ISHARES TR (TOPC)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
8
Reporting holders
$14.4M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $6.0M | 173,000 | 0.00% | 5q | HELD |
| AGF MANAGEMENT LTD | $3.2M | 92,860 | 0.01% | 4q | -3.0%-$97.5K |
| BANK OF MONTREAL /CAN/ | $2.9M | 83,961 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $1.6M | 46,703 | 0.00% | 4q | +18.5%+$251.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $690.7K | 20,044 | 0.00% | 5q | -31.3%-$314.4K |
| NATIONAL BANK OF CANADA /FI/ | $53.0K | 1,534 | 0.00% | 2q | +30.6%+$12.4K |
| Federation des caisses Desjardins du Quebec | $4.3K | 125 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $862 | 25 | 0.00% | new | NEW |
| Granite Bay Wealth Management, LLC | $236 | 6,846 | 0.02% | 4q | HELD |
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 |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 19.2% |
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 | 8 | $14.4M | 418,252 | 2 | 2 | 2 | 0.0% |
| Q1 2026 | 9 | $11.4M | 381,374 | 4 | 3 | 1 | 0.0% |
| Q4 2025 | 5 | $9.4M | 303,573 | 0 | 2 | 2 | 0.0% |
| Q3 2025 | 5 | $8.3M | 272,642 | 3 | 0 | 1 | 0.0% |
| Q2 2025 | 4 | $8.2M | 287,955 | 4 | 0 | 0 | 0.0% |