ISHARES TR (IYR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
487
Reporting holders
$5.5B
Reported value
20.5%
Held as options
+39
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 |
|---|---|---|---|---|---|
| BARCLAYS PLC | $595.8M | 5,826,506 | 0.11% | 31q | +32.4%+$145.8M |
| JANE STREET GROUP, LLC | $427.5M | options only | 0.04% | 16q | OPTIONS |
| BANK OF AMERICA CORP /DE/ | $426.7M | 4,173,544 | 0.03% | 31q | +222.9%+$294.6M |
| BNP PARIBAS FINANCIAL MARKETS | $382.7M | 3,742,959 | 0.13% | 31q | +107.1%+$198.0M |
| MORGAN STANLEY | $374.6M | 3,663,791 | 0.02% | 35q | -4.1%-$15.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $286.0M | 138,224 | 0.02% | 31q | +94.7%+$139.1M |
| GOLDMAN SACHS GROUP INC | $252.1M | 2,465,238 | 0.02% | 31q | +50.3%+$84.3M |
| CIBC Bancorp USA Inc. | $248.4M | 2,429,779 | 0.30% | 3q | -18.2%-$55.2M |
| UBS Group AG | $214.8M | 2,100,575 | 0.03% | 31q | +51.0%+$72.6M |
| CITADEL ADVISORS LLC | $126.5M | 131,632 | 0.01% | 31q | -56.2%-$162.6M |
| SBI Okasan Asset Management Co.Ltd. | $106.0M | 1,018,210 | 3.48% | new | NEW |
| ROYAL BANK OF CANADA | $90.3M | 670,932 | 0.01% | 31q | +7.4%+$6.2M |
| JPMORGAN CHASE & CO | $88.8M | 853,298 | 0.00% | 31q | +95.4%+$43.4M |
| STIFEL FINANCIAL CORP | $86.5M | 845,769 | 0.07% | 31q | -11.5%-$11.2M |
| D. E. Shaw & Co., Inc. | $79.2M | 774,811 | 0.04% | new | NEW |
| Vision Capital Corp | $74.6M | options only | 24.15% | new | OPTIONS |
| CIBC WORLD MARKET INC. | $71.3M | 697,120 | 0.11% | 31q | +112.7%+$37.8M |
| MILLENNIUM MANAGEMENT LLC | $71.2M | 338,747 | 0.03% | 31q | +64.2%+$27.8M |
| WELLS FARGO & COMPANY/MN | $61.0M | 596,713 | 0.01% | 31q | -34.2%-$31.7M |
| BlackRock, Inc. | $59.5M | 582,279 | 0.00% | 8q | -8.8%-$5.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $55.8M | 545,813 | 0.39% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $38.4M | 375,826 | 0.02% | 14q | +4.3%+$1.6M |
| LPL Financial LLC | $38.1M | 372,387 | 0.01% | 31q | +3.5%+$1.3M |
| PNC Financial Services Group, Inc. | $37.9M | 370,538 | 0.02% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.6M | 367,472 | 0.02% | 31q | +5.1%+$1.8M |
| US BANCORP \DE\ | $35.9M | 351,114 | 0.04% | 31q | -3.0%-$1.1M |
| Parallax Volatility Advisers, L.P. | $33.4M | 1 | 0.06% | 31q | HELD |
| CONNABLE OFFICE INC | $31.6M | 309,294 | 2.78% | 11q | +0.7%+$208.7K |
| RENAISSANCE TECHNOLOGIES LLC | $31.4M | 307,400 | 0.04% | new | NEW |
| Point72 Asset Management, L.P. | $27.8M | 271,407 | 0.03% | new | NEW |
| AMERIPRISE FINANCIAL INC | $27.0M | 264,097 | 0.01% | 31q | -29.0%-$11.0M |
| Flat Footed LLC | $23.5M | options only | 1.80% | 2q | OPTIONS |
| Pathstone Holdings, LLC | $23.4M | 228,908 | 0.07% | 11q | -2.1%-$500.1K |
| Jump Financial, LLC | $21.4M | 208,978 | 0.17% | new | NEW |
| Global Endowment Management, LP | $20.9M | 204,000 | 2.11% | 11q | HELD |
| RAYMOND JAMES FINANCIAL INC | $20.3M | 198,812 | 0.01% | 7q | -1.8%-$369.5K |
| Passaic Partners LLC | $19.0M | 186,130 | 1.40% | 2q | +1.5%+$289.0K |
| Magnus Financial Group LLC | $18.6M | 181,876 | 1.32% | 25q | +3.6%+$651.8K |
| Sand Hill Global Advisors, LLC | $18.5M | 180,587 | 0.56% | 12q | -2.4%-$454.1K |
| DDFG, Inc | $18.2M | 177,778 | 3.61% | 4q | +79.5%+$8.1M |
| Qube Research & Technologies Ltd | $17.5M | 170,793 | 0.02% | new | NEW |
| Aster Capital Management (DIFC) Ltd | $17.2M | 172,743 | 1.92% | 2q | +676.4%+$15.0M |
| Jain Global LLC | $15.8M | options only | 0.06% | 6q | OPTIONS |
| Financial Advisory Corp | $15.6M | 152,940 | 2.07% | 7q | +1.7%+$268.4K |
| ENVESTNET ASSET MANAGEMENT INC | $14.3M | 139,576 | 0.00% | 31q | +2.2%+$301.2K |
| CITIGROUP INC | $14.1M | 137,953 | 0.00% | 31q | -86.7%-$92.1M |
| Walleye Capital LLC | $13.7M | 133,801 | 0.05% | 3q | -25.7%-$4.7M |
| Caption Management, LLC | $13.5M | options only | 0.06% | new | OPTIONS |
| BANK OF MONTREAL /CAN/ | $12.9M | 40,181 | 0.00% | 31q | -61.2%-$20.3M |
| Focus Partners Wealth | $12.6M | 123,514 | 0.01% | 11q | +2.6%+$322.3K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $12.1M | 118,215 | 0.23% | 31q | -6.2%-$801.8K |
| Walleye Trading LLC | $11.9M | options only | 0.01% | 31q | OPTIONS |
| MARSHALL WACE, LLP | $11.9M | 116,051 | 0.01% | 18q | +123.8%+$6.6M |
| Balyasny Asset Management L.P. | $11.8M | options only | 0.01% | 3q | OPTIONS |
| Mariner, LLC | $11.3M | 110,655 | 0.01% | 31q | -2.1%-$245.1K |
| Greenland Capital Management LP | $11.2M | options only | 1.39% | 15q | OPTIONS |
| CAPITAL FUND MANAGEMENT S.A. | $11.1M | options only | 0.05% | 16q | OPTIONS |
| Rockefeller Capital Management L.P. | $11.0M | 107,391 | 0.02% | 31q | -4.9%-$560.0K |
| MML INVESTORS SERVICES, LLC | $10.3M | 100,725 | 0.02% | 31q | +11.1%+$1.0M |
| Cetera Investment Advisers | $10.2M | 99,596 | 0.01% | 29q | +21.7%+$1.8M |
| Cerity Partners LLC | $9.9M | 96,851 | 0.01% | 20q | +21.9%+$1.8M |
| GTS SECURITIES LLC | $9.7M | 94,398 | 0.20% | 4q | +49.0%+$3.2M |
| UNIQUE WEALTH, LLC | $9.4M | 91,942 | 1.10% | 15q | HELD |
| Modern Wealth Management, LLC | $9.3M | 91,203 | 0.11% | 11q | +102.5%+$4.7M |
| Squarepoint Ops LLC | $9.0M | options only | 0.01% | 14q | OPTIONS |
| Maven Securities LTD | $8.9M | 87,377 | 0.18% | 19q | -14.9%-$1.6M |
| PGIM Custom Harvest LLC | $8.3M | 81,215 | 0.10% | 19q | +0.6%+$52.8K |
| BAYVIEW ASSET MANAGEMENT, LLC | $8.2M | options only | 1.65% | new | OPTIONS |
| J. Goldman & Co LP | $7.0M | 68,297 | 0.18% | 14q | +54.2%+$2.5M |
| Corient Private Wealth LP | $7.0M | 68,245 | 0.00% | 15q | +97.3%+$3.4M |
| BANK OF NOVA SCOTIA | $6.8M | 66,168 | 0.01% | 2q | +44.0%+$2.1M |
| Matthew Goff Investment Advisor, LLC | $6.7M | 65,266 | 1.13% | new | NEW |
| COURIER CAPITAL LLC | $6.5M | 63,916 | 0.33% | 31q | +5.2%+$321.2K |
| SCS Capital Management LLC | $6.5M | 63,244 | 0.06% | 18q | HELD |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | $6.4M | 62,900 | 0.20% | new | NEW |
| Omega Financial Group, LLC | $6.4M | 62,307 | 1.94% | 31q | -2.0%-$130.9K |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | $6.2M | 60,279 | 1.64% | 3q | +1.2%+$73.0K |
| CarsonAllaria Wealth Management, Ltd. | $5.7M | 55,886 | 2.48% | 19q | +3.3%+$182.2K |
| TRUIST FINANCIAL CORP | $5.6M | 54,631 | 0.01% | 27q | +9.2%+$469.3K |
| ARKANSAS FINANCIAL GROUP, INC. | $5.3M | 52,304 | 0.70% | 26q | -1.4%-$77.6K |
| OSAIC HOLDINGS, INC. | $5.3M | 52,198 | 0.01% | 26q | +30.0%+$1.2M |
| Glenview Trust Co | $5.2M | 52,525 | 0.04% | 31q | +99.3%+$2.6M |
| Allie Family Office LLC | $5.2M | 50,463 | 1.92% | 19q | +1.2%+$60.3K |
| Anson Funds Management LP | $5.1M | options only | 0.30% | new | OPTIONS |
| Waverly Advisors, LLC | $5.1M | 49,766 | 0.03% | 7q | +58.0%+$1.9M |
| MISSION WEALTH MANAGEMENT, LP | $5.0M | 48,786 | 0.06% | 31q | -4.9%-$258.6K |
| HighTower Advisors, LLC | $4.5M | 44,102 | 0.00% | 31q | -7.3%-$355.2K |
| TUDOR INVESTMENT CORP ET AL | $4.4M | 11,350 | 0.01% | 8q | HELD |
| Naviter Wealth, LLC | $4.4M | 42,882 | 0.40% | 11q | +63.7%+$1.7M |
| Quarry LP | $4.3M | 42,258 | 0.36% | 2q | +235.1%+$3.0M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $4.3M | 42,258 | 0.42% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 40,588 | 0.01% | 31q | -0.9%-$37.0K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $4.1M | 39,447 | 0.03% | 8q | +27.6%+$878.4K |
| REBALANCE, LLC | $4.0M | 39,584 | 0.21% | 15q | -13.8%-$649.4K |
| Rodgers & Associates, LTD | $4.0M | 39,276 | 0.36% | 23q | -4.5%-$190.0K |
| Quadrature Capital Ltd | $4.0M | 39,119 | 0.03% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $3.9M | 37,977 | 0.00% | new | NEW |
| Pictet North America Advisors SA | $3.8M | 37,434 | 0.34% | 15q | HELD |
| FORTE ASSET MANAGEMENT LLC | $3.8M | 37,111 | 1.55% | 5q | +3.1%+$112.8K |
| Verition Fund Management LLC | $3.7M | options only | 0.01% | 9q | OPTIONS |
Showing the largest 100 of 505 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 | 487 | $5.5B | 42,633,569 | 65 | 120 | 141 | 20.5% |
| Q1 2026 | 448 | $4.3B | 33,450,506 | 41 | 128 | 115 | 25.7% |
| Q4 2025 | 464 | $5.4B | 44,266,227 | 36 | 129 | 144 | 22.6% |
| Q3 2025 | 458 | $5.0B | 38,750,389 | 40 | 115 | 141 | 24.6% |
| Q2 2025 | 464 | $5.1B | 40,636,219 | 42 | 123 | 148 | 24.5% |
| Q1 2025 | 461 | $4.4B | 35,733,755 | 40 | 104 | 153 | 22.0% |
| Q4 2024 | 502 | $6.7B | 51,971,343 | 56 | 142 | 135 | 28.1% |
| Q3 2024 | 484 | $7.8B | 51,590,556 | 79 | 120 | 124 | 32.4% |
| Q2 2024 | 439 | $3.6B | 28,162,055 | 47 | 106 | 147 | 31.4% |
| Q1 2024 | 435 | $5.8B | 51,283,519 | 29 | 120 | 137 | 21.1% |
| Q4 2023 | 482 | $6.9B | 52,715,183 | 80 | 115 | 137 | 30.9% |
| Q3 2023 | 427 | $3.8B | 33,069,728 | 49 | 93 | 145 | 31.6% |
| Q2 2023 | 436 | $3.5B | 27,429,680 | 36 | 95 | 162 | 31.6% |
| Q1 2023 | 441 | $5.2B | 41,917,584 | 48 | 96 | 154 | 34.0% |
| Q4 2022 | 437 | $4.5B | 39,674,767 | 61 | 120 | 120 | 27.9% |
| Q3 2022 | 503 | $6.0B | 49,657,178 | 49 | 116 | 158 | 32.4% |
| Q2 2022 | 530 | $7.4B | 60,191,052 | 52 | 126 | 177 | 25.5% |
| Q1 2022 | 554 | $41.2B | 56,079,074 | 48 | 144 | 182 | 85.3% |
| Q4 2021 | 591 | $11.0B | 79,364,785 | 82 | 159 | 151 | 16.1% |
| Q3 2021 | 506 | $9.3B | 71,696,792 | 69 | 145 | 134 | 20.9% |
| Q2 2021 | 481 | $9.9B | 80,946,720 | 71 | 144 | 124 | 16.3% |
| Q1 2021 | 445 | $5.5B | 48,652,892 | 53 | 105 | 139 | 18.5% |
| Q4 2020 | 440 | $7.0B | 63,516,225 | 57 | 116 | 113 | 22.0% |
| Q3 2020 | 405 | $4.1B | 36,475,874 | 30 | 95 | 141 | 28.5% |
| Q2 2020 | 431 | $5.5B | 36,553,313 | 53 | 93 | 169 | 47.6% |
| Q1 2020 | 460 | $4.5B | 41,488,501 | 59 | 116 | 172 | 36.5% |
| Q4 2019 | 513 | $6.4B | 46,087,871 | 54 | 131 | 157 | 33.3% |
| Q3 2019 | 455 | $6.1B | 46,948,565 | 35 | 115 | 153 | 28.4% |
| Q2 2019 | 459 | $7.2B | 50,289,543 | 44 | 122 | 155 | 39.1% |
| Q1 2019 | 469 | $6.5B | 47,318,317 | 69 | 118 | 159 | 36.8% |
| Q4 2018 | 439 | $5.3B | 41,371,764 | 7 | 5 | 9 | 41.4% |