INDYISHARES TR
CUSIP 464289529 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (INDY) has 87 institutional holders in Filings Flow’s 13F database, together reporting 2.02M shares worth $87M as of Q1 2026. The largest reported holders are Blackrock, Inc., Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
86
Q1 2026
Reported Value
$87M
Ticker
INDY
Quarters Tracked
24
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Owen LaRue, LLC$261M AUM | 1.00% | $2M | 43.2K | Q2 2025OLDER |
| PURSUE WEALTH PARTNERS LLC$167M AUM | 0.33% | $683,000 | 13.9K | Q4 2025OLDER |
| Cypress Capital Group$889M AUM | 0.33% | $3M | 69.8K | Q1 2026 |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.23% | $1M | 29.4K | Q4 2025OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.22% | $583,722 | 11.5K | Q3 2025OLDER |
| Finley Financial, LLC$248M AUM | 0.18% | $375,514 | 8.9K | Q1 2026 |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.14% | $305,400 | 6.0K | Q3 2025OLDER |
| GK Wealth Management LLC$190M AUM | 0.13% | $203,286 | 4.1K | Q4 2025OLDER |
| Prospect Financial Services LLC$164M AUM | 0.13% | $218,870 | 4.3K | Q3 2025OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.12% | $253,651 | 6.0K | Q1 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 0.12% | $5M | 100.0K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.10% | $6M | 142.5K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.08% | $351,201 | 8.3K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.07% | $216,525 | 4.0K | Q2 2025OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.06% | $598,794 | 14.2K | Q1 2026 |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.05% | $576,200 | 11.7K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.05% | $4M | 101.6K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.05% | $117,528 | 2.3K | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | 0.04% | $203,090 | 4.8K | Q1 2026 |
| Wellington Grp LLC$300M AUM | 0.04% | $106,718 | 2.2K | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 0.03% | $40,550 | 960 | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.02% | $316,547 | 7.5K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.02% | $21,698 | 399 | Q2 2025OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.01% | $114,642 | 2.7K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $150,374 | 3.6K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $568,923 | 11.2K | Q3 2025OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $240,562 | 4.7K | Q4 2025OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.01% | $226,783 | 4.6K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $231,121 | 4.7K | Q4 2025OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.01% | $1M | 30.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $672,440 | 13.2K | Q3 2025OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $374,458 | 8.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 41.5K | Q2 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $3M | 73.2K | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.01% | $25,344 | 600 | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $209,097 | 4.1K | Q3 2025OLDER |
| Breakwater Investment Management$269M AUM | 0.00% | $13,348 | 316 | Q1 2026 |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.00% | $37,359 | 687 | Q2 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $54,219 | 1.1K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $379,400 | 9.0K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $190,545 | 4.5K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $221,795 | 5.3K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $63,788 | 1.2K | Q2 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $226,192 | 4.6K | Q4 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $3,168 | 75 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $25,724 | 609 | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $6,363 | 125 | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $201,478 | 3.7K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 38.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 191.1K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 30.4K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $181,336 | 4.3K | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.00% | $7,007 | 166 | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $971,604 | 23.0K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $94M | 1.90M | Q4 2025OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $36,749 | 870 | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $18,217 | 335 | Q2 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $2M | 43.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $206,081 | 4.2K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $47,311 | 870 | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 176.5K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $234,262 | 4.3K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $676,171 | 16.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $463,318 | 8.5K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $17,945 | 330 | Q2 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $216,268 | 5.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 119.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $41,818 | 990 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $91,594 | 2.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $219,228 | 4.4K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $714,109 | 16.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $13M | 258.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $181,401 | 3.7K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 24.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $369,438 | 8.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $429,823 | 10.2K | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $2,323 | 55 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $43,254 | 1.0K | Q1 2026 |
| Artisan Partners Limited Partnership$62.3B AUM | 0.00% | $358,195 | 8.5K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $1,000 | 30 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 171.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $366,518 | 8.7K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $679,758 | 13.8K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $439,501 | 10.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $871,397 | 21.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 29.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 80.0K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $20,951 | 496 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $4,929 | 100 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 41.7K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $940,136 | 22.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 44.2K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $4,219 | 100 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $312,359 | 6.3K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $16,543 | 325 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $50,425 | 1.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 29.9K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 44.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $53,480 | 1.1K | Q4 2025OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $366 | 9 | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $294,413 | 7.0K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $20,740 | 491 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $89,412 | 1.8K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $554,224 | 13.1K | Q1 2026 |
| Rice Partnership, LLC$732M AUM | 0.00% | $1,084 | 22 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $246,450 | 5.0K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $32,465 | 772 | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $102,643 | 2.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $45,830 | 1.1K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,963 | 46 | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $5,751 | 135 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $10,592 | 251 | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $380 | 9 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $75,535 | 1.8K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $11,824 | 280 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $220,998 | 4.5K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $19,853 | 470 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $14,245 | 289 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $5,280 | 125 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $226,298 | 5.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $17,952 | 425 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2,323 | 55 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $204 | 4 | Q3 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $50 | 1 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $16,586 | 305 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10,138 | 240 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2,000 | 42 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4,688 | 114 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $42 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.