ISHARES TR (IYK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
275
Reporting holders
$910.4M
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 |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | $126.5M | 1,740,483 | 0.94% | 2q | -18.2%-$28.2M |
| JPMORGAN CHASE & CO | $72.8M | 989,730 | 0.00% | 31q | -12.7%-$10.6M |
| LPL Financial LLC | $59.5M | 819,267 | 0.01% | 31q | -4.7%-$2.9M |
| SAGESPRING WEALTH PARTNERS, LLC | $56.6M | 779,206 | 0.87% | 2q | -13.5%-$8.8M |
| OpenArc Corporate Advisory, LLC | $55.0M | 757,167 | 0.65% | 2q | -23.5%-$16.9M |
| MORGAN STANLEY | $49.8M | 684,765 | 0.00% | 35q | -0.5%-$258.7K |
| BANK OF AMERICA CORP /DE/ | $40.7M | 559,882 | 0.00% | 31q | -3.1%-$1.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.4M | 472,865 | 0.02% | 31q | +1.3%+$443.1K |
| UBS Group AG | $26.5M | 365,210 | 0.00% | 31q | -2.9%-$787.4K |
| PGIM Custom Harvest LLC | $22.4M | 308,545 | 0.28% | 19q | -3.3%-$761.6K |
| ROYAL BANK OF CANADA | $19.7M | 270,687 | 0.00% | 31q | -13.4%-$3.0M |
| BNP PARIBAS FINANCIAL MARKETS | $18.3M | 251,360 | 0.01% | 8q | -37.3%-$10.9M |
| WELLS FARGO & COMPANY/MN | $17.6M | 242,439 | 0.00% | 31q | -52.4%-$19.4M |
| RAYMOND JAMES FINANCIAL INC | $15.8M | 217,097 | 0.00% | 7q | -15.3%-$2.8M |
| GOLDMAN SACHS GROUP INC | $15.7M | 216,398 | 0.00% | 23q | -15.7%-$2.9M |
| Steward Partners Investment Advisory, LLC | $15.6M | 214,283 | 0.08% | 31q | -61.4%-$24.8M |
| Cetera Investment Advisers | $15.4M | 211,879 | 0.01% | 25q | -1.0%-$161.9K |
| OSAIC HOLDINGS, INC. | $15.0M | 205,812 | 0.02% | 26q | +13.4%+$1.8M |
| AMERIPRISE FINANCIAL INC | $13.6M | 186,826 | 0.00% | 31q | -84.0%-$71.4M |
| CIBC WORLD MARKET INC. | $10.3M | 141,612 | 0.02% | 31q | +7.3%+$702.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.9M | 136,573 | 0.01% | 31q | -3.4%-$349.3K |
| MGO ONE SEVEN LLC | $8.6M | 118,324 | 0.14% | 16q | +13.9%+$1.0M |
| Key Client Fiduciary Advisors, LLC | $8.5M | 117,020 | 2.45% | 3q | -7.5%-$690.3K |
| STIFEL FINANCIAL CORP | $8.3M | 113,672 | 0.01% | 31q | +542.8%+$7.0M |
| Zurich Insurance Group Ltd/FI | $7.5M | 102,650 | 0.05% | 5q | +50.0%+$2.5M |
| WealthSpring Partners, LLC | $7.3M | 100,371 | 6.27% | 3q | +1.7%+$124.5K |
| UNIQUE WEALTH, LLC | $6.9M | 94,306 | 0.80% | 2q | +1.6%+$105.3K |
| ENVESTNET ASSET MANAGEMENT INC | $5.8M | 79,192 | 0.00% | 31q | +46.0%+$1.8M |
| PRINCIPAL SECURITIES, INC. | $4.8M | 66,583 | 0.06% | 11q | +111.1%+$2.5M |
| JONES FINANCIAL COMPANIES LLLP | $4.8M | 65,416 | 0.00% | 10q | +6.8%+$305.9K |
| Aspen Wealth Strategies, LLC | $3.6M | 50,014 | 1.76% | 3q | +1.2%+$41.9K |
| MML INVESTORS SERVICES, LLC | $3.3M | 45,524 | 0.01% | 26q | +7.9%+$240.9K |
| Centerline Wealth Advisors, LLC | $3.3M | 45,380 | 1.03% | 2q | -29.1%-$1.4M |
| NewEdge Advisors, LLC | $2.9M | 40,168 | 0.01% | 17q | -2.9%-$85.8K |
| First Citizens Financial Corp | $2.8M | 38,154 | 1.16% | 26q | -0.7%-$18.7K |
| Conservest Capital Advisors, Inc. | $2.7M | 36,530 | 0.21% | 31q | -1.9%-$52.2K |
| Sanctuary Advisors, LLC | $2.6M | 35,943 | 0.01% | 9q | +18.7%+$411.5K |
| MONEY CONCEPTS CAPITAL CORP | $2.5M | 34,829 | 0.12% | 20q | -1.1%-$27.8K |
| Storen Legacy Partners, LLC | $2.5M | 33,833 | 0.67% | 2q | -22.4%-$709.7K |
| XTX Topco Ltd | $2.4M | 33,193 | 0.03% | 2q | +24.8%+$478.5K |
| AssuredPartners Investment Advisors, LLC | $2.2M | 30,180 | 0.21% | 4q | +89.8%+$1.0M |
| Merit Financial Group, LLC | $2.0M | 28,206 | 0.01% | 10q | +95.3%+$999.9K |
| Consolidated Investment Group LLC | $2.0M | 27,900 | 0.18% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 27,163 | 0.00% | 16q | -31.0%-$888.6K |
| WealthCare Investment Partners, LLC | $1.9M | 26,361 | 0.47% | 17q | -14.4%-$322.8K |
| Focus Partners Wealth | $1.9M | 26,277 | 0.00% | 4q | +38.3%+$528.4K |
| CITADEL ADVISORS LLC | $1.9M | 25,805 | 0.00% | 4q | +25.2%+$377.3K |
| Kestra Advisory Services, LLC | $1.8M | 25,339 | 0.01% | 24q | -13.6%-$289.3K |
| Matthew Goff Investment Advisor, LLC | $1.8M | 25,060 | 0.31% | 2q | -3.7%-$69.2K |
| PENOBSCOT WEALTH MANAGEMENT | $1.8M | 24,153 | 0.47% | 18q | +2.4%+$41.4K |
| SFI Advisors, LLC | $1.7M | 23,834 | 1.49% | 14q | -2.3%-$40.8K |
| Corient Private Wealth LP | $1.7M | 23,588 | 0.00% | 13q | +71.7%+$715.8K |
| Wall Street Financial Group, Inc. | $1.7M | 23,124 | 0.90% | 9q | +4.8%+$76.3K |
| B. Riley Wealth Advisors, Inc. | $1.6M | 22,386 | 0.09% | 14q | +3.0%+$48.4K |
| R2 Capital Strategies, LLC | $1.6M | 22,427 | 0.74% | new | FIRST |
| Hilltop Holdings Inc. | $1.5M | 21,142 | 0.12% | 2q | +36.8%+$413.2K |
| S&A Financial Services, Inc. | $1.5M | 20,173 | 0.89% | new | FIRST |
| CAPTRUST FINANCIAL ADVISORS | $1.4M | 19,334 | 0.00% | 14q | +121.5%+$770.7K |
| Geneos Wealth Management Inc. | $1.4M | 19,159 | 0.03% | 42q | -4.6%-$67.2K |
| Comprehensive Wealth Management, LLC | $1.4M | 19,071 | 0.63% | 18q | +3.9%+$52.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 18,463 | 0.00% | 12q | -2.4%-$33.6K |
| Waterloo Capital, L.P. | $1.4M | 18,727 | 0.08% | 11q | +0.6%+$7.6K |
| Sovran Advisors, LLC | $1.3M | 17,511 | 0.10% | 7q | +1.9%+$25.4K |
| Smartleaf Asset Management LLC | $1.3M | 18,168 | 0.04% | 3q | HELD |
| Mariner, LLC | $1.3M | 18,185 | 0.00% | 11q | +17.1%+$192.8K |
| Signal Advisors Wealth, LLC | $1.2M | 16,895 | 0.06% | 4q | +39.4%+$347.2K |
| Concurrent Investment Advisors, LLC | $1.1M | 15,234 | 0.01% | 7q | +51.0%+$373.6K |
| LIBERTY WEALTH MANAGEMENT LLC | $1.1M | 15,766 | 0.14% | 5q | HELD |
| Equitable Holdings, Inc. | $1.1M | 14,719 | 0.01% | 27q | -8.7%-$101.5K |
| Stonebridge Financial Planning Group, LLC | $1.1M | 14,709 | 0.34% | 27q | -7.3%-$83.6K |
| IHT Wealth Management, LLC | $1.0M | 14,320 | 0.02% | 31q | -5.8%-$64.5K |
| FMR LLC | $1.0M | 14,268 | 0.00% | 31q | -1.4%-$15.2K |
| Cyndeo Wealth Partners, LLC | $997.5K | 13,728 | 0.05% | 2q | -16.3%-$194.4K |
| FRANKLIN RESOURCES INC | $996.0K | 13,707 | 0.00% | 7q | +7.8%+$71.9K |
| Asset One Wealth Management LLC | $970.0K | 13,267 | 0.10% | 3q | +4.2%+$39.0K |
| Counterweight Ventures, LLC | $967.3K | 13,313 | 0.48% | 2q | -1.2%-$12.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $960.6K | 13,220 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $960.4K | 13,218 | 0.00% | 2q | +1.8%+$16.7K |
| Mutual Advisors, LLC | $955.0K | 13,143 | 0.02% | 31q | +5.3%+$47.7K |
| HighTower Advisors, LLC | $935.2K | 12,870 | 0.00% | 28q | -5.8%-$57.3K |
| MAI Capital Management | $913.2K | 12,568 | 0.00% | 11q | +69.5%+$374.5K |
| D. E. Shaw & Co., Inc. | $893.6K | 12,298 | 0.00% | 3q | -60.0%-$1.3M |
| Glenview Trust Co | $876.8K | 12,310 | 0.01% | 31q | +83.2%+$398.3K |
| NTV Asset Management LLC | $870.1K | 11,975 | 0.09% | 2q | -31.9%-$408.5K |
| Arkadios Wealth Advisors | $858.7K | 11,817 | 0.01% | 5q | +6.5%+$52.5K |
| Rockefeller Capital Management L.P. | $841.3K | 11,579 | 0.00% | 10q | +0.9%+$7.2K |
| Simmons Bank | $832.5K | 11,457 | 0.05% | 31q | -0.6%-$4.9K |
| Atria Investments, Inc | $830.1K | 11,424 | 0.01% | 6q | -6.7%-$59.7K |
| Stone Wealth Partners | $817.3K | 11,248 | 0.60% | 3q | -9.8%-$89.2K |
| Lakeshore Capital Group, Inc. | $807.4K | 11,112 | 0.60% | 6q | HELD |
| Creative Planning | $782.6K | 10,770 | 0.00% | 24q | HELD |
| Stillwater Capital Advisors, LLC | $770.7K | 10,607 | 0.08% | 31q | HELD |
| BROWN ADVISORY INC | $767.4K | 10,561 | 0.00% | 6q | -8.1%-$67.6K |
| Essex LLC | $761.8K | 10,484 | 0.12% | 20q | -7.5%-$62.0K |
| Bank of New York Mellon Corp | $749.7K | 10,319 | 0.00% | 6q | +6.5%+$45.8K |
| Adams Wealth Management | $709.1K | 9,759 | 0.14% | 6q | -29.3%-$293.3K |
| CacheTech Inc. | $709.1K | 9,759 | 0.11% | 6q | -29.3%-$293.3K |
| MONECO ADVISORS, LLC | $708.9K | 9,756 | 0.04% | 5q | -2.1%-$15.5K |
| BANK OF MONTREAL /CAN/ | $706.8K | 9,728 | 0.00% | 31q | -8.4%-$64.4K |
| Prospera Financial Services Inc | $687.5K | 9,462 | 0.01% | 27q | +1.1%+$7.6K |
Showing the largest 100 of 287 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 | 275 | $910.4M | 12,516,368 | 19 | 77 | 92 | 0.0% |
| Q1 2026 | 278 | $1.1B | 15,239,064 | 43 | 60 | 90 | 0.0% |
| Q4 2025 | 256 | $571.6M | 8,539,611 | 33 | 74 | 73 | 0.0% |
| Q3 2025 | 239 | $673.0M | 9,839,793 | 27 | 60 | 81 | 0.0% |
| Q2 2025 | 238 | $751.1M | 10,649,843 | 28 | 75 | 52 | 0.0% |
| Q1 2025 | 237 | $783.1M | 10,939,775 | 33 | 61 | 73 | 0.0% |
| Q4 2024 | 230 | $588.9M | 8,982,881 | 19 | 66 | 52 | 0.0% |
| Q3 2024 | 216 | $627.9M | 8,905,559 | 22 | 48 | 65 | 0.0% |
| Q2 2024 | 218 | $534.5M | 8,109,971 | 20 | 42 | 76 | 0.1% |
| Q1 2024 | 211 | $749.0M | 11,051,867 | 19 | 184 | 6 | 0.1% |
| Q4 2023 | 220 | $659.9M | 3,439,028 | 30 | 40 | 78 | 0.1% |
| Q3 2023 | 210 | $708.2M | 3,796,087 | 20 | 48 | 75 | 0.0% |
| Q2 2023 | 210 | $844.2M | 4,280,297 | 22 | 61 | 74 | 0.0% |
| Q1 2023 | 206 | $898.0M | 4,506,885 | 20 | 61 | 72 | 0.0% |
| Q4 2022 | 214 | $984.9M | 4,871,967 | 43 | 67 | 51 | 0.0% |
| Q3 2022 | 228 | $918.4M | 4,327,777 | 39 | 80 | 45 | 0.0% |
| Q2 2022 | 211 | $703.1M | 3,603,793 | 53 | 67 | 39 | 0.1% |
| Q1 2022 | 187 | $465.1M | 2,326,177 | 38 | 57 | 31 | 0.0% |
| Q4 2021 | 166 | $295.1M | 1,477,503 | 29 | 48 | 33 | 0.0% |
| Q3 2021 | 142 | $245.7M | 1,367,590 | 10 | 30 | 41 | 0.0% |
| Q2 2021 | 142 | $264.0M | 1,436,374 | 14 | 41 | 36 | 0.0% |
| Q1 2021 | 152 | $314.5M | 1,777,800 | 18 | 36 | 38 | 0.0% |
| Q4 2020 | 143 | $310.5M | 1,791,250 | 19 | 37 | 23 | 0.0% |
| Q3 2020 | 129 | $251.0M | 1,680,370 | 27 | 27 | 29 | 0.0% |
| Q2 2020 | 107 | $200.5M | 1,570,946 | 9 | 25 | 31 | 0.0% |
| Q1 2020 | 115 | $159.1M | 1,469,142 | 11 | 31 | 27 | 0.0% |
| Q4 2019 | 116 | $182.2M | 1,368,105 | 9 | 27 | 27 | 0.0% |
| Q3 2019 | 110 | $179.4M | 1,417,854 | 12 | 25 | 28 | 0.0% |
| Q2 2019 | 110 | $163.7M | 1,346,411 | 18 | 23 | 34 | 0.0% |
| Q1 2019 | 102 | $160.5M | 1,343,218 | 7 | 18 | 35 | 0.0% |
| Q4 2018 | 111 | $161.4M | 1,515,463 | 2 | 1 | 5 | 0.0% |