DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IGIB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
718
Reporting holders
$14.3B
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $3.7B | 69,309,525 | 6.54% | 28q | +8.8%+$299.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $801.2M | 15,069,486 | 0.11% | 26q | +8.1%+$59.9M |
| NORTHERN TRUST CORP | $694.3M | 13,057,366 | 0.08% | 31q | +6.0%+$39.2M |
| ENVESTNET ASSET MANAGEMENT INC | $471.9M | 8,875,957 | 0.11% | 31q | +6.1%+$27.1M |
| ALLSTATE CORP | $438.9M | 8,255,575 | 4.38% | 31q | +90.8%+$208.9M |
| ASSETMARK, INC | $419.3M | 7,886,379 | 0.72% | 31q | -1.4%-$5.9M |
| BANK OF AMERICA CORP /DE/ | $341.2M | 6,417,105 | 0.02% | 31q | +2.8%+$9.3M |
| MORGAN STANLEY | $335.8M | 6,315,414 | 0.02% | 35q | +3.3%+$10.8M |
| One Capital Management, LLC | $311.1M | 5,845,766 | 8.65% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $277.7M | 5,223,434 | 0.04% | 31q | +3.9%+$10.4M |
| UBS Group AG | $220.1M | 4,139,507 | 0.03% | 31q | +1.2%+$2.7M |
| LPL Financial LLC | $217.3M | 4,086,840 | 0.05% | 31q | +12.4%+$23.9M |
| Matson Money. Inc. | $203.4M | 3,824,777 | 5.66% | 31q | +4.4%+$8.6M |
| AMERIPRISE FINANCIAL INC | $186.9M | 3,520,343 | 0.04% | 31q | +0.7%+$1.3M |
| RAYMOND JAMES FINANCIAL INC | $184.3M | 3,467,006 | 0.05% | 7q | +5.2%+$9.1M |
| ROYAL BANK OF CANADA | $164.3M | 3,090,560 | 0.02% | 31q | +7.0%+$10.7M |
| TD PRIVATE CLIENT WEALTH LLC | $153.3M | 2,883,337 | 2.82% | 21q | +22.4%+$28.0M |
| GOLDMAN SACHS GROUP INC | $149.8M | 2,817,095 | 0.01% | 31q | +74.8%+$64.1M |
| Focus Partners Wealth | $131.7M | 2,476,291 | 0.13% | 7q | +51.2%+$44.6M |
| Acropolis Investment Management, LLC | $119.5M | 2,247,726 | 4.71% | 31q | +7.1%+$7.9M |
| FMR LLC | $118.9M | 2,236,586 | 0.01% | 31q | -31.2%-$54.0M |
| Petersen Hastings Wealth Advisors Inc. | $111.7M | 2,100,716 | 9.37% | 3q | +6.7%+$7.0M |
| JONES FINANCIAL COMPANIES LLLP | $106.0M | 1,989,134 | 0.04% | 15q | +14.6%+$13.5M |
| FRANKLIN RESOURCES INC | $104.8M | 1,970,780 | 0.02% | 31q | +2.1%+$2.1M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $99.9M | 1,879,524 | 0.55% | 31q | +0.8%+$747.0K |
| PNC Financial Services Group, Inc. | $98.9M | 1,860,822 | 0.05% | 31q | +0.9%+$881.8K |
| GREENWOOD GEARHART LLC | $96.9M | 1,822,054 | 4.51% | 26q | +6.1%+$5.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $95.9M | 1,802,788 | 0.12% | 17q | +4800.3%+$93.9M |
| BlackRock, Inc. | $94.4M | 1,775,018 | 0.00% | 8q | +1.3%+$1.2M |
| STIFEL FINANCIAL CORP | $89.2M | 1,678,325 | 0.07% | 31q | HELD |
| HighTower Advisors, LLC | $84.0M | 1,579,498 | 0.08% | 31q | +7.7%+$6.0M |
| Haverford Trust Co | $80.3M | 1,510,294 | 0.69% | 31q | +3.0%+$2.3M |
| US BANCORP \DE\ | $70.4M | 1,324,397 | 0.08% | 31q | +2.4%+$1.6M |
| TRUIST FINANCIAL CORP | $67.4M | 1,267,986 | 0.08% | 31q | -0.9%-$590.1K |
| KEYBANK NATIONAL ASSOCIATION/OH | $65.5M | 1,232,515 | 0.22% | 31q | +2.4%+$1.5M |
| RMG Wealth Management LLC | $65.5M | 1,253,129 | 6.75% | 2q | +16.0%+$9.0M |
| Dakota Wealth Management | $65.2M | 1,226,734 | 1.24% | 31q | +12.0%+$7.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $63.9M | 1,213,272 | 0.11% | 12q | +13.1%+$7.4M |
| MAI Capital Management | $63.6M | 1,196,329 | 0.24% | 7q | +10.2%+$5.9M |
| Ally Invest Advisors Inc. | $62.8M | 1,181,331 | 3.79% | 31q | +4.6%+$2.8M |
| Cetera Investment Advisers | $62.1M | 1,167,359 | 0.06% | 31q | +4.4%+$2.6M |
| Horizon Investments, LLC | $56.5M | 1,072,165 | 0.62% | 11q | -0.7%-$395.5K |
| MFA WEALTH ADVISORS, LLC | $54.2M | 1,018,889 | 9.23% | 7q | +14.8%+$7.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $51.7M | 395,799 | 0.04% | 31q | +68.1%+$20.9M |
| Dodds Wealth, LLC | $49.1M | 923,932 | 11.05% | 11q | +3.9%+$1.8M |
| Wealthspire Retirement, LLC | $45.0M | 846,629 | 2.47% | 5q | -1.9%-$889.4K |
| Flagstone Financial Management | $44.8M | 843,498 | 10.03% | 10q | +4.2%+$1.8M |
| Bank of New York Mellon Corp | $43.8M | 823,390 | 0.01% | 31q | -13.2%-$6.6M |
| Fiduciary Trust Co | $41.4M | 779,415 | 0.45% | 8q | +5.1%+$2.0M |
| Kestra Advisory Services, LLC | $39.9M | 750,041 | 0.13% | 24q | +487.1%+$33.1M |
| Mariner, LLC | $39.6M | 745,392 | 0.04% | 27q | +4.4%+$1.7M |
| Janney Montgomery Scott LLC | $39.1M | 736,251 | 0.08% | 31q | +0.6%+$246.7K |
| Scarborough Advisors, LLC | $36.8M | 694,175 | 4.23% | 2q | -1.3%-$494.4K |
| Baird Financial Group, Inc. | $36.7M | 689,410 | 0.05% | 31q | -2.5%-$951.0K |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $36.2M | 680,000 | 0.02% | 11q | HELD |
| Thoma Capital Management LLC | $36.0M | 677,770 | 19.22% | 7q | +6.1%+$2.1M |
| ProVise Management Group, LLC | $34.7M | 652,917 | 2.33% | 25q | +5.0%+$1.6M |
| Legal & General Group Plc | $33.9M | 635,860 | 0.01% | 7q | -71.5%-$85.3M |
| Madison Asset Management, LLC | $31.1M | 584,799 | 0.37% | 5q | +45.9%+$9.8M |
| OSAIC HOLDINGS, INC. | $30.5M | 573,606 | 0.04% | 26q | +36.9%+$8.2M |
| JPMORGAN CHASE & CO | $30.3M | 567,423 | 0.00% | 31q | +8.7%+$2.4M |
| BANK OF MONTREAL /CAN/ | $29.4M | 552,689 | 0.01% | 31q | -25.9%-$10.3M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $28.5M | 535,661 | 4.43% | 18q | +3.1%+$867.9K |
| Ameliora Wealth Management Ltd. | $27.7M | 520,969 | 8.22% | 14q | +15.8%+$3.8M |
| Cerity Partners LLC | $26.9M | 505,318 | 0.03% | 15q | -2.3%-$631.9K |
| Klaas Financial Asset Advisors, LLC | $26.4M | 497,068 | 3.29% | 23q | -7.9%-$2.3M |
| Financial Partners Group, Inc | $26.3M | 495,446 | 2.67% | 29q | +2.8%+$709.9K |
| NorthCoast Asset Management LLC | $26.1M | 491,403 | 0.58% | 9q | HELD |
| BIRCHBROOK, INC. | $25.6M | 481,354 | 12.01% | 11q | +3.2%+$801.6K |
| GDS Wealth Management | $24.9M | 468,142 | 1.18% | 19q | +4.7%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.9M | 467,698 | 0.00% | 2q | +521.0%+$20.9M |
| SYON CAPITAL LLC | $24.2M | 455,375 | 1.05% | 7q | -19.4%-$5.8M |
| ARKANSAS FINANCIAL GROUP, INC. | $23.5M | 441,461 | 3.06% | 31q | -1.8%-$436.2K |
| Black Diamond Financial, LLC | $23.5M | 441,318 | 2.07% | 9q | +5.8%+$1.3M |
| ANCHOR CAPITAL ADVISORS LLC | $23.4M | 440,926 | 0.33% | 14q | +99.4%+$11.7M |
| CVS HEALTH Corp | $23.4M | 440,000 | 10.39% | 3q | +374.4%+$18.5M |
| BCK Partners, Inc. | $22.5M | 423,132 | 10.85% | 23q | +6.9%+$1.4M |
| HANCOCK WHITNEY CORP | $22.5M | 423,035 | 0.37% | 31q | -2.7%-$630.6K |
| Avidian Wealth Enterprises, LLC | $22.0M | 414,219 | 0.61% | 28q | +2.1%+$448.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.3M | 401,224 | 0.01% | 31q | -8.7%-$2.0M |
| Cyndeo Wealth Partners, LLC | $21.3M | 400,135 | 1.00% | 12q | +3.9%+$801.4K |
| BAILARD, INC. | $21.0M | 394,985 | 0.43% | 29q | -9.2%-$2.1M |
| Advisors Capital Management, LLC | $21.0M | 394,976 | 0.22% | 7q | +7.0%+$1.4M |
| MML INVESTORS SERVICES, LLC | $20.9M | 392,521 | 0.04% | 31q | +19.2%+$3.4M |
| Smith Salley Wealth Management | $20.6M | 387,811 | 0.90% | 9q | +108.9%+$10.7M |
| Cambridge Investment Research Advisors, Inc. | $20.6M | 387,314 | 0.02% | 31q | +155.1%+$12.5M |
| Summit Wealth Group, LLC | $20.3M | 381,429 | 4.14% | 9q | +2.3%+$446.5K |
| Wealthspire Advisors, LLC | $19.8M | 373,105 | 0.11% | new | NEW |
| DT Investment Partners, LLC | $18.9M | 355,081 | 1.41% | 31q | +5.9%+$1.0M |
| Mitsubishi UFJ Trust & Banking Corp | $18.5M | 348,531 | 0.04% | 30q | -63.0%-$31.6M |
| Chicago Partners Investment Group LLC | $17.8M | 341,081 | 0.36% | 15q | +13.4%+$2.1M |
| Legacy Financial Group LLC | $17.7M | 332,517 | 1.99% | 23q | +3.6%+$609.1K |
| Roundview Capital LLC | $16.9M | 318,405 | 0.93% | 31q | -1.2%-$198.9K |
| DEUTSCHE BANK AG\ | $16.5M | 310,890 | 0.00% | 34q | -1.7%-$280.5K |
| Prosperity Consulting Group, LLC | $15.9M | 299,448 | 0.60% | 8q | -2.3%-$378.3K |
| Lido Advisors, LLC | $15.3M | 288,431 | 0.04% | 13q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.7M | 277,106 | 0.02% | 31q | -3.8%-$588.6K |
| Blue Fin Capital, Inc. | $14.7M | 276,970 | 2.13% | 17q | +8.1%+$1.1M |
| NewEdge Advisors, LLC | $14.7M | 276,207 | 0.04% | 31q | +11.0%+$1.5M |
| RATIONAL ADVISORS, INC. | $14.4M | 271,160 | 1.32% | new | NEW |
Showing the largest 100 of 719 reported holders. The count of 718 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 291 | $2.2B | 43,024,686 | 37 | 111 | 75 | 0.0% |
| Q2 2026 | 718 | $14.3B | 267,901,452 | 69 | 300 | 193 | 0.0% |
| Q1 2026 | 716 | $13.4B | 252,208,925 | 71 | 301 | 181 | 0.0% |
| Q4 2025 | 694 | $13.4B | 247,768,453 | 50 | 288 | 181 | 0.0% |
| Q3 2025 | 671 | $12.9B | 239,051,168 | 67 | 288 | 171 | 0.0% |
| Q2 2025 | 658 | $12.4B | 233,029,690 | 69 | 226 | 201 | 0.0% |
| Q1 2025 | 635 | $12.2B | 231,790,727 | 49 | 232 | 206 | 0.0% |
| Q4 2024 | 638 | $29.1B | 564,691,007 | 55 | 250 | 157 | 0.0% |
| Q3 2024 | 590 | $11.6B | 216,278,674 | 63 | 217 | 177 | 0.0% |
| Q2 2024 | 568 | $11.0B | 214,789,542 | 66 | 219 | 157 | 0.0% |
| Q1 2024 | 541 | $10.8B | 209,518,444 | 45 | 212 | 164 | 0.0% |
| Q4 2023 | 560 | $10.3B | 198,594,735 | 75 | 187 | 194 | 0.0% |
| Q3 2023 | 523 | $24.3B | 500,287,828 | 47 | 190 | 171 | 0.0% |
| Q2 2023 | 530 | $9.4B | 186,053,423 | 45 | 191 | 166 | 0.0% |
| Q1 2023 | 507 | $9.5B | 185,389,596 | 64 | 161 | 164 | 0.0% |
| Q4 2022 | 510 | $10.2B | 206,594,249 | 64 | 134 | 207 | 0.0% |
| Q3 2022 | 477 | $39.4B | 816,959,675 | 38 | 128 | 191 | 0.0% |
| Q2 2022 | 514 | $43.0B | 842,840,875 | 39 | 126 | 241 | 0.0% |
| Q1 2022 | 544 | $43.0B | 784,115,547 | 52 | 145 | 210 | 0.0% |
| Q4 2021 | 549 | $45.7B | 771,181,052 | 33 | 167 | 177 | 0.0% |
| Q3 2021 | 532 | $45.7B | 759,366,958 | 31 | 182 | 164 | 0.3% |
| Q2 2021 | 547 | $42.7B | 703,515,306 | 49 | 165 | 187 | 0.4% |
| Q1 2021 | 529 | $38.0B | 638,938,321 | 40 | 156 | 171 | 0.4% |
| Q4 2020 | 544 | $34.3B | 552,181,553 | 42 | 186 | 137 | 0.5% |
| Q3 2020 | 497 | $32.0B | 523,378,861 | 41 | 191 | 127 | 0.5% |
| Q2 2020 | 491 | $28.7B | 472,951,429 | 69 | 146 | 172 | 0.5% |
| Q1 2020 | 491 | $44.6B | 810,299,567 | 59 | 175 | 161 | 0.3% |
| Q4 2019 | 507 | $31.2B | 534,530,422 | 54 | 206 | 95 | 0.6% |
| Q3 2019 | 426 | $15.2B | 257,934,301 | 47 | 174 | 105 | 1.4% |
| Q2 2019 | 407 | $13.0B | 228,701,444 | 49 | 160 | 104 | 0.0% |
| Q1 2019 | 393 | $9.8B | 178,152,843 | 46 | 127 | 122 | 0.0% |
| Q4 2018 | 379 | $8.2B | 156,962,284 | 5 | 6 | 13 | 0.0% |