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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 215,937 | 7,798 | 0.01% | — | 1 | +215,937 | New | Q1 2026 | Apr 27, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 206,208 | 7,447 | 3.69% | — | 2 | +206,208 | New | Q1 2026 | Apr 16, 2026 |
| Skyline Advisors, Inc. | History | New | 183,654 | 6,632 | 2.31% | — | 3 | +183,654 | New | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 27,221 | 983 | 0.03% | — | 4 | +27,221 | New | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | New | 7,839 | 285 | 0.0% | — | 5 | +7,839 | New | Q1 2026 | Apr 27, 2026 |