ISHARES TR (IXG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
117
Reporting holders
$247.4M
Reported value
0.1%
Held as options
-11
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $57.7M | 463,355 | 0.00% | 35q | +19.4%+$9.4M |
| Coppell Advisory Solutions LLC | $32.4M | 117 | 2.68% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $32.1M | 257,783 | 0.00% | 31q | -2.3%-$766.5K |
| Banco Santander, S.A. | $20.7M | 166,476 | 0.13% | 7q | +119.6%+$11.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $12.7M | 102,308 | 0.01% | new | NEW |
| Avior Wealth Management, LLC | $11.3M | 90,560 | 0.30% | 2q | -1.7%-$200.8K |
| Federation des caisses Desjardins du Quebec | $9.1M | 72,879 | 0.03% | 37q | +5.7%+$492.8K |
| WELLS FARGO & COMPANY/MN | $8.4M | 67,128 | 0.00% | 31q | -47.6%-$7.6M |
| LPL Financial LLC | $6.3M | 50,816 | 0.00% | 31q | +9.8%+$566.0K |
| FIL Ltd | $6.2M | 50,094 | 0.00% | new | NEW |
| Salomon & Ludwin, LLC | $6.2M | 49,345 | 0.51% | 26q | -1.3%-$84.7K |
| HighTower Advisors, LLC | $5.5M | 44,281 | 0.01% | 12q | -71.7%-$13.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 34,576 | 0.01% | 22q | +560.0%+$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 32,272 | 0.00% | 11q | -29.6%-$1.7M |
| BlackRock, Inc. | $3.9M | 31,027 | 0.00% | 7q | -23.8%-$1.2M |
| CITADEL ADVISORS LLC | $3.8M | 30,578 | 0.00% | 3q | -30.9%-$1.7M |
| M&T Bank Corp | $3.0M | 24,300 | 0.01% | 23q | HELD |
| OSAIC HOLDINGS, INC. | $3.0M | 24,061 | 0.00% | 26q | +37.1%+$811.9K |
| AMERIPRISE FINANCIAL INC | $2.9M | 23,650 | 0.00% | 31q | +2.8%+$81.2K |
| RAYMOND JAMES FINANCIAL INC | $2.4M | 19,319 | 0.00% | 7q | +16.6%+$343.3K |
| Composition Wealth, LLC | $2.4M | 19,182 | 0.03% | 2q | +5.0%+$113.2K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $2.0M | 15,799 | 0.39% | 7q | -3.1%-$63.7K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 13,722 | 0.00% | 31q | -7.6%-$141.1K |
| Gladstone Institutional Advisory LLC | $1.6M | 13,038 | 0.05% | 10q | +19.2%+$261.6K |
| JPMORGAN CHASE & CO | $1.6M | 12,506 | 0.00% | 31q | -20.6%-$402.4K |
| JANE STREET GROUP, LLC | $1.5M | 9,539 | 0.00% | 3q | -90.6%-$14.4M |
| DECISION INVESTMENTS, INC | $1.5M | 11,899 | 1.35% | 3q | HELD |
| LOM Asset Management Ltd | $1.5M | 11,891 | 0.38% | 5q | +14.0%+$181.9K |
| UBS Group AG | $1.5M | 11,846 | 0.00% | 31q | +15.7%+$199.7K |
| CITIGROUP INC | $1.4M | 11,088 | 0.00% | 31q | +7.1%+$91.9K |
| Mirae Asset Global Investments Co., Ltd. | $1.2M | 9,910 | 0.00% | 8q | +31.4%+$295.1K |
| NORTHERN TRUST CORP | $1.2M | 9,694 | 0.00% | 2q | -9.3%-$124.3K |
| KCM INVESTMENT ADVISORS LLC | $1.2M | 9,526 | 0.04% | 5q | +46.3%+$375.5K |
| Snowden Capital Advisors LLC | $1.2M | 9,250 | 0.03% | 21q | -1.8%-$20.9K |
| FSM Wealth Advisors, LLC | $1.1M | 9,117 | 0.12% | 5q | -1.8%-$21.0K |
| ROYAL BANK OF CANADA | $1.1M | 8,920 | 0.00% | 31q | -48.6%-$1.0M |
| Equitable Holdings, Inc. | $1.1M | 8,636 | 0.01% | 9q | +15.3%+$142.6K |
| PRINCIPAL SECURITIES, INC. | $1.0M | 8,384 | 0.01% | 11q | -4.2%-$45.6K |
| Kestra Advisory Services, LLC | $989.4K | 7,947 | 0.00% | 10q | -6.5%-$69.1K |
| JONES FINANCIAL COMPANIES LLLP | $864.3K | 6,972 | 0.00% | 9q | +60.4%+$325.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $743.5K | 5,972 | 0.00% | 4q | -8.5%-$69.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $649.4K | 5,216 | 0.00% | 21q | +15.4%+$86.8K |
| Tiller Private Wealth, Inc. | $546.0K | 4,385 | 0.17% | 9q | -3.8%-$21.8K |
| Cetera Investment Advisers | $543.0K | 4,361 | 0.00% | 21q | +4.5%+$23.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $533.4K | 4,284 | 0.00% | 5q | +70.2%+$220.0K |
| COOKSON PEIRCE & CO INC | $532.6K | 4,278 | 0.02% | 9q | +1.5%+$8.1K |
| NATIONAL BANK OF CANADA /FI/ | $524.7K | 4,220 | 0.00% | 19q | +7.8%+$37.9K |
| SAGESPRING WEALTH PARTNERS, LLC | $509.3K | 4,091 | 0.01% | 2q | -23.7%-$158.1K |
| Integrated Wealth Concepts LLC | $498.6K | 4,005 | 0.00% | 8q | +0.9%+$4.6K |
| Private Advisor Group, LLC | $457.6K | 3,675 | 0.00% | 14q | -14.3%-$76.4K |
| FIFTH THIRD BANCORP | $456.8K | 3,669 | 0.00% | 31q | HELD |
| Comprehensive Wealth Management, LLC | $439.9K | 3,533 | 0.20% | 2q | +2.3%+$9.7K |
| Beacon Pointe Advisors, LLC | $437.0K | 3,510 | 0.00% | 3q | HELD |
| UNIQUE WEALTH, LLC | $420.2K | 3,375 | 0.05% | 2q | -3.7%-$15.9K |
| Savvy Advisors, Inc. | $410.5K | 3,297 | 0.01% | new | NEW |
| Johnson Bixby & Associates, LLC | $353.3K | 2,838 | 0.04% | 6q | -34.7%-$188.0K |
| STIFEL FINANCIAL CORP | $351.4K | 2,823 | 0.00% | 5q | -2.6%-$9.5K |
| Fisher Asset Management, LLC | $351.2K | 2,821 | 0.00% | 31q | HELD |
| Mesirow Financial Investment Management, Inc. | $345.5K | 2,775 | 0.01% | 11q | HELD |
| GTS SECURITIES LLC | $342.8K | 2,753 | 0.01% | 3q | -92.1%-$4.0M |
| MML INVESTORS SERVICES, LLC | $322.5K | 2,590 | 0.00% | 21q | -20.3%-$82.1K |
| MontVue Capital Management, Inc. | $307.5K | 2,470 | 0.18% | 5q | -3.5%-$11.1K |
| Sanctuary Advisors, LLC | $307.2K | 2,467 | 0.00% | 3q | +1.2%+$3.7K |
| PARTNERS WEALTH MANAGEMENT, LLC | $307.2K | 2,467 | 0.30% | 7q | HELD |
| Creative Planning | $303.9K | 2,440 | 0.00% | 11q | -43.2%-$231.0K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $286.6K | 2,302 | 0.01% | 9q | +1.0%+$2.9K |
| CIBC WORLD MARKET INC. | $278.6K | 2,238 | 0.00% | 8q | HELD |
| D.A. DAVIDSON & CO. | $267.7K | 2,150 | 0.00% | 20q | -15.8%-$50.3K |
| Strategic Financial Concepts, LLC | $261.5K | 2,100 | 0.08% | 2q | HELD |
| Nova Wealth Management, Inc. | $257.6K | 2,069 | 0.14% | 3q | -5.1%-$13.8K |
| Waverly Advisors, LLC | $247.8K | 1,990 | 0.00% | 8q | HELD |
| Rockefeller Capital Management L.P. | $244.1K | 1,960 | 0.00% | 4q | +0.6%+$1.5K |
| CLIENT 1ST ADVISORY GROUP, LLC | $225.6K | 1,812 | 0.06% | 21q | HELD |
| OpenArc Corporate Advisory, LLC | $219.9K | 1,766 | 0.00% | 2q | -0.6%-$1.2K |
| Front Row Advisors LLC | $213.5K | 1,596 | 0.06% | 31q | -7.7%-$17.9K |
| TWO SIGMA SECURITIES, LLC | $205.2K | 1,648 | 0.02% | new | NEW |
| Spire Wealth Management | $200.3K | 1,609 | 0.01% | 21q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $187.3K | 1,484 | 0.01% | 19q | +10.8%+$18.3K |
| City State Bank | $174.3K | 1,400 | 0.04% | 19q | HELD |
| FMR LLC | $152.8K | 1,227 | 0.00% | 31q | -27.9%-$59.2K |
| EP Wealth Advisors, LLC | $149.4K | 1,200 | 0.00% | new | NEW |
| HARBOR INVESTMENT ADVISORY, LLC | $130.1K | 1,045 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $129.4K | 1,040 | 0.00% | 15q | HELD |
| Steward Partners Investment Advisory, LLC | $128.5K | 1,032 | 0.00% | 22q | +0.6% |
| AE Wealth Management LLC | $120.8K | 970 | 0.00% | 7q | -4.6%-$5.9K |
| Clearstead Advisors, LLC | $119.8K | 962 | 0.00% | 9q | +48.0%+$38.8K |
| BANK OF MONTREAL /CAN/ | $108.3K | 870 | 0.00% | 31q | -17.4%-$22.8K |
| BLAIR WILLIAM & CO/IL | $101.1K | 812 | 0.00% | 21q | +66.4%+$40.3K |
| Provident Wealth Management, LLC | $74.7K | 600 | 0.02% | 6q | HELD |
| Sava Infond d.o.o. | $71.6K | 575 | 0.01% | 7q | HELD |
| Medallion Wealth Advisors, LLC | $64.1K | 515 | 0.02% | 7q | -20.0%-$16.1K |
| Arax Advisory Partners | $63.9K | 513 | 0.00% | 3q | +94.3%+$31.0K |
| HARBOUR INVESTMENTS, INC. | $52.8K | 424 | 0.00% | 21q | -7.8%-$4.5K |
| Atlantic Union Bankshares Corp | $51.4K | 412 | 0.00% | 5q | +1.2% |
| ASSETMARK, INC | $46.6K | 374 | 0.00% | 9q | +48.4%+$15.2K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $41.7K | 335 | 0.00% | 13q | HELD |
| Smartleaf Asset Management LLC | $39.4K | 317 | 0.00% | 4q | HELD |
| Founders Financial Alliance, LLC | $37.4K | 300 | 0.00% | 24q | HELD |
| SBI Securities Co., Ltd. | $36.5K | 293 | 0.00% | 7q | +1.7% |
| NewEdge Advisors, LLC | $30.1K | 242 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 117 | $247.4M | 1,983,886 | 7 | 38 | 41 | 0.1% |
| Q1 2026 | 128 | $225.2M | 1,974,812 | 16 | 33 | 31 | 0.0% |
| Q4 2025 | 132 | $308.2M | 2,374,900 | 18 | 40 | 28 | 6.7% |
| Q3 2025 | 122 | $293.8M | 2,350,820 | 14 | 42 | 19 | 6.6% |
| Q2 2025 | 118 | $207.4M | 1,872,421 | 9 | 40 | 26 | 0.0% |
| Q1 2025 | 115 | $181.5M | 1,763,403 | 8 | 28 | 34 | 0.0% |
| Q4 2024 | 117 | $150.7M | 1,568,895 | 9 | 21 | 32 | 0.0% |
| Q3 2024 | 102 | $137.3M | 1,451,749 | 9 | 16 | 38 | 0.0% |
| Q2 2024 | 106 | $119.5M | 1,404,880 | 13 | 20 | 35 | 0.0% |
| Q1 2024 | 101 | $219.5M | 2,533,134 | 9 | 13 | 37 | 0.0% |
| Q4 2023 | 109 | $167.6M | 2,092,908 | 13 | 15 | 43 | 0.0% |
| Q3 2023 | 99 | $165.7M | 2,344,586 | 7 | 19 | 33 | 0.2% |
| Q2 2023 | 103 | $154.7M | 2,162,286 | 7 | 17 | 41 | 0.0% |
| Q1 2023 | 112 | $166.1M | 2,391,900 | 13 | 20 | 46 | 0.2% |
| Q4 2022 | 109 | $151.8M | 2,159,873 | 23 | 12 | 46 | 0.0% |
| Q3 2022 | 140 | $361.7M | 5,897,062 | 8 | 32 | 63 | 0.0% |
| Q2 2022 | 168 | $424.8M | 6,453,933 | 17 | 22 | 94 | 0.0% |
| Q1 2022 | 214 | $663.9M | 8,407,917 | 22 | 39 | 122 | 0.0% |
| Q4 2021 | 308 | $2.4B | 29,706,899 | 40 | 63 | 148 | 0.0% |
| Q3 2021 | 262 | $2.6B | 33,059,764 | 33 | 94 | 110 | 0.0% |
| Q2 2021 | 245 | $2.8B | 36,201,646 | 183 | 33 | 8 | 0.0% |
| Q1 2021 | 66 | $274.1M | 3,640,800 | 17 | 21 | 10 | 0.0% |
| Q4 2020 | 55 | $208.5M | 2,895,778 | 12 | 9 | 15 | 0.0% |
| Q3 2020 | 49 | $176.2M | 2,582,059 | 6 | 6 | 17 | 0.0% |
| Q2 2020 | 55 | $168.0M | 2,441,407 | 10 | 13 | 21 | 0.0% |
| Q1 2020 | 61 | $199.0M | 3,198,494 | 8 | 20 | 13 | 0.0% |
| Q4 2019 | 78 | $312.4M | 4,338,307 | 12 | 26 | 20 | 0.0% |
| Q3 2019 | 65 | $179.4M | 2,463,335 | 7 | 8 | 26 | 0.0% |
| Q2 2019 | 64 | $243.1M | 3,455,930 | 4 | 21 | 22 | 0.0% |
| Q1 2019 | 70 | $237.2M | 3,437,050 | 8 | 19 | 23 | 0.0% |
| Q4 2018 | 79 | $103.9M | 1,829,074 | 2 | 0 | 2 | 0.0% |