IYT — ISHARES TR
Reported value held$883.61M
Funds holding (latest)25
Sector—
Funds holding (Q2 2026)18
Institutional value$851.00M · 9.76M sh
New / Add / Cut / Exit6 / 6 / 4 / 0
Top-5 / Top-10 concentration94.0% / 98.9%
Institutional holdings change
Accumulating +130.3%
(+5.52M sh)
Institutional value change
Up +169.2%
As of Q2 2026, 18 SEC-registered investment managers reported holding IYT (ISHARES TR) in their latest 13F filings, with a combined reported value of $851.00M across 9.76M shares. That is +130.3% by share count (+5.52M shares) versus the previous quarter, while reported value moved +169.2%. Ownership is concentrated: the five largest holders account for 94.0% of reported value and the top ten for 98.9%.
Compared with the prior quarter, 6 opened new positions, 6 added to existing stakes, 4 trimmed. 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.
Q2 2026 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 4.86M | $425.46M | 0.05% | New |
| Bank of America Corp history | 2.39M | $207.55M | 0.01% | Add |
| Morgan Stanley history | 826.65K | $71.71M | 0.00% | Reduce |
| Goldman Sachs Group history | 576.90K | $50.05M | 0.01% | Reduce |
| Wells Fargo & Co history | 523.60K | $45.42M | 0.01% | Add |
| UBS Group AG history | 227.53K | $19.74M | 0.00% | Add |
| Point72 Asset Management history | 121.70K | $10.56M | 0.01% | New |
| Citigroup Inc history | 53.02K | $4.60M | 0.00% | Reduce |
| PNC Financial Services history | 39.90K | $3.46M | 0.00% | Add |
| Citadel Advisors history | 34.50K | $2.99M | 0.00% | Reduce |
| Renaissance Technologies history | 33.80K | $2.93M | 0.00% | Add |
| Manulife Financial history | 24.04K | $2.09M | 0.00% | New |
| Balyasny Asset Management history | 21.80K | $1.89M | 0.00% | New |
| Marshall Wace history | 11.83K | $1.03M | 0.00% | Add |
| BNY Mellon history | 9.68K | $839.89K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 7.11K | $616.91K | 0.00% | Hold |
| BlackRock Inc history | 500 | $43.38K | 0.00% | Hold |
| Lazard Asset Management history | 347 | $30.12K | 0.00% | New |
Q1 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.65M | $123.15M | 0.01% | Add |
| Goldman Sachs Group history | 767.52K | $57.26M | 0.01% | Add |
| Citigroup Inc history | 604.74K | $45.11M | 0.02% | Add |
| Wells Fargo & Co history | 436.41K | $32.56M | 0.01% | Add |
| Bank of America Corp history | 408.58K | $30.48M | 0.00% | Add |
| UBS Group AG history | 214.15K | $15.98M | 0.00% | Add |
| Citadel Advisors history | 125.17K | $9.34M | 0.00% | Add |
| Renaissance Technologies history | 14.80K | $1.10M | 0.00% | New |
| Marshall Wace history | 7.70K | $574.42K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.12K | $531.03K | 0.00% | Add |
| PNC Financial Services history | 800 | $59.68K | 0.00% | Hold |
| BlackRock Inc history | 500 | $37.30K | 0.00% | New |
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 862.86K | $64.29M | 0.00% | Reduce |
| Goldman Sachs Group history | 401.73K | $29.93M | 0.00% | Reduce |
| Wells Fargo & Co history | 359.25K | $26.77M | 0.01% | Add |
| Bank of America Corp history | 322.91K | $24.06M | 0.00% | Add |
| Citigroup Inc history | 302.46K | $22.54M | 0.01% | Add |
| UBS Group AG history | 204.50K | $15.24M | 0.00% | Add |
| Millennium Management history | 111.90K | $8.34M | 0.00% | New |
| D. E. Shaw & Co history | 23.94K | $1.78M | 0.00% | New |
| Citadel Advisors history | 18.80K | $1.40M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 10.91K | $812.88K | 0.00% | Reduce |
| Marshall Wace history | 10.07K | $750.09K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 5.57K | $415.31K | 0.00% | Reduce |
| PNC Financial Services history | 800 | $59.61K | 0.00% | Hold |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 885.00K | $63.46M | 0.00% | Reduce |
| Goldman Sachs Group history | 584.86K | $41.94M | 0.01% | Add |
| Two Sigma Investments history | 273.80K | $19.63M | 0.03% | Add |
| Bank of America Corp history | 253.20K | $18.16M | 0.00% | Reduce |
| Wells Fargo & Co history | 224.32K | $16.09M | 0.00% | Reduce |
| UBS Group AG history | 202.04K | $14.49M | 0.00% | Reduce |
| Citigroup Inc history | 102.45K | $7.35M | 0.00% | Add |
| JPMorgan Chase & Co history | 90.49K | $6.49M | 0.00% | Reduce |
| Citadel Advisors history | 44.50K | $3.19M | 0.00% | Reduce |
| Northern Trust Corp history | 10.68K | $765.50K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.07K | $434.90K | 0.00% | Add |
| PNC Financial Services history | 800 | $57.37K | 0.00% | Reduce |
Q2 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.82M | $124.52M | 0.02% | Add |
| Morgan Stanley history | 911.00K | $62.44M | 0.00% | Reduce |
| Goldman Sachs Group history | 528.51K | $36.22M | 0.01% | Reduce |
| Wells Fargo & Co history | 333.33K | $22.85M | 0.01% | Add |
| Bank of America Corp history | 255.10K | $17.48M | 0.00% | Reduce |
| UBS Group AG history | 222.73K | $15.27M | 0.00% | Reduce |
| Citadel Advisors history | 141.99K | $9.73M | 0.00% | Add |
| Citigroup Inc history | 51.23K | $3.51M | 0.00% | Reduce |
| Two Sigma Investments history | 19.60K | $1.34M | 0.00% | New |
| Northern Trust Corp history | 8.45K | $579.30K | 0.00% | Hold |
| Marshall Wace history | 5.60K | $383.82K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3.94K | $270.40K | 0.00% | Reduce |
| PNC Financial Services history | 987 | $67.65K | 0.00% | Add |
Q1 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.20M | $77.13M | 0.01% | Reduce |
| Goldman Sachs Group history | 542.64K | $34.75M | 0.01% | Reduce |
| Bank of America Corp history | 405.77K | $25.98M | 0.00% | Reduce |
| UBS Group AG history | 251.80K | $16.12M | 0.00% | Add |
| Wells Fargo & Co history | 242.79K | $15.55M | 0.00% | Add |
| Millennium Management history | 200.00K | $12.81M | 0.01% | Add |
| Citadel Advisors history | 138.49K | $8.87M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 112.12K | $7.18M | 0.00% | Add |
| Citigroup Inc history | 56.50K | $3.62M | 0.00% | Add |
| Renaissance Technologies history | 21.60K | $1.38M | 0.00% | Add |
| D. E. Shaw & Co history | 15.18K | $971.95K | 0.00% | Add |
| Northern Trust Corp history | 8.45K | $541.18K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.04K | $322.60K | 0.00% | Add |
| PNC Financial Services history | 892 | $57.12K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.86M sh · $425.46M
- Point72 Asset Management 121.70K sh · $10.56M
- Manulife Financial 24.04K sh · $2.09M
- Balyasny Asset Management 21.80K sh · $1.89M
- BNY Mellon 9.68K sh · $839.89K
- Lazard Asset Management 347 sh · $30.12K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 4.86M | — | 10.91K | 90.49K | 1.82M | 112.12K | 71.88K | 63.61K | 13.48K | 1.10M | 279.20K | 295.98K | 322.39K | 53.62K | 5.04K | 8.96K | 15.07K | 16.25K | 324.60K | 261.60K |
| Bank of America Corp | 2.39M | 408.58K | 322.91K | 253.20K | 255.10K | 405.77K | 535.20K | 177.64K | 249.66K | 248.76K | 153.62K | 133.01K | 142.52K | 119.92K | 125.02K | 249.05K | 154.49K | 642.00K | 738.83K | 833.50K |
| Morgan Stanley | 826.65K | 1.65M | 862.86K | 885.00K | 911.00K | 1.20M | 1.22M | 1.13M | 1.11M | 906.88K | 753.75K | 193.92K | 353.12K | 579.43K | 618.25K | 222.97K | 268.88K | 284.28K | 398.31K | 351.51K |
| Goldman Sachs Group | 576.90K | 767.52K | 401.73K | 584.86K | 528.51K | 542.64K | 682.33K | 1.09M | 557.90K | 681.78K | 214.97K | 216.54K | 227.07K | 245.82K | 174.52K | 299.16K | 311.91K | 144.78K | 271.99K | 316.14K |
| Wells Fargo & Co | 523.60K | 436.41K | 359.25K | 224.32K | 333.33K | 242.79K | 240.07K | 243.00K | 246.28K | 270.26K | 69.87K | 66.10K | 67.25K | 77.77K | 79.23K | 73.65K | 175.04K | 172.47K | 209.02K | 220.63K |
| UBS Group AG | 227.53K | 214.15K | 204.50K | 202.04K | 222.73K | 251.80K | 116.53K | 140.42K | 141.20K | 322.69K | 35.12K | 31.82K | 32.88K | 33.54K | 148.98K | 42.73K | 55.53K | 79.11K | 138.46K | 129.66K |
| Point72 Asset Management | 121.70K | — | — | — | — | — | — | — | — | — | — | — | 18.90K | — | — | — | — | — | — | — |
| Citigroup Inc | 53.02K | 604.74K | 302.46K | 102.45K | 51.23K | 56.50K | 6.70K | 12.42K | 53.99K | 69.10K | 2.71K | 32.85K | 3.42K | 5.38K | 3.61K | 53.64K | 3.74K | 3.32K | 3.05K | 2.98K |
| PNC Financial Services | 39.90K | 800 | 800 | 800 | 987 | 892 | 892 | 892 | 920 | 1.07K | 1.10K | 657 | 507 | 482 | 492 | 492 | 492 | 482 | 482 | 509 |
| Citadel Advisors | 34.50K | 125.17K | 18.80K | 44.50K | 141.99K | 138.49K | 225.49K | 179.39K | 152.14K | 135.20K | 104.48K | 69.49K | 63.08K | 77.00K | 145.35K | 208.80K | 156.40K | 158.04K | 260.37K | 289.06K |
| Renaissance Technologies | 33.80K | 14.80K | — | — | — | 21.60K | 11.80K | — | — | 3.70K | — | — | — | — | — | — | 1.20K | — | 2.10K | — |
| Manulife Financial | 24.04K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Balyasny Asset Management | 21.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 35.00K | 22.00K | — | — |
| Marshall Wace | 11.83K | 7.70K | 10.07K | — | 5.60K | — | 104.41K | — | 33.48K | — | 21.60K | 2.00K | 4.30K | — | — | — | 18.60K | — | 23.51K | 2.73K |
| BNY Mellon | 9.68K | — | — | — | — | — | 4.34K | — | — | 3.34K | — | — | — | — | — | — | — | 2.96K | — | — |
| Fidelity Management & Research (FMR) | 7.11K | 7.12K | 5.57K | 6.07K | 3.94K | 5.04K | 4.09K | 4.00K | 4.41K | 4.09K | 828 | 746 | 731 | 800 | 826 | 1.45K | 1.74K | 1.93K | 1.93K | 1.84K |
| BlackRock Inc | 500 | 500 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Lazard Asset Management | 347 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | 273.80K | 19.60K | — | 140.00K | 58.50K | 312.30K | 79.20K | — | — | 12.40K | 16.10K | — | — | 2.10K | 1.10K | 40.09K | 3.60K |
| D. E. Shaw & Co | — | — | 23.94K | — | — | 15.18K | 5.10K | — | 101.28K | 15.04K | — | — | — | 2.15K | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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