ISHARES TR (TEND)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
15
Reporting holders
$35.6M
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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | $17.1M | 629,089 | 0.05% | 3q | -91.0%-$172.6M |
| BlackRock, Inc. | $10.9M | 400,000 | 0.00% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 106,842 | 0.00% | 3q | +12.9%+$333.3K |
| Ashton Thomas Private Wealth, LLC | $1.6M | 60,208 | 0.03% | 2q | +46.7%+$522.3K |
| Clear Point Advisors Inc. | $628.4K | 23,070 | 0.56% | new | NEW |
| GOLDMAN SACHS GROUP INC | $445.9K | 16,370 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $385.7K | 14,160 | 0.00% | new | NEW |
| Encompass More Asset Management | $384.6K | 14,121 | 0.06% | 2q | -16.8%-$77.9K |
| CAPTRUST FINANCIAL ADVISORS | $340.2K | 12,490 | 0.00% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $322.6K | 11,843 | 0.01% | 3q | -66.0%-$627.2K |
| UBS Group AG | $291.5K | 10,703 | 0.00% | 2q | -22.9%-$86.7K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $256.8K | 9,428 | 0.01% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $8.4K | 307 | 0.00% | new | NEW |
| AE Wealth Management LLC | $3.1K | 112 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.2K | 45 | 0.00% | 3q | 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 | 15 | $35.6M | 1,308,788 | 6 | 2 | 4 | 0.0% |
| Q1 2026 | 12 | $189.9M | 7,673,610 | 6 | 4 | 1 | 0.0% |
| Q4 2025 | 8 | $13.9M | 546,694 | 8 | 0 | 0 | 0.0% |