ISHARES TR (IPAC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
180
Reporting holders
$2.0B
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| Blue Trust, Inc. | $489.7M | 5,977,443 | 5.13% | 17q | -2.5%-$12.3M |
| JPMORGAN CHASE & CO | $232.8M | 2,844,032 | 0.01% | 15q | +17.3%+$34.4M |
| ENVESTNET ASSET MANAGEMENT INC | $219.4M | 2,677,633 | 0.05% | 31q | -33.8%-$112.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $98.5M | 1,202,282 | 0.01% | 15q | +34.1%+$25.1M |
| Sixth Street Partners Management Company, L.P. | $98.5M | 1,202,282 | 0.01% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $89.7M | 1,094,986 | 0.13% | new | NEW |
| MORGAN STANLEY | $84.1M | 1,026,218 | 0.00% | 35q | +3.2%+$2.6M |
| ASSETMARK, INC | $77.1M | 940,857 | 0.13% | 31q | -1.4%-$1.1M |
| MATHER GROUP, LLC. | $53.6M | 654,722 | 0.47% | 31q | -0.6%-$308.1K |
| STIFEL FINANCIAL CORP | $50.0M | 610,501 | 0.04% | 31q | +1.2%+$572.5K |
| Elm Partners Management LLC | $43.7M | 533,830 | 1.57% | 31q | +5.1%+$2.1M |
| Cetera Investment Advisers | $33.2M | 404,717 | 0.03% | 23q | HELD |
| Mandatum Life Insurance Co Ltd | $21.5M | 261,853 | 3.97% | 31q | +13.6%+$2.6M |
| Rockefeller Capital Management L.P. | $18.5M | 226,260 | 0.03% | 4q | +49.0%+$6.1M |
| Bank Julius Baer & Co. Ltd, Zurich | $18.4M | 225,182 | 0.05% | 2q | -4.8%-$922.1K |
| Roberts Financial Services LLC | $17.1M | 208,888 | 5.01% | 8q | HELD |
| BANK OF AMERICA CORP /DE/ | $16.7M | 204,312 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $16.7M | 203,327 | 0.00% | 31q | -49.5%-$16.3M |
| GREENWOOD CAPITAL ASSOCIATES LLC | $15.6M | 190,959 | 1.54% | 9q | +4.4%+$666.1K |
| VALLEY WEALTH MANAGERS, INC. | $14.9M | 182,292 | 0.86% | 12q | -1.2%-$175.1K |
| Vident Advisory, LLC | $12.4M | 151,502 | 0.09% | 12q | +4.2%+$495.9K |
| Blue Edge Capital, LLC | $12.2M | 148,371 | 1.46% | 30q | +14.5%+$1.5M |
| OSAIC HOLDINGS, INC. | $12.0M | 146,502 | 0.01% | 26q | +4.8%+$546.8K |
| BlackRock, Inc. | $11.5M | 140,969 | 0.00% | 6q | -6.9%-$859.1K |
| Garde Capital, Inc. | $11.4M | 138,788 | 0.51% | 31q | -1.1%-$122.5K |
| GenTrust, LLC | $10.9M | 132,979 | 0.42% | 19q | -2.0%-$221.9K |
| LPL Financial LLC | $9.0M | 109,734 | 0.00% | 31q | -1.9%-$173.7K |
| Amundi | $8.6M | 105,514 | 0.00% | 19q | HELD |
| GOLDMAN SACHS GROUP INC | $8.3M | 101,789 | 0.00% | 2q | +76.2%+$3.6M |
| UBS Group AG | $7.3M | 88,899 | 0.00% | 31q | +1.8%+$128.9K |
| Columbus Macro, LLC | $7.2M | 88,047 | 0.70% | 31q | +1.3%+$89.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.3M | 77,364 | 0.03% | 31q | -1.7%-$111.4K |
| Integris Wealth Management, LLC | $6.0M | 72,703 | 1.20% | 15q | -4.9%-$304.0K |
| Prime Capital Investment Advisors, LLC | $5.9M | 71,814 | 0.06% | 13q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $5.8M | 70,357 | 0.01% | 46q | -0.9%-$49.7K |
| Financial Gravity Companies, Inc. | $5.4M | 65,760 | 0.87% | 4q | +10.9%+$528.8K |
| Creative Planning | $5.3M | 65,203 | 0.00% | 23q | +5.5%+$279.6K |
| ES4, LLC | $4.2M | 51,646 | 2.22% | 3q | +1.0%+$43.9K |
| ATLAS CAPITAL ADVISORS INC. | $4.2M | 52,695 | 0.23% | 30q | +127.7%+$2.4M |
| TRUIST FINANCIAL CORP | $3.4M | 41,057 | 0.00% | 27q | +2.2%+$73.6K |
| Robertson Stephens Wealth Management, LLC | $2.8M | 33,871 | 0.07% | 15q | -3.1%-$88.4K |
| Denver PWM, LLC | $2.6M | 29,978 | 0.85% | 11q | +4.6%+$114.2K |
| Millington Financial Advisors, LLC | $2.5M | 31,319 | 1.00% | 15q | +3.5%+$84.7K |
| HighTower Advisors, LLC | $2.5M | 30,758 | 0.00% | 31q | +140.6%+$1.5M |
| Dogwood Wealth Management LLC | $2.4M | 28,683 | 0.93% | 11q | -2.9%-$70.1K |
| PRESILIUM PRIVATE WEALTH, LLC | $2.3M | 28,089 | 0.35% | 15q | -2.0%-$46.4K |
| Willis Johnson & Associates, Inc. | $2.3M | 27,892 | 0.13% | 23q | -11.3%-$292.3K |
| Belpointe Asset Management LLC | $2.1M | 25,132 | 0.07% | 6q | -14.2%-$339.9K |
| Fortis Capital Advisors, LLC | $2.1M | 25,132 | 0.23% | 6q | -14.2%-$339.9K |
| Global Financial Private Client, LLC | $2.0M | 24,134 | 0.54% | 14q | +2.0%+$39.2K |
| Family Legacy, Inc. | $1.9M | 23,186 | 0.51% | 13q | HELD |
| PAX Financial Group, LLC | $1.7M | 21,256 | 0.26% | 27q | -3.3%-$58.7K |
| Vontobel Holding Ltd. | $1.7M | 20,694 | 0.01% | 16q | +4.6%+$74.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 20,236 | 0.00% | new | NEW |
| Security National Bank | $1.6M | 20,066 | 0.20% | 5q | +214.9%+$1.1M |
| Quantinno Capital Management LP | $1.6M | 19,262 | 0.00% | 5q | HELD |
| Jacobs Equity LLC | $1.5M | 18,903 | 1.07% | 3q | -8.7%-$147.5K |
| ROYAL BANK OF CANADA | $1.5M | 18,884 | 0.00% | 31q | -6.2%-$102.6K |
| RICHARDSON FINANCIAL SERVICES INC. | $1.5M | 18,257 | 0.85% | 11q | -2.1%-$32.3K |
| Corient Private Wealth LP | $1.5M | 17,812 | 0.00% | 14q | +103.4%+$741.8K |
| LVZ, Inc. | $1.5M | 17,776 | 0.15% | 4q | -15.3%-$262.2K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $1.4M | 17,579 | 0.50% | 5q | -20.6%-$372.6K |
| SAPIENT CAPITAL LLC | $1.4M | 16,634 | 0.01% | 5q | +100.0%+$681.4K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 16,503 | 0.00% | 7q | -16.7%-$271.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 15,184 | 0.00% | 4q | +115.8%+$667.5K |
| Calydon Capital | $1.2M | 14,622 | 0.18% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.2M | 14,462 | 0.01% | 26q | HELD |
| INVESTED ADVISORS | $1.1M | 13,077 | 0.95% | 4q | +44.5%+$330.0K |
| Inman Jager Wealth Management, LLC | $1.0M | 12,464 | 0.54% | 7q | HELD |
| ORBA Wealth Advisors, L.L.C. | $993.7K | 12,129 | 0.85% | 4q | +61.8%+$379.5K |
| Wellspring Financial Advisors, LLC | $986.4K | 12,039 | 0.06% | 4q | HELD |
| Tanager Wealth Management LLP | $948.3K | 11,574 | 0.08% | 5q | HELD |
| NORTHERN TRUST CORP | $865.6K | 10,565 | 0.00% | 10q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $863.8K | 10,543 | 0.00% | 31q | +5.4%+$44.1K |
| Yoffe Investment Management, LLC | $761.5K | 9,295 | 0.87% | 7q | HELD |
| Element Wealth, LLC | $759.2K | 9,266 | 0.28% | 21q | HELD |
| Selby Wealth Management, LLC | $744.4K | 9,086 | 0.26% | 3q | -2.0%-$15.6K |
| Private Advisor Group, LLC | $733.7K | 8,955 | 0.00% | 5q | +89.9%+$347.3K |
| MML INVESTORS SERVICES, LLC | $722.2K | 8,814 | 0.00% | 6q | +53.0%+$250.2K |
| FMR LLC | $694.4K | 8,476 | 0.00% | 31q | -3.3%-$23.3K |
| AMERIPRISE FINANCIAL INC | $683.1K | 8,338 | 0.00% | 15q | -45.7%-$575.5K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $672.2K | 8,204 | 0.05% | 31q | -9.1%-$67.4K |
| Caprock Group, LLC | $650.9K | 7,944 | 0.01% | 4q | HELD |
| Williams & Novak, LLC | $636.3K | 7,766 | 0.42% | 11q | HELD |
| Balefire, LLC | $633.9K | 7,737 | 0.10% | 5q | -4.0%-$26.3K |
| Concurrent Investment Advisors, LLC | $632.1K | 7,715 | 0.01% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $621.6K | 7,612 | 0.00% | 7q | +38.7%+$173.4K |
| BANK OZK | $611.8K | 7,467 | 0.18% | new | NEW |
| US BANCORP \DE\ | $587.0K | 7,165 | 0.00% | 31q | HELD |
| SUMMITPOINT CAPITAL MANAGEMENT | $532.6K | 6,501 | 0.57% | 2q | -6.0%-$34.1K |
| Gateway Wealth Partners, LLC | $502.7K | 6,136 | 0.03% | 2q | +1.4%+$6.9K |
| Mirae Asset Global Investments Co., Ltd. | $500.6K | 6,110 | 0.00% | 9q | -57.8%-$685.8K |
| Rehmann Capital Advisory Group | $498.9K | 6,089 | 0.02% | 26q | HELD |
| Integrated Wealth Concepts LLC | $486.9K | 5,943 | 0.00% | 2q | +92.0%+$233.2K |
| AlphaStar Capital Management, LLC | $475.9K | 5,808 | 0.03% | 13q | -20.0%-$119.3K |
| STOCK YARDS BANK & TRUST CO | $473.9K | 5,784 | 0.01% | 2q | +100.0%+$236.9K |
| NewEdge Advisors, LLC | $459.5K | 5,608 | 0.00% | 8q | +12.2%+$50.1K |
| Kestra Advisory Services, LLC | $450.0K | 5,493 | 0.00% | 4q | -6.8%-$32.6K |
| Outlook Wealth Advisors, LLC | $444.0K | 5,397 | 0.10% | 2q | +31.3%+$105.8K |
| Farther Finance Advisors, LLC | $442.3K | 5,398 | 0.00% | 11q | +17.7%+$66.5K |
Showing the largest 100 of 189 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 | 180 | $2.0B | 23,805,179 | 22 | 59 | 51 | 0.0% |
| Q1 2026 | 166 | $1.7B | 22,113,258 | 23 | 52 | 47 | 0.0% |
| Q4 2025 | 161 | $1.6B | 21,200,584 | 14 | 62 | 40 | 0.0% |
| Q3 2025 | 155 | $1.5B | 19,964,703 | 23 | 29 | 53 | 0.0% |
| Q2 2025 | 138 | $1.2B | 18,152,465 | 24 | 35 | 47 | 0.0% |
| Q1 2025 | 124 | $1.1B | 17,901,760 | 14 | 33 | 41 | 0.0% |
| Q4 2024 | 129 | $1.1B | 17,953,351 | 17 | 36 | 33 | 0.0% |
| Q3 2024 | 120 | $1.2B | 19,340,339 | 15 | 30 | 38 | 0.0% |
| Q2 2024 | 122 | $1.1B | 18,224,227 | 9 | 33 | 44 | 0.0% |
| Q1 2024 | 130 | $1.6B | 24,681,176 | 22 | 40 | 42 | 0.0% |
| Q4 2023 | 123 | $953.6M | 14,268,554 | 13 | 41 | 32 | 0.0% |
| Q3 2023 | 116 | $809.8M | 12,644,813 | 10 | 35 | 35 | 0.0% |
| Q2 2023 | 115 | $853.3M | 14,847,204 | 17 | 30 | 37 | 0.0% |
| Q1 2023 | 106 | $675.9M | 11,950,573 | 14 | 17 | 40 | 0.0% |
| Q4 2022 | 106 | $440.3M | 8,201,645 | 24 | 25 | 33 | 0.0% |
| Q3 2022 | 114 | $1.3B | 26,550,014 | 12 | 31 | 42 | 0.0% |
| Q2 2022 | 111 | $1.2B | 22,830,351 | 12 | 29 | 41 | 0.0% |
| Q1 2022 | 108 | $779.1M | 12,558,311 | 6 | 30 | 39 | 0.0% |
| Q4 2021 | 115 | $859.7M | 13,250,064 | 10 | 50 | 21 | 0.0% |
| Q3 2021 | 107 | $857.6M | 12,858,304 | 10 | 29 | 29 | 0.0% |
| Q2 2021 | 109 | $981.2M | 14,787,889 | 13 | 34 | 37 | 0.0% |
| Q1 2021 | 110 | $955.3M | 14,322,048 | 11 | 37 | 28 | 0.0% |
| Q4 2020 | 105 | $886.3M | 13,752,999 | 15 | 28 | 33 | 0.0% |
| Q3 2020 | 93 | $738.1M | 13,102,442 | 14 | 29 | 32 | 0.0% |
| Q2 2020 | 87 | $663.9M | 13,315,812 | 13 | 22 | 38 | 0.0% |
| Q1 2020 | 101 | $650.1M | 14,016,456 | 16 | 39 | 30 | 0.0% |
| Q4 2019 | 116 | $835.1M | 14,291,699 | 17 | 39 | 30 | 0.0% |
| Q3 2019 | 98 | $783.0M | 13,931,202 | 16 | 35 | 27 | 0.0% |
| Q2 2019 | 88 | $757.5M | 13,606,236 | 6 | 32 | 32 | 0.0% |
| Q1 2019 | 91 | $749.9M | 13,479,318 | 11 | 36 | 27 | 0.0% |
| Q4 2018 | 90 | $664.9M | 12,333,131 | 0 | 5 | 2 | 0.0% |