DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IJH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,763
Reporting holders
$101.4B
Reported value
0.1%
Calls
0.0%
Puts
+89
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.2B | 132,841,270 | 5.47% | 31q | +3.1%+$309.8M |
| BANK OF AMERICA CORP /DE/ | $5.2B | 67,302,599 | 0.33% | 31q | HELD |
| Bank of New York Mellon Corp | $4.7B | 60,496,272 | 0.77% | 31q | +3.0%+$135.9M |
| WELLS FARGO & COMPANY/MN | $4.4B | 57,005,004 | 0.71% | 31q | +6.5%+$269.6M |
| FMR LLC | $4.2B | 54,843,180 | 0.18% | 31q | +3.5%+$144.1M |
| GOLDMAN SACHS GROUP INC | $3.3B | 43,362,888 | 0.29% | 31q | +7.1%+$222.8M |
| MORGAN STANLEY | $3.2B | 41,144,289 | 0.17% | 35q | +11.6%+$328.6M |
| RAYMOND JAMES FINANCIAL INC | $3.0B | 39,064,190 | 0.82% | 7q | +7.2%+$202.6M |
| ENVESTNET ASSET MANAGEMENT INC | $2.9B | 37,195,080 | 0.68% | 31q | +3.2%+$89.2M |
| BlackRock, Inc. | $2.2B | 29,075,313 | 0.03% | 8q | +4.0%+$85.6M |
| UBS Group AG | $2.0B | 25,918,017 | 0.25% | 31q | +6.9%+$129.6M |
| NORTHERN TRUST CORP | $1.9B | 24,548,419 | 0.22% | 31q | +3.0%+$54.8M |
| LPL Financial LLC | $1.8B | 22,963,213 | 0.40% | 31q | HELD |
| ROYAL BANK OF CANADA | $1.7B | 22,450,924 | 0.26% | 31q | +1.9%+$32.7M |
| JPMORGAN CHASE & CO | $1.4B | 17,929,010 | 0.08% | 31q | +6.6%+$84.9M |
| Mariner, LLC | $1.3B | 16,401,450 | 1.33% | 31q | +1.8%+$22.3M |
| PNC Financial Services Group, Inc. | $1.3B | 16,281,926 | 0.62% | 31q | +2.6%+$31.6M |
| First Command Advisory Services, Inc. | $1.2B | 16,051,579 | 7.36% | 31q | +1.6%+$19.5M |
| Acorns Advisers, LLC | $1.1B | 14,093,257 | 7.09% | 24q | +1.9%+$20.0M |
| KEYBANK NATIONAL ASSOCIATION/OH | $897.9M | 11,644,753 | 2.95% | 31q | +27.3%+$192.3M |
| TRUIST FINANCIAL CORP | $818.7M | 10,617,300 | 0.98% | 31q | +6.7%+$51.1M |
| JONES FINANCIAL COMPANIES LLLP | $707.7M | 9,268,731 | 0.28% | 31q | +12.1%+$76.3M |
| Starboard Value LP | $684.6M | 8,877,781 | 15.13% | 7q | +52.3%+$235.0M |
| Millburn Ridgefield LLC /DE/ | $674.4M | 8,745,534 | 12.77% | 31q | +5.6%+$35.8M |
| Catalyst Capital Advisors LLC | $674.4M | 8,745,534 | 11.19% | 31q | +5.6%+$35.8M |
| REGIONS FINANCIAL CORP | $666.1M | 8,637,959 | 3.98% | 31q | -14.9%-$116.3M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $656.8M | 8,517,640 | 7.70% | 31q | -0.6%-$3.7M |
| &PARTNERS | $643.0M | 8,336,989 | 2.64% | 31q | +7.2%+$43.1M |
| AMERIPRISE FINANCIAL INC | $634.5M | 8,222,284 | 0.13% | 31q | -5.4%-$36.5M |
| FIFTH THIRD BANCORP | $628.4M | 8,149,878 | 1.02% | 31q | +10.1%+$57.5M |
| Wealthspire Advisors, LLC | $613.9M | 7,961,778 | 3.38% | 28q | +3.3%+$19.5M |
| Financial Engines Advisors L.L.C. | $598.8M | 7,764,939 | 1.06% | 31q | -1.7%-$10.4M |
| Pathstone Holdings, LLC | $545.1M | 7,069,013 | 1.59% | 11q | HELD |
| HighTower Advisors, LLC | $541.3M | 7,019,239 | 0.52% | 31q | -9.3%-$55.2M |
| BANK OF MONTREAL /CAN/ | $511.6M | 6,634,431 | 0.17% | 31q | -0.7%-$3.8M |
| Cerity Partners LLC | $463.4M | 6,009,259 | 0.56% | 31q | +6.0%+$26.3M |
| BRIDGES INVESTMENT MANAGEMENT INC | $449.6M | 5,830,885 | 5.47% | 31q | +0.8%+$3.8M |
| Municipal Employees' Retirement System of Michigan | $439.9M | 5,705,045 | 4.86% | 25q | HELD |
| MAI Capital Management | $433.1M | 5,616,598 | 1.63% | 31q | +2.5%+$10.4M |
| Alesco Advisors, LLC, An ESL Co | $414.8M | 5,379,027 | 9.50% | 31q | HELD |
| US BANCORP \DE\ | $398.3M | 5,165,944 | 0.43% | 31q | +1.8%+$6.9M |
| Corient Private Wealth LP | $394.4M | 5,114,258 | 0.55% | 15q | +3.9%+$15.0M |
| Creative Planning | $376.9M | 4,887,959 | 0.22% | 31q | +1.0%+$3.8M |
| HUNTINGTON NATIONAL BANK | $363.8M | 4,718,090 | 1.77% | 31q | +1.0%+$3.7M |
| Circle Wealth Management, LLC | $353.7M | 4,587,104 | 4.44% | 12q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $332.6M | 4,313,184 | 0.42% | 31q | -11.2%-$42.0M |
| DAVIS R M INC | $286.9M | 3,721,050 | 4.53% | 31q | +1.7%+$4.7M |
| Rockefeller Capital Management L.P. | $285.4M | 3,700,591 | 0.44% | 31q | +18.8%+$45.2M |
| Cetera Investment Advisers | $278.8M | 3,615,909 | 0.25% | 31q | +2.3%+$6.4M |
| Baird Financial Group, Inc. | $271.3M | 3,518,181 | 0.37% | 31q | -0.6%-$1.6M |
| MML INVESTORS SERVICES, LLC | $265.6M | 3,444,235 | 0.54% | 31q | +18.9%+$42.2M |
| OSAIC HOLDINGS, INC. | $265.3M | 3,440,498 | 0.31% | 26q | +10.3%+$24.8M |
| FRANKLIN RESOURCES INC | $240.8M | 3,123,146 | 0.05% | 31q | -0.5%-$1.3M |
| Cambridge Investment Research Advisors, Inc. | $239.8M | 3,109,838 | 0.27% | 31q | +118.3%+$130.0M |
| CITIZENS FINANCIAL GROUP INC/RI | $237.2M | 3,076,331 | 2.86% | 31q | +0.6%+$1.5M |
| Valeo Financial Advisors, LLC | $236.3M | 3,198,871 | 4.99% | 31q | HELD |
| First Financial Bankshares Inc | $225.7M | 2,927,410 | 4.22% | 11q | +2.2%+$4.8M |
| Bleakley Financial Group, LLC | $213.0M | 2,762,927 | 2.71% | 15q | +7.9%+$15.6M |
| BLB&B Advisors, LLC | $204.4M | 2,650,863 | 7.48% | 25q | +3.7%+$7.3M |
| STIFEL FINANCIAL CORP | $192.8M | 2,500,263 | 0.16% | 31q | -0.8%-$1.6M |
| Haverford Trust Co | $191.8M | 2,487,429 | 1.66% | 31q | HELD |
| Focus Partners Wealth | $189.3M | 2,454,535 | 0.19% | 11q | -0.7%-$1.3M |
| Alaska Permanent Capital Management, LLC | $182.0M | 2,361,487 | 11.89% | 31q | HELD |
| Atlantic Union Bankshares Corp | $180.4M | 2,339,052 | 3.01% | 5q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $176.2M | 2,284,920 | 0.27% | 31q | HELD |
| Cresset Asset Management, LLC | $169.0M | 2,191,683 | 0.61% | 31q | +1.3%+$2.2M |
| Members Trust Co | $163.9M | 2,125,113 | 5.10% | 25q | HELD |
| CAHABA WEALTH MANAGEMENT, INC. | $159.2M | 2,064,728 | 9.60% | 31q | +2.2%+$3.4M |
| SWF LLC | $156.9M | 2,035,088 | 10.50% | 6q | HELD |
| FARMERS & MERCHANTS INVESTMENTS INC | $149.5M | 1,938,937 | 3.62% | 31q | +2.8%+$4.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $146.3M | 2,044,400 | 0.24% | 29q | +1.5%+$2.1M |
| SIGMA INVESTMENT COUNSELORS INC | $146.3M | 1,897,411 | 7.13% | 31q | -3.1%-$4.7M |
| WHITTIER TRUST CO | $145.1M | 1,898,589 | 1.42% | 31q | +4.2%+$5.9M |
| Hamilton Capital, LLC | $141.9M | 1,840,675 | 7.03% | 18q | -0.7%-$1.1M |
| Badgley Phelps Wealth Managers, LLC | $140.5M | 1,821,548 | 2.46% | 20q | +1.3%+$1.8M |
| Sand Hill Global Advisors, LLC | $139.7M | 1,811,344 | 4.21% | 31q | -22.9%-$41.5M |
| BROWN BROTHERS HARRIMAN & CO | $136.9M | 1,775,176 | 0.60% | 31q | +501.8%+$114.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $135.6M | 1,758,601 | 1.00% | 31q | +1.9%+$2.6M |
| Acropolis Investment Management, LLC | $133.2M | 1,727,863 | 5.26% | 31q | HELD |
| Fiduciary Trust Co | $133.1M | 1,725,716 | 1.45% | 31q | -2.6%-$3.5M |
| UMB Bank, n.a. | $131.9M | 1,710,991 | 1.67% | 31q | -3.1%-$4.2M |
| BOKF, NA | $130.1M | 1,687,739 | 1.79% | 30q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $129.0M | 1,672,609 | 0.16% | 30q | -13.8%-$20.6M |
| Lutz Financial Services LLC | $124.6M | 1,615,391 | 7.59% | 31q | +1.1%+$1.3M |
| Klingman & Associates, LLC | $123.7M | 1,604,169 | 5.27% | 31q | +3.1%+$3.7M |
| AlTi Global, Inc. | $122.8M | 1,592,514 | 2.54% | 11q | -1.8%-$2.2M |
| First Interstate Bank | $120.6M | 1,563,909 | 6.29% | 30q | +1.0%+$1.2M |
| Orgel Wealth Management, LLC | $119.4M | 1,548,629 | 2.26% | new | NEW |
| Destination Wealth Management | $119.4M | 1,548,248 | 2.79% | 31q | +46.3%+$37.8M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $118.2M | 1,532,850 | 1.41% | 31q | -2.4%-$3.0M |
| Avidian Wealth Enterprises, LLC | $116.5M incl. $30.8K options CALL | 1,510,126 | 3.22% | 30q | +3.4%+$3.8M |
| SAGE FINANCIAL GROUP INC | $114.8M | 1,488,196 | 6.46% | 31q | +2.3%+$2.6M |
| Kestra Advisory Services, LLC | $114.6M | 1,486,092 | 0.37% | 24q | +57.5%+$41.8M |
| GREENLEAF TRUST | $114.4M | 1,484,086 | 1.10% | 31q | -5.2%-$6.3M |
| Dynasty Wealth Management, LLC | $114.1M | 1,479,137 | 0.85% | 4q | +0.6%+$666.5K |
| Ally Invest Advisors Inc. | $113.2M | 1,467,792 | 6.83% | 31q | +0.5%+$585.9K |
| BESSEMER GROUP INC | $113.0M | 1,465,008 | 0.16% | 31q | -12.4%-$15.9M |
| FIL Ltd | $112.7M | 1,462,118 | 0.08% | 11q | +12.8%+$12.8M |
| Beacon Pointe Advisors, LLC | $107.7M | 1,396,856 | 0.50% | 31q | -2.9%-$3.2M |
| Accredited Investors Inc. | $107.6M | 1,394,914 | 4.65% | 31q | -1.3%-$1.5M |
Showing the largest 100 of 2,767 reported holders. The count of 2,763 above leaves out 4 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,763 managers that file Form 13F reported holding Ishares Tr (IJH), $101.4B in all. 200 managers opened a position and 111 sold out completely, against 2,674 holders the quarter before. Largest holders: Northwestern Mutual Wealth Management Co, Bank Of America Corp /De/ and Bank Of New York Mellon Corp. Largest new positions: Orgel Wealth Management, Llc ($119.4M), Janney Montgomery Scott Llc ($94.6M) and Bluespring Wealth Management, Llc ($66.4M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 1,264 | $11.1B | 154,135,269 | 35 | 425 | 396 | 0.0% |
| Q2 2026 | 2,763 | $101.4B | 1,315,055,364 | 160 | 918 | 929 | 0.1% |
| Q1 2026 | 2,674 | $85.7B | 1,269,963,013 | 102 | 925 | 933 | 0.1% |
| Q4 2025 | 2,659 | $82.6B | 1,250,084,969 | 105 | 906 | 813 | 0.1% |
| Q3 2025 | 2,463 | $80.3B | 1,231,348,207 | 96 | 813 | 834 | 0.0% |
| Q2 2025 | 2,450 | $77.5B | 1,248,281,034 | 113 | 810 | 894 | 0.1% |
| Q1 2025 | 2,432 | $71.1B | 1,218,125,811 | 91 | 977 | 760 | 0.1% |
| Q4 2024 | 2,476 | $217.0B | 3,482,850,853 | 90 | 927 | 652 | 0.0% |
| Q3 2024 | 2,311 | $216.3B | 3,470,760,781 | 122 | 888 | 668 | 0.0% |
| Q2 2024 | 2,230 | $218.6B | 3,701,702,014 | 96 | 811 | 722 | 0.0% |
| Q1 2024 | 2,236 | $71.7B | 1,176,094,890 | 126 | 762 | 831 | 0.1% |
| Q4 2023 | 2,177 | $62.3B | 225,100,450 | 114 | 714 | 761 | 0.1% |
| Q3 2023 | 2,014 | $56.3B | 225,451,938 | 119 | 759 | 603 | 0.1% |
| Q2 2023 | 1,967 | $51.7B | 197,581,566 | 89 | 685 | 653 | 0.1% |
| Q1 2023 | 1,917 | $50.1B | 200,381,488 | 75 | 645 | 697 | 0.0% |
| Q4 2022 | 1,931 | $53.9B | 223,434,498 | 121 | 660 | 654 | 0.1% |
| Q3 2022 | 1,762 | $292.7B | 1,334,659,831 | 63 | 641 | 573 | 0.0% |
| Q2 2022 | 1,792 | $348.2B | 1,539,205,783 | 75 | 651 | 599 | 0.0% |
| Q1 2022 | 1,839 | $366.6B | 1,365,832,537 | 72 | 724 | 576 | 0.0% |
| Q4 2021 | 1,865 | $344.2B | 1,215,973,240 | 97 | 733 | 423 | 0.0% |
| Q3 2021 | 1,639 | $236.8B | 899,549,115 | 67 | 643 | 497 | 0.1% |
| Q2 2021 | 1,637 | $231.3B | 856,709,735 | 77 | 618 | 536 | 0.0% |
| Q1 2021 | 1,610 | $223.6B | 859,110,785 | 83 | 532 | 616 | 0.0% |
| Q4 2020 | 1,587 | $220.6B | 959,220,820 | 101 | 488 | 549 | 0.0% |
| Q3 2020 | 1,392 | $177.6B | 957,806,994 | 57 | 429 | 585 | 0.0% |
| Q2 2020 | 1,388 | $130.8B | 735,037,196 | 93 | 438 | 627 | 0.0% |
| Q1 2020 | 1,386 | $106.4B | 740,292,187 | 61 | 465 | 636 | 0.0% |
| Q4 2019 | 1,507 | $162.2B | 786,975,504 | 86 | 527 | 398 | 0.1% |
| Q3 2019 | 1,299 | $118.3B | 610,702,170 | 57 | 481 | 436 | 0.2% |
| Q2 2019 | 1,289 | $138.7B | 712,876,423 | 63 | 502 | 411 | 0.2% |
| Q1 2019 | 1,285 | $199.7B | 1,053,310,612 | 73 | 530 | 427 | 0.1% |
| Q4 2018 | 1,270 | $154.6B | 930,430,165 | 8 | 22 | 24 | 0.0% |