ISHARES TR (IXC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
318
Reporting holders
$947.5M
Reported value
0.2%
Held as options
-13
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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $143.4M | 2,917,909 | 0.04% | 31q | -17.2%-$29.8M |
| MORGAN STANLEY | $120.4M | 2,451,088 | 0.01% | 35q | +26.9%+$25.6M |
| BANK OF AMERICA CORP /DE/ | $52.1M | 1,059,847 | 0.00% | 31q | -8.6%-$4.9M |
| Focus Partners Wealth | $38.4M | 781,346 | 0.04% | 10q | -4.2%-$1.7M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $37.7M | 763,840 | 0.03% | 2q | -77.0%-$126.3M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $31.4M | 639,408 | 0.55% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $28.8M | 586,691 | 0.00% | 31q | +251.2%+$20.6M |
| Verger Capital Management LLC | $28.0M | 570,320 | 8.21% | 28q | +1.0%+$265.8K |
| Versant Capital Management, Inc | $24.5M | 497,916 | 2.19% | 26q | +2.4%+$563.2K |
| UBS Group AG | $19.8M | 403,811 | 0.00% | 31q | +3.8%+$730.2K |
| LPL Financial LLC | $15.9M | 324,155 | 0.00% | 31q | -22.1%-$4.5M |
| MFA WEALTH ADVISORS, LLC | $15.0M | 304,539 | 2.55% | 25q | -3.8%-$589.2K |
| ROYAL BANK OF CANADA | $14.2M | 290,022 | 0.00% | 31q | +61.1%+$5.4M |
| CI INVESTMENTS INC. | $14.0M | 284,453 | 0.04% | new | NEW |
| Cetera Investment Advisers | $13.5M | 275,110 | 0.01% | 23q | +0.8%+$110.0K |
| Van Cleef Asset Management,Inc | $13.3M | 269,735 | 1.35% | 25q | -4.6%-$637.2K |
| WELLS FARGO & COMPANY/MN | $11.6M | 235,836 | 0.00% | 31q | -57.8%-$15.9M |
| Financial Advisory Corp | $11.1M | 226,108 | 1.47% | 7q | +1.6%+$179.5K |
| MARSHALL WACE, LLP | $10.4M | 211,416 | 0.01% | 2q | +710.4%+$9.1M |
| AMERIPRISE FINANCIAL INC | $10.2M | 208,252 | 0.00% | 31q | -56.4%-$13.2M |
| Federation des caisses Desjardins du Quebec | $8.9M | 181,700 | 0.03% | 37q | -5.5%-$522.7K |
| Morningstar Investment Management LLC | $8.9M | 154,885 | 0.55% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $8.8M | 178,369 | 0.00% | 7q | -23.6%-$2.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.4M | 129,339 | 0.00% | 18q | +260.6%+$6.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 168,344 | 0.01% | 31q | -20.2%-$2.1M |
| Strategic Wealth Investment Group, LLC | $7.7M | 157,645 | 0.94% | 10q | -12.2%-$1.1M |
| Sigma Planning Corp | $7.0M | 142,509 | 0.18% | 26q | +1.5%+$100.3K |
| ALLIANCEBERNSTEIN L.P. | $6.7M | 116,360 | 0.00% | 2q | -49.6%-$6.6M |
| Proficio Capital Partners LLC | $6.7M | 136,125 | 0.24% | 3q | +53.1%+$2.3M |
| Cambria Investment Management, L.P. | $6.5M | 131,464 | 0.32% | 2q | -35.1%-$3.5M |
| OSAIC HOLDINGS, INC. | $5.9M | 121,071 | 0.01% | 26q | -13.4%-$924.3K |
| CLIENT 1ST ADVISORY GROUP, LLC | $5.6M | 114,299 | 1.46% | 9q | +7.0%+$367.1K |
| Cullen/Frost Bankers, Inc. | $5.5M | 112,456 | 0.05% | 31q | HELD |
| GenTrust, LLC | $5.2M | 105,149 | 0.20% | 16q | -0.9%-$46.0K |
| Banco Santander, S.A. | $4.8M | 97,784 | 0.03% | 7q | +26.6%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $4.8M | 96,873 | 0.00% | 31q | +122.5%+$2.6M |
| STIFEL FINANCIAL CORP | $4.7M | 96,620 | 0.00% | 27q | -4.5%-$222.0K |
| PINNACLE ASSOCIATES LTD | $4.6M | 94,593 | 0.05% | 28q | -1.6%-$74.6K |
| Factor Wealth Management LTD | $4.6M | 94,559 | 0.70% | 7q | +27.3%+$996.0K |
| JONES FINANCIAL COMPANIES LLLP | $4.5M | 91,498 | 0.00% | 11q | +12.1%+$490.0K |
| PGIM Custom Harvest LLC | $4.4M | 90,043 | 0.06% | 16q | +8.3%+$339.8K |
| BANK OF MONTREAL /CAN/ | $4.2M | 85,901 | 0.00% | 31q | -4.1%-$178.4K |
| HighTower Advisors, LLC | $4.2M | 84,800 | 0.00% | 21q | -21.4%-$1.1M |
| Envestnet Portfolio Solutions, Inc. | $4.1M | 83,169 | 0.02% | 3q | +21.4%+$719.2K |
| NORTHLAND SECURITIES, INC. | $3.8M | 78,141 | 2.24% | 3q | +8.3%+$295.4K |
| SIERRA SUMMIT ADVISORS LLC | $3.5M | 71,228 | 0.39% | 11q | +1.2%+$42.6K |
| PRUDENTIAL PLC | $3.4M | 69,575 | 0.02% | 32q | -27.7%-$1.3M |
| Corient Private Wealth LP | $3.4M | 68,722 | 0.00% | 15q | +7.4%+$231.9K |
| Beacon Pointe Advisors, LLC | $3.4M | 68,647 | 0.02% | 3q | -21.2%-$906.8K |
| Advocate Investing Services LLC | $3.1M | 63,195 | 2.39% | 3q | HELD |
| ABLE Financial Group, LLC | $3.1M | 62,535 | 0.52% | 3q | +9.8%+$275.3K |
| JPMORGAN CHASE & CO | $3.0M | 61,378 | 0.00% | 31q | +23.5%+$576.7K |
| Wealthfront Advisers LLC | $3.0M | 61,109 | 0.01% | 18q | -10.0%-$333.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.9M | 58,777 | 0.05% | 11q | +30.7%+$678.3K |
| TRUIST FINANCIAL CORP | $2.9M | 58,457 | 0.00% | 18q | +594.7%+$2.5M |
| Snider Financial Group | $2.6M | 52,427 | 0.66% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $2.6M | 51,950 | 0.02% | 3q | +30.7%+$598.8K |
| GTS SECURITIES LLC | $2.5M | 51,880 | 0.05% | new | NEW |
| Pinnacle Wealth Management Advisory Group, LLC | $2.1M | 43,626 | 0.13% | 18q | -0.8%-$16.2K |
| Equitable Holdings, Inc. | $2.1M | 41,956 | 0.01% | 14q | -9.0%-$203.5K |
| Dakota Wealth Management | $2.0M | 41,120 | 0.04% | 10q | HELD |
| Alpha Financial Partners LLC | $1.9M | 38,490 | 0.99% | 2q | +2.9%+$52.7K |
| Kestra Advisory Services, LLC | $1.8M | 37,085 | 0.01% | 19q | -4.3%-$82.4K |
| ICON ADVISERS INC/CO | $1.8M | 37,000 | 0.34% | 3q | +32.1%+$442.2K |
| RAINIER FAMILY WEALTH INC | $1.8M | 36,312 | 1.02% | 2q | +13.1%+$206.9K |
| J. Safra Sarasin Holding AG | $1.7M | 29,621 | 0.02% | 3q | HELD |
| TD Waterhouse Canada Inc. | $1.7M | 34,900 | 0.00% | 19q | -10.1%-$191.4K |
| Waverly Advisors, LLC | $1.7M | 34,213 | 0.01% | 10q | -12.5%-$239.5K |
| PSI Advisors, LLC | $1.7M | 33,666 | 0.38% | 2q | +0.7%+$11.3K |
| Point72 Asset Management, L.P. | $1.7M | 33,590 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $1.6M | 32,371 | 0.00% | 11q | +0.6%+$9.9K |
| MML INVESTORS SERVICES, LLC | $1.5M | 31,508 | 0.00% | 31q | +27.9%+$338.0K |
| Squarepoint Ops LLC | $1.5M | 31,357 | 0.00% | new | NEW |
| Dynasty Wealth Management, LLC | $1.5M | 31,352 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $1.5M | 29,720 | 0.01% | 13q | +27.6%+$315.9K |
| WELLINGTON MANAGEMENT GROUP LLP | $1.5M | 29,524 | 0.00% | 6q | +673.1%+$1.3M |
| Chesley Taft & Associates LLC | $1.4M | 28,012 | 0.05% | 17q | +0.9%+$11.8K |
| Creative Planning | $1.3M | 27,101 | 0.00% | 19q | -18.0%-$293.1K |
| JAMES INVESTMENT RESEARCH, INC. | $1.3M | 25,913 | 0.13% | 23q | -4.7%-$63.3K |
| Vontobel Holding Ltd. | $1.2M | 25,000 | 0.00% | 23q | -4.3%-$55.0K |
| Affiance Financial, LLC | $1.2M | 24,768 | 0.17% | 27q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 23,789 | 0.00% | 12q | -25.6%-$418.6K |
| CreativeOne Wealth, LLC | $1.2M | 24,680 | 0.03% | 11q | +16.1%+$168.0K |
| Arax Advisory Partners | $1.2M | 24,256 | 0.01% | 3q | +1111.6%+$1.1M |
| Aptus Capital Advisors, LLC | $1.2M | 24,009 | 0.01% | 26q | -1.4%-$16.9K |
| Rathbones Group PLC | $1.2M | 23,603 | 0.00% | 31q | -1.0%-$12.1K |
| Modern Wealth Management, LLC | $1.2M | 23,539 | 0.01% | 7q | +1.1%+$12.3K |
| MACKENZIE FINANCIAL CORP | $1.2M | 23,516 | 0.00% | 3q | +209.1%+$781.6K |
| CAPTRUST FINANCIAL ADVISORS | $1.1M | 23,222 | 0.00% | 15q | +2.8%+$31.1K |
| DARA CAPITAL US, INC. | $1.1M | 22,050 | 0.75% | 3q | HELD |
| Climber Capital SA | $1.1M | 21,549 | 0.65% | 6q | -11.1%-$132.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0M | 21,194 | 0.00% | 14q | +94.9%+$507.0K |
| Brookwood Investment Group LLC | $1.0M | 20,870 | 0.12% | new | NEW |
| MAI Capital Management | $963.0K | 19,602 | 0.00% | 15q | -8.9%-$93.5K |
| Qube Research & Technologies Ltd | $932.9K | 18,989 | 0.00% | 7q | +1354.0%+$868.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $923.5K | 18,797 | 0.05% | 11q | -12.2%-$128.1K |
| Vantage Point Financial LLC | $845.6K | 17,212 | 0.26% | 7q | -8.6%-$79.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $839.4K | 17,086 | 0.01% | new | NEW |
| CITIGROUP INC | $815.5K | 16,598 | 0.00% | 31q | +54.6%+$288.0K |
| Abbot Financial Management, Inc. | $812.2K | 16,532 | 0.28% | 11q | HELD |
Showing the largest 100 of 334 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 | 318 | $947.5M | 19,178,969 | 32 | 86 | 97 | 0.2% |
| Q1 2026 | 331 | $1.7B | 28,914,839 | 72 | 76 | 74 | 0.2% |
| Q4 2025 | 283 | $1.1B | 27,383,577 | 37 | 72 | 80 | 0.1% |
| Q3 2025 | 272 | $1.1B | 25,307,852 | 32 | 58 | 87 | 0.1% |
| Q2 2025 | 273 | $964.7M | 24,469,256 | 14 | 77 | 95 | 0.3% |
| Q1 2025 | 303 | $986.1M | 23,414,661 | 26 | 54 | 127 | 0.1% |
| Q4 2024 | 356 | $1.2B | 30,532,728 | 29 | 97 | 117 | 0.2% |
| Q3 2024 | 341 | $1.1B | 27,887,416 | 21 | 74 | 151 | 0.2% |
| Q2 2024 | 367 | $1.3B | 32,063,792 | 38 | 82 | 173 | 0.1% |
| Q1 2024 | 424 | $2.5B | 57,426,270 | 68 | 212 | 70 | 0.1% |
| Q4 2023 | 391 | $2.1B | 52,408,918 | 157 | 102 | 49 | 0.1% |
| Q3 2023 | 235 | $818.4M | 19,745,794 | 39 | 52 | 59 | 0.5% |
| Q2 2023 | 210 | $698.0M | 18,687,371 | 17 | 50 | 81 | 0.3% |
| Q1 2023 | 213 | $700.7M | 18,487,517 | 19 | 55 | 68 | 0.3% |
| Q4 2022 | 207 | $715.7M | 18,267,656 | 25 | 69 | 55 | 0.5% |
| Q3 2022 | 242 | $952.4M | 28,444,244 | 21 | 52 | 82 | 0.3% |
| Q2 2022 | 264 | $999.6M | 29,438,852 | 34 | 81 | 89 | 0.1% |
| Q1 2022 | 254 | $1.1B | 31,143,137 | 51 | 59 | 75 | 0.1% |
| Q4 2021 | 231 | $715.2M | 25,959,362 | 36 | 75 | 58 | 0.0% |
| Q3 2021 | 199 | $681.7M | 25,281,807 | 24 | 64 | 49 | 0.3% |
| Q2 2021 | 198 | $708.2M | 26,412,069 | 20 | 64 | 50 | 0.8% |
| Q1 2021 | 203 | $601.2M | 24,178,454 | 41 | 57 | 45 | 0.8% |
| Q4 2020 | 170 | $461.4M | 22,607,586 | 37 | 49 | 43 | 0.3% |
| Q3 2020 | 142 | $630.6M | 38,441,483 | 14 | 42 | 43 | 0.0% |
| Q2 2020 | 152 | $410.4M | 21,016,053 | 22 | 62 | 42 | 0.1% |
| Q1 2020 | 150 | $275.3M | 16,337,741 | 37 | 45 | 35 | 0.0% |
| Q4 2019 | 146 | $408.9M | 13,263,583 | 25 | 43 | 40 | 0.0% |
| Q3 2019 | 126 | $295.9M | 9,680,173 | 20 | 23 | 42 | 0.0% |
| Q2 2019 | 126 | $648.4M | 19,932,645 | 10 | 33 | 40 | 0.2% |
| Q1 2019 | 144 | $376.1M | 11,129,102 | 16 | 35 | 46 | 0.0% |
| Q4 2018 | 144 | $509.2M | 17,333,539 | 1 | 4 | 4 | 0.2% |