DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES U S ETF TR (IGBH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
50
Reporting holders
$105.5M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $29.2M | 1,189,923 | 0.00% | 23q | +29.7%+$6.7M |
| LPL Financial LLC | $7.2M | 291,175 | 0.00% | 23q | -54.2%-$8.5M |
| QUANTUM FINANCIAL PARTNERS LLC | $6.9M | 281,200 | 3.53% | new | FIRST |
| TRUIST FINANCIAL CORP | $6.4M | 262,403 | 0.01% | 3q | +128.9%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $6.4M | 261,364 | 0.00% | 23q | +58.6%+$2.4M |
| NorthCoast Asset Management LLC | $6.4M | 259,244 | 0.14% | new | NEW |
| Sound Income Strategies, LLC | $5.7M | 233,036 | 0.26% | 15q | -1.6%-$90.9K |
| INTEGRITY ALLIANCE, LLC. | $4.7M | 190,387 | 0.15% | 7q | +24.0%+$906.2K |
| Merit Financial Group, LLC | $4.3M | 175,271 | 0.03% | 2q | +26.2%+$894.7K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 159,501 | 0.00% | 7q | +2.1%+$79.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 157,880 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $3.0M | 121,141 | 0.02% | 2q | +45.1%+$925.7K |
| Cetera Investment Advisers | $1.9M | 75,368 | 0.00% | 10q | +17.0%+$269.2K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 69,709 | 0.00% | 4q | HELD |
| CITADEL ADVISORS LLC | $1.6M | 66,467 | 0.00% | 2q | +77.1%+$711.2K |
| MML INVESTORS SERVICES, LLC | $1.6M | 66,437 | 0.00% | 2q | +17.7%+$245.4K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 65,766 | 0.00% | 10q | +92.6%+$776.8K |
| Kestra Advisory Services, LLC | $1.5M | 59,791 | 0.00% | 3q | +12.6%+$165.0K |
| Ameritas Advisory Services, LLC | $1.1M | 43,835 | 0.02% | 11q | +236.7%+$757.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $936.6K | 38,042 | 0.06% | 3q | +22.6%+$172.4K |
| OPPENHEIMER & CO INC | $815.4K | 33,173 | 0.01% | 3q | -19.7%-$199.7K |
| Destination Wealth Management | $766.5K | 31,185 | 0.02% | 31q | HELD |
| PARK AVENUE SECURITIES LLC | $677.0K | 27,544 | 0.00% | 6q | -23.8%-$211.3K |
| JANE STREET GROUP, LLC | $448.6K | 18,251 | 0.00% | new | NEW |
| McNaughton Wealth Management, LLC | $331.8K | 13,500 | 0.12% | new | NEW |
| OSAIC HOLDINGS, INC. | $315.1K | 12,820 | 0.00% | 26q | +19.8%+$52.2K |
| Janney Montgomery Scott LLC | $271.0K | 11,020 | 0.00% | 7q | -12.0%-$36.9K |
| Cresset Asset Management, LLC | $251.4K | 10,229 | 0.00% | new | NEW |
| Diversify Advisory Services, LLC | $244.5K | 10,069 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $244.5K | 10,069 | 0.00% | 2q | +13.2%+$28.5K |
| Trilogy Capital Inc. | $226.3K | 9,207 | 0.01% | 10q | HELD |
| Brand Asset Management Group, Inc. | $206.3K | 8,392 | 0.05% | new | NEW |
| Rockefeller Capital Management L.P. | $188.7K | 7,677 | 0.00% | 5q | -46.9%-$166.8K |
| ROYAL BANK OF CANADA | $137.0K | 5,568 | 0.00% | 23q | HELD |
| Capital Analysts, LLC | $65.0K | 2,628 | 0.00% | 2q | +1.6%+$1.0K |
| JPMORGAN CHASE & CO | $60.8K | 2,472 | 0.00% | 8q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.6K | 2,060 | 0.00% | 22q | HELD |
| Signature Equity Partners, LLC | $43.5K | 1,769 | 0.02% | 3q | HELD |
| Farther Finance Advisors, LLC | $34.6K | 1,407 | 0.00% | 4q | -0.6% |
| FMR LLC | $22.3K | 906 | 0.00% | 18q | +853.7%+$19.9K |
| Triumph Capital Management | $18.9K | 770 | 0.00% | 3q | HELD |
| Spire Wealth Management | $9.3K | 377 | 0.00% | 8q | +0.8% |
| WELLS FARGO & COMPANY/MN | $7.6K | 308 | 0.00% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $7.2K | 294 | 0.00% | 23q | HELD |
| HARBOUR INVESTMENTS, INC. | $7.2K | 293 | 0.00% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $5.0K | 202 | 0.00% | 3q | -24.1%-$1.6K |
| Key Capital Management, INC | $4.1K | 165 | 0.00% | 3q | -72.3%-$10.6K |
| Allworth Financial LP | $3.3K | 134 | 0.00% | 5q | HELD |
| Blue Trust, Inc. | $1.5K | 61 | 0.00% | 8q | HELD |
| AE Wealth Management LLC | $1.4K | 57 | 0.00% | 4q | +1.8% |
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 | $22.3M | 873,233 | 3 | 3 | 4 | 0.0% |
| Q2 2026 | 50 | $105.5M | 4,290,547 | 8 | 20 | 9 | 0.0% |
| Q1 2026 | 49 | $77.1M | 3,185,080 | 9 | 19 | 10 | 0.0% |
| Q4 2025 | 48 | $54.6M | 2,215,647 | 8 | 16 | 10 | 0.0% |
| Q3 2025 | 42 | $43.6M | 1,770,783 | 7 | 12 | 13 | 0.0% |
| Q2 2025 | 38 | $42.5M | 1,760,210 | 7 | 16 | 8 | 0.0% |
| Q1 2025 | 37 | $47.8M | 1,989,205 | 4 | 14 | 6 | 0.0% |
| Q4 2024 | 36 | $42.9M | 1,764,234 | 2 | 12 | 11 | 0.0% |
| Q3 2024 | 36 | $40.8M | 1,680,575 | 3 | 13 | 12 | 0.0% |
| Q2 2024 | 40 | $113.3M | 4,666,469 | 7 | 19 | 3 | 0.0% |
| Q1 2024 | 38 | $87.2M | 3,544,699 | 12 | 12 | 5 | 0.0% |
| Q4 2023 | 32 | $52.5M | 2,171,726 | 7 | 9 | 8 | 0.0% |
| Q3 2023 | 24 | $32.9M | 1,373,486 | 0 | 10 | 6 | 0.0% |
| Q2 2023 | 29 | $20.0M | 842,531 | 2 | 7 | 12 | 0.0% |
| Q1 2023 | 33 | $55.5M | 2,372,041 | 1 | 10 | 11 | 0.0% |
| Q4 2022 | 39 | $85.4M | 3,677,254 | 7 | 8 | 17 | 0.0% |
| Q3 2022 | 39 | $1.3B | 58,442,519 | 4 | 12 | 18 | 0.0% |
| Q2 2022 | 38 | $1.4B | 60,632,305 | 3 | 8 | 19 | 0.0% |
| Q1 2022 | 50 | $577.7M | 23,933,583 | 8 | 14 | 19 | 0.0% |
| Q4 2021 | 59 | $910.4M | 36,661,883 | 12 | 23 | 10 | 0.0% |
| Q3 2021 | 49 | $873.7M | 34,749,844 | 6 | 26 | 8 | 0.0% |
| Q2 2021 | 51 | $793.5M | 31,290,724 | 17 | 19 | 7 | 0.0% |
| Q1 2021 | 35 | $938.4M | 36,727,852 | 6 | 19 | 2 | 0.0% |
| Q4 2020 | 34 | $817.1M | 32,745,790 | 19 | 7 | 0 | 0.0% |
| Q3 2020 | 15 | $217.2M | 9,350,268 | 1 | 5 | 2 | 0.0% |
| Q2 2020 | 19 | $223.1M | 9,929,135 | 0 | 5 | 9 | 0.0% |
| Q1 2020 | 19 | $238.5M | 11,502,803 | 5 | 3 | 4 | 0.0% |
| Q4 2019 | 17 | $300.2M | 11,855,844 | 0 | 7 | 3 | 0.0% |
| Q3 2019 | 20 | $264.4M | 10,965,540 | 4 | 6 | 4 | 0.0% |
| Q2 2019 | 20 | $277.1M | 11,230,985 | 3 | 5 | 5 | 0.0% |
| Q1 2019 | 21 | $273.9M | 11,103,404 | 4 | 7 | 4 | 0.0% |
| Q4 2018 | 21 | $253.8M | 10,602,405 | 2 | 0 | 0 | 0.0% |