iSHARES TRUST - 46435U184
Detailed investor-level table based on 13F positions.
Early Q4 2024 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 485,443 | 11,305 | 0.01% | 0.01% | 1 | -190,153 | -28.15% | Q3 2024 | Nov 08, 2024 |
| WELLS FARGO & COMPANY/MN | History | Added to | 463,737 | 10,800 | 0.0% | 0.0% | 2 | +2,615 | 0.57% | Q3 2024 | Nov 13, 2024 |
| MORGAN STANLEY | History | Reduced | 282,165 | 6,571 | 0.0% | 0.0% | 3 | -24,817 | -8.08% | Q3 2024 | May 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 269,313 | 6,272 | 0.02% | 0.0% | 4 | -525,107 | -66.1% | Q3 2024 | Mar 18, 2025 |
| EP Wealth Advisors, LLC | History | Reduced | 228,305 | 5,317 | 0.05% | 0.07% | 5 | -42,450 | -15.68% | Q3 2024 | Nov 15, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 159,653 | 3,718 | 0.0% | 0.0% | 6 | -44,800 | -21.91% | Q3 2024 | Nov 12, 2024 |
| Avantax Planning Partners, Inc. | History | Reduced | 120,121 | 2,797 | 0.1% | 0.09% | 7 | -2,442 | -1.99% | Q3 2024 | Nov 14, 2024 |
| Delta Wealth Advisors LLC | History | Reduced | 109,444 | 2,548 | 2.44% | 2.53% | 8 | -1,639 | -1.48% | Q3 2024 | Oct 10, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 105,956 | 2,467 | 0.05% | 0.04% | 9 | +10,563 | 11.07% | Q3 2024 | Nov 13, 2024 |
| Stratos Wealth Partners, LTD. | History | Added to | 103,548 | 2,411 | 0.03% | 0.04% | 10 | +2,696 | 2.67% | Q3 2024 | Oct 17, 2024 |
| ROYAL BANK OF CANADA | History | Reduced | 101,486 | 2,364 | 0.0% | 0.0% | 11 | -100,642 | -49.79% | Q3 2024 | Nov 14, 2024 |
| OSAIC HOLDINGS, INC. | History | Added to | 100,076 | 2,331 | 0.01% | 0.01% | 12 | +4,358 | 4.55% | Q3 2024 | Nov 13, 2024 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 91,002 | 2,119 | 0.07% | 0.09% | 13 | -19,324 | -17.52% | Q3 2024 | Nov 14, 2024 |
| IFP Advisors, Inc | History | Added to | 71,549 | 1,666 | 0.06% | 0.06% | 14 | +3,132 | 4.58% | Q3 2024 | Feb 04, 2025 |
| NewEdge Advisors, LLC | History | Reduced | 68,034 | 1,584 | 0.01% | 0.01% | 15 | -3,839 | -5.34% | Q3 2024 | Nov 14, 2024 |
| AE Wealth Management LLC | History | Reduced | 67,960 | 1,582 | 0.01% | 0.02% | 16 | -36,807 | -35.13% | Q3 2024 | Nov 14, 2024 |
| Integrated Wealth Concepts LLC | History | Reduced | 62,533 | 1,456 | 0.02% | 0.02% | 17 | -9,555 | -13.25% | Q3 2024 | Nov 14, 2024 |
| Kestra Advisory Services, LLC | History | Added to | 50,710 | 1,181 | 0.01% | 0.01% | 18 | +952 | 1.91% | Q3 2024 | Nov 13, 2024 |
| Savant Capital, LLC | History | New | 49,135 | 1,144 | 0.01% | — | 19 | +49,135 | New | Q3 2024 | Nov 04, 2024 |
| UBS Group AG | History | Added to | 48,041 | 1,118 | 0.0% | 0.0% | 20 | +1,996 | 4.33% | Q3 2024 | Nov 14, 2024 |
| Cetera Investment Advisers | History | Reduced | 44,391 | 1,033 | 0.0% | 0.0% | 21 | -1,638 | -3.56% | Q3 2024 | Nov 13, 2024 |
| Mill Creek Capital Advisors, LLC | History | Added to | 36,592 | 852 | 0.02% | 0.02% | 22 | +549 | 1.52% | Q3 2024 | Nov 06, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,454 | 849 | 0.0% | 0.0% | 23 | -96,557 | -72.59% | Q3 2024 | Oct 18, 2024 |
| HighTower Advisors, LLC | History | Added to | 34,204 | 795 | 0.0% | 0.0% | 24 | +410 | 1.21% | Q3 2024 | Nov 14, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 33,283 | 775 | 0.0% | 0.0% | 25 | -6,611 | -16.57% | Q3 2024 | Nov 14, 2024 |
| OneDigital Investment Advisors LLC | History | Reduced | 31,979 | 744 | 0.01% | 0.01% | 26 | -47 | -0.15% | Q3 2024 | Nov 06, 2024 |
| Private Advisor Group, LLC | History | Added to | 31,080 | 723 | 0.0% | 0.0% | 27 | +1,535 | 5.2% | Q3 2024 | Oct 22, 2024 |
| Snowden Capital Advisors LLC | History | Reduced | 27,681 | 644 | 0.02% | 0.03% | 28 | -8,850 | -24.23% | Q3 2024 | Nov 14, 2024 |
| Sigma Planning Corp | History | Added to | 23,449 | 546 | 0.02% | 0.02% | 29 | +710 | 3.12% | Q3 2024 | Nov 04, 2024 |
| Lido Advisors, LLC | History | Reduced | 20,112 | 468 | 0.0% | 0.0% | 30 | -13,306 | -39.82% | Q3 2024 | Nov 14, 2024 |
| Baird Financial Group, Inc. | History | Added to | 20,055 | 467 | 0.0% | 0.0% | 31 | +304 | 1.54% | Q3 2024 | Nov 14, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,902 | 461 | 0.0% | 0.0% | 32 | -42,815 | -68.27% | Q3 2024 | Nov 14, 2024 |
| JANE STREET GROUP, LLC | History | Reduced | 13,739 | 319 | 0.0% | 0.0% | 33 | -176,272 | -92.77% | Q3 2024 | Nov 15, 2024 |
| JPMORGAN CHASE & CO | History | Reduced | 10,532 | 245 | 0.0% | 0.0% | 34 | -102,623 | -90.69% | Q3 2024 | Dec 26, 2024 |
| Parallel Advisors, LLC | History | Reduced | 10,141 | 236 | 0.01% | 0.01% | 35 | -550 | -5.14% | Q3 2024 | Nov 13, 2024 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,080 | 234 | 0.01% | 0.01% | 36 | +673 | 7.15% | Q3 2024 | Oct 24, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,061 | 234 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2024 | Oct 24, 2024 |
| Brookstone Capital Management | History | Added to | 8,883 | 206 | 0.0% | 0.0% | 38 | +48 | 0.54% | Q3 2024 | Oct 08, 2024 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,249 | 168 | 0.0% | 0.0% | 39 | +17 | 0.24% | Q3 2024 | Oct 28, 2024 |
| Global Retirement Partners, LLC | History | No change | 2,052 | 47 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2024 | Oct 16, 2024 |
| COMERICA BANK | History | No change | 1,854 | 43 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| FIFTH THIRD BANCORP | History | No change | 1,800 | 41 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2024 | Oct 17, 2024 |
| Farther Finance Advisors, LLC | History | No change | 1,634 | 38 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q3 2024 | Oct 29, 2024 |
| FMR LLC | History | Reduced | 49 | 1 | 0.0% | 0.0% | 44 | -2,071 | -97.69% | Q3 2024 | Nov 13, 2024 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,677 | -100.0% | Q2 2024 | Aug 14, 2024 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,585 | -100.0% | Q2 2024 | Aug 14, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,937 | -100.0% | Q2 2024 | Aug 08, 2024 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,952 | -100.0% | Q2 2024 | Aug 14, 2024 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,386 | -100.0% | Q2 2024 | Jul 26, 2024 |