DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (MADE)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
25
Reporting holders
$12.6M
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 |
|---|---|---|---|---|---|
| WealthBridge Capital Management, LLC | $1.9M | 47,128 | 0.37% | 5q | -21.6%-$511.1K |
| WealthCare Investment Partners, LLC | $1.8M | 45,961 | 0.44% | 4q | +58.3%+$668.3K |
| OSAIC HOLDINGS, INC. | $984.7K | 24,957 | 0.00% | 6q | +1065.1%+$900.2K |
| Summit Financial, LLC | $932.7K | 23,636 | 0.01% | 2q | +9.9%+$83.8K |
| Mascagni Wealth Management, Inc. | $890.9K | 22,578 | 0.55% | 5q | +5.4%+$45.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $853.7K | 21,634 | 0.00% | 2q | -3.5%-$31.3K |
| Cambridge Investment Research Advisors, Inc. | $814.0K | 20,650 | 0.00% | 2q | +125.8%+$453.6K |
| Steward Partners Investment Advisory, LLC | $799.3K | 20,256 | 0.00% | 2q | -0.9%-$7.4K |
| ROYAL BANK OF CANADA | $719.0K | 18,241 | 0.00% | 6q | +1405.0%+$671.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $466.4K | 11,819 | 0.01% | 2q | +65.7%+$185.0K |
| TFB Advisors LLC | $450.6K | 11,420 | 0.20% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $409.8K | 10,385 | 0.00% | 2q | -32.3%-$195.1K |
| Allegheny Financial Group | $397.8K | 10,080 | 0.04% | 2q | +10.5%+$37.9K |
| Cetera Investment Advisers | $373.3K | 9,461 | 0.00% | 4q | +9.5%+$32.2K |
| LPL Financial LLC | $364.6K | 9,240 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $218.1K | 5,527 | 0.00% | new | NEW |
| IFP Advisors, Inc | $177.6K | 4,502 | 0.00% | 2q | +51.5%+$60.4K |
| Provenance Wealth Advisors, LLC | $21.3K | 540 | 0.00% | 6q | HELD |
| HHM Wealth Advisors, LLC | $18.5K | 469 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $15.8K | 400 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $11.8K | 300 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $5.9K | 149 | 0.00% | new | NEW |
| MORGAN STANLEY | $5.1K | 130 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $1.8K | 46 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $55 | 1 | 0.00% | new | NEW |
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 | 4 | $2.7M | 78,030 | 0 | 2 | 1 | 0.0% |
| Q2 2026 | 25 | $12.6M | 319,510 | 5 | 10 | 4 | 0.0% |
| Q1 2026 | 24 | $9.4M | 281,557 | 12 | 4 | 2 | 0.0% |
| Q4 2025 | 13 | $7.0M | 225,135 | 2 | 5 | 3 | 0.0% |
| Q3 2025 | 14 | $7.8M | 265,587 | 2 | 5 | 5 | 0.0% |
| Q2 2025 | 14 | $8.5M | 318,814 | 6 | 3 | 2 | 0.0% |
| Q1 2025 | 8 | $5.1M | 219,169 | 5 | 1 | 2 | 0.0% |
| Q4 2024 | 5 | $5.6M | 224,624 | 3 | 1 | 1 | 0.0% |
| Q3 2024 | 2 | $5.4M | 216,069 | 1 | 0 | 0 | 0.0% |