ISHARES TR (MADE)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
26
Reporting holders
$11.8M
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 |
|---|---|---|---|---|---|
| WealthBridge Capital Management, LLC | $1.9M | 47,128 | 0.37% | 5q | -21.6%-$511.1K |
| WealthCare Investment Partners, LLC | $1.8M | 45,961 | 0.44% | 4q | +58.3%+$668.3K |
| OSAIC HOLDINGS, INC. | $984.7K | 24,957 | 0.00% | 6q | +1065.1%+$900.2K |
| Summit Financial, LLC | $932.7K | 23,636 | 0.01% | 2q | +9.9%+$83.8K |
| Mascagni Wealth Management, Inc. | $890.9K | 22,578 | 0.55% | 5q | +5.4%+$45.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $853.7K | 21,634 | 0.00% | 2q | -3.5%-$31.3K |
| Steward Partners Investment Advisory, LLC | $799.3K | 20,256 | 0.00% | 2q | -0.9%-$7.4K |
| ROYAL BANK OF CANADA | $719.0K | 18,241 | 0.00% | 6q | +1405.0%+$671.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $466.4K | 11,819 | 0.01% | 2q | +65.7%+$185.0K |
| TFB Advisors LLC | $450.6K | 11,420 | 0.20% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $409.8K | 10,385 | 0.00% | 2q | -32.3%-$195.1K |
| Allegheny Financial Group | $397.8K | 10,080 | 0.04% | 2q | +10.5%+$37.9K |
| Cetera Investment Advisers | $373.3K | 9,461 | 0.00% | 4q | +9.5%+$32.2K |
| LPL Financial LLC | $364.6K | 9,240 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $218.1K | 5,527 | 0.00% | new | NEW |
| IFP Advisors, Inc | $177.6K | 4,502 | 0.00% | 2q | +51.5%+$60.4K |
| Provenance Wealth Advisors, LLC | $21.3K | 540 | 0.00% | 6q | HELD |
| HHM Wealth Advisors, LLC | $18.5K | 469 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $15.8K | 400 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $11.8K | 300 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $6.4K | 162 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $5.9K | 149 | 0.00% | new | NEW |
| MORGAN STANLEY | $5.1K | 130 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $2.2K | 55 | 0.00% | new | NEW |
| Arax Advisory Partners | $1.8K | 46 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $814 | 20,650 | 0.00% | 2q | +125.8% |
| JPMORGAN CHASE & CO | $55 | 1 | 0.00% | new | NEW |
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 | 26 | $11.8M | 299,077 | 7 | 9 | 4 | 0.0% |
| Q1 2026 | 23 | $9.1M | 272,413 | 11 | 4 | 2 | 0.0% |
| Q4 2025 | 13 | $7.0M | 225,135 | 2 | 5 | 3 | 0.0% |
| Q3 2025 | 14 | $7.8M | 265,587 | 2 | 5 | 5 | 0.0% |
| Q2 2025 | 14 | $8.5M | 318,814 | 6 | 3 | 2 | 0.0% |
| Q1 2025 | 8 | $5.1M | 219,169 | 5 | 1 | 2 | 0.0% |
| Q4 2024 | 5 | $5.6M | 224,624 | 3 | 1 | 1 | 0.0% |
| Q3 2024 | 2 | $5.4M | 216,069 | 1 | 0 | 0 | 0.0% |