ISHARES TR (IUSG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
909
Reporting holders
$25.8B
Reported value
0.0%
Held as options
+68
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $10.1B | 53,516,596 | 0.65% | 31q | +1.4%+$139.6M |
| MORGAN STANLEY | $2.8B | 14,645,320 | 0.15% | 35q | +0.7%+$18.9M |
| LPL Financial LLC | $2.8B | 14,626,998 | 0.62% | 31q | +1.7%+$46.6M |
| JONES FINANCIAL COMPANIES LLLP | $1.2B | 6,829,303 | 0.50% | 31q | +1.3%+$16.0M |
| Merit Financial Group, LLC | $787.1M | 4,184,898 | 2.40% | 13q | +114.1%+$419.6M |
| ENVESTNET ASSET MANAGEMENT INC | $595.5M | 3,166,362 | 0.14% | 31q | +10.4%+$56.1M |
| Blue Trust, Inc. | $355.2M | 1,888,418 | 3.72% | 17q | +1.1%+$3.9M |
| JPMORGAN CHASE & CO | $284.7M | 1,533,948 | 0.02% | 31q | -2.6%-$7.5M |
| RAYMOND JAMES FINANCIAL INC | $277.7M | 1,476,303 | 0.08% | 7q | +3.3%+$8.9M |
| HighTower Advisors, LLC | $275.7M | 1,465,956 | 0.27% | 31q | +215.2%+$188.2M |
| UBS Group AG | $245.9M | 1,307,346 | 0.03% | 31q | -4.4%-$11.4M |
| ROYAL BANK OF CANADA | $234.6M | 1,247,059 | 0.03% | 31q | +2.2%+$5.1M |
| PNC Financial Services Group, Inc. | $229.7M | 1,221,245 | 0.11% | 31q | +9.6%+$20.1M |
| WELLS FARGO & COMPANY/MN | $212.7M | 1,128,013 | 0.03% | 31q | -50.2%-$214.4M |
| Kestra Investment Management, LLC | $207.7M | 1,322,967 | 4.02% | 9q | +16.7%+$29.7M |
| Corient Private Wealth LP | $186.1M | 989,650 | 0.12% | 15q | +123.1%+$102.7M |
| Facet Wealth, Inc. | $166.4M | 884,912 | 2.39% | 15q | +8.7%+$13.3M |
| BENJAMIN EDWARDS INC | $155.3M | 825,427 | 1.42% | 29q | +4.8%+$7.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $152.3M | 809,815 | 0.19% | 31q | +4.3%+$6.2M |
| FMR LLC | $131.2M | 697,287 | 0.01% | 31q | HELD |
| Cetera Investment Advisers | $123.6M | 657,270 | 0.11% | 25q | +3.0%+$3.6M |
| BLAIR WILLIAM & CO/IL | $94.3M | 501,346 | 0.25% | 31q | +4.8%+$4.3M |
| SHP Wealth Management | $94.1M | 500,298 | 6.47% | 3q | +0.7%+$688.8K |
| AMERIPRISE FINANCIAL INC | $90.4M | 480,739 | 0.02% | 31q | -38.9%-$57.6M |
| CITIZENS FINANCIAL GROUP INC/RI | $82.2M | 437,273 | 0.99% | 14q | -2.7%-$2.3M |
| OSAIC HOLDINGS, INC. | $79.1M | 420,115 | 0.09% | 26q | +10.9%+$7.8M |
| Allworth Financial LP | $78.1M | 415,167 | 0.33% | 23q | -3.7%-$3.0M |
| Madison Wealth Partners, Inc | $77.1M | 409,922 | 9.81% | 23q | HELD |
| KINTRA WEALTH, LLC | $71.2M | 365,112 | 3.72% | 2q | +29.2%+$16.1M |
| Legacy Financial Group LLC | $70.1M | 372,777 | 7.89% | 23q | +9.5%+$6.1M |
| Modera Wealth Management, LLC | $66.8M | 354,960 | 0.71% | 19q | +0.7%+$495.6K |
| HOWE & RUSLING INC | $63.9M | 339,855 | 3.71% | 31q | HELD |
| Tanglewood Legacy Advisors, LLC | $63.2M | 335,931 | 20.39% | 15q | HELD |
| Curi Capital, LLC | $62.5M | 332,072 | 0.96% | 6q | +18.4%+$9.7M |
| Tennessee Valley Asset Management Partners | $61.9M | 329,315 | 6.83% | 4q | -0.5%-$317.1K |
| Cardinal Strategic Wealth Guidance | $54.5M | 289,900 | 12.36% | 27q | -14.5%-$9.3M |
| Bleakley Financial Group, LLC | $50.3M | 267,472 | 0.64% | 10q | +0.7%+$327.1K |
| Equitable Holdings, Inc. | $49.8M | 265,006 | 0.30% | 27q | +6.8%+$3.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $49.0M | 260,289 | 0.03% | 31q | +2.7%+$1.3M |
| Charles Schwab Trust Co | $47.8M | 254,306 | 2.67% | 16q | -9.8%-$5.2M |
| DDFG, Inc | $47.5M | 252,703 | 9.44% | 15q | -7.6%-$3.9M |
| Gotham Asset Management, LLC | $45.9M | 243,786 | 0.11% | 10q | +79.7%+$20.3M |
| Aurdan Capital Management, LLC | $45.8M | 243,754 | 11.63% | 7q | +0.5%+$240.9K |
| PRINCIPAL SECURITIES, INC. | $43.6M | 231,839 | 0.53% | 11q | -8.8%-$4.2M |
| HILLTOP WEALTH ADVISORS, LLC | $43.0M | 228,398 | 21.24% | 17q | -5.3%-$2.4M |
| Veracity Capital LLC | $42.8M | 227,402 | 11.55% | 27q | HELD |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $41.3M | 219,334 | 7.81% | 8q | +2.1%+$830.4K |
| Private Advisor Group, LLC | $40.7M | 216,562 | 0.19% | 31q | +1.7%+$687.1K |
| WESTWOOD HOLDINGS GROUP INC | $40.4M | 214,791 | 0.30% | 31q | +457.9%+$33.2M |
| Aspen Wealth Management LLC | $39.8M | 211,338 | 6.75% | 19q | +6.6%+$2.4M |
| SCS Capital Management LLC | $38.4M | 204,044 | 0.36% | 6q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $38.1M | 202,069 | 0.21% | 31q | +18.5%+$6.0M |
| Kestra Advisory Services, LLC | $36.7M | 195,323 | 0.12% | 24q | -9.1%-$3.7M |
| Rockefeller Capital Management L.P. | $36.1M | 192,183 | 0.06% | 30q | +0.9%+$311.5K |
| CUTLER INVESTMENT COUNSEL LLC | $35.6M | 189,385 | 3.35% | 14q | +0.6%+$229.5K |
| Atlantic Union Bankshares Corp | $35.3M | 187,866 | 0.59% | 9q | -5.5%-$2.1M |
| ALLIANCEBERNSTEIN L.P. | $35.1M | 226,543 | 0.01% | 22q | -0.9%-$320.1K |
| Valmark Advisers, Inc. | $33.8M | 179,657 | 0.36% | 24q | -4.4%-$1.5M |
| Focus Partners Wealth | $33.8M | 179,638 | 0.03% | 11q | -1.5%-$528.3K |
| ForthRight Wealth Management, LLC | $32.3M | 171,918 | 8.27% | 23q | -0.9%-$305.8K |
| Integrated Wealth Concepts LLC | $32.0M | 170,157 | 0.16% | 31q | +28.8%+$7.2M |
| MML INVESTORS SERVICES, LLC | $31.3M | 166,331 | 0.06% | 31q | +21.7%+$5.6M |
| Sanctuary Advisors, LLC | $30.7M | 163,131 | 0.14% | 9q | +4.0%+$1.2M |
| NorthStar Asset Management LLC /NJ/ | $30.4M | 161,629 | 12.36% | 11q | +7.5%+$2.1M |
| Madison Asset Management, LLC | $28.5M | 151,348 | 0.34% | 20q | +24.8%+$5.7M |
| Goldstone Financial Group, LLC | $27.8M | 147,931 | 2.54% | 14q | +9.2%+$2.3M |
| Alliance Private Wealth, LLC | $27.7M | 147,476 | 9.64% | 3q | -5.8%-$1.7M |
| Bank of New York Mellon Corp | $26.9M | 143,172 | 0.00% | 31q | +4.5%+$1.1M |
| Waldron Private Wealth LLC | $26.8M | 142,383 | 0.93% | 5q | -11.5%-$3.5M |
| Spire Wealth Management | $26.0M | 138,357 | 0.79% | 22q | HELD |
| STIFEL FINANCIAL CORP | $26.0M | 138,172 | 0.02% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $25.9M | 137,906 | 0.00% | 31q | +3.6%+$892.5K |
| Strategies Wealth Advisors, LLC | $25.3M | 134,539 | 2.26% | 18q | -10.4%-$3.0M |
| DOLIVER ADVISORS, LP | $24.4M | 129,735 | 5.52% | 31q | HELD |
| Hudock, Inc. | $24.1M | 128,030 | 3.08% | 14q | -1.1%-$257.7K |
| Atria Investments, Inc | $24.0M | 127,601 | 0.24% | 19q | +4.1%+$945.7K |
| FOUNDERS FINANCIAL SECURITIES LLC | $23.1M | 122,713 | 1.18% | 17q | +2.6%+$593.6K |
| Horizon Investments, LLC | $23.0M | 122,134 | 0.25% | 17q | -48.5%-$21.6M |
| Concurrent Investment Advisors, LLC | $22.6M | 120,374 | 0.19% | 11q | +2.8%+$622.2K |
| RWA WEALTH PARTNERS, LLC | $22.4M | 119,223 | 0.21% | 15q | HELD |
| Birchcreek Wealth Management, LLC | $22.3M | 118,414 | 8.68% | 23q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $22.2M | 118,225 | 6.66% | 14q | HELD |
| Systelligence, LLC | $21.2M | 112,585 | 3.54% | new | NEW |
| Petix & Botte Co | $19.7M | 104,982 | 3.97% | 26q | -13.7%-$3.1M |
| PCA Investment Advisory Services Inc. | $19.1M | 101,558 | 5.33% | 14q | +1.3%+$249.6K |
| Canvas Wealth Advisors, LLC | $19.1M | 101,556 | 2.66% | 22q | +2.2%+$405.5K |
| Richard W. Paul & Associates, LLC | $18.9M | 100,700 | 5.79% | 15q | HELD |
| BlackRock, Inc. | $18.0M | 95,525 | 0.00% | 8q | -2.6%-$472.7K |
| Mascoma Wealth Management LLC | $17.3M | 91,744 | 3.20% | 27q | +0.6%+$105.5K |
| Main Street Financial Solutions, LLC | $17.1M | 90,838 | 1.10% | 10q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $16.9M | 90,059 | 0.03% | 31q | +2.1%+$356.4K |
| Roberts Financial Services LLC | $16.7M | 88,554 | 4.88% | 31q | -3.6%-$622.0K |
| Financial Council, LLC | $16.2M | 85,946 | 5.24% | 20q | HELD |
| Creative Planning | $15.9M | 84,716 | 0.01% | 31q | +6.1%+$917.1K |
| IHT Wealth Management, LLC | $15.5M | 82,368 | 0.33% | 31q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $15.3M | 81,361 | 0.05% | 31q | -17.4%-$3.2M |
| VestGen Advisors, LLC | $15.2M | 80,938 | 0.44% | 6q | -49.1%-$14.7M |
| Cosner Financial Group, LLC | $15.2M | 79,293 | 7.78% | 13q | +1.8%+$269.1K |
| FIFTH THIRD BANCORP | $15.1M | 80,376 | 0.02% | 31q | -0.9%-$136.4K |
| Allspring Global Investments Holdings, LLC | $14.8M | 79,015 | 0.02% | 11q | -17.1%-$3.0M |
Showing the largest 100 of 930 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 | 909 | $25.8B | 137,557,943 | 108 | 246 | 223 | 0.0% |
| Q1 2026 | 841 | $20.6B | 132,802,055 | 61 | 236 | 245 | 0.0% |
| Q4 2025 | 857 | $19.9B | 118,688,501 | 60 | 193 | 249 | 0.0% |
| Q3 2025 | 796 | $18.9B | 114,742,062 | 65 | 194 | 222 | 0.0% |
| Q2 2025 | 764 | $17.6B | 117,366,252 | 89 | 205 | 207 | 0.0% |
| Q1 2025 | 719 | $14.4B | 113,576,035 | 46 | 190 | 236 | 0.0% |
| Q4 2024 | 743 | $15.4B | 110,717,124 | 62 | 193 | 196 | 0.0% |
| Q3 2024 | 659 | $14.7B | 111,501,178 | 51 | 170 | 181 | 0.0% |
| Q2 2024 | 648 | $13.9B | 109,292,398 | 75 | 172 | 185 | 0.0% |
| Q1 2024 | 599 | $15.1B | 127,728,795 | 65 | 155 | 195 | 0.0% |
| Q4 2023 | 559 | $11.9B | 113,803,498 | 47 | 177 | 162 | 0.0% |
| Q3 2023 | 520 | $9.3B | 97,677,575 | 37 | 143 | 151 | 0.0% |
| Q2 2023 | 514 | $9.5B | 97,539,110 | 41 | 145 | 161 | 0.0% |
| Q1 2023 | 493 | $8.5B | 95,282,943 | 52 | 131 | 172 | 0.0% |
| Q4 2022 | 464 | $7.7B | 94,592,394 | 50 | 146 | 120 | 0.0% |
| Q3 2022 | 511 | $7.3B | 91,386,952 | 52 | 156 | 133 | 0.0% |
| Q2 2022 | 502 | $7.6B | 89,556,135 | 50 | 151 | 139 | 0.0% |
| Q1 2022 | 526 | $9.0B | 84,794,701 | 38 | 149 | 156 | 0.0% |
| Q4 2021 | 554 | $9.7B | 84,504,030 | 61 | 163 | 122 | 0.0% |
| Q3 2021 | 476 | $8.5B | 82,503,258 | 49 | 131 | 129 | 0.0% |
| Q2 2021 | 454 | $8.1B | 80,349,413 | 43 | 135 | 135 | 0.0% |
| Q1 2021 | 431 | $7.4B | 81,787,130 | 39 | 109 | 146 | 0.0% |
| Q4 2020 | 420 | $7.4B | 83,622,748 | 37 | 117 | 121 | 0.0% |
| Q3 2020 | 363 | $6.5B | 81,473,302 | 22 | 94 | 134 | 0.0% |
| Q2 2020 | 365 | $6.3B | 88,322,135 | 42 | 104 | 128 | 0.0% |
| Q1 2020 | 352 | $5.0B | 87,602,349 | 44 | 112 | 111 | 0.0% |
| Q4 2019 | 359 | $5.3B | 78,505,198 | 44 | 113 | 69 | 0.0% |
| Q3 2019 | 287 | $4.6B | 73,409,957 | 30 | 100 | 70 | 0.0% |
| Q2 2019 | 272 | $4.5B | 71,012,494 | 33 | 96 | 64 | 0.0% |
| Q1 2019 | 258 | $4.1B | 67,215,084 | 38 | 83 | 66 | 0.0% |
| Q4 2018 | 251 | $3.5B | 66,863,469 | 4 | 5 | 5 | 0.0% |