ISHARES LARGE CAP VAL ACT - 09290C616
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | History | New | 5,174,560 | 186,880 | 0.92% | — | 1 | +5,174,560 | New | Q1 2026 | May 14, 2026 |
| EQ LLC | History | New | 865,389 | 31,253 | 8.8% | — | 2 | +865,389 | New | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 314,366 | 11,353 | 0.17% | — | 3 | +314,366 | New | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 218,703 | 7,898 | 0.02% | — | 4 | +218,703 | New | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 215,937 | 7,798 | 0.01% | — | 5 | +215,937 | New | Q1 2026 | Apr 27, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 206,208 | 7,447 | 3.69% | — | 6 | +206,208 | New | Q1 2026 | Apr 16, 2026 |
| Skyline Advisors, Inc. | History | New | 183,654 | 6,632 | 2.31% | — | 7 | +183,654 | New | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | New | 147,770 | 5,336 | 0.0% | — | 8 | +147,770 | New | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | New | 130,266 | 4,704 | 0.13% | — | 9 | +130,266 | New | Q1 2026 | May 04, 2026 |
| MCDONALD PARTNERS LLC | History | New | 52,848 | 1,908 | 0.45% | — | 10 | +52,848 | New | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | New | 30,566 | 1,103 | 0.27% | — | 11 | +30,566 | New | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 27,221 | 983 | 0.03% | — | 12 | +27,221 | New | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 24,896 | 899 | 0.0% | — | 13 | +24,896 | New | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | New | 15,818 | 571 | 0.01% | — | 14 | +15,818 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | New | 11,679 | 421 | 0.02% | — | 15 | +11,679 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 10,673 | 385 | 0.0% | — | 16 | +10,673 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 8,622 | 311 | 0.0% | — | 17 | +8,622 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,959 | 287 | 0.0% | — | 18 | +7,959 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 7,839 | 285 | 0.0% | — | 19 | +7,839 | New | Q1 2026 | Apr 27, 2026 |
| Sage Mountain Advisors LLC | History | New | 6,897 | 249 | 0.02% | — | 20 | +6,897 | New | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | New | 6,646 | 240 | 0.02% | — | 21 | +6,646 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | New | 5,793 | 209 | 0.0% | — | 22 | +5,793 | New | Q1 2026 | May 13, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | New | 5,596 | 202 | 0.08% | — | 23 | +5,596 | New | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | New | 700 | 25 | 0.0% | — | 24 | +700 | New | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | New | 399 | 14 | 0.0% | — | 25 | +399 | New | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 381 | 13 | 0.0% | — | 26 | +381 | New | Q1 2026 | May 11, 2026 |