ISHARES TR
CUSIP 46435G318
Ishares Tr has 157 institutional holders in Filings Flow’s 13F database, together reporting 12.87M shares worth $220M as of Q4 2022. The largest reported holders are Jane Street Group, LLC, Newedge Advisors, LLC, and US Bancorp \De\.
Institutional Holders
157
Q4 2022
Reported Value
$220M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 1.64% | $3M | 100.5K | Q3 2023OLDER |
| Waterford Advisors, LLC$315M AUM | 1.23% | $2,549 | 100.0K | Q2 2023OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 1.07% | $1M | 56.9K | Q3 2023OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 1.02% | $3M | 125.6K | Q3 2023OLDER |
| Source Financial Advisors LLC$338M AUM | 0.71% | $2M | 82.4K | Q3 2023OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.71% | $952,006 | 37.3K | Q3 2023OLDER |
| FORTE ASSET MANAGEMENT LLC$228M AUM | 0.59% | $902,346 | 35.4K | Q2 2023OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.58% | $8,331 | 326.4K | Q3 2023OLDER |
| Atwater Malick LLC$370M AUM | 0.53% | $1M | 47.5K | Q3 2023OLDER |
| RIA Advisory Group LLC$421M AUM | 0.52% | $1M | 45.9K | Q3 2023OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.52% | $490,045 | 19.2K | Q2 2023OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.51% | $636,594 | 24.9K | Q3 2023OLDER |
| Royal Harbor Partners, LLC$295M AUM | 0.50% | $962,931 | 37.7K | Q3 2023OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.46% | $4M | 174.2K | Q3 2023OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.45% | $2M | 73.1K | Q3 2023OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.44% | $958,656 | 37.6K | Q3 2023OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.43% | $1,300 | 51.0K | Q3 2023OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.42% | $1M | 49.8K | Q3 2023OLDER |
| Signature Wealth Management Group$263M AUM | 0.41% | $884,070 | 34.7K | Q2 2023OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.40% | $3M | 106.7K | Q3 2023OLDER |
| First Affirmative Financial Network$258M AUM | 0.40% | $405,616 | 15.9K | Q3 2023OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.35% | $3M | 130.6K | Q3 2023OLDER |
| Paradiem, LLC$454M AUM | 0.35% | $1M | 45.5K | Q3 2023OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.31% | $952,210 | 37.3K | Q3 2023OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.27% | $408,400 | 16.0K | Q3 2023OLDER |
| W.H. Cornerstone Investments Inc.$160M AUM | 0.26% | $299 | 11.7K | Q3 2023OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.26% | $2M | 92.1K | Q3 2023OLDER |
| Carr Financial Group Corp$379M AUM | 0.26% | $654,275 | 25.7K | Q3 2023OLDER |
| 4J Wealth Management LLC$176M AUM | 0.25% | $250,069 | 9.8K | Q3 2023OLDER |
| Glenview Trust Co$6.4B AUM | 0.24% | $9M | 346.5K | Q3 2023OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.24% | $232,928 | 9.1K | Q3 2023OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.23% | $2M | 95.4K | Q3 2023OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.23% | $1,434 | 56.2K | Q3 2023OLDER |
| Exchange Capital Management, Inc.$670M AUM | 0.21% | $1M | 43.9K | Q3 2023OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.21% | $233,743 | 9.2K | Q3 2023OLDER |
| TLWM$615M AUM | 0.18% | $682,028 | 26.7K | Q3 2023OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.18% | $2M | 80.7K | Q3 2023OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.15% | $14M | 543.7K | Q3 2023OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.15% | $606,219 | 23.8K | Q3 2023OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.15% | $380,586 | 14.9K | Q2 2023OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.14% | $1,676 | 65.7K | Q3 2023OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.13% | $467,644 | 18.3K | Q3 2023OLDER |
| Horan Securities, Inc.$284M AUM | 0.13% | $245,842 | 9.6K | Q3 2023OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.13% | $1M | 43.5K | Q3 2023OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.13% | $202,996 | 8.0K | Q3 2023OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.13% | $1M | 42.4K | Q3 2023OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.13% | $327,894 | 12.8K | Q3 2023OLDER |
| Operose Advisors LLC$431M AUM | 0.12% | $312,120 | 12.2K | Q3 2023OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.11% | $883,369 | 34.6K | Q3 2023OLDER |
| WRAPMANAGER INC$288M AUM | 0.11% | $340,937 | 13.4K | Q3 2023OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.10% | $261,274 | 10.2K | Q3 2023OLDER |
| LEO BROKERAGE, LLC$876M AUM | 0.10% | $908,834 | 35.7K | Q2 2023OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.10% | $264,950 | 10.4K | Q3 2023OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.09% | $3M | 132.1K | Q3 2023OLDER |
| BCS Wealth Management$490M AUM | 0.08% | $201 | 7.9K | Q3 2023OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.08% | $3M | 98.6K | Q2 2023OLDER |
| AMG National Trust Bank$4.6B AUM | 0.08% | $2M | 85.2K | Q3 2023OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.08% | $204,277 | 8.0K | Q3 2023OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.07% | $4M | 165.5K | Q3 2023OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.07% | $362,174 | 14.2K | Q3 2023OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.07% | $931,405 | 36.5K | Q2 2023OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.07% | $2M | 91.0K | Q3 2023OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.07% | $611,426 | 24.0K | Q3 2023OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.06% | $7M | 281.6K | Q3 2023OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.06% | $409,753 | 16.1K | Q3 2023OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.06% | $215,048 | 8.4K | Q3 2023OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $543,249 | 21.3K | Q3 2023OLDER |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC$759M AUM | 0.06% | $300,263 | 11.8K | Q3 2023OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.05% | $3M | 126.8K | Q3 2023OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.05% | $337 | 13.2K | Q3 2023OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.05% | $1M | 44.2K | Q3 2023OLDER |
| Front Row Advisors LLC$296M AUM | 0.04% | $89,338 | 3.5K | Q3 2023OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $861,856 | 33.8K | Q4 2023OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $806,182 | 31.6K | Q3 2023OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.04% | $1M | 53.0K | Q3 2023OLDER |
| Sandy Spring Bank$2.4B AUM | 0.04% | $632,637 | 24.8K | Q3 2023OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.03% | $264 | 10.4K | Q3 2023OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.03% | $259,232 | 10.2K | Q3 2023OLDER |
| ORG Partners LLC$568M AUM | 0.03% | $99,547 | 3.9K | Q3 2023OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $315,686 | 12.4K | Q3 2023OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.03% | $255,250 | 10.0K | Q3 2023OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $197,564 | 7.7K | Q3 2023OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.03% | $1M | 48.5K | Q3 2023OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.03% | $192,790 | 7.6K | Q3 2023OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $615,153 | 24.1K | Q3 2023OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.02% | $313,115 | 12.3K | Q3 2023OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $12M | 470.4K | Q3 2023OLDER |
| US BANCORP \DE\$82.4B AUM | 0.02% | $14M | 534.3K | Q3 2023OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $3M | 125.3K | Q3 2023OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $5,336 | 209.1K | Q3 2023OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $201,520 | 7.9K | Q4 2023OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $2M | 60.1K | Q3 2023OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.02% | $349,220 | 13.7K | Q3 2023OLDER |
| Savant Capital, LLC$20.7B AUM | 0.02% | $1M | 45.6K | Q3 2023OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $261,887 | 10.3K | Q3 2023OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $385,077 | 15.1K | Q3 2023OLDER |
| Tyler-Stone Wealth Management$621M AUM | 0.01% | $26 | 1.0K | Q3 2023OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $466,980 | 18.3K | Q3 2023OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 0.01% | $1,490 | 58.5K | Q3 2023OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $678,482 | 26.6K | Q3 2023OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $279,454 | 10.9K | Q3 2023OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $441,167 | 17.3K | Q3 2023OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $4M | 158.5K | Q3 2023OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $277,732 | 10.9K | Q3 2023OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 0.01% | $513,661 | 20.1K | Q3 2023OLDER |
| Balentine LLC$2.5B AUM | 0.01% | $303,748 | 11.9K | Q3 2023OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $622,824 | 24.6K | Q2 2023OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $76,470 | 3.0K | Q2 2023OLDER |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC$3.6B AUM | 0.01% | $282,128 | 11.1K | Q3 2023OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $105,042 | 4.1K | Q3 2023OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 219.4K | Q3 2023OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $284,298 | 11.1K | Q3 2023OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $3,919 | 153.5K | Q3 2023OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $894,127 | 35.0K | Q3 2023OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $11M | 415.3K | Q3 2023OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $33,443 | 1.3K | Q1 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $5M | 199.2K | Q3 2023OLDER |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.01% | $4M | 139.7K | Q3 2023OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $834,080 | 32.7K | Q3 2023OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $396,633 | 15.5K | Q3 2023OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $18M | 707.7K | Q3 2023OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $165,913 | 6.5K | Q1 2024 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $1M | 54.3K | Q3 2023OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.00% | $309,516 | 12.1K | Q3 2023OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $535,847 | 21.0K | Q3 2023OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.00% | $420,754 | 16.5K | Q3 2023OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $5M | 207.6K | Q3 2023OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $709 | 27.8K | Q3 2023OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.00% | $25,525 | 1.0K | Q3 2023OLDER |
| Lee Financial Co$709M AUM | 0.00% | $20,392 | 800 | Q2 2023OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $203,128 | 8.0K | Q3 2023OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $7,990 | 313 | Q3 2023OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 79.8K | Q3 2023OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $258,849 | 10.1K | Q3 2023OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 78.0K | Q3 2023OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 290.9K | Q3 2023OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $262,269 | 10.3K | Q3 2023OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 189.7K | Q3 2023OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $761,053 | 29.8K | Q3 2023OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $294,544 | 11.5K | Q3 2023OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $35,039 | 1.4K | Q3 2023OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $292 | 11.4K | Q3 2023OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 44.8K | Q3 2023OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $696,194 | 27.3K | Q3 2023OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 140.3K | Q3 2023OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $4,774 | 187 | Q3 2023OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $7,010 | 275 | Q2 2023OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $20,359 | 799 | Q2 2023OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $108,303 | 4.2K | Q3 2023OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $14,575 | 571 | Q3 2023OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 69.0K | Q3 2023OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $43,290 | 1.7K | Q3 2023OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $250,296 | 9.8K | Q3 2023OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $22,641 | 887 | Q3 2023OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $386,066 | 15.1K | Q3 2023OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $288,279 | 11.3K | Q3 2023OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.