ISHARES TR (ISCB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
85
Reporting holders
$122.6M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $26.4M | 349,227 | 0.00% | 35q | -1.0%-$259.1K |
| Cetera Investment Advisers | $20.5M | 271,969 | 0.02% | 10q | +0.6%+$129.6K |
| LPL Financial LLC | $15.0M | 198,078 | 0.00% | 31q | +4.4%+$636.4K |
| WELLS FARGO & COMPANY/MN | $5.4M | 72,111 | 0.00% | 31q | -49.7%-$5.4M |
| BANK OF AMERICA CORP /DE/ | $4.8M | 63,984 | 0.00% | 31q | +0.6%+$28.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.9M | 51,932 | 0.00% | 14q | +99.3%+$2.0M |
| Goldstein Advisors, LLC | $2.7M | 36,131 | 0.25% | 15q | -2.3%-$62.8K |
| Gladstone Institutional Advisory LLC | $2.6M | 34,130 | 0.08% | 18q | -5.6%-$151.8K |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 33,640 | 0.00% | 7q | HELD |
| Rockefeller Capital Management L.P. | $2.2M | 29,413 | 0.00% | 11q | HELD |
| HighTower Advisors, LLC | $2.0M | 26,647 | 0.00% | 18q | HELD |
| CITADEL ADVISORS LLC | $2.0M | 26,509 | 0.00% | 10q | -14.5%-$340.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 26,267 | 0.00% | 31q | -13.5%-$308.4K |
| CHOREO, LLC | $1.9M | 25,010 | 0.02% | 50q | HELD |
| AMERIPRISE FINANCIAL INC | $1.7M | 22,567 | 0.00% | 31q | -49.1%-$1.6M |
| UBS Group AG | $1.6M | 21,740 | 0.00% | 21q | -2.9%-$49.7K |
| Brand Asset Management Group, Inc. | $1.6M | 21,119 | 0.35% | 31q | -1.9%-$30.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 20,184 | 0.00% | 21q | -5.8%-$94.0K |
| ROYAL BANK OF CANADA | $1.5M | 19,907 | 0.00% | 31q | +71.1%+$624.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.5M | 19,651 | 0.07% | 31q | -1.4%-$21.8K |
| JPMORGAN CHASE & CO | $1.3M | 17,214 | 0.00% | 23q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $914.7K | 12,208 | 0.00% | 9q | +70.2%+$377.3K |
| Perigon Wealth Management, LLC | $826.0K | 10,940 | 0.01% | 13q | +17.4%+$122.5K |
| OSAIC HOLDINGS, INC. | $778.0K | 10,299 | 0.00% | 26q | +8.8%+$62.9K |
| Merit Financial Group, LLC | $708.5K | 9,384 | 0.00% | 5q | +165.8%+$441.9K |
| Richwood Investment Advisors, LLC | $674.6K | 8,934 | 0.47% | 19q | -2.5%-$17.0K |
| Legacy Wealth Partners, LLC | $639.0K | 8,463 | 0.14% | 3q | -1.9%-$12.3K |
| PNC Financial Services Group, Inc. | $604.1K | 8,000 | 0.00% | 31q | HELD |
| FMR LLC | $587.1K | 7,776 | 0.00% | 31q | +0.6%+$3.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $584.8K | 7,748 | 0.00% | 3q | -7.7%-$48.6K |
| Private Advisor Group, LLC | $522.9K | 6,926 | 0.00% | 14q | HELD |
| Mariner, LLC | $489.1K | 6,477 | 0.00% | 12q | -3.1%-$15.6K |
| Opulen Financial Group LLC | $469.4K | 6,216 | 0.30% | 7q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $466.6K | 6,180 | 0.02% | 31q | HELD |
| Beacon Pointe Advisors, LLC | $460.5K | 6,099 | 0.00% | 2q | HELD |
| BRIGHTON JONES LLC | $454.4K | 6,018 | 0.01% | new | NEW |
| Lido Advisors, LLC | $449.7K | 5,956 | 0.00% | 4q | HELD |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $434.6K | 5,755 | 0.23% | 15q | HELD |
| Steward Partners Investment Advisory, LLC | $411.2K | 5,446 | 0.00% | 20q | HELD |
| New Insight Wealth Advisors | $368.5K | 4,880 | 0.11% | 11q | -12.0%-$50.1K |
| JIM SAULNIER & ASSOCIATES, LLC | $365.1K | 4,836 | 0.15% | 8q | -52.3%-$401.1K |
| Christensen, King & Associates Investment Services, Inc. | $360.7K | 4,777 | 0.14% | 11q | HELD |
| FLAGSTAR SECURITIES, INC | $328.3K | 4,348 | 0.10% | 20q | HELD |
| Pathway Financial Advisors LLC | $326.3K | 4,350 | 0.04% | 5q | HELD |
| Aptus Capital Advisors, LLC | $310.3K | 4,110 | 0.00% | 10q | HELD |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $305.2K | 4,041 | 0.02% | 10q | HELD |
| Creative Planning | $296.2K | 3,923 | 0.00% | 9q | HELD |
| Equitable Holdings, Inc. | $290.0K | 3,840 | 0.00% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $283.2K | 3,750 | 0.00% | 14q | -65.0%-$525.8K |
| FIFTH THIRD BANCORP | $275.2K | 3,645 | 0.00% | 2q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $271.8K | 3,600 | 0.00% | 25q | HELD |
| Strategic Financial Planning, Inc. | $270.3K | 3,580 | 0.14% | 5q | +211.6%+$183.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $263.7K | 3,541 | 0.00% | 4q | HELD |
| Kestra Advisory Services, LLC | $243.6K | 3,226 | 0.00% | 3q | -9.1%-$24.3K |
| Schneider Downs Wealth Management Advisors, LP | $229.5K | 3,040 | 0.02% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $226.4K | 2,998 | 0.00% | new | NEW |
| Compass Ion Advisors, LLC | $221.7K | 2,936 | 0.02% | new | NEW |
| Savant Capital, LLC | $215.8K | 2,858 | 0.00% | new | NEW |
| SAGE FINANCIAL GROUP INC | $202.7K | 2,685 | 0.01% | new | NEW |
| LANARK FINANCIAL, INC. | $175.6K | 2,325 | 0.01% | 12q | HELD |
| Key Financial Inc | $175.2K | 2,320 | 0.03% | 11q | +28.3%+$38.7K |
| John A. Wolfe & Associates, Inc. | $169.1K | 2,240 | 0.23% | 2q | HELD |
| PRIVATE TRUST CO NA | $161.2K | 2,135 | 0.01% | 2q | HELD |
| CITIGROUP INC | $159.4K | 2,111 | 0.00% | 31q | +0.7%+$1.1K |
| WPG Advisers, LLC | $122.0K | 1,616 | 0.07% | 6q | HELD |
| Farther Finance Advisors, LLC | $117.2K | 1,552 | 0.00% | 15q | HELD |
| Geneos Wealth Management Inc. | $104.1K | 1,378 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $75.3K | 997 | 0.00% | new | NEW |
| MATRIX PRIVATE CAPITAL GROUP LLC | $59.8K | 792 | 0.03% | 27q | HELD |
| ASSETMARK, INC | $58.7K | 778 | 0.00% | 4q | -12.8%-$8.6K |
| Larson Financial Group LLC | $49.0K | 649 | 0.00% | 10q | +6390.0%+$48.3K |
| SFAM, LLC | $47.5K | 629 | 0.04% | 3q | HELD |
| EverSource Wealth Advisors, LLC | $43.3K | 574 | 0.00% | 14q | -50.0%-$43.3K |
| NewEdge Advisors, LLC | $42.4K | 561 | 0.00% | new | NEW |
| Asset Dedication, LLC | $39.1K | 518 | 0.00% | new | NEW |
| Synergy Investment Management, LLC | $30.2K | 400 | 0.01% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $28.2K | 374 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $22.7K | 300 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $21.7K | 287 | 0.00% | 29q | HELD |
| Colonial Trust Advisors | $18.6K | 247 | 0.00% | 15q | HELD |
| BANK OF MONTREAL /CAN/ | $10.8K | 143 | 0.00% | 4q | HELD |
| IAG Wealth Partners, LLC | $7.0K | 93 | 0.00% | 5q | HELD |
| Spire Wealth Management | $6.9K | 91 | 0.00% | 5q | HELD |
| VANGUARD ADVISERS INC | $4.9K | 64 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $880 | 11,666 | 0.00% | 31q | +80.1% |
| Russell Investments Group, Ltd. | $254 | 3 | 0.00% | 13q | -96.7%-$7.5K |
| Janney Montgomery Scott LLC | $233 | 3,088 | 0.00% | 4q | HELD |
| TSFG, LLC | $32 | 420 | 0.00% | 30q | HELD |
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 | 85 | $122.6M | 1,624,396 | 10 | 14 | 22 | 0.0% |
| Q1 2026 | 82 | $110.1M | 1,692,044 | 9 | 22 | 19 | 0.0% |
| Q4 2025 | 82 | $106.4M | 1,633,934 | 7 | 16 | 22 | 0.0% |
| Q3 2025 | 76 | $101.6M | 1,602,463 | 6 | 18 | 13 | 0.0% |
| Q2 2025 | 78 | $94.8M | 1,626,750 | 7 | 16 | 20 | 0.0% |
| Q1 2025 | 75 | $77.8M | 1,435,117 | 5 | 20 | 17 | 0.0% |
| Q4 2024 | 78 | $86.1M | 1,467,525 | 5 | 18 | 16 | 0.0% |
| Q3 2024 | 76 | $87.6M | 1,493,801 | 3 | 15 | 15 | 0.0% |
| Q2 2024 | 74 | $83.5M | 1,549,238 | 2 | 21 | 13 | 0.0% |
| Q1 2024 | 77 | $126.2M | 2,246,299 | 12 | 21 | 13 | 0.0% |
| Q4 2023 | 67 | $98.1M | 1,830,502 | 8 | 21 | 11 | 0.0% |
| Q3 2023 | 62 | $69.7M | 1,479,526 | 4 | 11 | 18 | 0.0% |
| Q2 2023 | 63 | $74.4M | 1,497,130 | 6 | 11 | 10 | 0.0% |
| Q1 2023 | 60 | $69.2M | 1,459,843 | 8 | 10 | 11 | 0.0% |
| Q4 2022 | 54 | $64.1M | 1,405,629 | 4 | 14 | 10 | 0.0% |
| Q3 2022 | 63 | $63.9M | 1,495,542 | 5 | 11 | 20 | 0.0% |
| Q2 2022 | 61 | $77.7M | 1,756,191 | 4 | 10 | 19 | 0.0% |
| Q1 2022 | 66 | $74.6M | 1,392,791 | 10 | 16 | 15 | 0.0% |
| Q4 2021 | 63 | $76.0M | 1,328,089 | 6 | 14 | 13 | 0.0% |
| Q3 2021 | 55 | $70.2M | 1,250,719 | 5 | 12 | 14 | 0.0% |
| Q2 2021 | 53 | $71.9M | 1,225,535 | 4 | 44 | 3 | 0.0% |
| Q1 2021 | 52 | $82.5M | 374,200 | 2 | 12 | 14 | 0.0% |
| Q4 2020 | 55 | $72.6M | 367,867 | 7 | 10 | 13 | 0.0% |
| Q3 2020 | 51 | $63.3M | 403,820 | 8 | 7 | 13 | 0.0% |
| Q2 2020 | 49 | $56.2M | 371,224 | 7 | 10 | 16 | 0.0% |
| Q1 2020 | 54 | $55.4M | 441,705 | 4 | 13 | 18 | 0.0% |
| Q4 2019 | 64 | $68.0M | 359,976 | 6 | 14 | 14 | 0.0% |
| Q3 2019 | 62 | $68.0M | 392,414 | 3 | 12 | 16 | 0.0% |
| Q2 2019 | 60 | $73.5M | 425,501 | 5 | 14 | 15 | 0.0% |
| Q1 2019 | 61 | $62.2M | 367,256 | 4 | 14 | 16 | 0.0% |
| Q4 2018 | 61 | $52.1M | 356,411 | 2 | 1 | 1 | 0.0% |