iSHARES TRUST - 46434V571

Detailed investor-level table based on 13F positions.
Early Q2 2021 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q2 2020 · Compare: Q1 2020
13D/13G major owners: Ownership tab.
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
US BANCORP \DE\ History Added to 1,004,183 25,596 0.07% 0.04% 1 +498,586 98.61% Q2 2020 Aug 07, 2020
BANK OF AMERICA CORP /DE/ History Added to 663,501 16,913 0.0% 0.0% 2 +184,407 38.49% Q2 2020 Aug 14, 2020
HighTower Advisors, LLC History Reduced 482,867 12,309 0.07% 0.08% 3 -19,883 -3.95% Q2 2020 Aug 10, 2020
MORGAN STANLEY History Added to 431,015 10,987 0.0% 0.0% 4 +32,535 8.16% Q2 2020 Aug 14, 2020
WELLS FARGO & COMPANY/MN History Added to 343,345 8,752 0.0% 0.0% 5 +17,346 5.32% Q2 2020 Aug 13, 2020
LPL Financial LLC History Reduced 236,332 6,024 0.01% 0.01% 6 -4,243 -1.76% Q2 2020 Aug 13, 2020
UNITED CAPITAL FINANCIAL ADVISERS, LLC History Reduced 191,499 4,881 0.04% 0.04% 7 -14,812 -7.18% Q2 2020 Aug 13, 2020
ENVESTNET ASSET MANAGEMENT INC History Reduced 186,924 4,765 0.0% 0.01% 8 -18,856 -9.16% Q2 2020 Jul 08, 2020
COMMONWEALTH EQUITY SERVICES, LLC History Added to 173,911 4,433 0.02% 0.02% 9 +3,545 2.08% Q2 2020 Aug 12, 2020
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 172,486 4,397 0.01% 0.02% 10 -36,475 -17.46% Q2 2020 Aug 14, 2020
Private Advisor Group, LLC History Reduced 170,810 4,354 0.06% 0.09% 11 -23,463 -12.08% Q2 2020 Aug 17, 2020
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 127,970 3,262 0.2% — 12 +127,970 New Q2 2020 Jul 16, 2020
UBS Group AG History Reduced 125,866 3,209 0.0% 0.0% 13 -53,608 -29.87% Q2 2020 Jul 31, 2020
JANE STREET GROUP, LLC History Reduced 117,286 2,990 0.0% 0.0% 14 -71,867 -37.99% Q2 2020 Aug 17, 2020
Mariner, LLC History Added to 104,461 2,663 0.03% 0.03% 15 +8,236 8.56% Q2 2020 Aug 14, 2020
Beacon Pointe Advisors, LLC History Reduced 94,245 2,401 0.24% 0.38% 16 -688 -0.72% Q2 2020 Aug 14, 2020
EP Wealth Advisors, LLC History Closed out 0 2,094 0.09% 0.1% 17 -84,532 -100.0% Q1 2020 May 18, 2020
ROYAL BANK OF CANADA History Added to 74,167 1,891 0.0% 0.0% 18 +4,431 6.35% Q2 2020 Aug 14, 2020
AMERIPRISE FINANCIAL INC History Added to 53,230 1,357 0.0% 0.0% 19 +4,214 8.6% Q2 2020 Aug 14, 2020
AMG National Trust Bank History No change 42,975 1,095 0.05% 0.08% 20 0 0.0% Q2 2020 Aug 13, 2020
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 40,067 1,021 0.0% 0.0% 21 -153,417 -79.29% Q2 2020 Aug 14, 2020
MERCER GLOBAL ADVISORS INC /ADV History Added to 35,529 906 0.02% 0.02% 22 +1,628 4.8% Q2 2020 Aug 10, 2020
REGIONS FINANCIAL CORP History Added to 34,809 888 0.01% 0.01% 23 +4,009 13.02% Q2 2020 Jul 27, 2020
Carnegie Capital Asset Management, LLC History Reduced 31,972 815 0.05% 0.06% 25 -578 -1.78% Q2 2020 Jul 09, 2020
STIFEL FINANCIAL CORP History No change 31,984 815 0.0% 0.0% 24 0 0.0% Q2 2020 Aug 14, 2020
DAVENPORT & Co LLC History Reduced 30,885 787 0.01% 0.01% 26 -3,650 -10.57% Q2 2020 Jul 28, 2020
D.A. DAVIDSON & CO. History New 29,680 757 0.01% — 27 +29,680 New Q2 2020 Aug 10, 2020
HONKAMP KRUEGER FINANCIAL SERVICES, INC. History No change 26,734 681 0.04% 0.05% 28 0 0.0% Q2 2020 Jul 15, 2020
Valmark Advisers, Inc. History Reduced 25,941 661 0.02% 0.02% 29 -1,243 -4.57% Q2 2020 Jul 31, 2020
TRUIST FINANCIAL CORP History New 25,059 639 0.0% — 30 +25,059 New Q2 2020 Nov 16, 2021
ADVISOR GROUP HOLDINGS, INC. History Reduced 24,196 616 0.0% 0.0% 31 -8,519 -26.04% Q2 2020 Aug 14, 2020
LINCOLN NATIONAL CORP History Reduced 17,995 459 0.01% 0.03% 32 -10,540 -36.94% Q2 2020 Jul 31, 2020
JPMORGAN CHASE & CO History No change 11,492 293 0.0% 0.0% 33 0 0.0% Q2 2020 Aug 11, 2020
Stratos Wealth Partners, LTD. History Reduced 9,947 254 0.01% 0.01% 34 -1 -0.01% Q2 2020 Jul 28, 2020
CAPTRUST FINANCIAL ADVISORS History Added to 9,905 253 0.0% 0.0% 35 +1,871 23.29% Q2 2020 Aug 14, 2020
Integrated Wealth Concepts LLC History Reduced 8,990 229 0.02% 0.02% 36 -1,383 -13.33% Q2 2020 Jul 30, 2020
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 8,732 223 0.0% 0.0% 37 -1,300 -12.96% Q2 2020 Aug 12, 2020
Resources Investment Advisors, LLC. History No change 8,175 208 0.01% 0.02% 38 0 0.0% Q2 2020 Aug 14, 2020
GWM Advisors LLC History Reduced 7,857 200 0.01% 0.01% 39 -582 -6.9% Q2 2020 Jul 29, 2020
Parallel Advisors, LLC History No change 4,104 104 0.01% 0.01% 40 0 0.0% Q2 2020 Jul 16, 2020
CITIGROUP INC History No change 4,000 102 0.0% 0.0% 41 0 0.0% Q2 2020 Aug 12, 2020
IFP Advisors, Inc History Added to 3,400 86 0.01% 0.01% 42 +1,000 41.67% Q2 2020 Aug 05, 2020
Steward Partners Investment Advisory, LLC History No change 2,625 67 0.0% 0.0% 43 0 0.0% Q2 2020 Aug 06, 2020
FIFTH THIRD BANCORP History Reduced 1,610 41 0.0% 0.0% 44 -1,485 -47.98% Q2 2020 Aug 05, 2020
WHITTIER TRUST CO OF NEVADA INC History No change 1,041 27 0.0% 0.0% 45 0 0.0% Q2 2020 Jul 10, 2020
CENTRAL TRUST Co History No change 400 10 0.0% 0.0% 46 0 0.0% Q2 2020 Jul 14, 2020
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -81,466 -100.0% Q1 2020 May 15, 2020
Baird Financial Group, Inc. History Closed out 0 0 — 0.0% — -14,680 -100.0% Q1 2020 May 14, 2020
Advisory Services Network, LLC History Closed out 0 0 — 0.01% — -4,067 -100.0% Q1 2020 May 15, 2020