DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (BYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
80
Reporting holders
$299.2M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Horizon Wealth Management, LLC | $56.9M | 2,511,534 | 7.25% | 2q | +9.2%+$4.8M |
| Members Trust Co | $50.3M | 2,222,630 | 1.57% | 3q | +2364.9%+$48.3M |
| LPL Financial LLC | $26.8M | 1,181,718 | 0.01% | 31q | +17.1%+$3.9M |
| HUNTINGTON NATIONAL BANK | $26.7M | 1,178,460 | 0.13% | 28q | +7.8%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $22.1M | 977,165 | 0.01% | 7q | +3.1%+$667.3K |
| Mariner, LLC | $10.6M | 466,759 | 0.01% | 15q | +43.2%+$3.2M |
| BANK OF AMERICA CORP /DE/ | $10.3M | 452,730 | 0.00% | 31q | +13.8%+$1.2M |
| OSAIC HOLDINGS, INC. | $9.6M | 422,614 | 0.01% | 26q | +14.3%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $8.5M | 376,958 | 0.00% | 31q | +3.4%+$279.0K |
| Focus Partners Wealth | $8.2M | 361,776 | 0.01% | 9q | -15.3%-$1.5M |
| Cetera Investment Advisers | $7.3M | 321,828 | 0.01% | 9q | +18.2%+$1.1M |
| Trivium Point Advisory, LLC | $6.5M | 284,959 | 0.59% | new | NEW |
| TRUIST FINANCIAL CORP | $5.9M | 261,482 | 0.01% | 12q | +8.6%+$467.5K |
| Envestnet Portfolio Solutions, Inc. | $4.6M | 202,825 | 0.02% | new | NEW |
| MTC Wealth Management LLC | $4.5M | 199,896 | 2.03% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 183,954 | 0.01% | 11q | +79.5%+$1.8M |
| JPMORGAN CHASE & CO | $3.1M | 138,140 | 0.00% | 12q | +57.1%+$1.1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 118,220 | 0.03% | 6q | -3.0%-$81.9K |
| Allworth Financial LP | $2.5M | 109,141 | 0.01% | 17q | +74.6%+$1.1M |
| PlanVest Financial, Inc | $1.9M | 85,082 | 1.29% | 2q | +3.9%+$72.8K |
| Arkadios Wealth Advisors | $1.9M | 82,400 | 0.03% | 10q | +45.8%+$586.6K |
| Mutual Advisors, LLC | $1.6M | 70,547 | 0.03% | 4q | +47.6%+$515.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 68,852 | 0.00% | 2q | +13.0%+$179.6K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | 61,026 | 0.00% | 9q | +120.9%+$756.5K |
| CITADEL ADVISORS LLC | $1.4M | 60,022 | 0.00% | new | NEW |
| Savvy Advisors, Inc. | $1.4M | 59,858 | 0.03% | 11q | HELD |
| LAFFER TENGLER INVESTMENTS, INC. | $1.4M | 59,845 | 0.17% | 3q | -7.6%-$112.1K |
| Cerity Partners LLC | $1.3M | 57,419 | 0.00% | new | NEW |
| PARTNERS WEALTH MANAGEMENT, LLC | $1.1M | 50,093 | 1.11% | 7q | -5.7%-$69.0K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $1.1M | 46,941 | 0.08% | 2q | +6.6%+$65.4K |
| Fifth Third Securities, Inc. | $941.4K | 41,564 | 0.05% | new | NEW |
| Advisory Solutions Group, LLC | $676.6K | 29,870 | 0.23% | new | FIRST |
| Asset Management Group, Inc. | $659.3K | 29,108 | 0.10% | 28q | +1.3%+$8.8K |
| Modern Wealth Management, LLC | $623.2K | 27,515 | 0.01% | 2q | -76.3%-$2.0M |
| AdvisorNet Financial, Inc | $619.8K | 27,365 | 0.03% | 13q | HELD |
| Daviman Financial, LLC | $598.3K | 26,413 | 0.33% | 3q | +3.5%+$20.0K |
| Altman Advisors, Inc. | $585.1K | 304,382? | 0.21% | 11q | |
| Valmark Advisers, Inc. | $554.1K | 24,465 | 0.01% | 5q | +2.4%+$13.2K |
| PRIVATE TRUST CO NA | $553.5K | 24,435 | 0.04% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $497.4K | 21,959 | 0.01% | 8q | -1.9%-$9.5K |
| Kestra Advisory Services, LLC | $489.8K | 21,623 | 0.00% | 3q | HELD |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $479.4K | 21,164 | 0.05% | 10q | -17.8%-$104.0K |
| SYM FINANCIAL Corp | $451.3K | 19,927 | 0.04% | 31q | HELD |
| Redwood Financial Network Corp | $417.9K | 18,451 | 0.23% | 7q | HELD |
| Rockefeller Capital Management L.P. | $399.9K | 17,653 | 0.00% | 4q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $387.6K | 17,116 | 0.01% | 11q | HELD |
| Argyle Capital Partners, LLC | $372.6K | 16,450 | 0.23% | new | NEW |
| Signal Advisors Wealth, LLC | $348.1K | 15,369 | 0.02% | new | NEW |
| NICOLET BANKSHARES INC | $344.9K | 15,289 | 0.01% | new | NEW |
| Dynamic Advisor Solutions LLC | $293.5K | 12,960 | 0.01% | 14q | -42.1%-$213.2K |
| Asset Allocation Strategies LLC | $265.2K | 11,707 | 0.04% | 8q | -49.2%-$257.3K |
| Arlington Financial Advisors, LLC | $261.5K | 11,545 | 0.03% | new | NEW |
| DAVENPORT & Co LLC | $211.8K | 9,350 | 0.00% | 3q | +2.9%+$6.0K |
| Pacific Excel Wealth Advisors, Inc. | $211.0K | 9,314 | 0.08% | new | NEW |
| Heritage Family Offices, LLP | $211.0K | 9,314 | 0.08% | 3q | -66.8%-$424.5K |
| KLCM Advisors, Inc. | $209.2K | 9,238 | 0.02% | 3q | HELD |
| Jaffetilchin Investment Partners, LLC | $203.7K | 8,993 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $154.0K | 6,808 | 0.00% | 31q | -10.8%-$18.6K |
| Arax Advisory Partners | $150.2K | 6,634 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $142.0K | 6,268 | 0.00% | 6q | +187.9%+$92.7K |
| EverSource Wealth Advisors, LLC | $54.7K | 2,413 | 0.00% | 8q | +0.7% |
| FIFTH THIRD BANCORP | $49.7K | 2,195 | 0.00% | 5q | +361.1%+$38.9K |
| Darwin Wealth Management, LLC | $48.1K | 2,124 | 0.01% | 8q | +1.1% |
| WELLS FARGO & COMPANY/MN | $45.0K | 1,988 | 0.00% | 15q | +446.2%+$36.8K |
| COMPASS FINANCIAL MANAGEMENT LLC | $32.3K | 1,426 | 0.00% | new | FIRST |
| LANARK FINANCIAL, INC. | $23.3K | 1,028 | 0.00% | 3q | HELD |
| Align Financial, LLC | $23.0K | 1,016 | 0.01% | 2q | -9.8%-$2.5K |
| DELTA ASSET MANAGEMENT LLC/TN | $22.6K | 1,000 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $19.5K | 859 | 0.00% | 8q | HELD |
| IFP Advisors, Inc | $17.6K | 777 | 0.00% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $11.7K | 515 | 0.00% | 2q | -18.9%-$2.7K |
| US BANCORP \DE\ | $11.1K | 488 | 0.00% | 3q | -77.4%-$37.8K |
| MORGAN STANLEY | $9.6K | 422 | 0.00% | 14q | -75.5%-$29.5K |
| Signature Equity Partners, LLC | $8.9K | 391 | 0.00% | 3q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $8.7K | 386 | 0.00% | 17q | HELD |
| BFC Planning, Inc. | $5.9K | 259 | 0.00% | 7q | +1.2% |
| NewEdge Advisors, LLC | $4.0K | 175 | 0.00% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $3.3K | 145 | 0.00% | new | NEW |
| Davis Capital Management | $2.9K | 130 | 0.00% | 12q | HELD |
| FMR LLC | $1.2K | 52 | 0.00% | 7q | HELD |
| Clearstead Advisors, LLC | $181 | 8 | 0.00% | 2q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $9.2M | 427,966 | 0 | 7 | 3 | 0.0% |
| Q2 2026 | 80 | $299.2M | 13,210,538 | 14 | 30 | 15 | 0.0% |
| Q1 2026 | 75 | $209.5M | 9,301,090 | 14 | 30 | 17 | 0.0% |
| Q4 2025 | 67 | $150.2M | 6,594,731 | 12 | 27 | 13 | 0.0% |
| Q3 2025 | 60 | $133.2M | 5,811,848 | 4 | 27 | 13 | 0.0% |
| Q2 2025 | 64 | $125.2M | 5,539,213 | 10 | 21 | 19 | 0.0% |
| Q1 2025 | 62 | $121.9M | 5,437,635 | 8 | 23 | 20 | 0.0% |
| Q4 2024 | 66 | $134.2M | 6,051,569 | 14 | 23 | 17 | 0.0% |
| Q3 2024 | 57 | $129.9M | 5,669,678 | 9 | 26 | 13 | 0.0% |
| Q2 2024 | 58 | $116.2M | 5,240,241 | 9 | 27 | 10 | 0.0% |
| Q1 2024 | 56 | $95.4M | 4,265,901 | 10 | 29 | 10 | 0.0% |
| Q4 2023 | 51 | $75.6M | 3,369,145 | 13 | 18 | 12 | 0.0% |
| Q3 2023 | 38 | $52.4M | 2,450,982 | 9 | 16 | 10 | 0.0% |
| Q2 2023 | 31 | $35.7M | 1,627,786 | 3 | 8 | 14 | 0.0% |
| Q1 2023 | 35 | $54.5M | 2,474,288 | 3 | 14 | 13 | 0.0% |
| Q4 2022 | 34 | $56.5M | 2,603,258 | 7 | 11 | 10 | 0.0% |
| Q3 2022 | 31 | $35.1M | 1,646,005 | 3 | 7 | 11 | 0.0% |
| Q2 2022 | 33 | $35.3M | 1,596,797 | 3 | 8 | 13 | 0.0% |
| Q1 2022 | 36 | $106.6M | 4,533,781 | 3 | 11 | 15 | 0.0% |
| Q4 2021 | 42 | $431.1M | 17,257,935 | 4 | 11 | 15 | 0.0% |
| Q3 2021 | 41 | $578.7M | 23,048,379 | 3 | 7 | 22 | 0.0% |
| Q2 2021 | 42 | $601.6M | 23,814,174 | 3 | 11 | 17 | 0.0% |
| Q1 2021 | 46 | $782.8M | 31,411,232 | 4 | 10 | 22 | 0.0% |
| Q4 2020 | 50 | $1.1B | 43,956,887 | 4 | 21 | 15 | 0.0% |
| Q3 2020 | 48 | $1.2B | 45,594,482 | 8 | 20 | 12 | 0.0% |
| Q2 2020 | 44 | $804.7M | 31,435,932 | 5 | 13 | 14 | 0.0% |
| Q1 2020 | 55 | $2.4B | 96,818,711 | 15 | 20 | 11 | 0.0% |
| Q4 2019 | 44 | $1.5B | 59,497,732 | 7 | 20 | 4 | 0.0% |
| Q3 2019 | 32 | $43.3M | 1,691,122 | 12 | 12 | 3 | 0.0% |
| Q2 2019 | 24 | $347.2M | 13,727,386 | 8 | 7 | 3 | 0.0% |
| Q1 2019 | 17 | $313.6M | 12,686,271 | 1 | 8 | 4 | 0.0% |
| Q4 2018 | 22 | $249.2M | 10,546,625 | 1 | 0 | 1 | 0.0% |