.00% | 8q | -74.1%-$4.4K |
| Cambridge Investment Research Advisors, Inc. | $538 | 12,360 | 0.00% | 12q | +95.0% |
| Central Pacific Bank - Trust Division | $391 | 9 | 0.00% | 10q | HELD |
| Continuum Advisory, LLC | $261 | 6 | 0.00% | new | NEW |
| Rice Partnership, LLC | $217 | 5 | 0.00% | new | NEW |
| TrinityBridge Ltd | $198 | 4,560 | 0.01% | 11q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $43 | 1 | 0.00% | 2q | HELD |
| HAZLETT, BURT & WATSON, INC. | $10 | 225 | 0.00% | 18q | -45.1% |
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 | 83 | $168.5M | 3,876,399 | 10 | 13 | 29 | 0.0% |
| Q1 2026 | 87 | $183.4M | 4,338,681 | 10 | 24 | 19 | 0.0% |
| Q4 2025 | 95 | $187.5M | 3,804,008 | 12 | 32 | 21 | 0.0% |
| Q3 2025 | 94 | $199.9M | 3,827,640 | 11 | 25 | 26 | 2.5% |
| Q2 2025 | 94 | $229.4M | 4,214,045 | 15 | 27 | 11 | 0.1% |
| Q1 2025 | 90 | $199.3M | 3,922,444 | 14 | 13 | 28 | 0.1% |
| Q4 2024 | 87 | $448.0M | 8,804,215 | 7 | 24 | 24 | 0.1% |
| Q3 2024 | 94 | $491.8M | 8,727,087 | 9 | 28 | 27 | 0.1% |
| Q2 2024 | 92 | $455.3M | 8,477,064 | 13 | 27 | 22 | 0.1% |
| Q1 2024 | 89 | $454.4M | 8,987,135 | 21 | 29 | 12 | 0.2% |
| Q4 2023 | 73 | $392.6M | 7,964,958 | 8 | 23 | 18 | 0.1% |
| Q3 2023 | 74 | $345.5M | 7,645,752 | 19 | 17 | 13 | 0.0% |
| Q2 2023 | 63 | $310.6M | 6,895,974 | 5 | 19 | 17 | 0.0% |
| Q1 2023 | 68 | $331.8M | 8,066,251 | 10 | 11 | 16 | 0.1% |
| Q4 2022 | 65 | $124.2M | 2,933,679 | 10 | 22 | 12 | 0.0% |
| Q3 2022 | 75 | $309.2M | 7,326,016 | 8 | 17 | 19 | 0.0% |
| Q2 2022 | 77 | $299.9M | 7,309,225 | 5 | 17 | 20 | 0.0% |
| Q1 2022 | 78 | $375.8M | 8,138,019 | 12 | 18 | 14 | 0.0% |
| Q4 2021 | 77 | $383.2M | 8,092,657 | 14 | 20 | 14 | 0.0% |
| Q3 2021 | 70 | $416.4M | 8,069,782 | 8 | 14 | 23 | 0.0% |
| Q2 2021 | 72 | $398.1M | 8,515,064 | 12 | 16 | 15 | 0.0% |
| Q1 2021 | 72 | $407.7M | 9,086,514 | 16 | 19 | 11 | 0.0% |
| Q4 2020 | 61 | $394.5M | 9,355,558 | 7 | 10 | 18 | 0.0% |
| Q3 2020 | 59 | $357.8M | 10,275,347 | 8 | 10 | 18 | 0.0% |
| Q2 2020 | 53 | $312.4M | 10,110,408 | 9 | 5 | 17 | 0.0% |
| Q1 2020 | 63 | $299.1M | 11,658,243 | 8 | 10 | 21 | 0.0% |
| Q4 2019 | 89 | $479.7M | 12,423,472 | 18 | 13 | 27 | 0.0% |
| Q3 2019 | 80 | $438.1M | 11,941,355 | 8 | 13 | 34 | 0.0% |
| Q2 2019 | 89 | $571.7M | 14,898,912 | 17 | 32 | 17 | 0.0% |
| Q1 2019 | 79 | $477.0M | 12,582,482 | 15 | 20 | 20 | 0.0% |
| Q4 2018 | 76 | $413.6M | 11,713,361 | 1 | 0 | 2 | 0.0% |