ISHARES TR (IRTR)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
8
Reporting holders
$2.2M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | $1.1M | 35,621 | 0.01% | 5q | HELD |
| Realta Investment Advisors | $300.8K | 9,364 | 0.09% | new | NEW |
| JANE STREET GROUP, LLC | $249.3K | 7,763 | 0.00% | new | NEW |
| Summit Financial, LLC | $216.2K | 6,732 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $175.4K | 5,460 | 0.00% | 6q | +50.0%+$58.5K |
| Aptus Capital Advisors, LLC | $93.7K | 2,918 | 0.00% | 2q | +0.7% |
| AMERIFLEX GROUP, INC. | $15.5K | 482 | 0.01% | 7q | HELD |
| Golden State Wealth Management, LLC | $15.3K | 475 | 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 | 8 | $2.2M | 68,815 | 4 | 2 | 0 | 0.0% |
| Q1 2026 | 5 | $1.5M | 49,550 | 1 | 0 | 1 | 0.0% |
| Q4 2025 | 5 | $2.0M | 64,763 | 0 | 1 | 2 | 0.0% |
| Q3 2025 | 5 | $1.9M | 62,457 | 1 | 2 | 0 | 0.0% |
| Q2 2025 | 5 | $1.7M | 56,712 | 1 | 1 | 2 | 0.0% |
| Q1 2025 | 5 | $685.7K | 24,046 | 1 | 2 | 1 | 0.0% |
| Q4 2024 | 4 | $457.0K | 16,188 | 1 | 1 | 1 | 0.0% |
| Q3 2024 | 2 | $365.5K | 12,531 | 0 | 1 | 1 | 0.0% |
| Q2 2024 | 2 | $445.6K | 16,038 | 2 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $1.1M | 40,000 | 0 | 0 | 1 | 0.0% |
| Q4 2023 | 2 | $2.2M | 81,604 | 2 | 0 | 0 | 0.0% |