ISHARES TR (IUSV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
792
Reporting holders
$22.5B
Reported value
0.0%
Held as options
+28
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/ | $9.6B | 87,142,505 | 0.62% | 31q | +4.5%+$415.0M |
| LPL Financial LLC | $1.9B | 17,438,274 | 0.43% | 31q | +1.2%+$23.4M |
| MORGAN STANLEY | $1.1B | 9,794,840 | 0.06% | 35q | -0.7%-$7.1M |
| JONES FINANCIAL COMPANIES LLLP | $889.9M | 8,102,785 | 0.36% | 31q | +5.9%+$49.5M |
| ENVESTNET ASSET MANAGEMENT INC | $834.5M | 7,575,951 | 0.20% | 31q | +5.7%+$45.3M |
| Merit Financial Group, LLC | $655.8M | 5,953,572 | 2.00% | 11q | +113.5%+$348.6M |
| SIGNATUREFD, LLC | $536.6M | 4,871,244 | 7.17% | 29q | +4.9%+$25.2M |
| Kestra Investment Management, LLC | $491.7M | 4,464,120 | 9.53% | 9q | +14.7%+$62.9M |
| Blue Trust, Inc. | $466.6M | 4,235,766 | 4.89% | 17q | -0.9%-$4.4M |
| ASPIRIANT, LLC | $406.0M | 3,685,507 | 10.02% | 31q | HELD |
| JPMORGAN CHASE & CO | $211.3M | 1,917,456 | 0.01% | 31q | -7.8%-$17.9M |
| Corient Private Wealth LP | $192.7M | 1,748,977 | 0.12% | 15q | +113.7%+$102.5M |
| RAYMOND JAMES FINANCIAL INC | $182.4M | 1,655,527 | 0.05% | 7q | +0.9%+$1.7M |
| PNC Financial Services Group, Inc. | $176.4M | 1,601,375 | 0.09% | 31q | +11.4%+$18.0M |
| ROYAL BANK OF CANADA | $173.6M | 1,576,412 | 0.03% | 31q | +4.5%+$7.5M |
| UBS Group AG | $169.7M | 1,540,958 | 0.02% | 31q | -3.6%-$6.4M |
| BENJAMIN EDWARDS INC | $153.4M | 1,392,296 | 1.40% | 29q | +6.0%+$8.7M |
| Modera Wealth Management, LLC | $131.4M | 1,192,955 | 1.40% | 26q | HELD |
| BLAIR WILLIAM & CO/IL | $131.0M | 1,189,639 | 0.34% | 31q | +2.0%+$2.6M |
| Foster Group, Inc. | $124.7M | 1,131,712 | 3.31% | 4q | +1.8%+$2.2M |
| Auto-Owners Insurance Co | $95.2M | 864,000 | 2.15% | 15q | -36.2%-$54.0M |
| WELLS FARGO & COMPANY/MN | $93.8M | 851,253 | 0.02% | 31q | -64.0%-$167.0M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $89.1M | 808,560 | 7.51% | 8q | -6.4%-$6.1M |
| Cetera Investment Advisers | $83.2M | 755,194 | 0.08% | 30q | +6.2%+$4.9M |
| HighTower Advisors, LLC | $82.0M | 744,190 | 0.08% | 31q | +3.7%+$2.9M |
| Sequoia Financial Advisors, LLC | $76.6M | 695,001 | 0.38% | 19q | HELD |
| PRINCIPAL SECURITIES, INC. | $73.9M | 671,256 | 0.89% | 11q | -4.4%-$3.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $73.8M | 669,764 | 0.09% | 31q | +1.7%+$1.2M |
| McGlone Suttner Wealth Management, Inc. | $73.2M | 664,617 | 8.59% | 15q | +1.7%+$1.2M |
| KINTRA WEALTH, LLC | $68.3M | 591,891 | 3.57% | 2q | +33.6%+$17.2M |
| OSAIC HOLDINGS, INC. | $66.5M | 603,501 | 0.08% | 26q | +17.5%+$9.9M |
| Allworth Financial LP | $64.7M | 587,665 | 0.27% | 31q | -1.7%-$1.1M |
| Curi Capital, LLC | $63.1M | 573,084 | 0.97% | 6q | +27.5%+$13.6M |
| Allspring Global Investments Holdings, LLC | $58.7M | 532,868 | 0.09% | 19q | +1.4%+$803.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $54.7M | 496,797 | 0.03% | 24q | +527.0%+$46.0M |
| FMR LLC | $53.2M | 482,741 | 0.00% | 31q | +1.0%+$544.1K |
| GOLDMAN SACHS GROUP INC | $52.1M | 472,655 | 0.00% | 31q | +8.7%+$4.2M |
| AMERIPRISE FINANCIAL INC | $50.7M | 460,850 | 0.01% | 31q | -44.9%-$41.2M |
| Arax Advisory Partners | $49.6M | 450,235 | 0.33% | 3q | +7242.4%+$48.9M |
| Nadler Financial Group, Inc. | $48.9M | 443,540 | 4.14% | 14q | -2.2%-$1.1M |
| FLAGSHIP HARBOR ADVISORS, LLC | $47.3M | 429,490 | 1.81% | 31q | +5.3%+$2.4M |
| HOWE & RUSLING INC | $45.9M | 416,948 | 2.66% | 31q | +16.2%+$6.4M |
| Gotham Asset Management, LLC | $43.9M | 398,466 | 0.10% | 8q | +65.4%+$17.3M |
| Focus Partners Wealth | $43.8M | 397,894 | 0.04% | 11q | -5.0%-$2.3M |
| Financial Engines Advisors L.L.C. | $43.8M | 397,448 | 0.08% | 27q | +15.3%+$5.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.7M | 391,557 | 0.07% | 31q | HELD |
| Tanglewood Legacy Advisors, LLC | $42.2M | 383,487 | 13.63% | 15q | +0.5%+$226.7K |
| Atlantic Union Bankshares Corp | $41.3M | 375,135 | 0.69% | 5q | +2.1%+$842.9K |
| Veracity Capital LLC | $40.6M | 368,402 | 10.96% | 23q | +2.1%+$831.2K |
| PCA Investment Advisory Services Inc. | $36.5M | 330,925 | 10.17% | 14q | +3.1%+$1.1M |
| Madison Wealth Partners, Inc | $35.2M | 319,929 | 4.48% | 23q | +2.5%+$859.6K |
| Townsend & Associates, Inc | $35.2M | 316,302 | 3.00% | 15q | -0.9%-$336.1K |
| SOUTHERN CAPITAL ADVISORS, LLC | $34.3M | 311,418 | 14.33% | 19q | +5.4%+$1.7M |
| DDFG, Inc | $33.1M | 300,399 | 6.57% | 15q | +1.0%+$334.4K |
| ForthRight Wealth Management, LLC | $32.4M | 294,358 | 8.30% | 23q | -2.6%-$871.8K |
| MML INVESTORS SERVICES, LLC | $31.7M | 287,524 | 0.06% | 31q | +15.1%+$4.2M |
| Duncan Williams Asset Management, LLC | $31.1M | 282,318 | 7.01% | 4q | +4.4%+$1.3M |
| Equitable Holdings, Inc. | $29.1M | 264,252 | 0.17% | 27q | -20.2%-$7.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.1M | 254,875 | 0.01% | 31q | +3.3%+$908.2K |
| Vident Advisory, LLC | $27.8M | 252,461 | 0.20% | 12q | +1.0%+$267.6K |
| Modern Wealth Management, LLC | $27.3M | 247,856 | 0.33% | 11q | +527.1%+$22.9M |
| Salus Financial Advisors, LLC | $26.8M | 243,298 | 13.21% | 7q | +8.0%+$2.0M |
| Private Advisor Group, LLC | $26.8M | 243,044 | 0.12% | 31q | +10.7%+$2.6M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $26.2M | 237,417 | 0.29% | 17q | -17.0%-$5.4M |
| Sanctuary Advisors, LLC | $26.1M | 236,853 | 0.12% | 9q | +4.5%+$1.1M |
| Garde Capital, Inc. | $25.6M | 232,407 | 1.15% | 18q | -2.1%-$553.6K |
| Rockefeller Capital Management L.P. | $24.4M | 221,191 | 0.04% | 30q | +2.1%+$509.9K |
| GDS Wealth Management | $23.4M | 212,872 | 1.12% | 19q | -6.7%-$1.7M |
| Alliance Private Wealth, LLC | $22.9M | 207,767 | 7.95% | 3q | -6.0%-$1.5M |
| Steele Capital Management, Inc. | $22.8M | 206,988 | 0.84% | 11q | -1.2%-$278.5K |
| Waldron Private Wealth LLC | $22.8M | 206,863 | 0.79% | 5q | -11.9%-$3.1M |
| Birchcreek Wealth Management, LLC | $22.5M | 204,617 | 8.78% | 23q | +1.4%+$310.8K |
| IRONWOOD WEALTH MANAGEMENT, INC. | $21.5M | 192,775 | 9.08% | 22q | HELD |
| Vestmark Advisory Solutions, Inc. | $21.2M | 192,811 | 0.20% | 5q | +148.4%+$12.7M |
| Strategies Wealth Advisors, LLC | $21.0M | 191,032 | 1.88% | 18q | -5.9%-$1.3M |
| SkyOak Wealth, LLC | $20.9M | 189,458 | 3.41% | 25q | -5.5%-$1.2M |
| High Probability Advisors, LLC | $20.9M | 189,323 | 2.23% | 23q | +6.2%+$1.2M |
| Kestra Advisory Services, LLC | $20.6M | 187,372 | 0.07% | 24q | -9.2%-$2.1M |
| Richard W. Paul & Associates, LLC | $20.3M | 184,588 | 6.22% | 15q | +1.4%+$271.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $20.2M | 183,058 | 0.11% | 31q | +16.7%+$2.9M |
| Concurrent Investment Advisors, LLC | $19.2M | 173,977 | 0.16% | 11q | +9.7%+$1.7M |
| Crescent Grove Advisors, LLC | $18.1M | 164,622 | 1.51% | 31q | +1.3%+$240.3K |
| Financial Partners Group, Inc | $17.6M | 159,702 | 1.79% | 9q | -1.0%-$186.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $17.0M | 154,658 | 0.32% | 2q | +296.8%+$12.7M |
| STIFEL FINANCIAL CORP | $17.0M | 154,119 | 0.01% | 31q | +1.9%+$318.0K |
| BRANDES INVESTMENT PARTNERS, LP | $17.0M | 153,901 | 0.12% | new | NEW |
| Savant Capital, LLC | $16.3M | 148,121 | 0.05% | 26q | +0.6%+$95.8K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $16.3M | 147,513 | 0.05% | 22q | -3.6%-$609.8K |
| Global Strategic Investment Solutions, LLC | $16.1M | 146,101 | 1.43% | 26q | HELD |
| Creative Planning | $15.6M | 141,664 | 0.01% | 31q | +5.5%+$813.6K |
| Cosner Financial Group, LLC | $15.5M | 141,107 | 7.98% | 13q | +0.9%+$137.0K |
| Ameritas Advisory Services, LLC | $15.5M | 140,385 | 0.31% | 19q | +143.0%+$9.1M |
| Allianz Asset Management GmbH | $15.3M | 149,660 | 0.01% | 2q | HELD |
| Atria Investments, Inc | $14.8M | 134,589 | 0.15% | 21q | +13.5%+$1.8M |
| Main Street Financial Solutions, LLC | $14.8M | 134,115 | 0.95% | 10q | +6.2%+$867.9K |
| Carl P. Sherr & Co., LLC | $14.8M | 134,098 | 6.19% | 27q | -1.7%-$256.5K |
| Keenan, LLC | $14.6M | 132,366 | 10.30% | 3q | +10.2%+$1.3M |
| ARWA LLC | $14.5M | 128,517 | 6.01% | 3q | +25.5%+$2.9M |
| SAPIENT CAPITAL LLC | $14.3M | 130,138 | 0.09% | 8q | +34.8%+$3.7M |
| NewEdge Advisors, LLC | $14.3M | 130,015 | 0.04% | new | NEW |
Showing the largest 100 of 812 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 | 792 | $22.5B | 204,707,106 | 67 | 247 | 194 | 0.0% |
| Q1 2026 | 764 | $20.0B | 196,237,659 | 55 | 215 | 208 | 0.0% |
| Q4 2025 | 768 | $19.7B | 192,125,073 | 61 | 219 | 202 | 0.0% |
| Q3 2025 | 720 | $18.3B | 183,261,705 | 59 | 203 | 200 | 0.0% |
| Q2 2025 | 698 | $16.7B | 176,598,717 | 44 | 200 | 217 | 0.0% |
| Q1 2025 | 698 | $16.0B | 173,526,764 | 52 | 216 | 192 | 0.0% |
| Q4 2024 | 688 | $15.3B | 165,060,708 | 46 | 233 | 176 | 0.0% |
| Q3 2024 | 645 | $14.9B | 156,608,142 | 65 | 190 | 184 | 0.0% |
| Q2 2024 | 610 | $13.3B | 150,537,384 | 54 | 176 | 169 | 0.0% |
| Q1 2024 | 593 | $14.3B | 158,003,567 | 56 | 178 | 180 | 0.0% |
| Q4 2023 | 575 | $11.7B | 138,509,670 | 54 | 176 | 154 | 0.0% |
| Q3 2023 | 519 | $9.1B | 122,290,545 | 33 | 143 | 149 | 0.0% |
| Q2 2023 | 526 | $9.6B | 123,000,969 | 47 | 129 | 168 | 0.0% |
| Q1 2023 | 496 | $9.0B | 121,433,551 | 54 | 130 | 175 | 0.0% |
| Q4 2022 | 469 | $8.6B | 121,685,915 | 65 | 145 | 116 | 0.0% |
| Q3 2022 | 472 | $7.9B | 125,108,642 | 36 | 167 | 117 | 0.0% |
| Q2 2022 | 481 | $8.3B | 123,150,716 | 41 | 145 | 138 | 0.0% |
| Q1 2022 | 478 | $9.0B | 118,276,971 | 39 | 160 | 119 | 0.0% |
| Q4 2021 | 476 | $8.8B | 115,833,177 | 52 | 161 | 108 | 0.0% |
| Q3 2021 | 419 | $7.6B | 107,030,472 | 36 | 132 | 119 | 0.0% |
| Q2 2021 | 414 | $7.6B | 106,086,035 | 44 | 156 | 88 | 0.0% |
| Q1 2021 | 401 | $6.6B | 95,904,253 | 57 | 146 | 99 | 0.0% |
| Q4 2020 | 372 | $5.6B | 90,137,835 | 57 | 107 | 87 | 0.0% |
| Q3 2020 | 307 | $5.0B | 91,078,364 | 27 | 99 | 92 | 0.0% |
| Q2 2020 | 316 | $4.3B | 83,326,906 | 41 | 95 | 112 | 0.0% |
| Q1 2020 | 304 | $4.0B | 85,465,666 | 32 | 117 | 84 | 0.0% |
| Q4 2019 | 341 | $5.0B | 79,448,597 | 62 | 109 | 59 | 0.0% |
| Q3 2019 | 265 | $4.4B | 74,920,670 | 20 | 88 | 79 | 0.0% |
| Q2 2019 | 263 | $4.1B | 71,797,602 | 27 | 103 | 56 | 0.0% |
| Q1 2019 | 261 | $3.9B | 69,597,070 | 33 | 88 | 72 | 0.0% |
| Q4 2018 | 251 | $3.3B | 66,468,020 | 3 | 7 | 5 | 0.0% |