ISHARES TR (IXP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
110
Reporting holders
$291.1M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| PGIM Custom Harvest LLC | $67.4M | 597,331 | 0.84% | 19q | +11.9%+$7.2M |
| HSBC HOLDINGS PLC | $63.5M | 562,384 | 0.03% | 5q | +19.5%+$10.4M |
| MORGAN STANLEY | $22.5M | 199,043 | 0.00% | 35q | HELD |
| WELLS FARGO & COMPANY/MN | $11.9M | 105,222 | 0.00% | 31q | -47.4%-$10.7M |
| BlackRock, Inc. | $10.0M | 88,872 | 0.00% | 8q | +1.2%+$114.3K |
| LPL Financial LLC | $9.0M | 80,108 | 0.00% | 31q | -9.6%-$959.4K |
| Destination Wealth Management | $8.4M | 74,630 | 0.20% | 31q | +2.4%+$201.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.3M | 64,656 | 0.00% | 12q | -37.4%-$4.4M |
| BANK OF AMERICA CORP /DE/ | $7.2M | 64,051 | 0.00% | 31q | -15.8%-$1.4M |
| Federation des caisses Desjardins du Quebec | $7.1M | 62,925 | 0.02% | 37q | -7.2%-$554.2K |
| Banco Santander, S.A. | $6.6M | 58,684 | 0.04% | 2q | -43.8%-$5.2M |
| Corient Private Wealth LP | $5.1M | 45,556 | 0.00% | 15q | +99.3%+$2.6M |
| Quantinno Capital Management LP | $4.0M | 35,754 | 0.00% | 10q | -4.3%-$182.9K |
| ROCKLAND TRUST CO | $3.8M | 33,946 | 0.15% | 15q | HELD |
| CORRADO ADVISORS, LLC | $3.6M | 32,295 | 1.68% | 30q | +1.3%+$47.5K |
| MML INVESTORS SERVICES, LLC | $3.2M | 28,217 | 0.01% | 14q | +19.9%+$528.7K |
| HC Advisors, LLC | $3.0M | 26,959 | 1.85% | 25q | HELD |
| CITADEL ADVISORS LLC | $3.0M | 26,359 | 0.00% | 4q | +30.0%+$687.2K |
| UBS Group AG | $2.9M | 25,641 | 0.00% | 31q | HELD |
| Paragon Advisors, LLC | $2.8M | 24,466 | 0.58% | 3q | +9.0%+$228.9K |
| HighTower Advisors, LLC | $2.4M | 21,413 | 0.00% | 4q | -49.6%-$2.4M |
| JPMORGAN CHASE & CO | $2.0M | 17,682 | 0.00% | 13q | -10.2%-$228.9K |
| Arax Advisory Partners | $1.9M | 17,003 | 0.01% | 3q | +51424.2%+$1.9M |
| Integrated Wealth Concepts LLC | $1.9M | 16,870 | 0.01% | 23q | +7.0%+$124.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.9M | 16,527 | 0.00% | 9q | +26.7%+$390.4K |
| BANK OF MONTREAL /CAN/ | $1.8M | 16,257 | 0.00% | 28q | +1.0%+$18.3K |
| Cetera Investment Advisers | $1.6M | 14,204 | 0.00% | 4q | -35.1%-$866.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 13,972 | 0.00% | 14q | +5.8%+$87.1K |
| Advisory Services Network, LLC | $1.5M | 13,250 | 0.02% | 5q | +2.7%+$38.9K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 12,920 | 0.00% | 7q | -11.7%-$193.9K |
| NewEdge Advisors, LLC | $922.0K | 8,170 | 0.00% | 8q | +1.0%+$8.9K |
| Slow Capital, Inc. | $913.2K | 8,092 | 0.11% | 30q | -19.7%-$224.6K |
| Summit Financial, LLC | $885.0K | 7,842 | 0.01% | 3q | -5.5%-$51.2K |
| Harding Loevner LP | $867.5K | 7,544 | 0.01% | new | NEW |
| MAI Capital Management | $758.7K | 6,723 | 0.00% | 15q | HELD |
| MERIDIAN INVESTMENT COUNSEL INC. | $733.5K | 6,500 | 0.16% | 31q | HELD |
| Midwest Trust Co | $677.1K | 6,000 | 0.01% | 5q | HELD |
| US BANCORP \DE\ | $676.7K | 5,997 | 0.00% | 31q | HELD |
| Pathstone Holdings, LLC | $656.9K | 5,821 | 0.00% | 11q | HELD |
| STIFEL FINANCIAL CORP | $651.5K | 5,772 | 0.00% | 6q | +66.0%+$259.0K |
| AMERIPRISE FINANCIAL INC | $582.9K | 5,164 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $566.0K | 5,020 | 0.00% | 31q | -0.9%-$5.4K |
| OSAIC HOLDINGS, INC. | $501.6K | 4,440 | 0.00% | 26q | -5.2%-$27.6K |
| AQR CAPITAL MANAGEMENT LLC | $467.1K | 4,139 | 0.00% | 2q | +8.2%+$35.4K |
| WBH ADVISORY INC | $463.5K | 4,108 | 0.03% | 6q | HELD |
| Cadent Capital Advisors, LLC | $458.3K | 4,062 | 0.09% | 4q | -32.8%-$224.2K |
| Cambria Investment Management, L.P. | $448.8K | 3,977 | 0.02% | new | NEW |
| Empowered Funds, LLC | $448.8K | 3,977 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $446.1K | 3,953 | 0.00% | 5q | HELD |
| Ballentine Partners, LLC | $443.1K | 3,927 | 0.01% | 2q | HELD |
| Beacon Pointe Advisors, LLC | $442.3K | 3,920 | 0.00% | 3q | -12.9%-$65.2K |
| Gladstone Institutional Advisory LLC | $438.1K | 3,883 | 0.01% | new | NEW |
| One Charles Private Wealth Services, LLC | $383.9K | 3,402 | 0.09% | 14q | -4.0%-$16.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $365.6K | 3,240 | 0.00% | 13q | +1.7%+$6.1K |
| GTS SECURITIES LLC | $365.4K | 3,238 | 0.01% | 4q | -88.6%-$2.8M |
| Tiller Private Wealth, Inc. | $359.4K | 3,185 | 0.11% | 6q | +1.0%+$3.4K |
| INSIGNEO ADVISORY SERVICES, LLC | $345.6K | 3,063 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $343.8K | 3,047 | 0.00% | 5q | +14.5%+$43.4K |
| J.W. COLE ADVISORS, INC. | $297.3K | 2,635 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $290.0K | 2,570 | 0.00% | 3q | +2.8%+$7.9K |
| TRANSCEND CAPITAL ADVISORS, LLC | $275.6K | 2,443 | 0.02% | 6q | -4.5%-$13.1K |
| JOHNSON INVESTMENT COUNSEL INC | $270.8K | 2,400 | 0.00% | 10q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $257.7K | 2,284 | 0.01% | 14q | HELD |
| Sequoia Financial Advisors, LLC | $232.0K | 2,056 | 0.00% | 5q | -11.4%-$29.9K |
| Arkadios Wealth Advisors | $230.7K | 2,044 | 0.00% | 5q | +6.6%+$14.3K |
| PW Nova Financial Services LLC | $230.2K | 2,040 | 0.05% | 3q | +5.4%+$11.8K |
| Gotham Asset Management, LLC | $229.9K | 2,037 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $229.2K | 2,031 | 0.00% | 31q | +9.5%+$20.0K |
| Sightline Wealth Advisors, LLC | $226.6K | 2,008 | 0.08% | 3q | HELD |
| Capital Square, LLC | $224.5K | 1,900 | 0.10% | 5q | HELD |
| ALLIANCEBERNSTEIN L.P. | $221.9K | 1,932 | 0.00% | 5q | HELD |
| &PARTNERS | $204.3K | 1,811 | 0.00% | 5q | HELD |
| FMR LLC | $196.7K | 1,743 | 0.00% | 23q | -1.3%-$2.6K |
| Rockefeller Capital Management L.P. | $178.0K | 1,577 | 0.00% | 4q | -67.3%-$366.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $132.7K | 1,176 | 0.00% | 5q | +57.6%+$48.5K |
| SBI Securities Co., Ltd. | $114.8K | 1,017 | 0.00% | 7q | +4.6%+$5.1K |
| North Star Investment Management Corp. | $94.1K | 834 | 0.01% | 28q | HELD |
| CVA Family Office, LLC | $79.0K | 700 | 0.01% | 11q | HELD |
| Front Row Advisors LLC | $75.7K | 648 | 0.02% | 31q | HELD |
| Parallel Advisors, LLC | $70.0K | 620 | 0.00% | 31q | -59.0%-$100.9K |
| AE Wealth Management LLC | $63.4K | 562 | 0.00% | 16q | -26.4%-$22.8K |
| Global Retirement Partners, LLC | $56.4K | 500 | 0.00% | 4q | -13.3%-$8.7K |
| AlphaCore Capital LLC | $54.6K | 484 | 0.00% | 6q | HELD |
| LONDON CO OF VIRGINIA | $47.6K | 422 | 0.00% | new | NEW |
| IFG Advisory, LLC | $42.7K | 378 | 0.00% | new | NEW |
| Bradley & Co. Private Wealth Management, LLC | $39.5K | 350 | 0.02% | 14q | HELD |
| IFP Advisors, Inc | $31.6K | 280 | 0.00% | 9q | +19.7%+$5.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $26.8K | 238 | 0.00% | new | NEW |
| Breakwater Investment Management | $22.7K | 201 | 0.01% | 10q | HELD |
| LANARK FINANCIAL, INC. | $22.0K | 195 | 0.00% | 6q | +0.5% |
| Steward Partners Investment Advisory, LLC | $21.2K | 188 | 0.00% | 3q | +358.5%+$16.6K |
| Smartleaf Asset Management LLC | $19.6K | 173 | 0.00% | 4q | HELD |
| Spire Wealth Management | $16.4K | 146 | 0.00% | 22q | HELD |
| Winch Advisory Services, LLC | $15.5K | 137 | 0.00% | 7q | HELD |
| Institute for Wealth Management, LLC. | $15.2K | 135 | 0.00% | new | NEW |
| Blue Trust, Inc. | $15.2K | 135 | 0.00% | 10q | +0.7% |
| CoreCap Advisors, LLC | $13.4K | 119 | 0.00% | 8q | HELD |
| UNION SAVINGS BANK | $11.8K | 105 | 0.00% | 8q | HELD |
| Gen-Wealth Partners Inc | $11.3K | 100 | 0.00% | 10q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9.8K | 86 | 0.00% | 3q | +1.2% |
Showing the largest 100 of 115 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 | 110 | $291.1M | 2,579,391 | 14 | 33 | 26 | 0.0% |
| Q1 2026 | 113 | $330.9M | 2,894,285 | 9 | 38 | 29 | 0.4% |
| Q4 2025 | 121 | $600.6M | 4,871,071 | 14 | 44 | 26 | 1.7% |
| Q3 2025 | 116 | $550.8M | 3,483,712 | 20 | 28 | 29 | 21.8% |
| Q2 2025 | 103 | $320.3M | 2,853,688 | 21 | 32 | 13 | 0.0% |
| Q1 2025 | 94 | $151.4M | 1,560,476 | 15 | 23 | 20 | 0.0% |
| Q4 2024 | 92 | $206.5M | 2,162,576 | 7 | 22 | 21 | 0.0% |
| Q3 2024 | 90 | $208.7M | 2,217,761 | 8 | 15 | 27 | 0.0% |
| Q2 2024 | 88 | $208.0M | 2,297,335 | 17 | 17 | 19 | 2.0% |
| Q1 2024 | 82 | $148.3M | 1,719,010 | 12 | 15 | 24 | 2.5% |
| Q4 2023 | 76 | $145.3M | 1,668,007 | 8 | 21 | 23 | 14.2% |
| Q3 2023 | 74 | $134.2M | 1,761,843 | 9 | 16 | 21 | 10.2% |
| Q2 2023 | 68 | $130.4M | 1,905,742 | 6 | 18 | 21 | 0.0% |
| Q1 2023 | 68 | $110.0M | 1,716,655 | 11 | 17 | 19 | 0.0% |
| Q4 2022 | 60 | $61.0M | 1,120,678 | 16 | 14 | 17 | 0.0% |
| Q3 2022 | 79 | $173.5M | 3,002,782 | 14 | 14 | 15 | 0.0% |
| Q2 2022 | 73 | $76.7M | 1,245,621 | 11 | 27 | 13 | 0.0% |
| Q1 2022 | 79 | $124.8M | 1,287,669 | 13 | 12 | 25 | 23.7% |
| Q4 2021 | 81 | $118.1M | 1,434,683 | 11 | 23 | 14 | 0.0% |
| Q3 2021 | 79 | $114.7M | 1,356,577 | 4 | 23 | 16 | 0.0% |
| Q2 2021 | 80 | $108.6M | 1,250,751 | 9 | 17 | 21 | 0.2% |
| Q1 2021 | 77 | $126.1M | 1,588,928 | 7 | 18 | 24 | 0.0% |
| Q4 2020 | 78 | $139.4M | 1,875,609 | 9 | 13 | 19 | 0.0% |
| Q3 2020 | 77 | $108.5M | 1,618,810 | 8 | 16 | 24 | 1.4% |
| Q2 2020 | 78 | $88.5M | 1,398,854 | 12 | 19 | 18 | 2.5% |
| Q1 2020 | 74 | $69.2M | 1,332,377 | 10 | 18 | 23 | 0.0% |
| Q4 2019 | 86 | $136.0M | 2,213,675 | 14 | 14 | 27 | 0.0% |
| Q3 2019 | 70 | $77.5M | 1,318,804 | 8 | 14 | 25 | 2.4% |
| Q2 2019 | 72 | $128.8M | 1,426,869 | 10 | 18 | 28 | 36.5% |
| Q1 2019 | 78 | $133.1M | 1,411,986 | 13 | 17 | 23 | 40.2% |
| Q4 2018 | 81 | $136.6M | 1,783,733 | 2 | 0 | 4 | 34.4% |