DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IJT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
823
Reporting holders
$5.2B
Reported value
0.0%
Calls
0.0%
Puts
+55
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 | $567.0M | 3,174,467 | 0.03% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $366.0M | 2,049,349 | 0.02% | 31q | HELD |
| FMR LLC | $332.7M | 1,862,555 | 0.01% | 31q | -0.8%-$2.8M |
| BROWN ADVISORY INC | $200.0M | 1,119,852 | 0.31% | 24q | +7.1%+$13.3M |
| WELLS FARGO & COMPANY/MN | $195.5M | 1,094,482 | 0.03% | 31q | +5.8%+$10.7M |
| LPL Financial LLC | $188.7M | 1,056,380 | 0.04% | 31q | +2.4%+$4.5M |
| UBS Group AG | $164.2M | 919,460 | 0.02% | 31q | -15.2%-$29.4M |
| PNC Financial Services Group, Inc. | $148.8M | 833,353 | 0.07% | 31q | -3.9%-$6.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $136.6M | 764,942 | 0.07% | 31q | -13.1%-$20.6M |
| RAYMOND JAMES FINANCIAL INC | $98.7M | 552,733 | 0.03% | 7q | +3.0%+$2.9M |
| M&T Bank Corp | $89.9M | 503,632 | 0.26% | 26q | -2.6%-$2.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $86.9M | 486,724 | 0.11% | 31q | +0.9%+$811.6K |
| JPMORGAN CHASE & CO | $76.5M | 433,131 | 0.00% | 31q | +2.9%+$2.2M |
| AMERIPRISE FINANCIAL INC | $72.9M | 408,157 | 0.01% | 31q | +24.9%+$14.5M |
| HighTower Advisors, LLC | $64.7M | 362,011 | 0.06% | 31q | -1.1%-$706.2K |
| GLENMEDE TRUST CO NA | $62.8M | 351,350 | 0.28% | 29q | +1.3%+$819.4K |
| TRUIST FINANCIAL CORP | $62.2M | 348,502 | 0.07% | 31q | +33.1%+$15.5M |
| ROYAL BANK OF CANADA | $59.9M | 335,412 | 0.01% | 31q | -1.2%-$721.2K |
| OSAIC HOLDINGS, INC. | $55.2M | 308,932 | 0.06% | 26q | +22.9%+$10.3M |
| Cerity Partners LLC | $53.7M | 300,536 | 0.06% | 31q | +9.8%+$4.8M |
| ENVESTNET ASSET MANAGEMENT INC | $50.4M | 282,475 | 0.01% | 31q | -2.8%-$1.5M |
| JONES FINANCIAL COMPANIES LLLP | $45.7M | 259,022 | 0.02% | 31q | +2.2%+$994.5K |
| Beaumont Financial Advisors, LLC | $44.6M | 249,525 | 2.84% | 15q | HELD |
| MONETA GROUP INVESTMENT ADVISORS LLC | $41.0M | 229,363 | 0.30% | 31q | -1.4%-$570.1K |
| CAPTRUST FINANCIAL ADVISORS | $36.5M | 204,482 | 0.06% | 31q | -2.2%-$827.8K |
| Arax Advisory Partners | $35.6M | 199,352 | 0.24% | 3q | +64.7%+$14.0M |
| Heartwood Wealth Advisors LLC | $35.2M | 197,196 | 2.74% | 10q | +3.8%+$1.3M |
| Falcon Wealth Planning | $32.7M | 182,834 | 2.06% | 23q | +2.4%+$768.3K |
| AlphaCore Capital LLC | $32.5M | 182,053 | 0.60% | 6q | -3.6%-$1.2M |
| Cetera Investment Advisers | $31.6M | 176,832 | 0.03% | 23q | -12.9%-$4.7M |
| Focus Partners Wealth | $31.4M | 175,674 | 0.03% | 11q | HELD |
| Schneider Downs Wealth Management Advisors, LP | $30.3M | 169,475 | 2.84% | 15q | +3.3%+$974.1K |
| Mariner, LLC | $29.4M | 164,793 | 0.03% | 31q | -9.1%-$2.9M |
| GHP Investment Advisors, Inc. | $27.9M | 156,039 | 1.02% | 31q | -1.0%-$284.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $26.6M | 149,045 | 0.29% | 14q | +1.9%+$496.5K |
| Vestmark Advisory Solutions, Inc. | $24.8M | 139,080 | 0.23% | 5q | +1240.8%+$23.0M |
| Rockefeller Capital Management L.P. | $23.7M | 132,675 | 0.04% | 31q | -1.3%-$322.2K |
| Pacific Life Fund Advisors LLC | $23.5M | 131,406 | 2.58% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $23.4M | 131,114 | 0.03% | 31q | +55.2%+$8.3M |
| Pinnacle Financial Partners, Inc. | $22.9M | 128,295 | 0.16% | 3q | +1.2%+$261.3K |
| Sterling Financial Planning, Inc. | $22.9M | 128,012 | 6.22% | 23q | -1.4%-$329.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $22.2M | 124,135 | 0.12% | 31q | -3.8%-$883.2K |
| STIFEL FINANCIAL CORP | $22.0M | 122,895 | 0.02% | 31q | -2.7%-$614.6K |
| Corient Private Wealth LP | $21.1M | 118,034 | 0.03% | 15q | -4.2%-$933.9K |
| Creative Planning | $20.6M | 115,133 | 0.01% | 31q | +2.8%+$561.5K |
| Probity Advisors, Inc. | $19.8M | 110,713 | 2.83% | 29q | -1.0%-$205.6K |
| INSPIRE TRUST CO, N.A. | $19.6M | 110,000 | 2.70% | 11q | +7.8%+$1.4M |
| MAI Capital Management | $18.1M | 101,601 | 0.07% | 31q | +5.1%+$884.4K |
| Cassaday & Co Wealth Management LLC | $18.1M | 101,162 | 0.34% | 15q | -1.0%-$185.9K |
| Palisades Hudson Asset Management, L.P. | $17.2M | 96,350 | 6.02% | 31q | -2.7%-$478.6K |
| Texas Yale Capital Corp. | $17.0M | 94,971 | 0.37% | 31q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $16.9M | 94,470 | 0.06% | 31q | HELD |
| RTD Financial Advisors, Inc. | $15.8M | 88,653 | 1.73% | 19q | -6.6%-$1.1M |
| Equitable Holdings, Inc. | $15.8M | 88,324 | 0.09% | 27q | +3.2%+$485.6K |
| Cresset Asset Management, LLC | $15.5M | 86,561 | 0.06% | 26q | +6.1%+$885.9K |
| MML INVESTORS SERVICES, LLC | $15.1M | 84,506 | 0.03% | 31q | +25.4%+$3.1M |
| FIFTH THIRD BANCORP | $14.8M | 82,734 | 0.02% | 31q | -7.2%-$1.1M |
| Lido Advisors, LLC | $14.6M | 81,566 | 0.04% | 31q | -1.3%-$195.7K |
| GOLDMAN SACHS GROUP INC | $14.5M | 81,033 | 0.00% | 31q | +5.4%+$744.2K |
| Pathstone Holdings, LLC | $13.4M | 75,202 | 0.04% | 11q | +57.8%+$4.9M |
| Baird Financial Group, Inc. | $13.0M | 72,593 | 0.02% | 31q | +12.4%+$1.4M |
| REGIONS FINANCIAL CORP | $12.7M | 70,848 | 0.08% | 31q | +0.8%+$102.5K |
| Kestra Advisory Services, LLC | $12.4M | 69,602 | 0.04% | 24q | +17.4%+$1.8M |
| Financial Engines Advisors L.L.C. | $12.4M | 69,248 | 0.02% | 30q | +2.5%+$302.9K |
| LAKE STREET PRIVATE WEALTH, LLC | $12.2M | 68,525 | 1.40% | 10q | HELD |
| Capital Advisors, Ltd. LLC | $12.0M | 67,084 | 1.21% | 31q | -1.6%-$192.0K |
| US BANCORP \DE\ | $11.8M | 66,197 | 0.01% | 31q | -4.5%-$550.8K |
| Steward Partners Investment Advisory, LLC | $11.8M | 66,055 | 0.06% | 31q | -3.4%-$411.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $11.8M | 65,824 | 0.01% | 30q | +19.7%+$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.6M incl. $643.0K options CALL | 61,082 | 0.00% | 31q | +194.6%+$7.6M |
| Rodgers & Associates, LTD | $11.5M | 64,535 | 1.05% | 23q | -6.5%-$799.2K |
| FRANKLIN RESOURCES INC | $11.4M | 63,999 | 0.00% | 31q | -1.1%-$128.6K |
| PITTENGER & ANDERSON INC | $11.3M | 63,450 | 0.41% | 31q | HELD |
| Prospera Financial Services Inc | $11.3M | 63,402 | 0.16% | 24q | +1106.0%+$10.4M |
| DEUTSCHE BANK AG\ | $11.2M | 62,510 | 0.00% | 5q | HELD |
| Financial Advisors Network, Inc. | $10.7M | 60,086 | 1.32% | 9q | +1.8%+$194.1K |
| Cordatus Wealth Management LLC | $10.6M | 59,609 | 2.34% | 6q | +3911.4%+$10.4M |
| Concurrent Investment Advisors, LLC | $10.4M | 58,134 | 0.09% | 11q | +2.8%+$284.2K |
| JFS WEALTH ADVISORS, LLC | $10.2M | 57,390 | 0.51% | 31q | +2.5%+$254.0K |
| Salomon & Ludwin, LLC | $10.2M | 59,814 | 0.84% | 31q | -3.9%-$414.8K |
| Bank of New York Mellon Corp | $10.2M | 56,839 | 0.00% | 31q | +5.7%+$546.2K |
| StoryOne LLC | $9.5M | 53,324 | 4.50% | 3q | HELD |
| Compound Planning, Inc. | $9.5M | 53,150 | 0.25% | 12q | +0.9%+$86.8K |
| PW Nova Financial Services LLC | $9.3M | 52,000 | 1.99% | 3q | +1.8%+$162.2K |
| Sigma Planning Corp | $9.1M | 50,908 | 0.23% | 31q | -1.9%-$173.4K |
| Ifrah Financial Services, Inc. | $9.0M | 50,548 | 2.20% | 31q | -4.2%-$400.6K |
| Clayton Financial Group LLC | $8.6M | 47,914 | 4.73% | 11q | +0.9%+$73.9K |
| Blue Edge Capital, LLC | $8.0M | 44,864 | 0.96% | 31q | +68.0%+$3.2M |
| BOKF, NA | $7.8M | 43,936 | 0.11% | 30q | +7.1%+$517.8K |
| UMB Bank, n.a. | $7.8M | 43,847 | 0.10% | 31q | -4.8%-$396.5K |
| Independence Financial Advisors, LLC | $7.7M | 43,314 | 2.01% | 5q | +41.8%+$2.3M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $7.6M | 42,440 | 0.21% | 31q | HELD |
| Cottage Street Advisors LLC | $7.6M | 42,434 | 2.93% | 31q | -0.5%-$40.5K |
| Accretive Wealth Partners, LLC | $7.4M | 41,610 | 1.81% | 23q | +9.1%+$616.9K |
| PEAPACK GLADSTONE FINANCIAL CORP | $7.3M | 40,897 | 0.08% | 31q | +9.3%+$619.7K |
| NORDEN GROUP LLC | $7.3M | 40,837 | 0.60% | 2q | -1.4%-$106.8K |
| Chicago Partners Investment Group LLC | $7.2M | 42,054 | 0.14% | 31q | -2.1%-$152.3K |
| Baltimore-Washington Financial Advisors, Inc. | $7.1M | 39,658 | 0.26% | 31q | -0.8%-$53.6K |
| Centerpoint Advisors, LLC | $7.1M | 39,575 | 2.01% | 31q | -1.0%-$70.5K |
| Sowell Financial Services LLC | $7.0M | 39,094 | 0.23% | 8q | +2.2%+$149.0K |
Showing the largest 100 of 823 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 | 357 | $659.3M | 4,110,224 | 28 | 81 | 82 | 0.0% |
| Q2 2026 | 823 | $5.2B | 29,083,845 | 87 | 187 | 225 | 0.0% |
| Q1 2026 | 768 | $4.1B | 28,513,286 | 44 | 173 | 221 | 0.0% |
| Q4 2025 | 777 | $3.9B | 27,863,602 | 43 | 171 | 208 | 0.0% |
| Q3 2025 | 730 | $3.9B | 27,382,368 | 51 | 155 | 222 | 0.0% |
| Q2 2025 | 734 | $3.7B | 28,023,009 | 62 | 157 | 243 | 0.0% |
| Q1 2025 | 721 | $3.5B | 27,947,443 | 36 | 166 | 241 | 0.0% |
| Q4 2024 | 757 | $3.9B | 28,431,982 | 57 | 186 | 188 | 0.0% |
| Q3 2024 | 706 | $4.0B | 31,603,940 | 54 | 173 | 188 | 0.0% |
| Q2 2024 | 689 | $3.4B | 26,826,289 | 51 | 152 | 183 | 0.1% |
| Q1 2024 | 682 | $4.3B | 32,972,553 | 46 | 167 | 191 | 0.1% |
| Q4 2023 | 671 | $3.7B | 29,306,389 | 55 | 165 | 178 | 0.1% |
| Q3 2023 | 617 | $2.9B | 26,675,479 | 38 | 158 | 160 | 0.0% |
| Q2 2023 | 626 | $3.0B | 25,968,807 | 37 | 155 | 181 | 0.0% |
| Q1 2023 | 621 | $3.0B | 27,107,692 | 36 | 130 | 230 | 0.0% |
| Q4 2022 | 636 | $4.2B | 41,726,036 | 62 | 152 | 202 | 0.0% |
| Q3 2022 | 589 | $27.1B | 266,417,485 | 34 | 161 | 152 | 0.0% |
| Q2 2022 | 609 | $29.0B | 274,963,177 | 42 | 167 | 180 | 0.0% |
| Q1 2022 | 633 | $32.6B | 260,192,926 | 50 | 163 | 187 | 0.0% |
| Q4 2021 | 655 | $41.8B | 301,306,662 | 53 | 135 | 172 | 0.0% |
| Q3 2021 | 593 | $39.4B | 302,956,451 | 34 | 148 | 165 | 0.0% |
| Q2 2021 | 598 | $33.5B | 252,328,822 | 41 | 148 | 183 | 0.0% |
| Q1 2021 | 588 | $51.7B | 403,046,375 | 69 | 139 | 197 | 0.0% |
| Q4 2020 | 554 | $43.2B | 378,183,098 | 64 | 111 | 174 | 0.0% |
| Q3 2020 | 474 | $29.4B | 166,813,934 | 48 | 84 | 175 | 0.0% |
| Q2 2020 | 463 | $24.0B | 141,575,781 | 55 | 100 | 171 | 0.0% |
| Q1 2020 | 449 | $14.9B | 108,191,448 | 29 | 104 | 187 | 0.0% |
| Q4 2019 | 543 | $19.9B | 102,790,391 | 40 | 119 | 148 | 0.0% |
| Q3 2019 | 467 | $11.8B | 66,340,488 | 28 | 95 | 178 | 0.0% |
| Q2 2019 | 470 | $11.0B | 60,195,699 | 38 | 116 | 161 | 0.0% |
| Q1 2019 | 480 | $10.9B | 60,955,876 | 49 | 112 | 162 | 0.0% |
| Q4 2018 | 469 | $7.7B | 47,575,912 | 6 | 6 | 7 | 0.0% |