ISHARES TR (TECB)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
90
Reporting holders
$337.9M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $256.1M | 3,569,668 | 0.45% | 25q | -9.7%-$27.5M |
| BANK OF AMERICA CORP /DE/ | $20.2M | 281,811 | 0.00% | 24q | -5.3%-$1.1M |
| NorthRock Partners, LLC | $6.8M | 94,698 | 0.10% | 4q | HELD |
| LPL Financial LLC | $3.4M | 47,761 | 0.00% | 13q | -2.2%-$76.8K |
| Advisory Services Network, LLC | $3.0M | 42,187 | 0.03% | 7q | +1.9%+$55.1K |
| SHEETS SMITH WEALTH MANAGEMENT | $2.7M | 38,045 | 0.27% | 25q | HELD |
| GTS SECURITIES LLC | $2.7M | 37,850 | 0.06% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $2.7M | 37,687 | 0.00% | 24q | +285.7%+$2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6M | 36,506 | 0.00% | 18q | -42.9%-$2.0M |
| Stonebridge Financial Planning Group, LLC | $2.5M | 35,170 | 0.80% | 10q | -2.9%-$74.2K |
| Sigma Planning Corp | $2.2M | 30,574 | 0.06% | 19q | +25.7%+$448.4K |
| VALLEY NATIONAL ADVISERS INC | $2.1M | 28,982 | 0.23% | 14q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 27,604 | 0.00% | 10q | +7.9%+$145.8K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 22,535 | 0.00% | 7q | +2.2%+$34.6K |
| GOLDMAN SACHS GROUP INC | $1.5M | 21,221 | 0.00% | 6q | +20.4%+$257.8K |
| Ancora Advisors LLC | $1.5M | 21,211 | 0.03% | 13q | -1.9%-$29.8K |
| BRASADA CAPITAL MANAGEMENT, LP | $1.3M | 9,077 | 0.12% | 20q | -5.0%-$68.6K |
| ROYAL BANK OF CANADA | $1.2M | 17,345 | 0.00% | 25q | -5.6%-$73.2K |
| Austin Wealth Management, LLC | $1.2M | 17,383 | 0.26% | 12q | HELD |
| AMERIPRISE FINANCIAL INC | $1.2M | 16,441 | 0.00% | 12q | -50.3%-$1.2M |
| Kestra Advisory Services, LLC | $1.2M | 16,281 | 0.00% | 4q | +5.3%+$58.5K |
| Mariner, LLC | $1.1M | 15,639 | 0.00% | 11q | +4.1%+$44.0K |
| Banque Transatlantique SA | $1.1M | 15,332 | 0.02% | 2q | -8.1%-$97.1K |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $1.0M | 14,556 | 0.30% | 5q | +6.5%+$63.7K |
| Dynamic Advisor Solutions LLC | $934.2K | 13,020 | 0.03% | new | NEW |
| PFG Investments, LLC | $933.6K | 13,012 | 0.04% | 10q | +21.5%+$165.3K |
| CITADEL ADVISORS LLC | $892.5K | 12,439 | 0.00% | 8q | -53.5%-$1.0M |
| Stratos Wealth Advisors, LLC | $846.9K | 11,803 | 0.05% | 24q | -3.5%-$31.1K |
| Cetera Investment Advisers | $818.7K | 11,411 | 0.00% | 10q | -5.3%-$46.1K |
| FMR LLC | $721.0K | 10,049 | 0.00% | 21q | -3.1%-$23.2K |
| CERTUITY, LLC | $613.6K | 8,552 | 0.03% | 4q | HELD |
| Private Advisor Group, LLC | $591.0K | 8,237 | 0.00% | 13q | -39.7%-$389.6K |
| HighTower Advisors, LLC | $555.7K | 7,745 | 0.00% | 12q | +13.4%+$65.7K |
| Prime Capital Investment Advisors, LLC | $524.0K | 7,304 | 0.01% | 10q | -5.4%-$29.7K |
| NewEdge Advisors, LLC | $512.6K | 7,144 | 0.00% | new | NEW |
| Fiduciary Alliance LLC | $466.9K | 6,507 | 0.03% | 5q | +1.7%+$7.9K |
| ENVESTNET ASSET MANAGEMENT INC | $431.4K | 6,013 | 0.00% | 3q | +51.0%+$145.8K |
| Rehmann Capital Advisory Group | $383.0K | 5,337 | 0.02% | 5q | +2.6%+$9.6K |
| Farther Finance Advisors, LLC | $348.1K | 4,852 | 0.00% | 6q | -2.0%-$7.2K |
| AE Wealth Management LLC | $325.7K | 4,540 | 0.00% | 12q | -4.0%-$13.6K |
| J.W. COLE ADVISORS, INC. | $320.6K | 4,468 | 0.01% | 5q | +5.1%+$15.6K |
| Summit Financial, LLC | $299.9K | 4,180 | 0.00% | 2q | +1.1%+$3.2K |
| Creative Planning | $298.3K | 4,158 | 0.00% | 4q | +1.6%+$4.7K |
| United Advisor Group, LLC | $295.0K | 4,112 | 0.03% | 9q | -59.8%-$438.7K |
| RFG Advisory, LLC | $289.9K | 4,041 | 0.00% | 3q | -6.5%-$20.2K |
| Focus Partners Wealth | $289.7K | 4,038 | 0.00% | 6q | -10.4%-$33.8K |
| StoneX Group Inc. | $288.3K | 4,025 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $278.2K | 3,928 | 0.00% | 13q | -42.2%-$202.7K |
| Baird Financial Group, Inc. | $263.0K | 3,666 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $246.2K | 3,431 | 0.00% | 3q | +106.4%+$126.9K |
| OpenArc Corporate Advisory, LLC | $219.6K | 3,060 | 0.00% | new | NEW |
| Carl P. Sherr & Co., LLC | $211.2K | 2,943 | 0.09% | new | NEW |
| MORGAN STANLEY | $164.8K | 2,296 | 0.00% | 24q | -0.8%-$1.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $134.0K | 1,868 | 0.00% | new | NEW |
| Clark Wealth Partners | $130.2K | 1,815 | 0.07% | 7q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $111.4K | 1,552 | 0.00% | 11q | HELD |
| US BANCORP \DE\ | $98.9K | 1,378 | 0.00% | 14q | HELD |
| BlackRock, Inc. | $77.8K | 1,084 | 0.00% | 3q | HELD |
| Allworth Financial LP | $75.1K | 1,046 | 0.00% | 17q | HELD |
| CENTRAL TRUST Co | $71.8K | 1,000 | 0.00% | 12q | HELD |
| STEPH & CO | $61.0K | 850 | 0.02% | 6q | HELD |
| BANK OF MONTREAL /CAN/ | $57.4K | 800 | 0.00% | 7q | HELD |
| Comprehensive Financial Planning, Inc./PA | $48.6K | 678 | 0.03% | 2q | HELD |
| Integrated Wealth Concepts LLC | $47.3K | 659 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $45.8K | 639 | 0.00% | 5q | +363.0%+$35.9K |
| Capital Investment Advisory Services, LLC | $35.9K | 500 | 0.00% | 3q | HELD |
| Physician Wealth Advisors, Inc. | $28.7K | 400 | 0.00% | 7q | HELD |
| LANARK FINANCIAL, INC. | $26.9K | 375 | 0.00% | 5q | HELD |
| Pinnacle Bancorp, Inc. | $26.7K | 372 | 0.01% | 24q | -11.2%-$3.4K |
| Global Retirement Partners, LLC | $25.8K | 360 | 0.00% | 9q | -6.5%-$1.8K |
| TD Capital Management LLC | $25.4K | 354 | 0.00% | 12q | HELD |
| Steward Partners Investment Advisory, LLC | $21.6K | 301 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $20.3K | 283 | 0.00% | 6q | HELD |
| KERR FINANCIAL PLANNING Corp | $16.4K | 228 | 0.02% | 4q | -50.0%-$16.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $15.9K | 222 | 0.00% | 19q | HELD |
| WELLS FARGO & COMPANY/MN | $15.8K | 220 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $14.3K | 200 | 0.00% | 9q | HELD |
| UBS Group AG | $14.1K | 197 | 0.00% | new | NEW |
| NBH Bank | $12.4K | 173 | 0.01% | new | FIRST |
| Synergy Investment Management, LLC | $10.8K | 150 | 0.00% | new | NEW |
| Abound Wealth Management | $5.7K | 79 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $5.7K | 79 | 0.00% | 10q | -50.6%-$5.8K |
| REAP Financial Group, LLC | $4.9K | 68 | 0.00% | 4q | HELD |
| PFS Partners, LLC | $4.7K | 66 | 0.00% | 4q | HELD |
| Russell Investments Group, Ltd. | $4.6K | 64 | 0.00% | new | NEW |
| Strive Financial Group ,LLC | $3.3K | 46 | 0.00% | 3q | +100.0%+$1.6K |
| PNC Financial Services Group, Inc. | $3.1K | 43 | 0.00% | 19q | HELD |
| ASSETMARK, INC | $2.3K | 32 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.6K | 22 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $1.3K | 18 | 0.00% | 4q | -93.5%-$18.7K |
| Cambridge Investment Research Advisors, Inc. | $576 | 8,034 | 0.00% | 5q | +89.9% |
| HRT FINANCIAL LP | $256 | 3,577 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $35 | 500 | 0.01% | 10q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $3 | 36 | 0.00% | 4q | HELD |
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 | 90 | $337.9M | 4,700,096 | 12 | 20 | 28 | 0.0% |
| Q1 2026 | 86 | $283.1M | 5,106,940 | 7 | 22 | 23 | 0.0% |
| Q4 2025 | 95 | $310.6M | 5,101,636 | 11 | 25 | 24 | 0.0% |
| Q3 2025 | 87 | $316.8M | 5,247,249 | 15 | 22 | 24 | 0.0% |
| Q2 2025 | 74 | $311.7M | 5,433,004 | 12 | 16 | 21 | 0.0% |
| Q1 2025 | 70 | $265.0M | 5,420,095 | 12 | 23 | 19 | 0.0% |
| Q4 2024 | 68 | $301.8M | 5,673,101 | 10 | 26 | 11 | 0.0% |
| Q3 2024 | 67 | $299.8M | 5,851,754 | 10 | 18 | 17 | 0.0% |
| Q2 2024 | 62 | $300.6M | 5,962,639 | 11 | 19 | 18 | 0.0% |
| Q1 2024 | 59 | $301.8M | 6,303,069 | 16 | 18 | 10 | 0.0% |
| Q4 2023 | 48 | $263.2M | 6,128,256 | 11 | 11 | 12 | 0.0% |
| Q3 2023 | 46 | $244.3M | 6,678,021 | 13 | 13 | 9 | 0.0% |
| Q2 2023 | 35 | $347.9M | 9,193,301 | 9 | 11 | 8 | 0.0% |
| Q1 2023 | 29 | $331.1M | 9,964,220 | 4 | 7 | 10 | 0.0% |
| Q4 2022 | 30 | $278.7M | 10,202,835 | 8 | 8 | 10 | 0.0% |
| Q3 2022 | 30 | $247.4M | 9,460,363 | 2 | 9 | 8 | 0.0% |
| Q2 2022 | 34 | $288.3M | 10,252,161 | 6 | 11 | 6 | 0.0% |
| Q1 2022 | 35 | $349.5M | 9,594,652 | 5 | 10 | 9 | 0.0% |
| Q4 2021 | 39 | $404.8M | 9,668,423 | 12 | 5 | 9 | 0.0% |
| Q3 2021 | 29 | $372.5M | 9,066,547 | 7 | 10 | 5 | 0.0% |
| Q2 2021 | 25 | $399.5M | 9,973,505 | 6 | 8 | 5 | 0.0% |
| Q1 2021 | 22 | $326.3M | 9,224,568 | 5 | 8 | 6 | 0.0% |
| Q4 2020 | 18 | $334.6M | 9,520,588 | 4 | 8 | 5 | 0.0% |
| Q3 2020 | 19 | $334.6M | 10,437,410 | 13 | 2 | 2 | 0.0% |
| Q2 2020 | 9 | $329.1M | 11,300,622 | 9 | 0 | 0 | 0.0% |
| Q1 2020 | 3 | $3.6M | 160,900 | 3 | 0 | 0 | 0.0% |