ISHARES TR (IYT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
254
Reporting holders
$2.0B
Reported value
1.8%
Held as options
+73
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $425.5M | 4,855,186 | 0.02% | 31q | +23574.6%+$423.7M |
| BANK OF AMERICA CORP /DE/ | $207.5M | 2,392,497 | 0.01% | 31q | +485.6%+$172.1M |
| ENVESTNET ASSET MANAGEMENT INC | $199.7M | 2,302,141 | 0.05% | 31q | +21349.2%+$198.8M |
| RAYMOND JAMES FINANCIAL INC | $150.3M | 1,732,162 | 0.04% | 7q | +1390.8%+$140.2M |
| TRUIST FINANCIAL CORP | $125.5M | 1,446,446 | 0.15% | 24q | +22962.0%+$124.9M |
| WestEnd Advisors, LLC | $120.0M | 1,383,695 | 2.68% | new | NEW |
| MORGAN STANLEY | $71.7M | 826,646 | 0.00% | 35q | -49.9%-$71.5M |
| LPL Financial LLC | $51.2M | 589,896 | 0.01% | 31q | +163.4%+$31.7M |
| GOLDMAN SACHS GROUP INC | $50.0M | 576,897 | 0.00% | 31q | -24.8%-$16.5M |
| Bluespring Wealth Management, LLC | $46.8M | 539,227 | 0.90% | new | NEW |
| WELLS FARGO & COMPANY/MN | $45.4M | 523,600 | 0.01% | 31q | -40.0%-$30.3M |
| VICTORY CAPITAL MANAGEMENT INC | $42.7M | 492,750 | 0.02% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $34.7M | 400,029 | 0.01% | 30q | +14.0%+$4.3M |
| First Financial Bankshares Inc | $25.2M | 290,181 | 0.47% | 11q | +0.9%+$226.6K |
| UBS Group AG | $19.7M | 227,530 | 0.00% | 31q | +6.2%+$1.2M |
| ROYAL BANK OF CANADA | $17.4M | 200,712 | 0.00% | 31q | +159.8%+$10.7M |
| Foundations Investment Advisors, LLC | $17.4M | 200,665 | 0.18% | new | NEW |
| BARCLAYS PLC | $17.4M | 200,063 | 0.00% | 15q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.5M | 32,491 | 0.00% | 31q | -19.8%-$4.1M |
| ASSETMARK, INC | $14.5M | 167,400 | 0.02% | 10q | +16152.4%+$14.4M |
| STIFEL FINANCIAL CORP | $13.3M | 153,671 | 0.01% | 15q | +452.1%+$10.9M |
| AMERIPRISE FINANCIAL INC | $11.3M | 129,993 | 0.00% | 31q | -45.7%-$9.5M |
| Gimbal Financial | $11.1M | 128,232 | 6.84% | new | NEW |
| Point72 Asset Management, L.P. | $10.6M | 121,700 | 0.01% | new | NEW |
| Quadrature Capital Ltd | $10.1M | 116,411 | 0.09% | new | NEW |
| Polar Asset Management Partners Inc. | $9.1M | options only | 0.15% | new | OPTIONS |
| Cetera Investment Advisers | $7.9M | 91,168 | 0.01% | 23q | +278.7%+$5.8M |
| J. Goldman & Co LP | $7.3M | 84,022 | 0.19% | 7q | -19.7%-$1.8M |
| Jain Global LLC | $6.2M | options only | 0.02% | new | OPTIONS |
| Concurrent Investment Advisors, LLC | $6.1M | 70,319 | 0.05% | 2q | +2369.9%+$5.9M |
| DAVENPORT & Co LLC | $5.7M | 65,789 | 0.03% | new | NEW |
| Merit Financial Group, LLC | $5.3M | 61,482 | 0.02% | 10q | +776.4%+$4.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 60,503 | 0.01% | 31q | -6.8%-$381.7K |
| Qube Research & Technologies Ltd | $5.1M | 59,269 | 0.00% | new | NEW |
| Rokos Capital Management LLP | $5.1M | 59,100 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $5.0M | 58,050 | 0.01% | 26q | +5.7%+$271.9K |
| CITIGROUP INC | $4.6M | 53,020 | 0.00% | 31q | -91.2%-$47.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $4.4M | 50,154 | 0.01% | new | NEW |
| NEW WAVE WEALTH ADVISORS LLC | $4.2M | 48,160 | 0.57% | new | NEW |
| Baird Financial Group, Inc. | $4.1M | 47,792 | 0.01% | 9q | +2.4%+$96.8K |
| Sanctuary Advisors, LLC | $4.0M | 45,695 | 0.02% | 9q | +508.3%+$3.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $3.5M | 40,710 | 0.08% | 5q | -5.6%-$210.4K |
| PNC Financial Services Group, Inc. | $3.5M | 39,901 | 0.00% | 31q | +4887.6%+$3.4M |
| McGuire Investment Group, LLC | $3.4M | 39,090 | 0.30% | 31q | HELD |
| Migdal Insurance & Financial Holdings Ltd. | $3.4M | 38,625 | 0.02% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $3.3M | 37,697 | 0.00% | 10q | +14.9%+$426.3K |
| CITADEL ADVISORS LLC | $3.0M | options only | 0.00% | 31q | OPTIONS |
| RENAISSANCE TECHNOLOGIES LLC | $2.9M | 33,800 | 0.00% | 2q | +128.4%+$1.6M |
| Coastal Bridge Advisors, LLC | $2.9M | 33,075 | 0.18% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $2.8M | 31,994 | 0.27% | 31q | +15.3%+$368.3K |
| J.W. COLE ADVISORS, INC. | $2.6M | 30,415 | 0.05% | new | NEW |
| Clarus Wealth Advisors | $2.6M | 30,095 | 1.00% | 26q | +10.6%+$249.8K |
| Caption Management, LLC | $2.6M | options only | 0.01% | new | OPTIONS |
| Atria Investments, Inc | $2.2M | 25,754 | 0.02% | new | NEW |
| Horizon Investments, LLC | $2.2M | 25,077 | 0.02% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.1M | 24,035 | 0.00% | new | NEW |
| Florin Court Capital LLP | $2.1M | 23,900 | 3.39% | 4q | +129.8%+$1.2M |
| Indie Asset Partners, LLC | $2.0M | 22,859 | 1.90% | 20q | +7.4%+$135.9K |
| Advisory Services Network, LLC | $2.0M | 22,647 | 0.02% | 2q | +64.9%+$773.5K |
| Balyasny Asset Management L.P. | $1.9M | 21,800 | 0.00% | new | NEW |
| SIG BROKERAGE, LP | $1.8M | 21,085 | 0.04% | 7q | HELD |
| Creative Planning | $1.8M | 20,306 | 0.00% | 31q | -10.4%-$203.9K |
| NAPLES GLOBAL ADVISORS, LLC | $1.6M | 18,295 | 0.10% | 5q | +3.1%+$47.7K |
| Kestra Advisory Services, LLC | $1.6M | 18,100 | 0.01% | 6q | +9.9%+$141.0K |
| XTX Topco Ltd | $1.4M | 16,654 | 0.02% | new | NEW |
| Sage Capital Advisors,llc | $1.4M | 15,973 | 0.29% | 16q | HELD |
| Signature Equity Partners, LLC | $1.4M | 15,889 | 0.63% | 3q | +0.7%+$9.3K |
| HighTower Advisors, LLC | $1.4M | 15,753 | 0.00% | 23q | +18.8%+$215.8K |
| Massachusetts Wealth Management | $1.3M | 15,270 | 0.50% | 15q | HELD |
| Beacon Pointe Advisors, LLC | $1.3M | 14,672 | 0.01% | 21q | +148.9%+$761.5K |
| LEUTHOLD GROUP, LLC | $1.3M | 14,587 | 0.13% | 3q | -4.9%-$65.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 12,923 | 0.00% | 7q | +4.0%+$44.1K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.1M | 12,403 | 0.22% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 12,245 | 0.00% | 31q | -8.0%-$92.6K |
| Simplicity Wealth,LLC | $1.0M | 11,943 | 0.03% | new | NEW |
| FSA WEALTH PARTNERS, INC. | $1.0M | 11,867 | 0.26% | new | NEW |
| MARSHALL WACE, LLP | $1.0M | 11,426 | 0.00% | 3q | +48.4%+$334.5K |
| Retirement Planning Co of New England, Inc. | $1.0M | 11,718 | 0.37% | 19q | -3.8%-$40.0K |
| Waverly Advisors, LLC | $1.0M | 11,715 | 0.01% | 10q | +93.4%+$490.8K |
| Tower Research Capital LLC (TRC) | $1.0M | 11,675 | 0.02% | 31q | -82.6%-$4.8M |
| AdvisorNet Financial, Inc | $999.7K | 11,524 | 0.05% | new | NEW |
| Ewing Morris & Co. Investment Partners Ltd. | $984.2K | 11,345 | 0.51% | new | NEW |
| MMBG INVESTMENT ADVISORS CO. | $978.5K | 11,280 | 0.08% | 19q | HELD |
| CIBC WORLD MARKET INC. | $973.9K | 11,226 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $921.7K | 10,624 | 0.00% | 4q | +28.4%+$203.6K |
| Symmetry Investments LP | $917.4K | 10,575 | 0.06% | new | NEW |
| Squarepoint Ops LLC | $915.6K | 10,555 | 0.00% | new | NEW |
| Trivium Point Advisory, LLC | $882.8K | 10,177 | 0.08% | new | NEW |
| Institute for Wealth Management, LLC. | $868.2K | 10,008 | 0.08% | 24q | HELD |
| JANE STREET GROUP, LLC | $843.6K | 6,525 | 0.00% | 8q | +66.2%+$336.2K |
| Bank of New York Mellon Corp | $839.9K | 9,682 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $833.9K | 9,612 | 0.00% | 4q | +67.0%+$334.5K |
| KKM Financial LLC | $804.1K | 9,269 | 0.11% | 11q | -17.7%-$172.7K |
| Aster Capital Management (DIFC) Ltd | $771.2K | 8,890 | 0.09% | new | NEW |
| NewEdge Advisors, LLC | $767.6K | 8,848 | 0.00% | new | NEW |
| Capital Investment Counsel, Inc | $765.3K | 8,822 | 0.08% | 31q | -19.4%-$183.9K |
| GeoWealth Management, LLC | $752.5K | 8,674 | 0.02% | new | NEW |
| Cerity Partners LLC | $750.9K | 8,656 | 0.00% | 5q | +17.7%+$113.1K |
| FIFTH THIRD BANCORP | $713.8K | 8,228 | 0.00% | 2q | +613.0%+$613.7K |
| Realta Investment Advisors | $707.4K | 8,155 | 0.22% | 2q | -2.8%-$20.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G | TRUIST FINANCIAL CORP | 5.6% |
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 | 254 | $2.0B | 22,253,057 | 89 | 62 | 48 | 1.8% |
| Q1 2026 | 181 | $827.8M | 10,819,576 | 30 | 50 | 36 | 2.5% |
| Q4 2025 | 173 | $640.4M | 8,485,812 | 32 | 35 | 41 | 1.2% |
| Q3 2025 | 159 | $355.8M | 4,838,805 | 14 | 30 | 44 | 2.3% |
| Q2 2025 | 166 | $471.3M | 6,560,034 | 23 | 27 | 53 | 4.6% |
| Q1 2025 | 161 | $381.4M | 5,111,843 | 10 | 30 | 52 | 14.2% |
| Q4 2024 | 195 | $492.6M | 6,296,507 | 41 | 30 | 45 | 13.5% |
| Q3 2024 | 174 | $466.9M | 5,662,157 | 28 | 30 | 54 | 16.4% |
| Q2 2024 | 175 | $453.3M | 6,396,806 | 20 | 31 | 47 | 7.4% |
| Q1 2024 | 189 | $758.1M | 10,490,674 | 35 | 145 | 6 | 2.6% |
| Q4 2023 | 185 | $1.1B | 3,599,627 | 33 | 33 | 46 | 10.3% |
| Q3 2023 | 162 | $558.1M | 2,223,071 | 23 | 32 | 46 | 6.9% |
| Q2 2023 | 155 | $618.5M | 2,322,280 | 19 | 32 | 51 | 6.2% |
| Q1 2023 | 148 | $573.1M | 2,318,176 | 19 | 33 | 50 | 7.9% |
| Q4 2022 | 152 | $465.4M | 1,971,621 | 29 | 21 | 50 | 9.5% |
| Q3 2022 | 177 | $529.3M | 2,154,001 | 15 | 32 | 62 | 19.8% |
| Q2 2022 | 198 | $536.2M | 2,152,784 | 31 | 34 | 73 | 14.5% |
| Q1 2022 | 232 | $1.0B | 3,256,297 | 32 | 51 | 84 | 15.4% |
| Q4 2021 | 244 | $1.6B | 4,410,536 | 42 | 69 | 55 | 25.5% |
| Q3 2021 | 206 | $1.2B | 4,248,662 | 22 | 52 | 66 | 15.9% |
| Q2 2021 | 231 | $1.6B | 5,736,839 | 37 | 82 | 52 | 8.4% |
| Q1 2021 | 216 | $1.4B | 4,883,209 | 36 | 65 | 61 | 10.5% |
| Q4 2020 | 199 | $1.1B | 4,208,699 | 41 | 57 | 40 | 16.9% |
| Q3 2020 | 171 | $883.8M | 3,970,783 | 53 | 45 | 33 | 10.5% |
| Q2 2020 | 134 | $561.6M | 2,268,862 | 37 | 27 | 36 | 34.3% |
| Q1 2020 | 124 | $318.9M | 1,495,813 | 29 | 23 | 41 | 34.8% |
| Q4 2019 | 141 | $562.1M | 1,978,791 | 21 | 24 | 48 | 31.2% |
| Q3 2019 | 134 | $550.2M | 1,714,912 | 18 | 21 | 52 | 41.9% |
| Q2 2019 | 141 | $685.2M | 1,568,000 | 20 | 28 | 60 | 56.9% |
| Q1 2019 | 140 | $504.5M | 2,105,463 | 21 | 26 | 48 | 21.4% |
| Q4 2018 | 133 | $442.4M | 2,076,645 | 2 | 1 | 6 | 22.6% |