ISHARES TR (IVW)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
125
Reporting holders
$491.2M
Reported value
0.0%
Calls
0.0%
Puts
-2,015
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $47.3M | 332,750 | 0.33% | 16q | +1.0%+$454.1K |
| KWMG, LLC | $38.4M | 269,693 | 2.77% | 32q | +2.4%+$884.1K |
| MJT & Associates Financial Advisory Group, Inc. | $26.1M | 183,800 | 16.91% | 7q | +5.1%+$1.3M |
| Gallagher Capital Advisors, LLC | $21.3M | 149,738 | 11.42% | 2q | -0.5%-$112.5K |
| Acropolis Investment Management, LLC | $21.1M | 148,458 | 0.85% | 32q | -51.0%-$22.0M |
| McNaughton Wealth Management, LLC | $21.1M | 148,426 | 7.38% | 28q | HELD |
| First Heartland Consultants, Inc. | $19.6M | 138,011 | 1.31% | 32q | -4.6%-$952.4K |
| YHB Investment Advisors, Inc. | $15.4M | 108,550 | 0.97% | 25q | HELD |
| Apella Capital, LLC | $15.0M | 102,740 | 0.19% | 25q | +64.3%+$5.9M |
| CoreCap Advisors, LLC | $14.9M | 105,078 | 0.43% | 9q | -23.9%-$4.7M |
| Lee, Kelleher & Klein Wealth Management | $13.9M | 97,899 | 7.17% | 8q | +5.7%+$754.3K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $13.9M | 97,442 | 1.00% | 24q | +2.1%+$281.5K |
| SigFig Wealth Management, LLC | $12.4M | 87,199 | 0.31% | 13q | +3.3%+$393.6K |
| Apeiron RIA LLC | $11.3M | 79,035 | 2.56% | 13q | -3.1%-$364.9K |
| Balefire, LLC | $9.9M | 69,671 | 1.56% | 3q | +52.8%+$3.4M |
| FINANCIAL MANAGEMENT NETWORK INC | $9.4M | 65,212 | 1.35% | 24q | HELD |
| SAPIENT CAPITAL LLC | $8.0M | 55,941 | 0.11% | 12q | -50.0%-$8.0M |
| Retirement Wealth Solutions LLC | $7.8M | 54,962 | 4.13% | 8q | +9.0%+$647.1K |
| Adirondack Capital Advisors, LLC | $7.8M | 54,485 | 4.00% | 4q | +20.9%+$1.3M |
| Peterson Wealth Advisors, LLC | $7.0M | 49,258 | 0.81% | 32q | -1.4%-$98.4K |
| Valeo Financial Advisors, LLC | $5.8M | 40,768 | 0.12% | 32q | +0.6%+$37.0K |
| Graves Light Lenhart Wealth, Inc. | $5.2M | 36,770 | 0.49% | 32q | -1.3%-$69.1K |
| VALLEY WEALTH MANAGERS, INC. | $5.2M | 36,519 | 0.30% | 31q | -2.4%-$127.9K |
| SACKS & ASSOCIATES, LLC | $5.0M | 34,940 | 3.47% | 4q | -0.6%-$28.3K |
| Wedmont Private Capital | $4.9M | 33,813 | 0.12% | 14q | +3.0%+$142.8K |
| RTD Financial Advisors, Inc. | $4.8M | 33,683 | 0.52% | 20q | HELD |
| Breakwater Capital Group | $4.6M | 32,352 | 0.55% | 16q | +5.2%+$229.0K |
| Pathway Financial Advisors LLC | $4.2M | 29,821 | 0.47% | 31q | HELD |
| EASTERN BANK | $4.2M | 29,470 | 0.06% | 32q | +9.0%+$346.7K |
| Asempa Wealth Advisors | $4.1M | 28,815 | 3.13% | 4q | HELD |
| Decker Wealth Management LLC | $3.8M | 26,444 | 0.76% | 4q | HELD |
| Atlas Brown,Inc. | $3.6M | 25,405 | 0.95% | 32q | +1.8%+$64.9K |
| Montecito Bank & Trust | $3.6M | 25,254 | 0.54% | 31q | HELD |
| Cassilly Financial Group LLC | $3.3M | 23,338 | 2.23% | 4q | -48.3%-$3.1M |
| Avidian Wealth Enterprises, LLC | $3.3M | 23,134 | 0.09% | 14q | -49.4%-$3.2M |
| Sound Income Strategies, LLC | $3.2M | 22,403 | 0.14% | 16q | -20.3%-$822.3K |
| DIVERSIFIED MANAGEMENT INC | $3.1M | 22,060 | 0.55% | 4q | HELD |
| Kaydan Wealth Management, Inc. | $3.0M | 20,887 | 1.02% | 20q | HELD |
| Tactive Advisors, LLC | $2.9M | 20,731 | 0.71% | 11q | HELD |
| Sprinkle Financial Consultants LLC | $2.9M | 20,640 | 1.15% | 12q | HELD |
| First Citizens Financial Corp | $2.8M | 19,920 | 1.19% | 12q | -3.4%-$99.7K |
| Prosperity Planning, Inc. | $2.8M | 19,452 | 0.61% | 24q | -1.8%-$49.9K |
| Whitcomb & Hess, Inc. | $2.6M | 18,597 | 0.57% | 22q | -0.6%-$16.2K |
| Friday Financial | $2.6M | 18,355 | 0.52% | 8q | +52.4%+$899.8K |
| Venture Visionary Partners LLC | $2.3M | 16,487 | 0.06% | 24q | +1.1%+$26.6K |
| Dominguez Wealth Management Solutions, Inc. | $2.3M | 16,436 | 1.29% | 16q | HELD |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $2.3M | 16,209 | 0.33% | 32q | -0.6%-$13.7K |
| ECLECTIC ASSOCIATES INC /ADV | $2.3M | 15,994 | 0.25% | 8q | -17.0%-$466.7K |
| BURKETT FINANCIAL SERVICES, LLC | $2.1M | 14,902 | 0.64% | 12q | -1.3%-$27.2K |
| INSPIRION WEALTH ADVISORS, LLC | $2.0M | 14,141 | 0.23% | 18q | HELD |
| Versant Capital Management, Inc | $2.0M | 14,038 | 0.17% | 16q | HELD |
| CHAPIN DAVIS, INC. | $2.0M | 13,972 | 0.38% | 16q | -1.0%-$20.3K |
| Weaver Consulting Group | $1.8M | 12,908 | 0.36% | 31q | +17.1%+$267.6K |
| Veracity Capital LLC | $1.8M | 12,780 | 0.49% | 28q | -1.1%-$21.1K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.7M | 11,886 | 0.02% | 32q | HELD |
| RIVERSEDGE ADVISORS, LLC | $1.7M | 11,600 | 0.20% | 18q | -2.3%-$38.6K |
| Cooper Financial Group | $1.5M | 10,723 | 0.12% | 14q | -1.3%-$20.1K |
| KFA Private Wealth Group, LLC | $1.4M | 10,183 | 0.34% | 6q | HELD |
| Kessler Investment Group, LLC | $1.4M | 9,840 | 0.68% | 32q | -11.7%-$186.1K |
| Castleview Partners, LLC | $1.4M | 9,682 | 0.60% | 2q | +36.6%+$368.8K |
| TOMPKINS FINANCIAL CORP | $1.3M | 9,091 | 0.09% | 31q | +1.1%+$14.4K |
| Wealth Enhancement Trust Services, Inc. | $1.3M | 8,822 | 0.13% | 4q | -75.6%-$3.9M |
| Gerald Baker Financial Group LLC | $1.1M | 7,425 | 0.30% | 3q | HELD |
| Buska Wealth Management, LLC | $1.0M | 7,298 | 0.36% | 10q | +0.8%+$8.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.0M | 7,145 | 0.20% | 8q | HELD |
| Councilor Wealth, LLC | $971.5K | 6,829 | 0.40% | 12q | -3.5%-$35.1K |
| Bank of New Hampshire | $965.8K | 6,789 | 0.21% | 22q | HELD |
| Everhart Financial Group, Inc. | $928.5K | 6,527 | 0.06% | 11q | +1.5%+$13.7K |
| PARK NATIONAL CORP /OH/ | $908.8K | 6,388 | 0.02% | 16q | HELD |
| Investors Research Corp | $818.3K | 5,752 | 0.14% | 10q | +6.2%+$48.1K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $781.4K | 5,493 | 0.18% | 30q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $732.9K | 5,152 | 0.05% | new | NEW |
| Gradient Investments LLC | $689.7K | 4,848 | 0.01% | 6q | -10.9%-$84.6K |
| GAMMA Investing LLC | $663.8K | 4,666 | 0.02% | 12q | +8.7%+$52.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $653.3K | 4,592 | 0.06% | 8q | -6.0%-$42.0K |
| BOS Asset Management, LLC | $647.0K | 4,548 | 0.15% | 16q | HELD |
| Grove Bank & Trust | $609.0K | 4,281 | 0.06% | 11q | HELD |
| Insight Wealth Strategies, LLC | $591.4K | 4,157 | 0.06% | 32q | HELD |
| Hiley Hunt Wealth Management | $590.2K | 4,149 | 0.23% | 12q | -0.5%-$3.0K |
| TrueWealth Advisors, LLC | $556.2K | 3,910 | 0.12% | 13q | -6.5%-$38.7K |
| Veery Capital, LLC | $534.0K | 3,754 | 0.14% | 11q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $527.1K | 3,705 | 0.03% | 16q | HELD |
| Shira Ridge Wealth Management | $507.4K | 3,567 | 0.18% | 10q | +2.6%+$13.1K |
| RVW Wealth, LLC | $501.5K | 3,525 | 0.03% | 16q | HELD |
| Stonebridge Financial Group, LLC | $464.1K | 3,262 | 0.03% | 8q | HELD |
| Montz Harcus Wealth Management LLC | $462.2K | 3,249 | 0.16% | 10q | HELD |
| STEPH & CO | $428.1K | 3,009 | 0.11% | 28q | HELD |
| Roan Capital Partners | $422.9K | 2,973 | 0.31% | 3q | -1.4%-$5.8K |
| MRA Advisory Group | $392.1K | 2,756 | 0.15% | 12q | HELD |
| Investment Partners Asset Management, Inc. | $365.9K | 2,572 | 0.20% | 11q | HELD |
| DAVIDSON TRUST CO | $363.6K | 2,556 | 0.14% | 11q | HELD |
| Cambridge Financial Group, LLC | $356.3K | 2,591 | 0.11% | 11q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $348.7K | 2,423 | 0.10% | 9q | HELD |
| Bangor Savings Bank | $336.7K | 2,367 | 0.03% | 18q | HELD |
| Longview Financial Advisors, Inc. | $325.7K | 2,289 | 0.19% | 7q | HELD |
| David J Yvars Group | $319.9K | 2,249 | 0.15% | 6q | +9.8%+$28.6K |
| Mallini Complete Financial Planning LLC | $307.9K | 2,164 | 0.22% | 8q | HELD |
| Legacy Private Trust Co. | $297.0K | 2,088 | 0.02% | 6q | HELD |
| Galvin, Gaustad & Stein, LLC | $278.9K | 1,960 | 0.02% | 11q | -25.0%-$92.8K |
| Green Ridge Wealth Planning LLC | $258.5K | 1,817 | 0.10% | 4q | HELD |
Showing the largest 100 of 127 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 125 | $491.2M | 3,448,404 | 3 | 28 | 36 | 0.0% |
| Q2 2026 | 2,140 | $62.9B | 458,040,563 | 162 | 586 | 692 | 0.0% |
| Q1 2026 | 2,035 | $48.6B | 430,903,538 | 82 | 648 | 644 | 0.0% |
| Q4 2025 | 2,075 | $49.7B | 400,065,169 | 74 | 547 | 679 | 0.1% |
| Q3 2025 | 1,938 | $53.6B | 443,789,752 | 112 | 484 | 676 | 0.1% |
| Q2 2025 | 1,891 | $45.0B | 408,786,682 | 129 | 470 | 694 | 0.1% |
| Q1 2025 | 1,839 | $38.3B | 412,440,672 | 84 | 546 | 617 | 0.1% |
| Q4 2024 | 1,876 | $58.1B | 571,504,096 | 88 | 464 | 625 | 0.0% |
| Q3 2024 | 1,705 | $43.5B | 455,056,277 | 93 | 447 | 629 | 0.2% |
| Q2 2024 | 1,663 | $44.1B | 476,273,461 | 120 | 553 | 461 | 0.1% |
| Q1 2024 | 1,603 | $41.5B | 491,248,285 | 133 | 502 | 514 | 0.1% |
| Q4 2023 | 1,548 | $31.8B | 422,945,733 | 93 | 430 | 480 | 0.0% |
| Q3 2023 | 1,410 | $26.3B | 383,342,994 | 119 | 412 | 418 | 0.1% |
| Q2 2023 | 1,344 | $22.2B | 313,671,645 | 113 | 328 | 433 | 0.2% |
| Q1 2023 | 1,266 | $20.2B | 314,345,722 | 78 | 305 | 448 | 0.1% |
| Q4 2022 | 1,264 | $19.6B | 335,224,274 | 90 | 321 | 426 | 0.1% |
| Q3 2022 | 1,198 | $17.5B | 302,095,931 | 60 | 337 | 380 | 0.1% |
| Q2 2022 | 1,213 | $18.6B | 307,476,556 | 63 | 322 | 442 | 0.1% |
| Q1 2022 | 1,298 | $25.2B | 328,850,066 | 66 | 347 | 447 | 0.2% |
| Q4 2021 | 1,351 | $26.7B | 318,790,854 | 107 | 319 | 390 | 0.1% |
| Q3 2021 | 1,157 | $22.8B | 306,285,961 | 72 | 257 | 390 | 0.1% |
| Q2 2021 | 1,136 | $22.5B | 308,953,691 | 64 | 266 | 421 | 0.1% |
| Q1 2021 | 1,102 | $20.7B | 322,962,628 | 57 | 220 | 451 | 0.0% |
| Q4 2020 | 1,122 | $21.4B | 334,911,844 | 68 | 926 | 18 | 0.1% |
| Q3 2020 | 1,007 | $19.6B | 87,665,174 | 58 | 231 | 412 | 0.1% |
| Q2 2020 | 999 | $18.3B | 89,096,094 | 98 | 240 | 390 | 0.1% |
| Q1 2020 | 946 | $14.8B | 90,503,515 | 67 | 242 | 377 | 0.1% |
| Q4 2019 | 987 | $15.5B | 80,538,869 | 60 | 252 | 309 | 0.2% |
| Q3 2019 | 870 | $14.8B | 82,736,873 | 44 | 231 | 298 | 0.2% |
| Q2 2019 | 873 | $14.9B | 83,772,549 | 57 | 244 | 306 | 0.4% |
| Q1 2019 | 852 | $14.2B | 83,058,671 | 68 | 218 | 327 | 0.0% |
| Q4 2018 | 827 | $13.1B | 87,127,975 | 5 | 18 | 14 | 0.0% |