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 | No change | 5,033,084 | 207,916 | 0.79% | 0.79% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EQ LLC | History | No change | 663,714 | 27,418 | 6.73% | 6.73% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 297,716 | 12,298 | 0.15% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 264,245 | 10,915 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 213,942 | 8,848 | 2.75% | 2.78% | 5 | -288 | -0.13% | Q3 2026 | Nov 03, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 167,230 | 6,908 | 3.09% | 3.09% | 6 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sigma Planning Corp | History | Added to | 139,417 | 5,766 | 0.15% | 0.14% | 7 | +1,038 | 0.75% | Q3 2026 | Oct 23, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 135,164 | 5,590 | 1.32% | 1.07% | 8 | +28,599 | 26.84% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | No change | 128,498 | 5,308 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 79,192 | 3,271 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 70,974 | 2,931 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 35,855 | 1,482 | 0.06% | 0.06% | 12 | +1,977 | 5.84% | Q3 2026 | Nov 04, 2026 |
| COFG Advisors, LLC | History | No change | 35,772 | 1,477 | 0.25% | 0.25% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 32,547 | 1,344 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,258 | 1,249 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Summit Financial, LLC | History | No change | 25,794 | 1,065 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 20,086 | 830 | 0.04% | — | 17 | +20,086 | New | Q3 2026 | Oct 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,954 | 783 | 0.0% | 0.0% | 18 | -541 | -2.78% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,647 | 770 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | No change | 13,983 | 578 | 0.18% | 0.18% | 20 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,748 | 444 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 9,587 | 396 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 9,153 | 378 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keystone Financial Group | History | No change | 7,610 | 314 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,202 | 297 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,417 | 265 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | New | 6,395 | 264 | 0.05% | — | 27 | +6,395 | New | Q3 2026 | Oct 15, 2026 |
| Cetera Investment Advisers | History | No change | 5,867 | 242 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,640 | 232 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 700 | 28 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 113 | 4 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,055 | -100.0% | Q3 2026 | Oct 28, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,453 | -100.0% | Q3 2026 | Oct 27, 2026 |