ISHARES TR (ISTB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
388
Reporting holders
$3.6B
Reported value
8.6%
Held as options
+5
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. | $374.2M | 7,755,189 | 0.01% | 8q | +35.4%+$97.8M |
| STATE OF WISCONSIN INVESTMENT BOARD | $267.8M | 5,549,725 | 0.54% | 17q | +2.5%+$6.5M |
| GROUP ONE TRADING LLC | $128.8M | options only | 0.18% | 7q | OPTIONS |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $126.7M | 2,625,257 | 0.02% | 20q | +2.2%+$2.7M |
| Sixth Street Partners Management Company, L.P. | $126.7M | 2,625,257 | 0.02% | new | NEW |
| Triad Wealth Partners, LLC | $124.7M | 2,603,382 | 7.35% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $116.8M | 2,421,615 | 0.03% | 7q | +5.8%+$6.4M |
| JONES FINANCIAL COMPANIES LLLP | $99.4M | 2,057,377 | 0.04% | 31q | +16.7%+$14.2M |
| IMC-Chicago, LLC | $79.1M | options only | 0.02% | 4q | OPTIONS |
| SIMPLEX TRADING, LLC | $69.1M | options only | 0.04% | 22q | OPTIONS |
| Mariner, LLC | $68.0M | 1,409,398 | 0.07% | 31q | +6.7%+$4.3M |
| SPINNAKER TRUST | $66.1M | 1,370,384 | 3.21% | 31q | -0.7%-$475.4K |
| Townsend & Associates, Inc | $59.6M | 1,240,631 | 5.08% | 22q | +2.9%+$1.7M |
| CAHABA WEALTH MANAGEMENT, INC. | $58.6M | 1,213,739 | 3.53% | 31q | +7.5%+$4.1M |
| LJI Wealth Management, LLC | $57.8M | 1,198,694 | 8.10% | 15q | +5404.9%+$56.8M |
| Seven Springs Wealth Group, LLC | $55.2M | 1,144,207 | 12.05% | 2q | -15.6%-$10.2M |
| Financial Solutions Advisory Group, Inc. | $54.0M | 1,124,285 | 6.83% | new | FIRST |
| MORGAN STANLEY | $54.0M | 1,119,504 | 0.00% | 35q | +20.0%+$9.0M |
| Prosperity Planning, Inc. | $53.0M | 1,098,252 | 12.15% | 23q | +7.9%+$3.9M |
| TRUST POINT INC. | $52.9M | 1,096,210 | 4.49% | 11q | HELD |
| Apella Capital, LLC | $52.2M | 1,085,686 | 0.74% | 7q | +14.5%+$6.6M |
| UBS Group AG | $47.5M | 983,998 | 0.01% | 31q | +4.5%+$2.1M |
| JPMORGAN CHASE & CO | $46.7M | 967,738 | 0.00% | 31q | -1.9%-$923.2K |
| BANK OF AMERICA CORP /DE/ | $45.4M | 941,481 | 0.00% | 31q | +2.3%+$1.0M |
| MBL Wealth, LLC | $42.2M | 874,816 | 2.88% | 21q | +4.8%+$1.9M |
| LPL Financial LLC | $41.1M | 852,550 | 0.01% | 31q | -3.8%-$1.6M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $41.1M | 852,449 | 0.51% | 4q | +15.0%+$5.4M |
| WELLS FARGO & COMPANY/MN | $34.3M | 711,800 | 0.01% | 31q | -48.0%-$31.8M |
| FPC INVESTMENT ADVISORY, INC. | $33.1M | 688,511 | 15.63% | 10q | +5.4%+$1.7M |
| AMERIPRISE FINANCIAL INC | $32.5M | 674,028 | 0.01% | 31q | -53.8%-$37.8M |
| Destination Wealth Management | $31.1M | 644,170 | 0.73% | 31q | +1.8%+$554.6K |
| RH Tailwind Management, LLC | $30.9M | options only | 3.00% | new | OPTIONS |
| Geneos Wealth Management Inc. | $29.5M | 612,142 | 0.60% | 32q | +5.3%+$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $29.4M | 609,935 | 0.01% | 31q | +9.4%+$2.5M |
| Courage Miller Partners, LLC | $28.7M | 594,284 | 7.57% | 29q | +4.3%+$1.2M |
| CIM, LLC | $26.7M | 553,486 | 3.45% | 24q | HELD |
| PITTENGER & ANDERSON INC | $26.7M | 552,509 | 0.95% | 31q | +2.0%+$522.9K |
| ROYAL BANK OF CANADA | $26.2M | 543,043 | 0.00% | 31q | +3.4%+$872.6K |
| Abundance Wealth Counselors | $24.4M | 506,326 | 1.59% | 31q | +105.5%+$12.5M |
| Bank of New York Mellon Corp | $21.4M | 443,088 | 0.00% | 7q | +0.7%+$154.1K |
| Beacon Pointe Advisors, LLC | $21.4M | 442,762 | 0.10% | 21q | -1.5%-$326.6K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | $21.2M | 440,393 | 3.92% | 2q | +6.9%+$1.4M |
| Opal Wealth Advisors, LLC | $20.0M | 414,929 | 4.32% | 17q | HELD |
| Factor Wealth Management LTD | $19.7M | 407,283 | 2.97% | 7q | +48.6%+$6.4M |
| WEALTH MANAGEMENT RESOURCES, INC. | $17.3M | 359,263 | 5.35% | 11q | +8.9%+$1.4M |
| Omega Financial Group, LLC | $16.6M | 343,682 | 5.05% | 24q | +5.5%+$871.3K |
| IRON Financial LLC | $15.9M | 329,734 | 6.57% | 27q | HELD |
| Orion Porfolio Solutions, LLC | $15.8M | 328,255 | 0.12% | 24q | +17.9%+$2.4M |
| Alexander Randolph Advisory, Inc. | $15.8M | 328,042 | 13.04% | 11q | +4.2%+$636.5K |
| Lakeridge Wealth Management LLC | $15.4M | 318,545 | 5.64% | 11q | +29.9%+$3.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.2M | 294,769 | 0.02% | 31q | +114.1%+$7.6M |
| Values First Advisors, Inc. | $14.0M | 145,251 | 3.19% | 8q | +3.6%+$479.0K |
| FIDUCIARY ADVISORS, INC. | $13.1M | 270,975 | 8.80% | 7q | +6.9%+$843.9K |
| Wescott Financial Advisory Group, LLC | $12.7M | 262,339 | 0.98% | 23q | +6.9%+$822.0K |
| Buttonwood Financial Advisors Inc. | $12.6M | 261,384 | 3.84% | 19q | -12.3%-$1.8M |
| Ballast Financial Advisors LLC | $12.0M | 248,050 | 10.83% | 3q | +10.4%+$1.1M |
| MML INVESTORS SERVICES, LLC | $11.0M | 228,646 | 0.02% | 31q | +38.0%+$3.0M |
| Fonville Wealth Management LLC | $10.9M | 226,567 | 1.79% | 11q | +2.9%+$309.4K |
| KEYBANK NATIONAL ASSOCIATION/OH | $10.7M | 221,164 | 0.04% | 7q | +13.1%+$1.2M |
| Crestwood Advisors Group, LLC | $10.5M | 217,189 | 0.16% | 25q | +8.0%+$778.0K |
| GOLDMAN SACHS GROUP INC | $10.3M | 213,388 | 0.00% | 31q | -45.3%-$8.5M |
| EP Wealth Advisors, LLC | $10.2M | 210,758 | 0.04% | 2q | -20.9%-$2.7M |
| BECKER CAPITAL MANAGEMENT INC | $9.7M | 200,821 | 0.26% | 2q | HELD |
| KFA Private Wealth Group, LLC | $9.2M | 191,066 | 2.22% | 10q | +19.1%+$1.5M |
| MORRIS FINANCIAL CONCEPTS, INC. | $9.0M | 185,878 | 2.75% | 17q | -1.6%-$146.9K |
| Cetera Investment Advisers | $8.6M | 178,541 | 0.01% | 23q | -1.8%-$155.3K |
| OSAIC HOLDINGS, INC. | $8.5M | 176,901 | 0.01% | 26q | -5.9%-$536.6K |
| Johnson Financial Group, Inc. | $8.0M | 165,397 | 0.26% | 18q | -70.4%-$19.0M |
| MARYLAND CAPITAL ADVISORS INC. | $7.7M | 159,137 | 2.46% | 18q | -2.4%-$188.9K |
| Independence Financial Advisors, LLC | $7.4M | 152,851 | 1.91% | 6q | -2.2%-$162.8K |
| Hoxton Planning & Management, LLC | $7.3M | 151,828 | 1.91% | 15q | -6.2%-$487.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.3M | 150,820 | 0.00% | 24q | +214.4%+$5.0M |
| JGP Wealth Management, LLC | $7.2M | 150,065 | 0.65% | 31q | +2.0%+$139.3K |
| Washington Trust Bank | $7.1M | 146,947 | 0.50% | 28q | +70.9%+$2.9M |
| STERLING INVESTMENT ADVISORS LLC /ADV | $7.0M | 144,939 | 3.14% | 31q | +2.4%+$162.1K |
| Creative Planning | $6.9M | 143,802 | 0.00% | 25q | -2.6%-$185.8K |
| PRINCIPAL SECURITIES, INC. | $6.8M | 141,607 | 0.08% | 11q | +4.9%+$319.6K |
| COREPATH WEALTH PARTNERS LLC | $6.8M | 140,922 | 4.22% | 23q | +4.7%+$304.1K |
| Townsend Financial Planning, LLC | $6.8M | 140,081 | 5.89% | 3q | +5.2%+$333.2K |
| Equitable Holdings, Inc. | $6.4M | 132,987 | 0.04% | 19q | +7.4%+$439.8K |
| Gilbert Capital Group, Inc. | $6.3M | 131,010 | 4.43% | 5q | -10.6%-$751.1K |
| Providence First Trust Co | $6.3M | 130,588 | 1.76% | 31q | HELD |
| 1832 Asset Management L.P. | $6.1M | 126,121 | 0.00% | 7q | +19.5%+$992.4K |
| CGN Advisors LLC | $6.0M | 123,897 | 0.44% | 18q | -12.8%-$875.3K |
| SEEDS INVESTOR LLC | $6.0M | 123,851 | 0.61% | 10q | +8.9%+$488.3K |
| Brio Consultants, LLC | $6.0M | 123,399 | 0.70% | 12q | HELD |
| Baker Ellis Asset Management LLC | $5.8M | 120,890 | 0.61% | 11q | -9.2%-$592.3K |
| AtlasMark Financial, Inc | $5.6M | 115,402 | 2.74% | 23q | +26.0%+$1.1M |
| Kestra Advisory Services, LLC | $5.5M | 114,838 | 0.02% | 24q | -2.9%-$166.9K |
| Steward Partners Investment Advisory, LLC | $5.4M | 112,066 | 0.03% | 31q | -0.6%-$33.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 111,009 | 0.01% | 13q | +34.1%+$1.4M |
| eCIO, Inc. | $5.2M | 107,864 | 1.46% | 6q | +82.2%+$2.3M |
| Cranbrook Wealth Management, LLC | $5.2M | 107,688 | 0.97% | 31q | -7.3%-$406.8K |
| PLANNING DIRECTIONS INC | $5.1M | 105,786 | 2.36% | 2q | +10.6%+$489.8K |
| Merit Financial Group, LLC | $5.1M | 104,788 | 0.02% | 6q | +191.6%+$3.3M |
| Cannon Financial Strategists, Inc. | $5.0M | 103,207 | 0.57% | 28q | +1.1%+$53.2K |
| McClarren Financial Advisors, Inc. | $5.0M | 102,766 | 2.56% | 23q | +7.2%+$334.5K |
| C M BIDWELL & ASSOCIATES LTD | $4.9M | 101,628 | 2.00% | 21q | +1.0%+$47.5K |
| Lutz Financial Services LLC | $4.6M | 96,229 | 0.28% | 17q | +1.4%+$63.9K |
| HighTower Advisors, LLC | $4.5M | 93,345 | 0.00% | 31q | -11.3%-$571.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 7.0% |
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 | 388 | $3.6B | 68,080,767 | 38 | 144 | 117 | 8.6% |
| Q1 2026 | 383 | $2.9B | 59,438,489 | 43 | 157 | 92 | 0.7% |
| Q4 2025 | 377 | $2.8B | 56,090,167 | 25 | 149 | 104 | 0.6% |
| Q3 2025 | 371 | $2.7B | 53,085,310 | 29 | 136 | 114 | 2.3% |
| Q2 2025 | 369 | $2.5B | 51,886,880 | 25 | 146 | 112 | 0.2% |
| Q1 2025 | 370 | $2.4B | 49,681,229 | 37 | 130 | 109 | 0.5% |
| Q4 2024 | 363 | $2.3B | 47,069,939 | 31 | 136 | 108 | 0.4% |
| Q3 2024 | 336 | $2.2B | 45,064,429 | 20 | 134 | 109 | 0.0% |
| Q2 2024 | 342 | $2.2B | 45,484,115 | 22 | 115 | 121 | 0.1% |
| Q1 2024 | 348 | $2.4B | 49,491,529 | 29 | 116 | 128 | 0.5% |
| Q4 2023 | 351 | $2.4B | 49,036,513 | 36 | 104 | 145 | 1.0% |
| Q3 2023 | 325 | $2.0B | 42,875,008 | 14 | 94 | 135 | 0.1% |
| Q2 2023 | 347 | $2.1B | 44,407,323 | 23 | 103 | 144 | 0.1% |
| Q1 2023 | 338 | $2.3B | 47,997,174 | 27 | 99 | 152 | 0.0% |
| Q4 2022 | 321 | $2.5B | 52,577,299 | 29 | 105 | 130 | 0.0% |
| Q3 2022 | 378 | $3.1B | 66,590,699 | 25 | 120 | 149 | 0.1% |
| Q2 2022 | 386 | $3.7B | 78,957,292 | 54 | 99 | 157 | 0.1% |
| Q1 2022 | 379 | $4.1B | 83,646,310 | 31 | 126 | 140 | 0.1% |
| Q4 2021 | 392 | $4.2B | 82,572,288 | 41 | 133 | 107 | 0.0% |
| Q3 2021 | 351 | $3.9B | 77,312,811 | 28 | 170 | 69 | 0.0% |
| Q2 2021 | 341 | $3.3B | 65,113,875 | 34 | 141 | 93 | 0.0% |
| Q1 2021 | 331 | $3.0B | 58,230,107 | 42 | 125 | 86 | 0.6% |
| Q4 2020 | 315 | $2.9B | 57,034,471 | 30 | 123 | 64 | 0.0% |
| Q3 2020 | 273 | $2.7B | 52,318,173 | 27 | 109 | 68 | 0.0% |
| Q2 2020 | 265 | $2.5B | 48,566,793 | 41 | 106 | 59 | 0.1% |
| Q1 2020 | 252 | $2.2B | 44,189,966 | 36 | 77 | 87 | 0.0% |
| Q4 2019 | 246 | $2.2B | 44,398,439 | 33 | 96 | 47 | 0.0% |
| Q3 2019 | 208 | $1.6B | 31,739,842 | 23 | 87 | 48 | 0.0% |
| Q2 2019 | 204 | $1.6B | 32,474,920 | 30 | 90 | 45 | 0.0% |
| Q1 2019 | 192 | $1.5B | 29,217,246 | 25 | 71 | 57 | 0.0% |
| Q4 2018 | 178 | $1.5B | 29,612,959 | 1 | 4 | 3 | 0.1% |