iSHARES TRUST - 46434VAX8
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,837,706 | 148,044 | 0.02% | 0.02% | 1 | -1,080,775 | -15.62% | Q3 2023 | Nov 14, 2023 |
| MORGAN STANLEY | History | Reduced | 2,489,781 | 63,140 | 0.01% | 0.01% | 2 | -235,399 | -8.64% | Q3 2023 | Nov 15, 2023 |
| NewEdge Advisors, LLC | History | Added to | 2,027,863 | 51,426 | 0.57% | 0.51% | 3 | +251,830 | 14.18% | Q3 2023 | Nov 14, 2023 |
| LPL Financial LLC | History | Reduced | 1,637,013 | 41,514 | 0.03% | 0.04% | 4 | -339,985 | -17.2% | Q3 2023 | Nov 13, 2023 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,608,893 | 40,801 | 0.01% | 0.01% | 5 | -480,286 | -22.99% | Q3 2023 | Nov 13, 2023 |
| US BANCORP \DE\ | History | Reduced | 1,492,325 | 37,845 | 0.06% | 0.07% | 6 | -278,989 | -15.75% | Q3 2023 | Nov 03, 2023 |
| HighTower Advisors, LLC | History | Reduced | 1,330,146 | 33,758 | 0.06% | 0.07% | 7 | -172,383 | -11.47% | Q3 2023 | Nov 08, 2023 |
| UBS Group AG | History | Reduced | 1,208,289 | 30,642 | 0.01% | 0.01% | 8 | -485,361 | -28.66% | Q3 2023 | Nov 09, 2023 |
| Glenview Trust Co | History | Reduced | 1,138,966 | 28,884 | 0.8% | 0.79% | 9 | -7,180 | -0.63% | Q3 2023 | Nov 13, 2023 |
| Mariner, LLC | History | Added to | 1,027,813 | 26,065 | 0.07% | 0.07% | 10 | +18,963 | 1.88% | Q3 2023 | Nov 13, 2023 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 777,366 | 19,713 | 0.08% | 0.08% | 11 | +15,681 | 2.06% | Q3 2023 | Nov 15, 2023 |
| ROYAL BANK OF CANADA | History | Reduced | 733,531 | 18,603 | 0.01% | 0.01% | 12 | -180,317 | -19.73% | Q3 2023 | Nov 14, 2023 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 633,261 | 16,054 | 0.01% | 0.01% | 13 | -35,045 | -5.24% | Q3 2023 | Nov 14, 2023 |
| TRUIST FINANCIAL CORP | History | Reduced | 525,876 | 13,336 | 0.02% | 0.02% | 14 | -34,778 | -6.2% | Q3 2023 | Nov 14, 2023 |
| JANE STREET GROUP, LLC | History | Reduced | 523,660 | 13,280 | 0.0% | 0.01% | 15 | -207,522 | -28.38% | Q3 2023 | Nov 15, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 458,772 | 11,634 | 0.02% | 0.02% | 16 | -4,161 | -0.9% | Q3 2023 | Oct 23, 2023 |
| CENTRAL TRUST Co | History | Reduced | 386,169 | 9,793 | 0.28% | 0.3% | 17 | -32,235 | -7.7% | Q3 2023 | Oct 26, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 378,961 | 9,610 | 0.02% | 0.01% | 18 | +151,961 | 66.94% | Q3 2023 | Nov 14, 2023 |
| EP Wealth Advisors, LLC | History | Added to | 377,188 | 9,565 | 0.15% | 0.14% | 19 | +375,322 | 20113.72% | Q3 2023 | Nov 24, 2023 |
| Stratos Wealth Partners, LTD. | History | Reduced | 375,090 | 9,512 | 0.2% | 0.24% | 20 | -41,111 | -9.88% | Q3 2023 | Oct 24, 2023 |
| Creative Planning | History | Reduced | 356,223 | 9,033 | 0.01% | 0.01% | 21 | -4,305 | -1.19% | Q3 2023 | Nov 16, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 354,998 | 9,002 | 0.01% | 0.01% | 22 | +12,308 | 3.59% | Q3 2023 | Nov 14, 2023 |
| Capital Investment Advisors, LLC | History | Reduced | 334,159 | 8,474 | 0.23% | 0.5% | 23 | -313,180 | -48.38% | Q3 2023 | Oct 16, 2023 |
| OSAIC HOLDINGS, INC. | History | Reduced | 322,264 | 8,172 | 0.01% | 0.02% | 24 | -118,071 | -26.81% | Q3 2023 | Nov 13, 2023 |
| Beacon Pointe Advisors, LLC | History | Added to | 296,717 | 7,524 | 0.09% | 0.1% | 25 | +46,053 | 18.37% | Q3 2023 | Nov 14, 2023 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 288,129 | 7,306 | 0.2% | 0.3% | 26 | -138,985 | -32.54% | Q3 2023 | Oct 13, 2023 |
| Global Retirement Partners, LLC | History | Added to | 287,195 | 7,260 | 0.37% | 0.35% | 27 | +7,109 | 2.54% | Q3 2023 | Oct 13, 2023 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 241,731 | 6,130 | 0.02% | 0.03% | 28 | -15,673 | -6.09% | Q3 2023 | Nov 15, 2023 |
| Private Advisor Group, LLC | History | Reduced | 238,955 | 6,059 | 0.05% | 0.05% | 29 | -9,225 | -3.72% | Q3 2023 | Nov 03, 2023 |
| AE Wealth Management LLC | History | Reduced | 236,765 | 6,004 | 0.04% | 0.16% | 30 | -793,621 | -77.02% | Q3 2023 | Oct 11, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 230,230 | 5,838 | 0.0% | 0.0% | 31 | +62,768 | 37.48% | Q3 2023 | Nov 13, 2023 |
| Baird Financial Group, Inc. | History | Added to | 220,142 | 5,582 | 0.02% | 0.01% | 32 | +170 | 0.08% | Q3 2023 | Nov 13, 2023 |
| Kestra Advisory Services, LLC | History | Added to | 211,170 | 5,355 | 0.05% | 0.05% | 33 | +8,366 | 4.13% | Q3 2023 | Nov 13, 2023 |
| Savant Capital, LLC | History | Reduced | 204,282 | 5,180 | 0.08% | 0.08% | 34 | -8,005 | -3.77% | Q3 2023 | Nov 07, 2023 |
| Lido Advisors, LLC | History | Added to | 201,526 | 5,110 | 0.04% | 0.02% | 35 | +71,862 | 55.42% | Q3 2023 | Nov 14, 2023 |
| Bank of New York Mellon Corp | History | Added to | 179,202 | 4,544 | 0.0% | 0.0% | 36 | +76,093 | 73.8% | Q3 2023 | Oct 24, 2023 |
| Allworth Financial LP | History | Reduced | 143,544 | 3,640 | 0.03% | 0.03% | 37 | -10,717 | -6.95% | Q3 2023 | Oct 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 119,840 | 3,039 | 0.0% | 0.0% | 38 | +33,167 | 38.27% | Q3 2023 | Nov 14, 2023 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | History | Reduced | 115,828 | 2,937 | 0.02% | 0.02% | 39 | -5,076 | -4.2% | Q3 2023 | Nov 14, 2023 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 110,569 | 2,804 | 0.14% | 0.14% | 40 | +259 | 0.23% | Q3 2023 | Nov 15, 2023 |
| IFP Advisors, Inc | History | Added to | 104,183 | 2,642 | 0.12% | 0.09% | 41 | +18,213 | 21.19% | Q3 2023 | Oct 12, 2023 |
| Atria Investments, Inc | History | Reduced | 103,322 | 2,620 | 0.05% | 0.05% | 42 | -14,729 | -12.48% | Q3 2023 | Nov 07, 2023 |
| DEUTSCHE BANK AG\ | History | Added to | 98,625 | 2,501 | 0.0% | 0.0% | 43 | +26,373 | 36.5% | Q3 2023 | Nov 24, 2023 |
| Simplify Asset Management Inc. | History | No change | 83,187 | 2,109 | 0.24% | 0.28% | 44 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| ASSOCIATED BANC-CORP | History | Reduced | 80,780 | 2,048 | 0.08% | 0.09% | 45 | -13,429 | -14.25% | Q3 2023 | Nov 09, 2023 |
| STIFEL FINANCIAL CORP | History | Reduced | 79,815 | 2,024 | 0.0% | 0.01% | 46 | -100,450 | -55.72% | Q3 2023 | Nov 13, 2023 |
| Integrated Wealth Concepts LLC | History | Reduced | 78,627 | 1,993 | 0.04% | 0.03% | 47 | -1,055 | -1.32% | Q3 2023 | Nov 15, 2023 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 77,163 | 1,956 | 0.01% | — | 48 | +77,163 | New | Q3 2023 | Nov 13, 2023 |
| D.A. DAVIDSON & CO. | History | Added to | 73,470 | 1,863 | 0.02% | 0.02% | 49 | +14,597 | 24.79% | Q3 2023 | Nov 08, 2023 |
| REGIONS FINANCIAL CORP | History | Reduced | 63,603 | 1,612 | 0.01% | 0.01% | 50 | -1,889 | -2.88% | Q3 2023 | Nov 01, 2023 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 58,904 | 1,493 | 0.05% | 0.05% | 51 | +1,698 | 2.97% | Q3 2023 | Nov 02, 2023 |
| AMG National Trust Bank | History | Added to | 56,508 | 1,433 | 0.05% | 0.03% | 52 | +23,743 | 72.46% | Q3 2023 | Nov 08, 2023 |
| Sigma Planning Corp | History | Reduced | 55,668 | 1,411 | 0.05% | 0.11% | 53 | -70,665 | -55.94% | Q3 2023 | Nov 06, 2023 |
| Valmark Advisers, Inc. | History | Added to | 52,227 | 1,324 | 0.03% | 0.02% | 54 | +6,359 | 13.86% | Q3 2023 | Nov 08, 2023 |
| Mill Creek Capital Advisors, LLC | History | Added to | 44,344 | 1,124 | 0.04% | 0.04% | 55 | +253 | 0.57% | Q3 2023 | Nov 14, 2023 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 41,945 | 1,063 | 0.05% | 0.06% | 56 | -6,512 | -13.44% | Q3 2023 | Oct 13, 2023 |
| CITADEL ADVISORS LLC | History | Reduced | 41,505 | 1,052 | 0.0% | 0.0% | 57 | -194,908 | -82.44% | Q3 2023 | Nov 14, 2023 |
| Robertson Stephens Wealth Management, LLC | History | No change | 40,896 | 1,037 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 39,221 | 995 | 0.01% | 0.01% | 59 | -907 | -2.26% | Q3 2023 | Nov 14, 2023 |
| LINCOLN NATIONAL CORP | History | Reduced | 37,454 | 949 | 0.02% | 0.02% | 60 | -535 | -1.41% | Q3 2023 | Nov 06, 2023 |
| Wealthspire Advisors, LLC | History | No change | 37,226 | 944 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q3 2023 | Nov 06, 2023 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,545 | 901 | 0.03% | 0.01% | 62 | +19,621 | 123.22% | Q3 2023 | Nov 08, 2023 |
| Prime Capital Investment Advisors, LLC | History | Added to | 34,708 | 880 | 0.02% | 0.01% | 63 | +22,153 | 176.45% | Q3 2023 | Nov 09, 2023 |
| BENJAMIN EDWARDS INC | History | Added to | 34,249 | 869 | 0.21% | 0.15% | 64 | +8,447 | 32.74% | Q3 2023 | Nov 13, 2023 |
| Cerity Partners LLC | History | Reduced | 30,000 | 760 | 0.0% | 0.0% | 65 | -200 | -0.66% | Q3 2023 | Nov 14, 2023 |
| ALESCO ADVISORS LLC | History | No change | 29,610 | 750 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| Corient Private Wealth LLC | History | Added to | 27,989 | 709 | 0.0% | 0.0% | 67 | +4,500 | 19.16% | Q3 2023 | Nov 03, 2023 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 27,855 | 706 | 0.0% | 0.0% | 68 | -1,900 | -6.39% | Q3 2023 | Nov 09, 2023 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 22,299 | 564 | 0.01% | 0.01% | 69 | -1,690 | -7.04% | Q3 2023 | Oct 30, 2023 |
| Equitable Holdings, Inc. | History | Added to | 19,870 | 503 | 0.01% | 0.01% | 70 | +1,523 | 8.3% | Q3 2023 | Nov 14, 2023 |
| Snowden Capital Advisors LLC | History | Added to | 18,491 | 468 | 0.02% | 0.01% | 71 | +4,709 | 34.17% | Q3 2023 | Nov 14, 2023 |
| AlphaCore Capital LLC | History | Added to | 17,375 | 440 | 0.07% | 0.07% | 72 | +175 | 1.02% | Q3 2023 | Nov 13, 2023 |
| Dakota Wealth Management | History | No change | 17,280 | 438 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q3 2023 | Oct 24, 2023 |
| Avantax Planning Partners, Inc. | History | No change | 16,746 | 424 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q3 2023 | Nov 06, 2023 |
| Advisory Services Network, LLC | History | Reduced | 15,094 | 382 | 0.01% | 0.01% | 75 | -1,782 | -10.56% | Q3 2023 | Nov 14, 2023 |
| Cetera Investment Advisers | History | Added to | 12,592 | 319 | 0.0% | 0.0% | 76 | +2,348 | 22.92% | Q3 2023 | Nov 14, 2023 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,458 | 290 | 0.01% | 0.01% | 77 | -200 | -1.72% | Q3 2023 | Nov 08, 2023 |
| Provenance Wealth Advisors, LLC | History | New | 11,083 | 281 | 0.05% | — | 78 | +11,083 | New | Q3 2023 | Aug 15, 2025 |
| COMERICA BANK | History | New | 10,975 | 278 | 0.0% | — | 79 | +10,975 | New | Q3 2023 | Nov 21, 2023 |
| HM PAYSON & CO | History | No change | 10,950 | 277 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2023 | Nov 06, 2023 |
| Buckingham Strategic Partners | History | Reduced | 10,639 | 269 | 0.01% | 0.02% | 81 | -580 | -5.17% | Q3 2023 | Nov 15, 2023 |
| Choate Investment Advisors | History | No change | 9,686 | 245 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q3 2023 | Oct 30, 2023 |
| Brookstone Capital Management | History | Reduced | 9,219 | 233 | 0.01% | 0.01% | 83 | -1,122 | -10.85% | Q3 2023 | Oct 20, 2023 |
| Merit Financial Group, LLC | History | Added to | 8,891 | 225 | 0.01% | 0.01% | 85 | +23 | 0.26% | Q3 2023 | Nov 07, 2023 |
| FORVIS Wealth Advisors, LLC | History | No change | 8,896 | 225 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q3 2023 | Oct 26, 2023 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 8,417 | 213 | 0.0% | 0.0% | 86 | -96 | -1.13% | Q3 2023 | Nov 08, 2023 |
| Parallel Advisors, LLC | History | No change | 8,325 | 211 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q3 2023 | May 20, 2024 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,236 | 208 | 0.02% | 0.05% | 89 | -19,446 | -70.25% | Q3 2023 | Apr 22, 2024 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,229 | 208 | 0.0% | 0.0% | 88 | -411 | -4.76% | Q3 2023 | Nov 13, 2023 |
| HB Wealth Management, LLC | History | No change | 8,176 | 207 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2023 | Oct 13, 2023 |
| Empower Advisory Group, LLC | History | Reduced | 7,960 | 201 | 0.0% | 0.0% | 91 | -2 | -0.03% | Q3 2023 | Nov 06, 2023 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 6,063 | 153 | 0.01% | — | 92 | +6,063 | New | Q3 2023 | Oct 04, 2023 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 4,400 | 111 | 0.0% | 0.0% | 93 | -444 | -9.17% | Q3 2023 | Feb 14, 2024 |
| Ronald Blue Trust, Inc. | History | No change | 3,808 | 96 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2023 | Oct 11, 2023 |
| Farther Finance Advisors, LLC | History | No change | 3,375 | 85 | 0.01% | 0.02% | 95 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| BNP PARIBAS ARBITRAGE, SNC | History | Added to | 2,100 | 53 | 0.0% | 0.0% | 96 | +1,800 | 600.0% | Q3 2023 | Nov 14, 2023 |
| Geneos Wealth Management Inc. | History | No change | 1,625 | 41 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q3 2023 | Oct 11, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 470 | 11 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| JPMORGAN CHASE & CO | History | Added to | 298 | 7 | 0.0% | — | 99 | +263 | 751.43% | Q3 2023 | Nov 14, 2023 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -42,886 | -100.0% | Q2 2023 | Aug 10, 2023 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.01% | — | -29,855 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,149 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,405 | -100.0% | Q2 2023 | Aug 10, 2023 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,939 | -100.0% | Q2 2023 | Aug 14, 2023 |
| FMR LLC | History | Reduced | 17 | 0 | — | — | — | -20 | -54.05% | Q3 2023 | Nov 13, 2023 |