INDY — ISHARES TR
As of Q2 2026, 11 SEC-registered investment managers reported holding INDY (ISHARES TR) in their latest 13F filings, with a combined reported value of $121.83M across 2.80M shares. That is -8.1% by share count (-247.08K shares) versus the previous quarter, while reported value moved -5.5%. Ownership is concentrated: the five largest holders account for 96.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 2.23M | $96.71M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 176.47K | $7.67M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 130.71K | $5.68M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 126.35K | $5.49M | 0.00% | Reduce |
| Amundi US history | Q1 2024 | 47.20K | $2.33M | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 53.11K | $2.31M | 0.00% | Add |
| Goldman Sachs Group history | Q1 2026 | 44.10K | $1.86M | 0.00% | New |
| Manulife Financial history | Q2 2022 | 42.80K | $1.76M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 38.67K | $1.68M | 0.00% | Reduce |
| Lazard Asset Management history | Q2 2026 | 23.40K | $1.02M | 0.00% | Add |
| Deutsche Bank AG history | Q2 2026 | 22.26K | $967.07K | 0.00% | Hold |
| Marshall Wace history | Q2 2024 | 5.90K | $316.59K | 0.00% | New |
| D. E. Shaw & Co history | Q1 2026 | 6.97K | $294.41K | 0.00% | Add |
| Prudential Financial history | Q4 2022 | 5.80K | $245.40K | 0.00% | Add |
| Millennium Management history | Q3 2023 | 4.92K | $222.29K | 0.00% | New |
| BNY Mellon history | Q4 2025 | 4.48K | $221.00K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.93K | $214.05K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 1.98K | $86.22K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 114 | $4.97K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 114 sh · $4.97K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 44.10K sh · $1.86M
- D. E. Shaw & Co sold 6.97K sh · $294.41K
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.96M | 1.94M | 1.98M | 2.09M | 1.94M | 1.90M | 2.26M | 2.23M |
| Morgan Stanley | 158.13K | 169.34K | 221.74K | 193.81K | 248.39K | 291.50K | 327.31K | 198.45K | 328.45K | 374.74K | 439.58K | 454.22K | 423.67K | 402.62K | 323.51K | 301.56K | 316.94K | 258.21K | 249.86K | 176.47K |
| Bank of America Corp | 29.74K | 30.32K | 11.30K | 10.61K | 9.38K | 9.39K | 8.37K | 9.37K | 60.98K | 20.42K | 24.60K | 26.34K | 24.64K | 266.22K | 126.28K | 109.53K | 117.46K | 43.52K | 171.08K | 130.71K |
| UBS Group AG | 80.91K | 162.85K | 188.82K | 190.51K | 196.47K | 199.61K | 99.72K | 88.48K | 105.58K | 106.29K | 107.41K | 108.13K | 164.06K | 148.98K | 153.71K | 145.42K | 149.24K | 163.90K | 176.45K | 126.35K |
| Citadel Advisors | 46.13K | 21.02K | 34.81K | 41.24K | — | — | 130.88K | 11.68K | — | 6.10K | 8.11K | 7.76K | 27.61K | — | 59.54K | 28.25K | 17.34K | 134.98K | 44.21K | 53.11K |
| Wells Fargo & Co | 192.25K | 121.66K | 75.88K | 74.38K | 69.01K | 131.56K | 94.79K | 85.64K | 131.18K | 149.60K | 210.22K | 216.75K | 230.31K | 261.06K | 155.89K | 131.29K | 148.55K | 136.86K | 41.73K | 38.67K |
| Lazard Asset Management | 14.07K | 14.07K | 14.79K | 16.58K | 15.70K | 15.92K | 19.86K | 19.86K | 19.86K | 19.36K | 19.36K | 22.54K | 22.54K | 21.06K | 21.06K | 21.06K | 21.06K | 21.06K | 23.00K | 23.40K |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 22.26K | 22.26K | 22.26K | 22.26K | 22.26K |
| Fidelity Management & Research (FMR) | 1.13K | 1.61K | 2.91K | 2.91K | 3.66K | 3.07K | 3.03K | 3.25K | 6.18K | 6.76K | 7.20K | 7.07K | 6.97K | 7.42K | 7.50K | 8.64K | 6.50K | 6.01K | 5.36K | 4.93K |
| PNC Financial Services | 1.29K | 1.29K | 1.29K | 1.29K | 1.29K | 1.29K | 1.29K | 1.29K | 1.29K | 1.49K | 1.49K | 1.79K | 1.99K | 1.79K | 1.59K | 1.66K | 1.86K | 1.67K | 1.79K | 1.98K |
| JPMorgan Chase & Co | 114 | 114 | 114 | 114 | 114 | 114 | 295 | 208 | 137 | 8.36K | 8.46K | 278 | 808 | 368 | 278 | 278 | 278 | 278 | — | 114 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 44.10K | — |
| BNY Mellon | 5.35K | 12.51K | 15.46K | 20.22K | 18.81K | 13.67K | — | — | — | — | — | — | — | — | — | — | — | 4.48K | — | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.27K | 6.97K | — |
| Amundi US | — | 140.00K | 140.00K | 132.00K | 109.50K | 101.10K | 114.90K | 119.80K | 119.80K | 47.20K | 47.20K | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | 11.61K | — | — | — | — | 16.20K | — | — | — | — | 5.90K | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | 4.92K | — | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | — | 4.80K | 5.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Manulife Financial | — | — | 24.33K | 42.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details