iSHARES TRUST - 46435U697
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,558,961 | 40,688 | 0.1% | 0.0% | 1 | -124,472 | -7.39% | Q3 2024 | Mar 18, 2025 |
| NewEdge Advisors, LLC | History | Added to | 530,450 | 13,844 | 0.09% | 0.1% | 2 | +10,714 | 2.06% | Q3 2024 | Nov 14, 2024 |
| US BANCORP \DE\ | History | Reduced | 520,523 | 13,585 | 0.02% | 0.02% | 3 | -27,179 | -4.96% | Q3 2024 | Oct 28, 2024 |
| MORGAN STANLEY | History | Reduced | 390,022 | 10,179 | 0.0% | 0.0% | 4 | -112,058 | -22.32% | Q3 2024 | May 14, 2025 |
| UBS Group AG | History | Reduced | 362,871 | 9,470 | 0.0% | 0.0% | 5 | -47,539 | -11.58% | Q3 2024 | Nov 14, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 362,804 | 9,449 | 0.02% | 0.03% | 6 | -20,472 | -5.34% | Q3 2024 | Nov 14, 2024 |
| HighTower Advisors, LLC | History | Added to | 359,826 | 9,387 | 0.01% | 0.01% | 7 | +4,904 | 1.38% | Q3 2024 | Nov 14, 2024 |
| LPL Financial LLC | History | Reduced | 347,490 | 9,069 | 0.0% | 0.01% | 8 | -93,646 | -21.23% | Q3 2024 | Nov 08, 2024 |
| Glenview Trust Co | History | Reduced | 330,556 | 8,627 | 0.17% | 0.17% | 9 | -446 | -0.13% | Q3 2024 | Nov 12, 2024 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 249,555 | 6,513 | 0.0% | 0.0% | 10 | -67,772 | -21.36% | Q3 2024 | Nov 13, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 222,301 | 5,802 | 0.0% | 0.0% | 11 | -8,911 | -3.85% | Q3 2024 | Nov 07, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 215,660 | 5,628 | 0.01% | 0.01% | 12 | +10,551 | 5.14% | Q3 2024 | Nov 12, 2024 |
| Colony Group, LLC | History | Reduced | 193,984 | 5,062 | 0.02% | 0.02% | 13 | -21,092 | -9.81% | Q3 2024 | Nov 14, 2024 |
| Integrated Wealth Concepts LLC | History | Reduced | 190,186 | 4,963 | 0.06% | 0.07% | 14 | -1,776 | -0.93% | Q3 2024 | Nov 14, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 186,677 | 4,872 | 0.01% | 0.01% | 15 | -3,336 | -1.76% | Q3 2024 | Nov 13, 2024 |
| REGIONS FINANCIAL CORP | History | Reduced | 175,145 | 4,571 | 0.03% | 0.04% | 16 | -7,219 | -3.96% | Q3 2024 | Nov 14, 2024 |
| Stratos Wealth Partners, LTD. | History | Added to | 165,817 | 4,327 | 0.06% | 0.07% | 17 | +3,183 | 1.96% | Q3 2024 | Oct 17, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 159,647 | 4,167 | 0.01% | 0.01% | 18 | -22,721 | -12.46% | Q3 2024 | Oct 18, 2024 |
| TRUIST FINANCIAL CORP | History | Added to | 154,670 | 4,036 | 0.01% | 0.01% | 19 | +288 | 0.19% | Q3 2024 | Nov 13, 2024 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 123,086 | 3,212 | 0.07% | 0.08% | 20 | -24,445 | -16.57% | Q3 2024 | Oct 15, 2024 |
| CENTRAL TRUST Co | History | Reduced | 108,124 | 2,822 | 0.07% | 0.07% | 21 | -8,222 | -7.07% | Q3 2024 | Oct 22, 2024 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 97,560 | 2,546 | 0.01% | 0.01% | 22 | +6,330 | 6.94% | Q3 2024 | Nov 14, 2024 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 92,428 | 2,412 | 0.0% | 0.0% | 23 | -5,459 | -5.58% | Q3 2024 | Nov 14, 2024 |
| Valmark Advisers, Inc. | History | Reduced | 92,108 | 2,404 | 0.04% | 0.04% | 24 | -2,390 | -2.53% | Q3 2024 | Oct 25, 2024 |
| ROYAL BANK OF CANADA | History | Reduced | 92,061 | 2,403 | 0.0% | 0.0% | 25 | -767 | -0.83% | Q3 2024 | Nov 14, 2024 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 84,658 | 2,209 | 0.02% | 0.02% | 26 | -1,790 | -2.07% | Q3 2024 | Nov 12, 2024 |
| Lido Advisors, LLC | History | Reduced | 72,556 | 1,893 | 0.01% | 0.01% | 27 | -19,828 | -21.46% | Q3 2024 | Nov 14, 2024 |
| Mariner, LLC | History | Reduced | 71,054 | 1,854 | 0.0% | 0.0% | 28 | -12,498 | -14.96% | Q3 2024 | Nov 13, 2024 |
| JANE STREET GROUP, LLC | History | Reduced | 68,484 | 1,787 | 0.0% | 0.0% | 29 | -391,287 | -85.1% | Q3 2024 | Nov 15, 2024 |
| IHT Wealth Management, LLC | History | Added to | 63,415 | 1,655 | 0.05% | 0.06% | 30 | +359 | 0.57% | Q3 2024 | Nov 14, 2024 |
| Atria Investments, Inc | History | Added to | 51,178 | 1,335 | 0.02% | 0.02% | 31 | +6,525 | 14.61% | Q3 2024 | Nov 01, 2024 |
| Capital Investment Advisors, LLC | History | Reduced | 47,804 | 1,247 | 0.03% | 0.03% | 32 | -2,826 | -5.58% | Q3 2024 | Oct 17, 2024 |
| Beacon Pointe Advisors, LLC | History | Reduced | 45,093 | 1,176 | 0.01% | 0.02% | 33 | -15,638 | -25.75% | Q3 2024 | Nov 14, 2024 |
| CITADEL ADVISORS LLC | History | Added to | 42,813 | 1,117 | 0.0% | 0.0% | 34 | +30,522 | 248.33% | Q3 2024 | Nov 14, 2024 |
| AMG National Trust Bank | History | No change | 42,050 | 1,097 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q3 2024 | Nov 07, 2024 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 41,187 | 1,074 | 0.01% | 0.02% | 36 | +1,002 | 2.49% | Q3 2024 | Oct 31, 2024 |
| IFP Advisors, Inc | History | Reduced | 40,461 | 1,056 | 0.04% | 0.05% | 37 | -3,859 | -8.71% | Q3 2024 | Feb 04, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 38,724 | 1,010 | 0.02% | 0.02% | 38 | +93 | 0.24% | Q3 2024 | Nov 13, 2024 |
| Financial Engines Advisors L.L.C. | History | Added to | 38,061 | 993 | 0.0% | 0.0% | 39 | +15,808 | 71.04% | Q3 2024 | Nov 12, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 37,473 | 978 | 0.02% | 0.03% | 40 | -5,690 | -13.18% | Q3 2024 | Nov 18, 2024 |
| DEUTSCHE BANK AG\ | History | Reduced | 35,610 | 929 | 0.0% | 0.0% | 41 | -1,675 | -4.49% | Q3 2024 | Jun 26, 2025 |
| Savant Capital, LLC | History | Reduced | 33,572 | 876 | 0.01% | 0.01% | 42 | -5,953 | -15.06% | Q3 2024 | Nov 04, 2024 |
| STIFEL FINANCIAL CORP | History | Reduced | 26,021 | 679 | 0.0% | 0.0% | 43 | -8,322 | -24.23% | Q3 2024 | Nov 14, 2024 |
| Modern Wealth Management, LLC | History | Added to | 24,910 | 650 | 0.22% | 1.04% | 44 | +4,140 | 19.93% | Q3 2024 | May 30, 2025 |
| Corient Private Wealth LLC | History | Reduced | 21,712 | 566 | 0.0% | 0.0% | 45 | -3,663 | -14.44% | Q3 2024 | Nov 12, 2024 |
| Avantax Planning Partners, Inc. | History | Reduced | 19,730 | 514 | 0.02% | 0.02% | 46 | -4,504 | -18.59% | Q3 2024 | Nov 14, 2024 |
| Creative Planning | History | Reduced | 19,602 | 511 | 0.0% | 0.0% | 47 | -10,160 | -34.14% | Q3 2024 | Oct 11, 2024 |
| Allworth Financial LP | History | No change | 16,276 | 424 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2024 | Oct 23, 2024 |
| Delta Wealth Advisors LLC | History | No change | 16,100 | 420 | 0.4% | 0.41% | 49 | 0 | 0.0% | Q3 2024 | Oct 10, 2025 |
| Cerity Partners LLC | History | New | 15,643 | 408 | 0.0% | — | 50 | +15,643 | New | Q3 2024 | Nov 12, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 15,349 | 400 | 0.0% | — | 51 | +15,349 | New | Q3 2024 | Oct 24, 2024 |
| Advisory Services Network, LLC | History | No change | 12,017 | 312 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| Cetera Investment Advisers | History | Reduced | 11,759 | 306 | 0.0% | 0.0% | 53 | -695 | -5.58% | Q3 2024 | Nov 13, 2024 |
| Parallel Advisors, LLC | History | Added to | 11,063 | 288 | 0.01% | 0.01% | 54 | +1,063 | 10.63% | Q3 2024 | Nov 13, 2024 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,936 | 285 | 0.0% | 0.0% | 55 | -4,348 | -28.45% | Q3 2024 | Nov 14, 2024 |
| Apollon Wealth Management, LLC | History | Reduced | 10,100 | 263 | 0.01% | 0.01% | 57 | -6,000 | -37.27% | Q3 2024 | Nov 05, 2024 |
| Rockefeller Capital Management L.P. | History | Added to | 10,104 | 263 | 0.0% | 0.0% | 56 | +54 | 0.54% | Q3 2024 | Nov 14, 2024 |
| Baird Financial Group, Inc. | History | Reduced | 10,000 | 261 | 0.0% | 0.0% | 58 | -792 | -7.34% | Q3 2024 | Nov 14, 2024 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 9,877 | 257 | 0.0% | 0.0% | 59 | -1,434 | -12.68% | Q3 2024 | Nov 05, 2024 |
| PGIM Custom Harvest LLC | History | Reduced | 9,682 | 252 | 0.01% | 0.01% | 60 | -1,434 | -12.9% | Q3 2024 | Nov 14, 2024 |
| Kestra Advisory Services, LLC | History | Added to | 9,293 | 242 | 0.0% | 0.0% | 61 | +29 | 0.31% | Q3 2024 | Nov 13, 2024 |
| SIGNATUREFD, LLC | History | No change | 8,793 | 229 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2024 | Oct 21, 2024 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,037 | 79 | 0.0% | 0.0% | 63 | +53 | 1.78% | Q3 2024 | Oct 28, 2024 |
| JPMORGAN CHASE & CO | History | New | 2,000 | 52 | 0.0% | — | 64 | +2,000 | New | Q3 2024 | Dec 26, 2024 |
| HM PAYSON & CO | History | No change | 720 | 18 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2024 | Oct 28, 2024 |
| Farther Finance Advisors, LLC | History | No change | 484 | 12 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2024 | Oct 29, 2024 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 358 | 9 | 0.0% | 0.0% | 67 | +2 | 0.56% | Q3 2024 | Nov 04, 2024 |
| ASSETMARK, INC | History | Reduced | 313 | 8 | 0.0% | 0.0% | 68 | -40 | -11.33% | Q3 2024 | Nov 01, 2024 |
| BlackRock, Inc. | History | New | 141 | 3 | 0.0% | — | 69 | +141 | New | Q3 2024 | Nov 13, 2024 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -73,021 | -100.0% | Q2 2024 | Sep 05, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,565 | -100.0% | Q2 2024 | Aug 15, 2024 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,507 | -100.0% | Q2 2024 | Aug 05, 2024 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,426 | -100.0% | Q2 2024 | Aug 14, 2024 |