ISHARES TR (IYC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
231
Reporting holders
$603.1M
Reported value
0.0%
Held as options
-8
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 | $95.1M | 940,197 | 1.19% | 19q | -1.8%-$1.8M |
| MORGAN STANLEY | $85.2M | 842,331 | 0.00% | 35q | -10.8%-$10.3M |
| BANK OF AMERICA CORP /DE/ | $68.9M | 681,291 | 0.00% | 31q | -12.3%-$9.6M |
| UBS Group AG | $54.0M | 534,574 | 0.01% | 31q | +5.3%+$2.7M |
| WELLS FARGO & COMPANY/MN | $29.8M | 294,470 | 0.00% | 31q | -49.9%-$29.6M |
| RAYMOND JAMES FINANCIAL INC | $20.5M | 202,298 | 0.01% | 7q | -4.6%-$989.4K |
| LPL Financial LLC | $19.8M | 195,459 | 0.00% | 31q | +0.5%+$107.4K |
| ROYAL BANK OF CANADA | $16.4M | 162,274 | 0.00% | 31q | -16.3%-$3.2M |
| BNP PARIBAS FINANCIAL MARKETS | $15.1M | 149,715 | 0.01% | 2q | +49.7%+$5.0M |
| GOLDMAN SACHS GROUP INC | $11.1M | 110,143 | 0.00% | 31q | -7.0%-$832.8K |
| MML INVESTORS SERVICES, LLC | $6.2M | 61,681 | 0.01% | 31q | +15.1%+$816.4K |
| OSAIC HOLDINGS, INC. | $6.1M | 60,630 | 0.01% | 26q | +13.4%+$722.3K |
| Zurich Insurance Group Ltd/FI | $5.7M | 56,530 | 0.04% | 5q | -4.0%-$239.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.6M | 54,959 | 0.07% | 31q | -1.5%-$86.8K |
| First Citizens Financial Corp | $5.0M | 49,200 | 2.08% | 26q | -1.1%-$55.3K |
| COTTONWOOD CAPITAL ADVISORS, LLC | $4.9M | 48,382 | 2.95% | 19q | +57.9%+$1.8M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.8M | 47,402 | 0.03% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.6M | 45,025 | 0.00% | 4q | +62.5%+$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $4.5M | 44,821 | 0.00% | 31q | -25.4%-$1.5M |
| JPMORGAN CHASE & CO | $4.4M | 43,306 | 0.00% | 31q | +37.0%+$1.2M |
| Banque Transatlantique SA | $4.1M | 40,772 | 0.09% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $4.0M | 39,932 | 0.00% | 5q | +17.0%+$587.1K |
| CITADEL ADVISORS LLC | $3.5M | 34,158 | 0.00% | 3q | -17.2%-$716.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 32,958 | 0.00% | 31q | -5.5%-$195.7K |
| SOUTHERN CAPITAL ADVISORS, LLC | $3.2M | 31,603 | 1.33% | 19q | +1.4%+$43.4K |
| JONES FINANCIAL COMPANIES LLLP | $3.1M | 31,297 | 0.00% | 10q | +15.1%+$412.5K |
| S&A Financial Services, Inc. | $3.1M | 30,645 | 1.89% | new | FIRST |
| PRINCIPAL SECURITIES, INC. | $3.0M | 29,934 | 0.04% | 11q | -30.9%-$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 28,296 | 0.00% | 31q | -7.9%-$247.0K |
| Steward Partners Investment Advisory, LLC | $2.8M | 27,721 | 0.01% | 29q | -50.7%-$2.9M |
| Corient Private Wealth LP | $2.5M | 24,742 | 0.00% | 15q | +126.9%+$1.4M |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 24,378 | 0.00% | 13q | +866.6%+$2.2M |
| FMR LLC | $2.4M | 23,276 | 0.00% | 31q | -3.4%-$82.2K |
| Stillwater Capital Advisors, LLC | $2.2M | 21,832 | 0.23% | 31q | HELD |
| TRITONPOINT WEALTH, LLC | $2.0M | 19,810 | 0.20% | 11q | -0.9%-$17.8K |
| TritonPoint Partners, LLC | $2.0M | 19,810 | 0.17% | new | NEW |
| PATTEN & PATTEN INC/TN | $1.9M | 18,614 | 0.10% | 31q | HELD |
| CITIGROUP INC | $1.8M | 17,572 | 0.00% | 31q | -2.6%-$47.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 17,462 | 0.00% | 15q | +99.7%+$881.4K |
| Stonebridge Financial Planning Group, LLC | $1.7M | 16,856 | 0.54% | 27q | -15.1%-$303.6K |
| STIFEL FINANCIAL CORP | $1.6M | 15,435 | 0.00% | 31q | +0.7%+$10.7K |
| Mutual Advisors, LLC | $1.5M | 14,716 | 0.03% | 31q | -0.9%-$12.9K |
| BlackRock, Inc. | $1.5M | 14,702 | 0.00% | 8q | -54.1%-$1.8M |
| HighTower Advisors, LLC | $1.5M | 14,680 | 0.00% | 31q | -1.9%-$28.7K |
| AMERIPRISE FINANCIAL INC | $1.5M | 14,647 | 0.00% | 31q | -82.9%-$7.2M |
| GARRISON POINT ADVISORS, LLC | $1.4M | 13,970 | 0.57% | 31q | -2.6%-$37.7K |
| SPINNAKER TRUST | $1.4M | 13,928 | 0.07% | 31q | HELD |
| Strategic Blueprint, LLC | $1.3M | 13,283 | 0.07% | 4q | -71.1%-$3.3M |
| AlphaCore Capital LLC | $1.3M | 13,223 | 0.02% | 6q | -22.9%-$397.1K |
| Arax Advisory Partners | $1.3M | 12,906 | 0.01% | 3q | +2033.2%+$1.2M |
| Cetera Investment Advisers | $1.3M | 12,608 | 0.00% | 14q | +0.7%+$8.6K |
| Creative Planning | $1.2M | 12,057 | 0.00% | 31q | -4.5%-$57.9K |
| AMG National Trust Bank | $1.2M | 11,702 | 0.02% | 25q | -45.2%-$975.8K |
| Whitener Capital Management, Inc. | $1.2M | 11,643 | 0.25% | 31q | -0.9%-$11.0K |
| NewEdge Advisors, LLC | $1.2M | 11,450 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $1.2M | 11,433 | 0.01% | 31q | HELD |
| Quantinno Capital Management LP | $1.1M | 11,297 | 0.00% | 9q | -25.2%-$385.1K |
| Lakeshore Capital Group, Inc. | $1.1M | 11,217 | 0.84% | 6q | HELD |
| Mariner, LLC | $1.1M | 11,076 | 0.00% | 14q | -38.3%-$694.9K |
| Ameliora Wealth Management Ltd. | $1.1M | 11,000 | 0.33% | 7q | HELD |
| Asset One Wealth Management LLC | $1.1M | 10,969 | 0.12% | 3q | +12.4%+$122.6K |
| WESPAC Advisors SoCal, LLC | $1.1M | 10,871 | 0.20% | 31q | +3.6%+$38.3K |
| &PARTNERS | $1.1M | 10,504 | 0.00% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $1.1M | 10,485 | 0.00% | 31q | HELD |
| Simmons Bank | $1.1M | 10,461 | 0.06% | 31q | HELD |
| Koshinski Asset Management, Inc. | $1.0M | 10,385 | 0.06% | 10q | HELD |
| Equitable Holdings, Inc. | $1.0M | 10,194 | 0.01% | 27q | +5.1%+$50.4K |
| EARNED WEALTH ADVISORS, LLC | $1.0M | 10,000 | 0.07% | 2q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $947.9K | 9,376 | 0.01% | 19q | +3.2%+$29.4K |
| TRUIST FINANCIAL CORP | $944.0K | 9,189 | 0.00% | 27q | -27.2%-$352.0K |
| Capital Investment Advisors, LLC | $915.1K | 9,052 | 0.01% | 31q | HELD |
| Genesee Capital Advisors, LLC | $879.4K | 8,698 | 0.28% | 7q | -16.2%-$170.6K |
| Haverford Trust Co | $846.2K | 8,370 | 0.01% | 16q | HELD |
| KKM Financial LLC | $836.6K | 8,275 | 0.11% | 11q | -21.4%-$228.4K |
| Rockefeller Capital Management L.P. | $824.2K | 8,152 | 0.00% | 4q | -2.8%-$23.5K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $808.8K | 8,000 | 0.22% | 7q | HELD |
| Chevy Chase Trust Holdings, LLC | $801.1K | 7,924 | 0.00% | 10q | HELD |
| R2 Capital Strategies, LLC | $764.9K | 7,566 | 0.35% | new | FIRST |
| Patton Albertson Miller Group, LLC | $763.4K | 7,551 | 0.08% | 20q | HELD |
| SEI INVESTMENTS CO | $748.3K | 7,402 | 0.00% | 2q | +73.0%+$315.8K |
| Samara Investment Management, LLC | $739.6K | 7,316 | 0.68% | 2q | +11.8%+$78.0K |
| IBEX WEALTH ADVISORS | $735.1K | 7,271 | 0.06% | 2q | -3.4%-$25.9K |
| Private Advisor Group, LLC | $719.7K | 7,119 | 0.00% | 14q | -5.8%-$44.3K |
| FIFTH THIRD BANCORP | $719.6K | 7,117 | 0.00% | 2q | -1.7%-$12.2K |
| DAVENPORT & Co LLC | $703.6K | 6,959 | 0.00% | 31q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $641.8K | 6,349 | 0.01% | 6q | HELD |
| SONATA CAPITAL GROUP INC | $641.6K | 6,346 | 0.21% | 24q | -3.8%-$25.3K |
| Glenview Trust Co | $638.7K | 6,478 | 0.00% | 7q | +67.4%+$257.2K |
| Allen Investment Management, LLC | $633.3K | 6,263 | 0.01% | 3q | HELD |
| TD Waterhouse Canada Inc. | $609.9K | 6,009 | 0.00% | 16q | +66.1%+$242.8K |
| M&T Bank Corp | $606.6K | 6,000 | 0.00% | 26q | HELD |
| Sanctuary Advisors, LLC | $601.5K | 5,950 | 0.00% | 9q | -42.4%-$442.8K |
| Canvas Wealth Advisors, LLC | $564.5K | 5,584 | 0.08% | 22q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $561.0K | 5,520 | 0.01% | 31q | HELD |
| PETTYJOHN, WOOD & WHITE, INC | $556.0K | 5,500 | 0.08% | 31q | HELD |
| Daybright Advisory Services, Inc. | $552.9K | 5,467 | 0.13% | 3q | +33.8%+$139.6K |
| COMMERCE BANK | $530.6K | 5,248 | 0.00% | 31q | -0.7%-$3.7K |
| Beacon Pointe Advisors, LLC | $519.6K | 5,139 | 0.00% | 3q | +13.7%+$62.8K |
| EP Wealth Advisors, LLC | $507.0K | 5,015 | 0.00% | 14q | -9.1%-$50.6K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $498.6K | 4,932 | 0.01% | 22q | HELD |
Showing the largest 100 of 243 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 | 231 | $603.1M | 5,965,754 | 20 | 41 | 67 | 0.0% |
| Q1 2026 | 239 | $643.3M | 6,575,695 | 24 | 45 | 71 | 0.0% |
| Q4 2025 | 248 | $917.1M | 8,891,213 | 19 | 57 | 62 | 0.0% |
| Q3 2025 | 250 | $1.0B | 9,640,674 | 27 | 63 | 67 | 0.0% |
| Q2 2025 | 241 | $911.4M | 9,146,449 | 36 | 61 | 68 | 0.0% |
| Q1 2025 | 222 | $687.9M | 7,786,051 | 26 | 56 | 55 | 0.0% |
| Q4 2024 | 242 | $902.4M | 9,385,337 | 47 | 52 | 54 | 0.0% |
| Q3 2024 | 200 | $598.4M | 6,804,345 | 23 | 36 | 55 | 0.0% |
| Q2 2024 | 199 | $461.8M | 5,678,634 | 21 | 36 | 61 | 0.0% |
| Q1 2024 | 202 | $656.6M | 8,019,606 | 28 | 38 | 55 | 0.0% |
| Q4 2023 | 194 | $505.5M | 6,672,702 | 28 | 38 | 43 | 0.0% |
| Q3 2023 | 170 | $396.5M | 5,922,236 | 21 | 34 | 47 | 0.0% |
| Q2 2023 | 174 | $345.0M | 4,851,148 | 23 | 35 | 46 | 0.0% |
| Q1 2023 | 159 | $326.6M | 5,049,136 | 16 | 21 | 54 | 0.0% |
| Q4 2022 | 144 | $291.9M | 5,122,205 | 24 | 22 | 45 | 0.0% |
| Q3 2022 | 170 | $294.5M | 5,046,044 | 14 | 29 | 46 | 0.1% |
| Q2 2022 | 174 | $325.2M | 5,699,400 | 10 | 27 | 73 | 0.0% |
| Q1 2022 | 197 | $470.4M | 6,264,833 | 11 | 35 | 82 | 0.0% |
| Q4 2021 | 227 | $801.5M | 9,553,674 | 23 | 55 | 54 | 0.0% |
| Q3 2021 | 201 | $734.2M | 9,478,455 | 14 | 56 | 59 | 0.0% |
| Q2 2021 | 210 | $775.4M | 9,985,981 | 22 | 60 | 52 | 0.0% |
| Q1 2021 | 207 | $792.0M | 10,612,334 | 28 | 52 | 56 | 0.0% |
| Q4 2020 | 197 | $672.7M | 9,538,888 | 14 | 164 | 3 | 0.0% |
| Q3 2020 | 177 | $574.2M | 2,299,905 | 22 | 49 | 46 | 0.0% |
| Q2 2020 | 166 | $530.5M | 2,403,645 | 33 | 40 | 41 | 0.0% |
| Q1 2020 | 144 | $332.4M | 1,878,413 | 7 | 29 | 59 | 0.0% |
| Q4 2019 | 176 | $474.1M | 2,094,761 | 15 | 28 | 55 | 0.0% |
| Q3 2019 | 172 | $487.6M | 2,246,961 | 15 | 47 | 47 | 0.0% |
| Q2 2019 | 173 | $485.9M | 2,235,459 | 27 | 38 | 48 | 0.0% |
| Q1 2019 | 168 | $440.8M | 2,158,035 | 17 | 39 | 61 | 0.0% |
| Q4 2018 | 173 | $437.3M | 2,409,542 | 2 | 3 | 5 | 0.0% |