ISHARES TR (IUSB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
836
Reporting holders
$40.3B
Reported value
0.0%
Held as options
+19
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $8.3B | 180,011,754 | 1.96% | 31q | +35.3%+$2.2B |
| JONES FINANCIAL COMPANIES LLLP | $4.1B | 87,505,839 | 1.62% | 31q | +10.0%+$366.6M |
| BlackRock, Inc. | $3.8B | 82,039,260 | 0.06% | 8q | +15.9%+$520.5M |
| LPL Financial LLC | $2.9B | 62,170,177 | 0.64% | 31q | +31.5%+$687.1M |
| WELLS FARGO & COMPANY/MN | $2.3B | 50,463,381 | 0.38% | 31q | -49.1%-$2.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5B | 33,421,651 | 0.82% | 31q | +10.2%+$142.3M |
| MORGAN STANLEY | $1.4B | 31,037,509 | 0.08% | 35q | +19.5%+$233.5M |
| JPMORGAN CHASE & CO | $1.0B | 22,629,549 | 0.06% | 25q | +26.4%+$218.6M |
| Mariner, LLC | $957.3M | 20,743,278 | 1.01% | 21q | +9.5%+$82.8M |
| Envestnet Portfolio Solutions, Inc. | $781.7M | 16,937,298 | 3.75% | 12q | +35.1%+$203.1M |
| Bank of New York Mellon Corp | $663.7M | 14,380,566 | 0.11% | 25q | +31.0%+$157.2M |
| Cetera Investment Advisers | $615.5M | 13,337,519 | 0.56% | 25q | +32.8%+$152.0M |
| AMERIPRISE FINANCIAL INC | $601.3M | 13,036,714 | 0.12% | 31q | -43.5%-$463.4M |
| MML INVESTORS SERVICES, LLC | $526.4M | 11,405,773 | 1.07% | 30q | +57.0%+$191.1M |
| OneDigital Investment Advisors LLC | $391.2M | 8,476,864 | 3.30% | 16q | +11.7%+$40.9M |
| SigFig Wealth Management, LLC | $254.9M | 5,503,503 | 6.76% | 24q | +5.1%+$12.4M |
| Wealthspire Advisors, LLC | $253.0M | 5,483,050 | 1.39% | 23q | +16.0%+$34.9M |
| RAYMOND JAMES FINANCIAL INC | $247.2M | 5,356,065 | 0.07% | 7q | +8.5%+$19.3M |
| Kestra Investment Management, LLC | $246.3M | 5,336,406 | 4.77% | 9q | -30.2%-$106.6M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $236.8M | 5,132,935 | 1.30% | 31q | +25.2%+$47.6M |
| Johnson Financial Group, Inc. | $236.3M | 5,120,362 | 7.77% | 3q | +1.3%+$3.1M |
| Foundations Investment Advisors, LLC | $230.5M | 4,994,324 | 2.37% | 22q | +32.2%+$56.2M |
| ROYAL BANK OF CANADA | $230.2M | 4,987,957 | 0.03% | 31q | +16.1%+$31.8M |
| GeoWealth Management, LLC | $221.0M | 4,787,854 | 6.95% | 15q | +2.6%+$5.7M |
| BANK OF AMERICA CORP /DE/ | $211.6M | 4,586,006 | 0.01% | 31q | +81.8%+$95.2M |
| NewEdge Advisors, LLC | $189.7M | 4,110,503 | 0.57% | new | NEW |
| STIFEL FINANCIAL CORP | $179.0M | 3,879,099 | 0.15% | 25q | +32.6%+$44.0M |
| Savvy Advisors, Inc. | $177.3M | 3,842,612 | 3.77% | 11q | +14.9%+$23.0M |
| First Command Advisory Services, Inc. | $167.8M | 3,635,592 | 1.00% | 9q | +17.0%+$24.4M |
| JB Capital LLC | $162.4M | 3,518,337 | 5.62% | 19q | +40.1%+$46.4M |
| OSAIC HOLDINGS, INC. | $152.4M | 3,302,104 | 0.18% | 26q | +19.1%+$24.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $148.0M | 3,207,478 | 0.19% | 31q | +8.2%+$11.2M |
| Sanctuary Advisors, LLC | $146.1M | 3,165,952 | 0.68% | 9q | +18.7%+$23.0M |
| Mason & Associates, LLC | $136.0M | 2,945,948 | 28.29% | 9q | +1.7%+$2.2M |
| UBS Group AG | $129.3M | 2,801,996 | 0.02% | 31q | -0.6%-$715.9K |
| Farther Finance Advisors, LLC | $119.8M | 2,594,856 | 0.93% | 15q | +19.9%+$19.9M |
| Integrated Wealth Concepts LLC | $110.9M | 2,402,351 | 0.54% | 31q | +83.7%+$50.5M |
| VICTORY CAPITAL MANAGEMENT INC | $110.7M | 2,397,900 | 0.06% | 2q | HELD |
| TRUIST FINANCIAL CORP | $106.6M | 2,309,950 | 0.13% | 27q | +31.2%+$25.3M |
| Symmetry Partners, LLC | $102.6M | 2,223,177 | 5.23% | 3q | -1.1%-$1.2M |
| ASSETMARK, INC | $99.8M | 2,161,917 | 0.17% | 31q | +16.0%+$13.7M |
| Allworth Financial LP | $93.5M | 2,025,050 | 0.40% | 21q | -17.6%-$19.9M |
| FIFTH THIRD BANCORP | $91.4M | 1,980,257 | 0.15% | 9q | +517.4%+$76.6M |
| Compass Ion Advisors, LLC | $82.6M | 1,789,088 | 7.12% | 13q | +1.9%+$1.6M |
| Prime Capital Investment Advisors, LLC | $76.5M | 1,657,922 | 0.74% | 4q | +4175.4%+$74.7M |
| SOFI WEALTH, LLC | $74.6M | 1,615,903 | 3.00% | 7q | +4.0%+$2.9M |
| Baker Avenue Asset Management, LP | $72.0M | 1,561,092 | 1.36% | 6q | +5.4%+$3.7M |
| Vise Technologies, Inc. | $71.9M | 1,557,969 | 0.81% | 4q | +539.0%+$60.6M |
| Global Strategic Investment Solutions, LLC | $69.2M | 1,498,899 | 6.13% | 12q | +18.3%+$10.7M |
| PNC Financial Services Group, Inc. | $67.7M | 1,467,812 | 0.03% | 31q | +0.9%+$573.0K |
| FMR LLC | $67.6M | 1,465,036 | 0.00% | 30q | +5.6%+$3.6M |
| Affinity Capital Advisors, LLC | $66.1M | 1,435,965 | 8.16% | 14q | +5.1%+$3.2M |
| Icon Wealth Advisors, LLC | $65.9M | 1,428,625 | 3.97% | 13q | +39.2%+$18.6M |
| Atria Investments, Inc | $63.7M | 1,381,084 | 0.64% | 23q | +28.8%+$14.2M |
| SteelPeak Wealth, LLC | $63.5M | 1,376,841 | 1.64% | 22q | +26.2%+$13.2M |
| Apella Capital, LLC | $63.3M | 1,382,574 | 0.89% | 12q | +23.2%+$11.9M |
| Kestra Advisory Services, LLC | $62.5M | 1,354,854 | 0.20% | 24q | +5.8%+$3.4M |
| Stone House Investment Management, LLC | $60.1M | 1,302,975 | 7.99% | 21q | +33.3%+$15.0M |
| UNIVEST FINANCIAL Corp | $59.0M | 1,278,847 | 2.90% | 8q | +16.1%+$8.2M |
| Focus Partners Wealth | $56.0M | 1,214,242 | 0.06% | 7q | -10.1%-$6.3M |
| Sharkey, Howes & Javer | $55.4M | 1,199,567 | 6.68% | 22q | +21.9%+$10.0M |
| MGO ONE SEVEN LLC | $55.4M | 1,199,447 | 0.91% | 14q | +37.6%+$15.1M |
| INTEGRITY ALLIANCE, LLC. | $53.6M | 1,161,836 | 1.68% | 7q | +34.3%+$13.7M |
| NorthRock Partners, LLC | $53.5M | 1,158,879 | 0.78% | 4q | -2.8%-$1.5M |
| Avidian Wealth Enterprises, LLC | $52.9M | 1,146,437 | 1.46% | 24q | +4.2%+$2.2M |
| REGIONS FINANCIAL CORP | $51.6M | 1,119,089 | 0.31% | 25q | +7.8%+$3.8M |
| Stash Investments, LLC | $51.1M | 1,108,163 | 16.48% | 11q | +12.1%+$5.5M |
| Corient Private Wealth LP | $51.1M | 1,106,564 | 0.03% | 15q | +91.9%+$24.5M |
| MCMORGAN & CO LLC | $50.7M | 1,099,343 | 7.64% | 21q | -11.9%-$6.8M |
| Advocacy Wealth Management, LLC | $50.3M | 1,088,957 | 1.83% | 2q | +168.3%+$31.5M |
| Destination Wealth Management | $49.4M | 1,069,818 | 1.15% | 31q | +2.4%+$1.2M |
| Johnson Bixby & Associates, LLC | $47.3M | 1,025,312 | 5.28% | 3q | +5.2%+$2.3M |
| Intelligence Driven Advisers, LLC | $47.0M | 1,019,072 | 7.63% | 10q | +4.9%+$2.2M |
| CreativeOne Wealth, LLC | $46.5M | 1,008,288 | 1.00% | 22q | -1.7%-$808.6K |
| &PARTNERS | $46.4M | 1,005,912 | 0.19% | 11q | -18.2%-$10.3M |
| Strategic Blueprint, LLC | $46.2M | 1,001,508 | 2.31% | 22q | +30.5%+$10.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | $46.1M | 998,099 | 0.15% | 31q | +2.6%+$1.2M |
| Merit Financial Group, LLC | $45.4M | 983,010 | 0.14% | 18q | +136.2%+$26.2M |
| JT Stratford LLC | $44.3M | 959,075 | 4.85% | 15q | +29.9%+$10.2M |
| Cerity Partners LLC | $44.0M | 953,130 | 0.05% | 9q | +76.0%+$19.0M |
| Horst & Graben Wealth Management LLC | $43.2M | 940,182 | 5.68% | 21q | +64.7%+$17.0M |
| Orion Porfolio Solutions, LLC | $42.4M | 918,375 | 0.32% | 19q | +36.5%+$11.3M |
| Perigon Wealth Management, LLC | $42.1M | 911,989 | 0.66% | 22q | +34.3%+$10.7M |
| Trek Financial, LLC | $41.8M | 906,801 | 2.08% | 22q | +31.3%+$10.0M |
| Composition Wealth, LLC | $41.1M | 890,765 | 0.48% | 11q | +9.3%+$3.5M |
| Global Retirement Partners, LLC | $40.6M | 879,400 | 0.62% | 16q | +38.9%+$11.4M |
| Spire Wealth Management | $40.1M | 868,483 | 1.21% | 22q | -1.1%-$440.9K |
| Arax Advisory Partners | $39.5M | 855,023 | 0.26% | 3q | +135.4%+$22.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $39.3M | 859,965 | 0.07% | 12q | +31.3%+$9.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $38.6M | 836,722 | 0.02% | 21q | +870.0%+$34.6M |
| WEALTH ALLIANCE, LLC | $38.5M | 833,658 | 3.22% | 22q | +48.3%+$12.5M |
| Modern Wealth Management, LLC | $38.4M | 831,929 | 0.46% | 10q | +51.1%+$13.0M |
| Brookstone Capital Management | $38.1M | 826,609 | 0.38% | 22q | +46.5%+$12.1M |
| AE Wealth Management LLC | $37.8M | 820,107 | 0.18% | 27q | +27.5%+$8.2M |
| Baird Financial Group, Inc. | $36.7M | 795,259 | 0.05% | 28q | +10.7%+$3.5M |
| ONE Advisory Partners, LLC | $36.3M | 787,646 | 9.89% | 22q | +10.8%+$3.5M |
| JACOBSON & SCHMITT ADVISORS, LLC | $36.2M | 783,510 | 5.91% | 28q | -1.7%-$638.5K |
| ELEVATION WEALTH PARTNERS, LLC | $35.9M | 777,144 | 10.74% | 14q | +12.4%+$4.0M |
| Summit Financial, LLC | $35.4M | 766,169 | 0.39% | 31q | +7.2%+$2.4M |
| Legacy Financial Group LLC | $35.1M | 761,427 | 3.96% | 15q | +36.5%+$9.4M |
Showing the largest 100 of 857 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 | 836 | $40.3B | 873,078,297 | 69 | 462 | 170 | 0.0% |
| Q1 2026 | 817 | $37.0B | 801,020,675 | 66 | 422 | 182 | 0.0% |
| Q4 2025 | 817 | $31.6B | 678,989,995 | 77 | 343 | 218 | 0.0% |
| Q3 2025 | 728 | $31.0B | 663,768,811 | 64 | 235 | 325 | 0.0% |
| Q2 2025 | 713 | $30.1B | 650,723,250 | 61 | 213 | 332 | 0.0% |
| Q1 2025 | 707 | $30.1B | 653,955,771 | 67 | 243 | 292 | 0.0% |
| Q4 2024 | 694 | $29.5B | 652,634,434 | 62 | 228 | 273 | 0.0% |
| Q3 2024 | 634 | $31.4B | 665,742,394 | 62 | 363 | 132 | 0.0% |
| Q2 2024 | 612 | $26.6B | 587,384,966 | 52 | 258 | 211 | 0.0% |
| Q1 2024 | 598 | $27.7B | 606,919,207 | 62 | 346 | 109 | 0.0% |
| Q4 2023 | 579 | $22.7B | 492,220,784 | 70 | 183 | 226 | 0.0% |
| Q3 2023 | 496 | $19.3B | 442,169,811 | 49 | 185 | 196 | 0.0% |
| Q2 2023 | 483 | $19.8B | 435,284,842 | 42 | 231 | 126 | 0.0% |
| Q1 2023 | 461 | $19.2B | 415,052,673 | 46 | 262 | 98 | 0.0% |
| Q4 2022 | 447 | $16.9B | 375,944,113 | 54 | 216 | 105 | 0.0% |
| Q3 2022 | 471 | $16.1B | 361,026,898 | 54 | 204 | 147 | 0.0% |
| Q2 2022 | 473 | $16.5B | 352,975,228 | 51 | 192 | 172 | 0.0% |
| Q1 2022 | 472 | $17.6B | 355,370,835 | 53 | 249 | 96 | 0.0% |
| Q4 2021 | 463 | $15.6B | 295,359,395 | 52 | 215 | 101 | 0.0% |
| Q3 2021 | 401 | $13.9B | 261,115,262 | 38 | 223 | 79 | 0.0% |
| Q2 2021 | 379 | $13.6B | 255,649,398 | 55 | 208 | 64 | 0.0% |
| Q1 2021 | 347 | $11.4B | 215,587,125 | 121 | 136 | 54 | 0.0% |
| Q4 2020 | 242 | $5.3B | 97,865,438 | 32 | 114 | 41 | 0.0% |
| Q3 2020 | 199 | $4.8B | 89,089,988 | 23 | 94 | 45 | 0.0% |
| Q2 2020 | 190 | $4.6B | 84,829,279 | 27 | 75 | 49 | 0.0% |
| Q1 2020 | 181 | $4.3B | 81,255,956 | 35 | 65 | 46 | 0.0% |
| Q4 2019 | 167 | $4.1B | 77,931,189 | 33 | 73 | 27 | 0.0% |
| Q3 2019 | 129 | $3.8B | 72,035,981 | 19 | 58 | 29 | 0.0% |
| Q2 2019 | 121 | $3.7B | 71,350,248 | 13 | 61 | 23 | 0.0% |
| Q1 2019 | 116 | $3.3B | 65,366,939 | 22 | 40 | 27 | 0.0% |
| Q4 2018 | 106 | $2.7B | 53,939,460 | 4 | 2 | 1 | 0.0% |