ISHARES TR (INTF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
193
Reporting holders
$2.8B
Reported value
0.1%
Held as options
+1
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $896.3M | 21,882,011 | 0.48% | 31q | +8.2%+$68.1M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $251.4M | 6,136,594 | 1.88% | 4q | -2.3%-$6.0M |
| Invesco Ltd. | $192.0M | 4,688,330 | 0.02% | 6q | +48.4%+$62.6M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $140.0M | 3,417,256 | 6.05% | 24q | +2.3%+$3.2M |
| Tolleson Wealth Management, Inc. | $126.1M | 3,078,519 | 17.00% | 15q | HELD |
| AMERIPRISE FINANCIAL INC | $95.5M | 2,355,846 | 0.02% | 17q | -52.5%-$105.4M |
| Compound Planning, Inc. | $82.5M | 2,013,674 | 2.15% | 11q | +4.0%+$3.2M |
| Clearwater Capital Advisors, LLC | $77.6M | 1,894,651 | 5.69% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $54.2M | 1,324,191 | 0.01% | 7q | -6.4%-$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $43.5M | 1,061,578 | 0.01% | 31q | +23.2%+$8.2M |
| WELLS FARGO & COMPANY/MN | $34.5M | 843,379 | 0.01% | 31q | -46.3%-$29.8M |
| JPMORGAN CHASE & CO | $31.6M | 773,011 | 0.00% | 15q | -5.1%-$1.7M |
| Kestra Investment Management, LLC | $31.5M | 768,961 | 0.61% | 9q | -10.9%-$3.9M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $30.4M | 741,199 | 0.56% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $29.0M | 714,191 | 0.01% | 9q | +49.6%+$9.6M |
| Acropolis Investment Management, LLC | $28.9M | 722,236 | 0.60% | 14q | +98.8%+$14.3M |
| MORGAN STANLEY | $27.0M | 658,583 | 0.00% | 35q | +5.1%+$1.3M |
| Integrated Wealth Concepts LLC | $26.8M | 654,453 | 0.13% | 31q | +3.3%+$868.4K |
| Shah Wealth Advisors, LLC | $26.8M | 654,401 | 6.19% | new | FIRST |
| Modern Wealth Management, LLC | $25.8M | 630,132 | 0.31% | 8q | -6.4%-$1.8M |
| First Command Advisory Services, Inc. | $24.5M | 598,639 | 0.15% | 31q | +2.0%+$469.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $23.0M | 561,942 | 0.05% | 7q | +137.6%+$13.3M |
| AlphaCore Capital LLC | $22.4M | 546,768 | 0.41% | 3q | -2.0%-$448.8K |
| Winthrop Advisory Group LLC | $22.3M | 545,342 | 1.50% | 2q | -2.4%-$545.9K |
| Thrive Wealth Management, LLC | $20.9M | 509,257 | 2.65% | 15q | +48.8%+$6.8M |
| Weil Company, Inc. | $19.7M | 480,001 | 3.46% | 8q | +4.7%+$881.6K |
| LPL Financial LLC | $17.3M | 422,185 | 0.00% | 31q | +23.2%+$3.3M |
| BANK OF AMERICA CORP /DE/ | $17.2M | 419,425 | 0.00% | 31q | +21.9%+$3.1M |
| UBS Group AG | $16.2M | 394,937 | 0.00% | 31q | +3.0%+$470.7K |
| Sequoia Financial Advisors, LLC | $15.2M | 371,000 | 0.08% | 3q | -27.7%-$5.8M |
| Conrad Siegel Investment Advisors, Inc. | $14.8M | 360,909 | 2.41% | 3q | +0.8%+$122.3K |
| DDFG, Inc | $13.6M | 333,144 | 2.71% | 10q | +3.2%+$418.4K |
| Heck Capital Advisors, LLC | $13.4M | 326,954 | 0.80% | 37q | -3.0%-$419.4K |
| Obsido Oy | $12.6M | 308,413 | 6.76% | 7q | +2.5%+$313.0K |
| HighTower Advisors, LLC | $12.3M | 301,313 | 0.01% | 15q | HELD |
| JANE STREET GROUP, LLC | $12.3M | 300,000 | 0.00% | 2q | +102.1%+$6.2M |
| Farther Finance Advisors, LLC | $12.1M | 296,493 | 0.09% | 15q | -19.1%-$2.9M |
| MERIDIAN MANAGEMENT CO | $10.9M | 266,303 | 2.45% | 31q | HELD |
| Brio Consultants, LLC | $9.1M | 222,095 | 1.07% | 16q | -0.6%-$58.6K |
| Northwest Wealth Advisors, LLC | $8.7M | 212,566 | 5.00% | 3q | +9.5%+$756.7K |
| Vise Technologies, Inc. | $7.7M | 187,076 | 0.09% | 5q | +43.8%+$2.3M |
| RHS Financial, LLC | $7.1M | 173,378 | 2.86% | 8q | +30.4%+$1.7M |
| New Insight Wealth Advisors | $7.1M | 172,164 | 2.08% | 8q | +25.0%+$1.4M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $6.6M | 160,285 | 0.48% | 31q | -20.5%-$1.7M |
| Beirne Wealth Consulting Services, LLC | $6.4M | 155,260 | 1.27% | 31q | +2.3%+$142.9K |
| OSAIC HOLDINGS, INC. | $6.2M | 152,373 | 0.01% | 26q | +5.1%+$305.2K |
| Avestar Capital, LLC | $6.2M | 151,417 | 0.35% | 13q | +4.8%+$284.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 151,210 | 0.01% | 31q | -13.2%-$945.3K |
| SAGESPRING WEALTH PARTNERS, LLC | $6.1M | 148,915 | 0.09% | 7q | -3.5%-$223.4K |
| CABOT WEALTH MANAGEMENT INC | $5.8M | 142,558 | 0.59% | 25q | +58.2%+$2.1M |
| Citizens National Bank Trust Department | $5.6M | 137,225 | 0.83% | 25q | +1.5%+$84.8K |
| Kestra Advisory Services, LLC | $5.5M | 133,292 | 0.02% | 6q | +32.5%+$1.3M |
| YHB Investment Advisors, Inc. | $5.3M | 129,073 | 0.34% | 2q | +42.6%+$1.6M |
| Equitable Holdings, Inc. | $5.2M | 127,235 | 0.03% | 9q | -1.9%-$102.1K |
| GOLDMAN SACHS GROUP INC | $5.2M | 126,051 | 0.00% | 4q | -59.5%-$7.6M |
| SigFig Wealth Management, LLC | $4.7M | 115,189 | 0.12% | 25q | -3.1%-$151.4K |
| Horizon Family Wealth, Inc. | $4.6M | 112,257 | 2.10% | 19q | +0.9%+$38.9K |
| EVOLVE PRIVATE WEALTH, LLC | $4.6M | 112,003 | 0.28% | 3q | +2.0%+$88.9K |
| Quantinno Capital Management LP | $4.3M | 106,097 | 0.01% | 4q | +22.5%+$799.6K |
| Focus Partners Wealth | $4.3M | 104,474 | 0.00% | 11q | -6.1%-$277.4K |
| Cerity Partners LLC | $4.3M | 104,226 | 0.01% | 13q | +1.5%+$61.4K |
| Ipsen Advisor Group LLC | $4.2M | 103,574 | 2.73% | 3q | +4.9%+$196.4K |
| CITIGROUP INC | $4.0M | 97,314 | 0.00% | 27q | +1550.5%+$3.7M |
| Mariner, LLC | $4.0M | 97,257 | 0.00% | 15q | -7.0%-$299.3K |
| Cetera Investment Advisers | $3.9M | 94,844 | 0.00% | 10q | +89.4%+$1.8M |
| Stokes Family Office, LLC | $3.9M | 94,579 | 0.45% | 17q | -65.0%-$7.2M |
| PRINCIPAL SECURITIES, INC. | $3.8M | 93,589 | 0.05% | 7q | +93.5%+$1.9M |
| Alchemi Wealth, LLC | $3.8M | 93,062 | 1.79% | 3q | +3.5%+$129.4K |
| AlTi Global, Inc. | $3.7M | 91,480 | 0.08% | 9q | -2.9%-$111.8K |
| Kingsview Wealth Management, LLC | $3.2M | 78,037 | 0.04% | 17q | HELD |
| Creative Planning | $3.1M | 75,362 | 0.00% | 24q | HELD |
| Atria Investments, Inc | $2.9M | 69,932 | 0.03% | 16q | -0.6%-$17.5K |
| Diversify Advisory Services, LLC | $2.7M | 65,560 | 0.05% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.7M | 65,560 | 0.05% | 2q | +7.1%+$181.0K |
| OLD MISSION CAPITAL LLC | $2.7M | 65,203 | 0.04% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 64,221 | 0.00% | 9q | +12.8%+$299.3K |
| Daybright Advisory Services, Inc. | $2.5M | 60,670 | 0.61% | new | NEW |
| Western Wealth Management, LLC | $2.5M | 61,964 | 0.08% | 4q | +0.9%+$23.3K |
| Rockefeller Capital Management L.P. | $2.5M | 61,167 | 0.00% | 22q | -0.6%-$14.1K |
| Stonebridge Wealth Management, LLC | $2.4M | 59,716 | 2.19% | 5q | -1.6%-$38.9K |
| Stratos Investment Management, LLC | $2.4M | 59,467 | 0.09% | 7q | -0.9%-$22.2K |
| IFP Advisors, Inc | $2.4M | 58,421 | 0.04% | 7q | -4.2%-$104.2K |
| MAGNOLIA CAPITAL ADVISORS LLC | $2.2M | 53,812 | 0.38% | 21q | +4.6%+$96.3K |
| Arax Advisory Partners | $2.1M | 50,167 | 0.01% | 3q | +3049.2%+$2.0M |
| Clark Capital Management Group, Inc. | $2.0M | 49,972 | 0.01% | new | NEW |
| Sage Mountain Advisors LLC | $1.7M | 42,634 | 0.11% | 16q | HELD |
| Savant Capital, LLC | $1.6M | 40,156 | 0.00% | 26q | +116.7%+$885.8K |
| SIMPLEX TRADING, LLC | $1.6M | options only | 0.00% | 31q | OPTIONS |
| Private Advisor Group, LLC | $1.6M | 39,582 | 0.01% | 5q | +262.1%+$1.2M |
| LINCOLN CAPITAL CORP | $1.6M | 39,344 | 0.52% | 28q | HELD |
| IMC-Chicago, LLC | $1.6M | options only | 0.00% | 2q | OPTIONS |
| MAIMON WEALTH MANAGEMENT LTD. | $1.5M | 37,225 | 1.17% | 3q | +16.7%+$218.5K |
| Gallacher Capital Management LLC | $1.5M | 36,026 | 0.83% | 4q | -11.2%-$186.9K |
| SHP Wealth Management | $1.4M | 35,220 | 0.10% | 2q | +96.5%+$708.5K |
| Bleakley Financial Group, LLC | $1.3M | 32,620 | 0.02% | 2q | +4.2%+$53.5K |
| Merit Financial Group, LLC | $1.3M | 32,300 | 0.00% | 17q | +110.1%+$693.4K |
| BFI Wealth Solutions, LLC | $1.3M | 31,468 | 0.95% | 3q | HELD |
| LANDMARK WEALTH MANAGEMENT, INC. | $1.3M | 31,371 | 0.43% | 9q | HELD |
| Sigma Planning Corp | $1.3M | 30,564 | 0.03% | 5q | +1.1%+$14.1K |
| Wedmont Private Capital | $1.3M | 30,281 | 0.03% | 6q | HELD |
Showing the largest 100 of 200 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 | 193 | $2.8B | 68,627,269 | 19 | 83 | 45 | 0.1% |
| Q1 2026 | 192 | $3.0B | 75,824,892 | 29 | 64 | 54 | 0.1% |
| Q4 2025 | 176 | $2.6B | 69,277,554 | 15 | 65 | 49 | 0.1% |
| Q3 2025 | 164 | $2.4B | 66,008,754 | 15 | 62 | 41 | 0.0% |
| Q2 2025 | 161 | $2.0B | 59,565,249 | 21 | 52 | 42 | 0.0% |
| Q1 2025 | 146 | $1.3B | 44,117,527 | 10 | 49 | 45 | 0.1% |
| Q4 2024 | 142 | $1.0B | 34,981,015 | 19 | 55 | 28 | 0.1% |
| Q3 2024 | 130 | $949.0M | 30,203,628 | 14 | 50 | 32 | 0.0% |
| Q2 2024 | 122 | $953.0M | 29,898,407 | 10 | 37 | 43 | 8.3% |
| Q1 2024 | 118 | $824.6M | 26,994,287 | 13 | 43 | 29 | 2.3% |
| Q4 2023 | 113 | $709.0M | 25,285,500 | 8 | 33 | 37 | 0.0% |
| Q3 2023 | 111 | $727.6M | 25,451,308 | 8 | 39 | 31 | 9.6% |
| Q2 2023 | 107 | $743.9M | 24,741,017 | 10 | 27 | 36 | 10.7% |
| Q1 2023 | 105 | $671.3M | 25,335,067 | 9 | 26 | 35 | 0.0% |
| Q4 2022 | 96 | $641.9M | 24,458,185 | 17 | 28 | 29 | 6.3% |
| Q3 2022 | 112 | $698.5M | 31,586,104 | 13 | 39 | 37 | 5.3% |
| Q2 2022 | 114 | $755.9M | 28,874,642 | 11 | 33 | 38 | 10.1% |
| Q1 2022 | 112 | $759.3M | 27,429,683 | 10 | 44 | 29 | 0.1% |
| Q4 2021 | 110 | $782.7M | 27,112,482 | 7 | 42 | 26 | 0.2% |
| Q3 2021 | 104 | $668.7M | 23,019,686 | 9 | 32 | 33 | 0.1% |
| Q2 2021 | 107 | $769.4M | 25,595,652 | 13 | 31 | 40 | 0.0% |
| Q1 2021 | 107 | $735.2M | 25,434,989 | 12 | 28 | 35 | 0.1% |
| Q4 2020 | 103 | $799.6M | 29,027,942 | 10 | 31 | 37 | 0.2% |
| Q3 2020 | 103 | $695.4M | 27,792,174 | 12 | 30 | 35 | 0.1% |
| Q2 2020 | 102 | $679.3M | 28,671,809 | 14 | 25 | 45 | 0.1% |
| Q1 2020 | 112 | $634.9M | 29,869,159 | 16 | 35 | 40 | 0.0% |
| Q4 2019 | 119 | $821.1M | 30,010,681 | 13 | 38 | 33 | 0.0% |
| Q3 2019 | 104 | $779.2M | 30,006,699 | 9 | 37 | 35 | 0.0% |
| Q2 2019 | 106 | $1.0B | 38,094,460 | 6 | 48 | 34 | 0.0% |
| Q1 2019 | 119 | $918.9M | 34,403,239 | 20 | 40 | 37 | 0.0% |
| Q4 2018 | 110 | $673.5M | 28,430,679 | 0 | 1 | 2 | 0.0% |