DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IDU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
294
Reporting holders
$642.5M
Reported value
0.0%
Calls
0.0%
Puts
-10
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 |
|---|---|---|---|---|---|
| Destination Wealth Management | $69.3M | 605,045 | 1.62% | 31q | HELD |
| MORGAN STANLEY | $66.5M | 580,329 | 0.00% | 35q | -1.6%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $61.0M | 531,947 | 0.00% | 31q | +2.3%+$1.4M |
| LPL Financial LLC | $46.0M | 401,558 | 0.01% | 31q | +8.8%+$3.7M |
| ROYAL BANK OF CANADA | $23.3M | 203,313 | 0.00% | 31q | +36.1%+$6.2M |
| Steward Partners Investment Advisory, LLC | $19.9M | 173,885 | 0.10% | 29q | -59.1%-$28.7M |
| WELLS FARGO & COMPANY/MN | $19.7M | 171,781 | 0.00% | 31q | -10.5%-$2.3M |
| RAYMOND JAMES FINANCIAL INC | $14.6M | 127,590 | 0.00% | 7q | -10.6%-$1.7M |
| LBMC INVESTMENT ADVISORS, LLC | $12.3M | 107,355 | 0.67% | 31q | HELD |
| Cetera Investment Advisers | $11.8M | 102,592 | 0.01% | 31q | +50.5%+$3.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.0M | 96,376 | 0.00% | 3q | +219.5%+$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $10.9M | 95,061 | 0.00% | 31q | -4.9%-$561.7K |
| Cambridge Investment Research Advisors, Inc. | $10.2M | 89,298 | 0.01% | 31q | +95.0%+$5.0M |
| AMERIPRISE FINANCIAL INC | $10.1M | 88,178 | 0.00% | 31q | -8.2%-$904.4K |
| OSAIC HOLDINGS, INC. | $9.9M | 86,376 | 0.01% | 26q | +18.5%+$1.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 85,917 | 0.01% | 31q | -13.5%-$1.5M |
| ARRIEN INVESTMENTS, INC. | $8.1M | 70,480 | 4.07% | 14q | +2.1%+$163.2K |
| Sovran Advisors, LLC | $7.6M | 65,724 | 0.56% | 4q | +232.7%+$5.3M |
| PGIM Custom Harvest LLC | $7.4M | 64,158 | 0.09% | 19q | -85.3%-$42.7M |
| GOLDMAN SACHS GROUP INC | $6.7M | 58,261 | 0.00% | 25q | -6.5%-$462.2K |
| TRUIST FINANCIAL CORP | $6.2M | 54,033 | 0.01% | 27q | -14.8%-$1.1M |
| FIRST NATIONAL BANK OF OMAHA | $6.1M | 52,616 | 0.17% | 3q | +7.9%+$449.3K |
| UBS Group AG | $6.0M | 52,695 | 0.00% | 31q | HELD |
| FORTE ASSET MANAGEMENT LLC | $6.0M | 52,430 | 2.46% | 5q | -24.2%-$1.9M |
| MML INVESTORS SERVICES, LLC | $5.7M | 50,061 | 0.01% | 31q | +14.6%+$730.8K |
| JONES FINANCIAL COMPANIES LLLP | $5.6M | 48,299 | 0.00% | 10q | +7.2%+$379.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2M | 45,058 | 0.00% | 31q | +1.9%+$95.4K |
| Sanctuary Advisors, LLC | $4.1M | 35,806 | 0.02% | 8q | -1.4%-$57.0K |
| Prospera Financial Services Inc | $4.0M | 34,638 | 0.06% | 22q | +0.9%+$36.2K |
| JPMORGAN CHASE & CO | $3.8M | 32,856 | 0.00% | 31q | +38.7%+$1.1M |
| PRUDENTIAL PLC | $3.8M | 32,900 | 0.02% | new | NEW |
| CROBAN | $3.7M | 32,554 | 1.64% | 8q | +2.8%+$102.7K |
| Quadrature Capital Ltd | $3.6M | 31,294 | 0.03% | new | NEW |
| Equitable Holdings, Inc. | $3.5M | 30,881 | 0.02% | 27q | -4.6%-$171.9K |
| J.W. COLE ADVISORS, INC. | $3.3M | 28,490 | 0.06% | new | NEW |
| XTX Topco Ltd | $3.2M | 28,079 | 0.04% | new | NEW |
| STEPHENS INC /AR/ | $2.8M | 24,128 | 0.03% | 31q | +4.1%+$108.5K |
| Arete Wealth Advisors, LLC | $2.7M | 23,579 | 0.18% | 3q | -60.8%-$4.2M |
| STIFEL FINANCIAL CORP | $2.6M | 23,025 | 0.00% | 22q | +4.8%+$120.3K |
| Private Advisor Group, LLC | $2.6M | 22,891 | 0.01% | 31q | -19.7%-$643.9K |
| D. E. Shaw & Co., Inc. | $2.5M | 21,826 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $2.4M | 21,036 | 0.00% | 31q | -6.7%-$173.2K |
| ADVISORS MANAGEMENT GROUP INC /ADV | $2.4M | 20,986 | 0.40% | 23q | HELD |
| CITADEL ADVISORS LLC | $2.4M | 20,771 | 0.00% | 22q | +863.9%+$2.1M |
| Corient Private Wealth LP | $2.3M | 20,212 | 0.00% | 15q | -4.2%-$102.2K |
| HUNTINGTON NATIONAL BANK | $2.3M | 19,645 | 0.01% | 31q | -11.7%-$298.6K |
| Wealthstar Advisors, LLC | $2.2M | 19,001 | 0.64% | 7q | -1.4%-$31.2K |
| BOS Asset Management, LLC | $2.1M | 18,098 | 0.48% | 15q | +0.7%+$15.1K |
| Waverly Advisors, LLC | $2.1M | 18,043 | 0.01% | 9q | +1.3%+$27.5K |
| Cerity Partners LLC | $2.1M | 17,957 | 0.00% | 9q | +16.7%+$294.1K |
| EVERETT HARRIS & CO /CA/ | $2.1M | 17,934 | 0.03% | 31q | -0.6%-$12.0K |
| HARBOUR INVESTMENTS, INC. | $2.1M | 17,909 | 0.03% | 21q | +5.3%+$103.2K |
| Beacon Pointe Advisors, LLC | $2.0M | 17,048 | 0.01% | 3q | -10.2%-$221.7K |
| First Citizens Financial Corp | $1.9M | 16,786 | 0.80% | 26q | HELD |
| D.A. DAVIDSON & CO. | $1.9M | 16,281 | 0.01% | 31q | +0.5%+$10.0K |
| Tower Research Capital LLC (TRC) | $1.9M | 16,207 | 0.05% | 3q | +810250.0%+$1.9M |
| WealthCare Investment Partners, LLC | $1.8M | 15,455 | 0.43% | 8q | +13.7%+$213.6K |
| HighTower Advisors, LLC | $1.6M | 14,216 | 0.00% | 26q | +1.7%+$26.9K |
| FIFTH THIRD BANCORP | $1.6M | 13,809 | 0.00% | 4q | +28.4%+$349.8K |
| Essex LLC | $1.6M | 13,540 | 0.24% | 20q | -2.3%-$37.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 13,427 | 0.00% | 12q | +15.8%+$211.4K |
| BANK OF MONTREAL /CAN/ | $1.5M | 13,175 | 0.00% | 21q | +13.3%+$177.0K |
| Arax Advisory Partners | $1.5M | 13,159 | 0.01% | 3q | +313.5%+$1.1M |
| Zurich Insurance Group Ltd/FI | $1.5M | 12,960 | 0.01% | 4q | HELD |
| Fifth Third Securities, Inc. | $1.4M | 11,830 | 0.08% | 4q | +2.4%+$32.2K |
| Stratos Wealth Partners, LTD. | $1.4M | 11,796 | 0.01% | 13q | +0.8%+$10.8K |
| Geneos Wealth Management Inc. | $1.3M | 11,772 | 0.03% | 42q | -10.8%-$163.0K |
| Jaffetilchin Investment Partners, LLC | $1.2M | 10,906 | 0.07% | 22q | HELD |
| HOLDERNESS INVESTMENTS CO | $1.2M | 10,388 | 0.20% | 31q | -20.0%-$297.6K |
| FMR LLC | $1.2M | 10,225 | 0.00% | 31q | +24.3%+$229.3K |
| MLP3, LLC | $1.1M | 9,284 | 1.04% | 3q | HELD |
| Quantinno Capital Management LP | $1.0M | 9,041 | 0.00% | 8q | +2.8%+$28.3K |
| Sigma Planning Corp | $971.1K | 8,473 | 0.02% | 31q | -4.2%-$42.5K |
| Kestra Advisory Services, LLC | $950.8K | 8,296 | 0.00% | 24q | -3.8%-$38.0K |
| FRANKLIN RESOURCES INC | $949.0K | 8,280 | 0.00% | 7q | HELD |
| Wealth Management Associates, Inc. | $933.7K | 8,147 | 0.26% | 21q | +2.0%+$17.9K |
| Westerkirk Capital Inc. | $924.3K | 8,065 | 0.09% | 4q | +48.0%+$299.6K |
| Arkadios Wealth Advisors | $914.7K | 7,981 | 0.01% | 18q | -6.8%-$66.5K |
| TD Waterhouse Canada Inc. | $911.3K | 8,055 | 0.00% | 19q | +155.1%+$554.0K |
| Forvis Mazars Wealth Advisors, LLC | $910.3K | 7,943 | 0.02% | 31q | -0.7%-$6.2K |
| Ridge Creek Global, Inc | $896.7K | 7,824 | 0.70% | 3q | HELD |
| PKS Advisory Services, LLC | $895.4K | 7,813 | 0.14% | 7q | +6.2%+$52.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $894.7K | 7,807 | 0.02% | 26q | -20.1%-$224.6K |
| Simmons Bank | $886.6K | 7,736 | 0.05% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $845.8K | 7,379 | 0.00% | 26q | HELD |
| Buck Wealth Strategies, LLC | $817.2K | 7,130 | 0.09% | new | NEW |
| Capital Investment Advisors, LLC | $807.8K | 7,048 | 0.01% | 31q | HELD |
| IMC-Chicago, LLC | $802.3K | 7,000 | 0.00% | 2q | HELD |
| Gerber Kawasaki Wealth & Investment Management | $797.7K | 6,960 | 0.02% | 11q | +0.6%+$4.5K |
| Saxony Capital Management, LLC | $790.6K | 6,898 | 0.36% | new | NEW |
| HBW ADVISORY SERVICES LLC | $788.7K | 6,882 | 0.07% | 9q | +8.7%+$62.8K |
| Mullooly Asset Management, Inc. | $787.4K | 6,871 | 0.24% | 6q | HELD |
| Sharkey, Howes & Javer | $785.9K | 6,857 | 0.09% | 8q | HELD |
| GARRISON POINT ADVISORS, LLC | $765.0K | 6,675 | 0.31% | 31q | -3.0%-$23.8K |
| High Net Worth Advisory Group LLC | $733.5K | 6,400 | 0.16% | 19q | HELD |
| NewEdge Advisors, LLC | $731.5K | 6,383 | 0.00% | 31q | +12.2%+$79.5K |
| Atria Investments, Inc | $716.9K | 6,255 | 0.01% | 5q | -45.2%-$591.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $712.8K | 6,220 | 0.00% | 19q | +8.8%+$57.5K |
| Independence Bank of Kentucky | $691.3K | 6,032 | 0.08% | 31q | -2.1%-$14.9K |
| OPPENHEIMER & CO INC | $676.1K | 5,899 | 0.01% | 31q | -0.6%-$4.0K |
Showing the largest 100 of 294 reported holders.
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 | 82 | $44.0M | 434,659 | 8 | 19 | 24 | 0.0% |
| Q2 2026 | 294 | $642.5M | 5,604,006 | 26 | 78 | 70 | 0.0% |
| Q1 2026 | 304 | $970.7M | 8,395,834 | 34 | 77 | 76 | 0.0% |
| Q4 2025 | 311 | $1.1B | 9,865,460 | 41 | 89 | 66 | 0.0% |
| Q3 2025 | 274 | $883.0M | 7,963,183 | 39 | 83 | 54 | 0.0% |
| Q2 2025 | 267 | $717.6M | 6,863,267 | 37 | 81 | 54 | 0.0% |
| Q1 2025 | 255 | $723.7M | 7,137,195 | 29 | 61 | 74 | 0.0% |
| Q4 2024 | 272 | $654.1M | 6,792,715 | 28 | 73 | 67 | 0.0% |
| Q3 2024 | 256 | $799.4M | 7,835,677 | 42 | 70 | 50 | 0.0% |
| Q2 2024 | 236 | $599.5M | 6,818,875 | 46 | 56 | 48 | 0.0% |
| Q1 2024 | 207 | $467.1M | 5,522,096 | 16 | 46 | 68 | 0.1% |
| Q4 2023 | 216 | $410.8M | 5,132,992 | 29 | 49 | 70 | 0.0% |
| Q3 2023 | 202 | $319.1M | 4,330,889 | 16 | 36 | 64 | 0.0% |
| Q2 2023 | 214 | $373.4M | 4,550,163 | 14 | 43 | 64 | 0.0% |
| Q1 2023 | 218 | $421.7M | 5,046,205 | 16 | 56 | 62 | 0.0% |
| Q4 2022 | 238 | $439.0M | 5,103,503 | 30 | 57 | 63 | 0.0% |
| Q3 2022 | 218 | $2.3B | 27,748,644 | 23 | 55 | 51 | 0.0% |
| Q2 2022 | 222 | $2.4B | 28,408,159 | 23 | 56 | 50 | 0.0% |
| Q1 2022 | 210 | $1.9B | 21,320,540 | 26 | 59 | 47 | 0.0% |
| Q4 2021 | 197 | $1.1B | 12,041,409 | 19 | 43 | 53 | 0.0% |
| Q3 2021 | 181 | $14.4B | 181,871,849 | 8 | 47 | 42 | 0.0% |
| Q2 2021 | 185 | $766.3M | 21,165,603 | 14 | 50 | 51 | 0.0% |
| Q1 2021 | 185 | $14.1B | 176,833,379 | 20 | 37 | 63 | 0.0% |
| Q4 2020 | 187 | $13.4B | 173,072,121 | 12 | 39 | 55 | 0.0% |
| Q3 2020 | 176 | $12.9B | 88,458,021 | 9 | 35 | 65 | 0.0% |
| Q2 2020 | 184 | $11.2B | 79,837,603 | 17 | 33 | 68 | 0.0% |
| Q1 2020 | 191 | $10.3B | 74,716,435 | 27 | 51 | 44 | 0.0% |
| Q4 2019 | 196 | $11.4B | 70,039,776 | 31 | 46 | 47 | 0.0% |
| Q3 2019 | 166 | $11.3B | 69,253,847 | 12 | 44 | 44 | 0.0% |
| Q2 2019 | 168 | $6.2B | 40,757,030 | 30 | 45 | 35 | 0.1% |
| Q1 2019 | 160 | $453.5M | 3,067,989 | 19 | 45 | 37 | 0.4% |
| Q4 2018 | 151 | $944.8M | 7,024,565 | 0 | 2 | 2 | 0.1% |