ISHARES TR
CUSIP 46435U697
Ishares Tr has 141 institutional holders in Filings Flow’s 13F database, together reporting 15.14M shares worth $232M as of Q4 2022. The largest reported holders are Newedge Advisors, LLC, US Bancorp \De\, and Ubs Group AG.
Institutional Holders
141
Q4 2022
Reported Value
$232M
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 |
|---|---|---|---|---|
| Triad Wealth Partners, LLC$1.3B AUM | 1.07% | $2M | 77.1K | Q3 2024OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.87% | $3M | 133.9K | Q3 2024OLDER |
| Paradiem, LLC$454M AUM | 0.77% | $3M | 125.7K | Q3 2024OLDER |
| PSI Advisors, LLC$418M AUM | 0.72% | $2M | 93.9K | Q3 2024OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.67% | $3M | 100.0K | Q2 2024OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.59% | $4M | 140.4K | Q3 2024OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.57% | $3M | 114.3K | Q3 2024OLDER |
| 4J Wealth Management LLC$176M AUM | 0.53% | $688,925 | 26.4K | Q3 2024OLDER |
| Atwater Malick LLC$370M AUM | 0.53% | $2M | 63.3K | Q3 2024OLDER |
| Signature Wealth Management Group$263M AUM | 0.52% | $1M | 50.0K | Q3 2024OLDER |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.52% | $3M | 113.3K | Q2 2024OLDER |
| TPG Advisors LLC$160M AUM | 0.50% | $643,522 | 24.7K | Q3 2024OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.47% | $751,550 | 28.8K | Q3 2024OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.45% | $836,087 | 32.0K | Q3 2024OLDER |
| RIA Advisory Group LLC$421M AUM | 0.45% | $1M | 48.3K | Q3 2024OLDER |
| Royal Harbor Partners, LLC$295M AUM | 0.39% | $899,064 | 34.6K | Q1 2024OLDER |
| Granite Harbor Advisors, Inc.$229M AUM | 0.37% | $645,062 | 24.7K | Q3 2024OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.35% | $511,872 | 19.6K | Q3 2024OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.35% | $891,185 | 34.1K | Q3 2024OLDER |
| First Affirmative Financial Network$258M AUM | 0.32% | $440,899 | 17.0K | Q1 2024OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.30% | $525,550 | 20.1K | Q3 2024OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.30% | $4M | 163.1K | Q3 2024OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.29% | $6M | 221.5K | Q3 2024OLDER |
| KOM Wealth Management Group, LLC$147M AUM | 0.29% | $305,162 | 11.7K | Q2 2024OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.27% | $3M | 125.4K | Q3 2024OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.26% | $3M | 106.8K | Q3 2024OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.25% | $3M | 129.2K | Q3 2024OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.25% | $971,141 | 37.2K | Q3 2024OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.22% | $362,390 | 13.9K | Q2 2024OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.21% | $3M | 99.4K | Q3 2024OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.18% | $310,747 | 11.9K | Q3 2024OLDER |
| Waterford Advisors, LLC$315M AUM | 0.18% | $353,331 | 13.5K | Q3 2024OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.18% | $747 | 28.6K | Q3 2024OLDER |
| Horan Securities, Inc.$284M AUM | 0.17% | $438,946 | 16.8K | Q3 2024OLDER |
| Glenview Trust Co$6.4B AUM | 0.17% | $9M | 330.6K | Q3 2024OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.16% | $320,247 | 12.3K | Q3 2024OLDER |
| Lantz Financial LLC$546M AUM | 0.15% | $536,220 | 20.5K | Q3 2024OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.14% | $408,141 | 15.7K | Q1 2024OLDER |
| Strid Group, LLC$807M AUM | 0.14% | $901,103 | 34.5K | Q3 2024OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.13% | $758,440 | 29.1K | Q3 2024OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.13% | $2M | 62.9K | Q3 2024OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.12% | $450,656 | 17.3K | Q3 2024OLDER |
| Curbstone Financial Management Corp$523M AUM | 0.11% | $484,437 | 18.6K | Q2 2024OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.10% | $1M | 43.2K | Q3 2024OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.10% | $517,283 | 19.9K | Q3 2024OLDER |
| WRAPMANAGER INC$288M AUM | 0.10% | $381,112 | 14.6K | Q3 2024OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.10% | $336,640 | 12.9K | Q3 2024OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.09% | $435,609 | 16.7K | Q3 2024OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.09% | $263,029 | 10.1K | Q1 2024OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.09% | $467,294 | 17.9K | Q3 2024OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.09% | $14M | 530.5K | Q3 2024OLDER |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.08% | $223,286 | 8.6K | Q3 2024OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.08% | $6M | 223.6K | Q3 2024OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.08% | $917 | 35.1K | Q3 2024OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.07% | $3M | 123.1K | Q3 2024OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.07% | $3M | 108.1K | Q3 2024OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.06% | $235,109 | 9.0K | Q3 2024OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.06% | $4M | 165.8K | Q3 2024OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $5M | 190.2K | Q3 2024OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.06% | $399,233 | 15.3K | Q3 2024OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.05% | $226,826 | 8.7K | Q2 2024OLDER |
| Bank of New Hampshire$437M AUM | 0.05% | $203,711 | 7.8K | Q3 2024OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 63.4K | Q3 2024OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $229,863 | 8.8K | Q3 2024OLDER |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.04% | $503,156 | 19.3K | Q3 2024OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.04% | $419,395 | 16.1K | Q3 2024OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.04% | $650,157 | 24.9K | Q3 2024OLDER |
| Stockman Wealth Management, Inc.$906M AUM | 0.04% | $241,843 | 9.3K | Q3 2024OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $2M | 92.1K | Q3 2024OLDER |
| Front Row Advisors LLC$296M AUM | 0.04% | $104,400 | 4.0K | Q3 2024OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $344,022 | 13.2K | Q3 2024OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.04% | $623,790 | 23.9K | Q3 2024OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.04% | $482,850 | 18.5K | Q3 2024OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.04% | $510,255 | 19.6K | Q3 2024OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $279,975 | 10.7K | Q3 2024OLDER |
| Sandy Spring Bank$2.4B AUM | 0.03% | $824,577 | 31.6K | Q3 2024OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.03% | $5M | 175.1K | Q3 2024OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $939,547 | 36.1K | Q4 2024 |
| AMG National Trust Bank$4.6B AUM | 0.03% | $1M | 42.0K | Q3 2024OLDER |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC$759M AUM | 0.03% | $205,146 | 7.9K | Q3 2024OLDER |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.03% | $605,781 | 23.2K | Q3 2024OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.03% | $280,967 | 10.8K | Q3 2024OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $257,059 | 9.8K | Q3 2024OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.03% | $1M | 47.8K | Q3 2024OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $369,638 | 14.2K | Q3 2024OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.02% | $346,713 | 13.3K | Q3 2024OLDER |
| ARROW FINANCIAL CORP$994M AUM | 0.02% | $240,277 | 9.2K | Q3 2024OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $9M | 362.8K | Q3 2024OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.02% | $978,046 | 37.5K | Q3 2024OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.02% | $338,360 | 13.0K | Q3 2024OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $197,629 | 7.6K | Q3 2024OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.02% | $44,762 | 1.7K | Q3 2024OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 38.7K | Q3 2024OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.02% | $514,953 | 19.7K | Q3 2024OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $2M | 84.7K | Q3 2024OLDER |
| US BANCORP \DE\$82.4B AUM | 0.02% | $14M | 520.5K | Q3 2024OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 51.2K | Q3 2024OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $5M | 194.0K | Q3 2024OLDER |
| ORG Partners LLC$568M AUM | 0.02% | $100,224 | 3.8K | Q3 2024OLDER |
| LINCOLN NATIONAL CORP$3.5B AUM | 0.01% | $916,241 | 35.3K | Q1 2024OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.01% | $265,541 | 10.2K | Q3 2024OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 45.1K | Q3 2024OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 359.8K | Q3 2024OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $23,853 | 914 | Q3 2024OLDER |
| Aspect Partners, LLC$245M AUM | 0.01% | $19,418 | 744 | Q3 2024OLDER |
| Coastline Trust Co$1.0B AUM | 0.01% | $91,663 | 3.5K | Q3 2024OLDER |
| Tyler-Stone Wealth Management$621M AUM | 0.01% | $26,045 | 1.0K | Q2 2024OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $226,826 | 8.7K | Q2 2024OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.01% | $21,446 | 822 | Q3 2024OLDER |
| RAYMOND JAMES TRUST N.A.$4.6B AUM | 0.01% | $449,651 | 17.2K | Q3 2024OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $290,371 | 11.1K | Q3 2024OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 72.6K | Q3 2024OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 138.5K | Q4 2024 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $261,714 | 10.1K | Q1 2024OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.01% | $222,607 | 8.5K | Q3 2024OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 97.6K | Q3 2024OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $263,610 | 10.1K | Q3 2024OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $876,240 | 33.6K | Q3 2024OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $288,744 | 11.1K | Q3 2024OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $217,980 | 8.4K | Q1 2024OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $312,976 | 12.0K | Q3 2024OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 154.7K | Q3 2024OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4,167 | 159.6K | Q3 2024OLDER |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC$3.6B AUM | 0.01% | $202,047 | 7.8K | Q1 2024OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.01% | $252,700 | 9.7K | Q3 2024OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $6M | 215.7K | Q3 2024OLDER |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $4M | 143.4K | Q3 2024OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $52,585 | 2.0K | Q2 2024OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $18,192 | 697 | Q3 2024OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $229,497 | 8.8K | Q3 2024OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 347.5K | Q3 2024OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $257,790 | 9.9K | Q3 2024OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 71.1K | Q3 2024OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $424,804 | 16.3K | Q3 2024OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $529 | 20.3K | Q3 2024OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $993,392 | 38.1K | Q3 2024OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 362.9K | Q3 2024OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $79,266 | 3.0K | Q3 2024OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 222.3K | Q3 2024OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $3M | 116.9K | Q3 2024OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $247,608 | 9.5K | Q2 2024OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $242,542 | 9.3K | Q3 2024OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $408,269 | 15.6K | Q3 2024OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $219 | 8.4K | Q2 2024OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $566,694 | 21.7K | Q3 2024OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $4,385 | 168 | Q3 2024OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $400,614 | 15.3K | Q4 2024 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $679,147 | 26.0K | Q3 2024OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $263,728 | 10.1K | Q3 2024OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $14,747 | 565 | Q3 2024OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $306,910 | 11.8K | Q3 2024OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 92.4K | Q3 2024OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $261,000 | 10.0K | Q3 2024OLDER |
| Creative Planning$147.4B AUM | 0.00% | $511,612 | 19.6K | Q3 2024OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $12,632 | 484 | Q3 2024OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 68.5K | Q3 2024OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $929,421 | 35.6K | Q3 2024OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $18,792 | 720 | Q3 2024OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,353 | 358 | Q3 2024OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 42.8K | Q3 2024OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 40.6K | Q2 2024OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,169 | 313 | Q3 2024OLDER |
| BlackRock Finance, Inc.$4.42T AUM | 0.00% | $3,672 | 141 | Q2 2024OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.