DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IBIF)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
27
Reporting holders
$46.0M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $14.3M | 542,831 | 0.00% | 2q | +222.3%+$9.8M |
| Quantum Financial Advisors, LLC | $9.0M | 343,768 | 0.89% | 10q | +8.0%+$667.3K |
| BlackRock, Inc. | $4.5M | 170,671 | 0.00% | 7q | +69.9%+$1.8M |
| CENTRAL TRUST Co | $3.3M | 123,725 | 0.06% | 7q | +13.4%+$384.2K |
| CITADEL ADVISORS LLC | $2.4M | 90,905 | 0.00% | 4q | +107.5%+$1.2M |
| Robertson Stephens Wealth Management, LLC | $2.0M | 77,715 | 0.05% | 9q | +2.3%+$45.3K |
| JANE STREET GROUP, LLC | $1.6M | 61,138 | 0.00% | 4q | +134.1%+$920.8K |
| OSAIC HOLDINGS, INC. | $1.3M | 48,328 | 0.00% | 6q | +13.2%+$148.1K |
| IFG Advisory, LLC | $1.0M | 38,890 | 0.04% | new | NEW |
| JIM SAULNIER & ASSOCIATES, LLC | $862.0K | 32,786 | 0.35% | 8q | +18.9%+$136.8K |
| Briggs Wealth Management, Inc | $735.2K | 27,965 | 0.67% | 2q | +97.7%+$363.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $665.6K | 25,316 | 0.00% | new | NEW |
| ARK & TLK INVESTMENTS, LLC | $486.7K | 18,512 | 0.12% | 11q | HELD |
| Bradley & Co. Private Wealth Management, LLC | $483.2K | 18,381 | 0.23% | 9q | HELD |
| MKT Advisors LLC | $473.3K | 18,422 | 0.15% | 5q | +8.6%+$37.5K |
| Creative Planning | $408.4K | 15,536 | 0.00% | 6q | HELD |
| LPL Financial LLC | $399.0K | 15,178 | 0.00% | 4q | +9.3%+$34.0K |
| 4Thought Financial Group Inc. | $363.8K | 13,840 | 0.17% | 2q | +3.5%+$12.2K |
| PARK AVENUE SECURITIES LLC | $330.0K | 12,535 | 0.00% | 7q | HELD |
| HighTower Advisors, LLC | $285.9K | 10,876 | 0.00% | 2q | +41.5%+$83.9K |
| Allworth Financial LP | $276.3K | 10,509 | 0.00% | 6q | +427.3%+$223.9K |
| Steward Partners Investment Advisory, LLC | $263.6K | 10,028 | 0.00% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $258.9K | 9,849 | 0.00% | new | NEW |
| Willow Creek Wealth Management Inc. | $231.4K | 8,800 | 0.02% | new | NEW |
| Tower Research Capital LLC (TRC) | $53.7K | 2,041 | 0.00% | 2q | -37.1%-$31.6K |
| Asset Dedication, LLC | $35.5K | 1,351 | 0.00% | 2q | +76.8%+$15.4K |
| Parallel Advisors, LLC | $30.0K | 1,141 | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $6.1M | 240,126 | 3 | 4 | 1 | 0.0% |
| Q2 2026 | 27 | $46.0M | 1,751,037 | 4 | 16 | 1 | 0.0% |
| Q1 2026 | 24 | $27.9M | 1,062,478 | 7 | 9 | 2 | 0.0% |
| Q4 2025 | 19 | $19.5M | 750,853 | 1 | 12 | 1 | 0.0% |
| Q3 2025 | 19 | $16.6M | 625,720 | 5 | 9 | 2 | 0.0% |
| Q2 2025 | 14 | $11.4M | 430,185 | 1 | 10 | 2 | 0.0% |
| Q1 2025 | 15 | $11.2M | 425,136 | 5 | 4 | 2 | 0.0% |
| Q4 2024 | 10 | $7.8M | 309,212 | 4 | 4 | 1 | 0.0% |
| Q3 2024 | 6 | $8.0M | 303,468 | 0 | 3 | 1 | 0.0% |
| Q2 2024 | 7 | $7.7M | 297,174 | 2 | 3 | 0 | 0.0% |
| Q1 2024 | 6 | $5.7M | 223,666 | 2 | 2 | 1 | 0.0% |
| Q4 2023 | 5 | $2.8M | 109,822 | 2 | 0 | 2 | 0.0% |
| Q3 2023 | 2 | $2.5M | 99,899 | 2 | 0 | 0 | 0.0% |