iSHARES TRUST - 46436E809
Detailed investor-level table based on 13F positions.
Early Q4 2022 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NewEdge Advisors, LLC | History | Added to | 810,578 | 20,581 | 0.34% | 0.27% | 1 | +167,658 | 26.08% | Q3 2022 | Nov 14, 2022 |
| Rockefeller Capital Management L.P. | History | Added to | 327,052 | 8,303 | 0.04% | 0.04% | 2 | +23,761 | 7.83% | Q3 2022 | Nov 02, 2022 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 314,966 | 7,997 | 0.0% | 0.0% | 3 | -52,980 | -14.4% | Q3 2022 | Nov 14, 2022 |
| ROYAL BANK OF CANADA | History | Added to | 285,410 | 7,247 | 0.0% | 0.0% | 4 | +29,187 | 11.39% | Q3 2022 | Nov 14, 2022 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 279,483 | 7,096 | 0.88% | 0.1% | 5 | +184,748 | 195.02% | Q3 2022 | Oct 12, 2022 |
| CITADEL ADVISORS LLC | History | Added to | 250,000 | 6,348 | 0.0% | 0.0% | 6 | +232,281 | 1310.91% | Q3 2022 | Nov 14, 2022 |
| WELLS FARGO & COMPANY/MN | History | Added to | 185,899 | 4,720 | 0.0% | 0.0% | 7 | +163,628 | 734.71% | Q3 2022 | Nov 14, 2022 |
| LPL Financial LLC | History | Added to | 129,575 | 3,290 | 0.0% | 0.0% | 8 | +69,418 | 115.39% | Q3 2022 | Nov 14, 2022 |
| JANE STREET GROUP, LLC | History | Added to | 118,634 | 3,012 | 0.0% | 0.0% | 9 | +74,083 | 166.29% | Q3 2022 | Nov 15, 2022 |
| HighTower Advisors, LLC | History | New | 81,941 | 2,079 | 0.01% | — | 10 | +81,941 | New | Q3 2022 | Nov 09, 2022 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 72,501 | 1,841 | 0.01% | — | 11 | +72,501 | New | Q3 2022 | Nov 16, 2022 |
| MORGAN STANLEY | History | New | 55,496 | 1,409 | 0.0% | — | 12 | +55,496 | New | Q3 2022 | Nov 14, 2022 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 50,033 | 1,270 | 0.0% | — | 13 | +50,033 | New | Q3 2022 | Nov 10, 2022 |
| Creative Planning | History | Added to | 39,179 | 995 | 0.0% | 0.0% | 14 | +16,645 | 73.87% | Q3 2022 | Nov 03, 2022 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,453 | 672 | 0.02% | 0.01% | 15 | +2,270 | 9.39% | Q3 2022 | Nov 09, 2022 |
| Sigma Planning Corp | History | Added to | 25,281 | 642 | 0.02% | 0.02% | 16 | +6,477 | 34.44% | Q3 2022 | Nov 10, 2022 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 21,860 | 555 | 0.0% | — | 17 | +21,860 | New | Q3 2022 | Nov 14, 2022 |
| CreativeOne Wealth, LLC | History | Added to | 19,095 | 485 | 0.03% | 0.02% | 18 | +5,255 | 37.97% | Q3 2022 | Nov 15, 2022 |
| Mariner, LLC | History | Added to | 16,309 | 414 | 0.0% | 0.0% | 19 | +390 | 2.45% | Q3 2022 | Nov 10, 2022 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,013 | 356 | 0.0% | — | 20 | +14,013 | New | Q3 2022 | Nov 14, 2022 |
| ADVISOR GROUP HOLDINGS, INC. | History | Added to | 12,145 | 308 | 0.0% | 0.0% | 21 | +4,235 | 53.54% | Q3 2022 | Nov 14, 2022 |
| Kestra Advisory Services, LLC | History | New | 9,331 | 237 | 0.0% | — | 22 | +9,331 | New | Q3 2022 | Nov 01, 2022 |
| Cerity Partners LLC | History | New | 9,066 | 230 | 0.0% | — | 23 | +9,066 | New | Q3 2022 | Nov 14, 2022 |
| CENTRAL TRUST Co | History | No change | 4,846 | 123 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2022 | Nov 17, 2022 |
| IFP Advisors, Inc | History | New | 2,881 | 72 | 0.0% | — | 25 | +2,881 | New | Q3 2022 | Nov 08, 2022 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 70 | 2 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2022 | Nov 14, 2022 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q2 2022 | Aug 10, 2022 |