DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IJR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,865
Reporting holders
$83.9B
Reported value
0.1%
Calls
0.1%
Puts
+97
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 | $6.6B | 44,570,998 | 3.53% | 31q | +2.6%+$168.0M |
| BANK OF AMERICA CORP /DE/ | $4.9B | 33,264,973 | 0.32% | 31q | -1.6%-$81.6M |
| FMR LLC | $3.7B | 24,758,624 | 0.16% | 31q | +5.0%+$175.3M |
| JONES FINANCIAL COMPANIES LLLP | $3.3B | 22,721,296 | 1.34% | 31q | +14.4%+$421.2M |
| MORGAN STANLEY | $2.8B | 19,117,415 | 0.15% | 35q | +4.8%+$131.1M |
| LPL Financial LLC | $2.4B | 16,331,080 | 0.54% | 31q | -1.9%-$45.7M |
| ENVESTNET ASSET MANAGEMENT INC | $2.4B | 16,219,396 | 0.57% | 31q | -9.3%-$247.3M |
| WELLS FARGO & COMPANY/MN | $2.1B | 14,487,402 | 0.35% | 31q | -1.6%-$35.0M |
| RAYMOND JAMES FINANCIAL INC | $2.1B | 14,111,531 | 0.57% | 7q | HELD |
| Bank of New York Mellon Corp | $1.7B | 11,648,436 | 0.28% | 31q | -1.3%-$22.9M |
| UBS Group AG | $1.5B | 10,230,929 | 0.19% | 31q | +0.8%+$11.3M |
| NORTHERN TRUST CORP | $1.4B | 9,576,682 | 0.17% | 31q | HELD |
| BlackRock, Inc. | $1.3B | 8,496,986 | 0.02% | 8q | -5.7%-$76.3M |
| PNC Financial Services Group, Inc. | $1.1B | 7,491,671 | 0.55% | 31q | -1.0%-$11.5M |
| ROYAL BANK OF CANADA | $1.1B | 7,471,547 | 0.17% | 31q | +1.0%+$10.7M |
| Financial Engines Advisors L.L.C. | $1.1B | 7,373,661 | 1.94% | 30q | -4.5%-$51.4M |
| First Command Advisory Services, Inc. | $980.1M | 6,608,310 | 5.83% | 31q | +1.5%+$14.1M |
| Baird Financial Group, Inc. | $979.4M | 6,603,976 | 1.35% | 31q | +2.2%+$20.7M |
| GOLDMAN SACHS GROUP INC | $967.1M | 6,520,699 | 0.08% | 31q | -1.0%-$10.0M |
| TRUIST FINANCIAL CORP | $810.4M | 5,463,960 | 0.97% | 31q | +11.1%+$81.1M |
| JPMORGAN CHASE & CO | $785.2M | 5,328,597 | 0.04% | 31q | +94.8%+$382.2M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $743.7M | 5,014,613 | 8.72% | 31q | -4.7%-$36.9M |
| GLENMEDE TRUST CO NA | $738.4M | 4,979,028 | 3.26% | 29q | HELD |
| US BANCORP \DE\ | $702.6M | 4,737,329 | 0.77% | 31q | -2.5%-$18.3M |
| REGIONS FINANCIAL CORP | $605.3M | 4,081,060 | 3.61% | 31q | +1.7%+$10.3M |
| BANK OF MONTREAL /CAN/ | $592.7M | 3,996,639 | 0.20% | 31q | +136.4%+$342.0M |
| AMERIPRISE FINANCIAL INC | $592.4M | 3,992,771 | 0.12% | 31q | -6.1%-$38.3M |
| KEYBANK NATIONAL ASSOCIATION/OH | $592.2M | 3,992,726 | 1.95% | 31q | +4.0%+$22.8M |
| NATIXIS ADVISORS, LLC | $587.0M | 3,957,643 | 0.66% | 31q | +37.4%+$159.7M |
| Acorns Advisers, LLC | $545.1M | 3,675,530 | 3.55% | 24q | +1.1%+$5.8M |
| Cerity Partners LLC | $532.1M | 3,587,574 | 0.64% | 31q | HELD |
| FIFTH THIRD BANCORP | $501.5M | 3,381,139 | 0.81% | 31q | +5.1%+$24.4M |
| Cresset Asset Management, LLC | $497.4M incl. $89.0K options PUT | 3,353,475 | 1.80% | 31q | +2.1%+$10.4M |
| HighTower Advisors, LLC | $492.5M | 3,320,768 | 0.47% | 31q | -5.8%-$30.2M |
| Cetera Investment Advisers | $417.0M incl. $491 options PUT | 2,811,720 | 0.38% | 31q | -2.7%-$11.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $367.0M | 2,474,395 | 0.46% | 31q | -8.3%-$33.4M |
| Nationwide Fund Advisors | $362.5M | 2,444,492 | 14.98% | 20q | -8.9%-$35.5M |
| Millburn Ridgefield LLC /DE/ | $361.0M | 2,433,988 | 6.83% | 26q | -1.0%-$3.6M |
| Catalyst Capital Advisors LLC | $361.0M | 2,433,988 | 5.99% | 26q | -1.0%-$3.6M |
| Corient Private Wealth LP | $341.1M | 2,300,207 | 0.47% | 15q | +9.0%+$28.1M |
| Circle Wealth Management, LLC | $339.5M | 2,289,109 | 4.27% | 23q | HELD |
| Pathstone Holdings, LLC | $332.4M | 2,241,453 | 0.97% | 11q | -4.3%-$14.8M |
| Alesco Advisors, LLC, An ESL Co | $327.6M | 2,208,976 | 7.51% | 31q | -1.4%-$4.6M |
| HUNTINGTON NATIONAL BANK | $325.7M | 2,196,155 | 1.58% | 31q | +1.3%+$4.2M |
| MAI Capital Management | $303.9M | 2,048,983 | 1.14% | 31q | +4.0%+$11.8M |
| Wealthspire Advisors, LLC | $300.4M | 2,025,543 | 1.65% | 31q | +4.4%+$12.5M |
| Valeo Financial Advisors, LLC | $281.5M | 2,136,481 | 5.94% | 31q | +0.7%+$2.0M |
| Rockefeller Capital Management L.P. | $280.8M | 1,893,254 | 0.43% | 31q | +7.2%+$19.0M |
| BROWN ADVISORY INC | $263.8M | 1,778,922 | 0.41% | 31q | +35.7%+$69.4M |
| Focus Partners Wealth | $257.1M | 1,733,730 | 0.26% | 11q | HELD |
| Cambridge Investment Research Advisors, Inc. | $255.9M | 1,725,274 | 0.29% | 31q | +102.4%+$129.5M |
| OSAIC HOLDINGS, INC. | $252.5M | 1,701,962 | 0.30% | 26q | +7.3%+$17.1M |
| Mariner, LLC | $244.0M | 1,645,376 | 0.26% | 31q | -5.2%-$13.3M |
| Mesirow Financial Investment Management, Inc. | $240.0M | 1,618,153 | 3.77% | 11q | +3.2%+$7.4M |
| Haverford Trust Co | $237.2M | 1,599,222 | 2.05% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $236.8M | 1,631,441 | 0.40% | 31q | +11.5%+$24.5M |
| Janney Montgomery Scott LLC | $222.1M | 1,497,464 | 0.43% | 31q | -6.7%-$15.9M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $219.8M | 1,482,004 | 1.63% | 31q | +0.9%+$2.0M |
| Modera Wealth Management, LLC | $210.8M | 1,421,648 | 2.25% | 31q | +1.0%+$2.0M |
| BESSEMER GROUP INC | $205.5M | 1,385,455 | 0.28% | 31q | +45.9%+$64.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $203.4M | 1,371,731 | 0.25% | 30q | +3.5%+$6.8M |
| MML INVESTORS SERVICES, LLC | $202.6M | 1,366,095 | 0.41% | 31q | +13.1%+$23.5M |
| BRIDGES INVESTMENT MANAGEMENT INC | $197.8M | 1,333,633 | 2.41% | 31q | -0.6%-$1.2M |
| Bleakley Financial Group, LLC | $196.3M | 1,323,251 | 2.50% | 15q | HELD |
| Creative Planning | $185.7M | 1,251,825 | 0.11% | 31q | HELD |
| Clark Capital Management Group, Inc. | $184.6M | 1,244,550 | 1.01% | 24q | -31.5%-$85.1M |
| Missouri Education Pension Trust | $180.4M | 1,216,674 | 66.00% | 3q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $177.5M | 1,196,673 | 0.10% | 26q | +13.3%+$20.8M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $175.9M | 1,185,799 | 0.47% | 7q | HELD |
| Allworth Financial LP | $173.2M | 1,167,827 | 0.74% | 31q | -6.1%-$11.3M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $171.9M | 1,158,855 | 6.38% | 31q | +9.1%+$14.3M |
| FRANKLIN RESOURCES INC | $171.2M | 1,154,656 | 0.04% | 31q | +2.6%+$4.3M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $166.0M | 1,119,614 | 0.91% | 31q | -4.0%-$7.0M |
| FARMERS & MERCHANTS INVESTMENTS INC | $165.6M | 1,116,608 | 4.01% | 31q | -8.0%-$14.4M |
| STIFEL FINANCIAL CORP | $162.6M | 1,096,172 | 0.14% | 31q | -36.3%-$92.7M |
| ASSETMARK, INC | $162.2M | 1,093,798 | 0.28% | 31q | -5.0%-$8.6M |
| Acropolis Investment Management, LLC | $146.1M | 984,802 | 5.76% | 31q | -1.5%-$2.2M |
| Destination Wealth Management | $136.5M | 920,516 | 3.19% | 31q | +9.8%+$12.2M |
| Steward Partners Investment Advisory, LLC | $134.9M | 909,263 | 0.69% | 31q | -43.3%-$102.9M |
| CAPTRUST FINANCIAL ADVISORS | $133.7M | 901,357 | 0.20% | 9q | +5.3%+$6.7M |
| M&T Bank Corp | $129.0M | 870,029 | 0.38% | 26q | -2.5%-$3.3M |
| Kestra Advisory Services, LLC | $128.6M | 867,164 | 0.41% | 24q | +9.3%+$11.0M |
| Members Trust Co | $127.6M | 860,578 | 3.97% | 25q | -0.7%-$852.3K |
| &PARTNERS | $126.9M | 854,086 | 0.52% | 30q | +4.9%+$6.0M |
| Beacon Pointe Advisors, LLC | $126.7M | 854,136 | 0.59% | 31q | -3.8%-$5.0M |
| WestEnd Advisors, LLC | $125.7M | 847,232 | 2.80% | 3q | -9.6%-$13.4M |
| STATE STREET CORP | $118.3M | 797,424 | 0.00% | 31q | HELD |
| Farther Finance Advisors, LLC | $117.5M | 792,656 | 0.92% | 15q | +7.5%+$8.2M |
| BARCLAYS PLC | $116.9M incl. $65.3M options PUT | 348,478 | 0.02% | 31q | +208.5%+$79.0M |
| Sequoia Financial Advisors, LLC | $108.8M | 733,683 | 0.54% | 31q | +4.0%+$4.2M |
| Atlantic Union Bankshares Corp | $105.9M | 714,004 | 1.77% | 25q | -16.6%-$21.1M |
| WHITTIER TRUST CO | $105.6M | 719,520 | 1.04% | 31q | +4.4%+$4.5M |
| MISSION WEALTH MANAGEMENT, LP | $104.7M | 705,960 | 1.28% | 31q | +18.0%+$16.0M |
| Steele Capital Management, Inc. | $104.5M | 704,827 | 3.85% | 11q | +8.3%+$8.0M |
| Glenview Trust Co | $103.9M | 700,640 | 1.44% | 26q | +0.8%+$816.6K |
| Accredited Investors Inc. | $100.1M | 674,815 | 4.32% | 31q | +1.6%+$1.6M |
| First Interstate Bank | $97.4M | 657,052 | 5.08% | 30q | -3.3%-$3.4M |
| IEQ CAPITAL, LLC | $96.3M | 649,005 | 0.44% | 22q | +3.4%+$3.1M |
| JOHNSON INVESTMENT COUNSEL INC | $95.5M | 643,757 | 0.70% | 31q | +18.8%+$15.1M |
| SWF LLC | $93.5M | 630,311 | 6.25% | 6q | HELD |
Showing the largest 100 of 2,867 reported holders. The count of 2,865 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,865 managers that file Form 13F reported holding Ishares Tr (IJR), $83.9B in all. 226 managers opened a position and 129 sold out completely, against 2,768 holders the quarter before. Largest holders: Northwestern Mutual Wealth Management Co, Bank Of America Corp /De/ and Fmr Llc. Largest new positions: Wit, Llc ($53.1M), New Harbor Financial Group, Llc ($28.0M) and Weiss Asset Management Lp ($25.5M).
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 | 1,342 | $9.7B | 71,337,428 | 41 | 434 | 487 | 0.4% |
| Q2 2026 | 2,865 | $83.9B | 566,097,893 | 184 | 943 | 986 | 0.2% |
| Q1 2026 | 2,768 | $69.2B | 557,463,216 | 118 | 953 | 1,006 | 0.1% |
| Q4 2025 | 2,747 | $66.0B | 547,145,327 | 141 | 902 | 910 | 0.1% |
| Q3 2025 | 2,535 | $63.6B | 535,235,675 | 117 | 836 | 949 | 0.2% |
| Q2 2025 | 2,518 | $58.4B | 533,582,441 | 108 | 798 | 1,092 | 0.2% |
| Q1 2025 | 2,542 | $57.5B | 546,849,947 | 85 | 961 | 971 | 0.2% |
| Q4 2024 | 2,640 | $157.2B | 1,363,505,408 | 114 | 1,066 | 731 | 0.1% |
| Q3 2024 | 2,391 | $157.5B | 1,346,779,317 | 129 | 978 | 725 | 0.1% |
| Q2 2024 | 2,316 | $155.0B | 1,452,893,111 | 84 | 912 | 781 | 0.1% |
| Q1 2024 | 2,339 | $60.9B | 550,377,036 | 110 | 932 | 796 | 0.2% |
| Q4 2023 | 2,319 | $56.5B | 521,900,942 | 129 | 865 | 738 | 0.2% |
| Q3 2023 | 2,112 | $46.5B | 492,737,762 | 90 | 837 | 700 | 0.1% |
| Q2 2023 | 2,109 | $47.1B | 472,253,184 | 83 | 834 | 720 | 0.1% |
| Q1 2023 | 2,120 | $47.4B | 499,638,639 | 93 | 772 | 814 | 0.1% |
| Q4 2022 | 2,137 | $50.4B | 533,392,335 | 138 | 747 | 780 | 0.1% |
| Q3 2022 | 1,936 | $671.0B | 7,671,639,315 | 86 | 849 | 607 | 0.0% |
| Q2 2022 | 1,977 | $706.4B | 7,626,796,184 | 70 | 764 | 725 | 0.0% |
| Q1 2022 | 2,053 | $843.3B | 7,771,788,784 | 105 | 892 | 666 | 0.0% |
| Q4 2021 | 2,052 | $397.9B | 3,471,224,318 | 103 | 943 | 454 | 0.2% |
| Q3 2021 | 1,815 | $295.2B | 2,700,233,519 | 68 | 795 | 534 | 0.1% |
| Q2 2021 | 1,818 | $271.3B | 2,393,244,987 | 75 | 803 | 593 | 0.2% |
| Q1 2021 | 1,791 | $251.4B | 2,309,090,120 | 115 | 719 | 644 | 0.2% |
| Q4 2020 | 1,732 | $214.8B | 2,330,558,015 | 160 | 601 | 527 | 0.2% |
| Q3 2020 | 1,454 | $154.6B | 2,195,906,268 | 78 | 516 | 563 | 0.1% |
| Q2 2020 | 1,442 | $158.4B | 2,316,304,332 | 133 | 517 | 619 | 0.1% |
| Q1 2020 | 1,383 | $114.9B | 2,043,309,596 | 66 | 512 | 630 | 0.0% |
| Q4 2019 | 1,562 | $159.2B | 1,897,250,267 | 86 | 581 | 432 | 0.0% |
| Q3 2019 | 1,329 | $108.2B | 1,386,703,833 | 54 | 536 | 478 | 0.2% |
| Q2 2019 | 1,329 | $128.5B | 1,638,355,544 | 54 | 520 | 479 | 0.2% |
| Q1 2019 | 1,351 | $155.6B | 2,012,349,187 | 95 | 595 | 423 | 0.1% |
| Q4 2018 | 1,310 | $109.6B | 1,578,108,483 | 6 | 30 | 20 | 0.1% |