iSHARES TRUST - 46436E874
Detailed investor-level table based on 13F positions.
Early Q4 2024 data: only 2 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 | 4,985,855 | 119,660 | 0.3% | 0.01% | 1 | -257,532 | -4.91% | Q3 2024 | Mar 18, 2025 |
| HM PAYSON & CO | History | Reduced | 3,738,458 | 89,722 | 1.54% | 1.71% | 2 | -189,238 | -4.82% | Q3 2024 | Oct 28, 2024 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,502,931 | 84,070 | 0.25% | 1.84% | 3 | -20,354,027 | -85.32% | Q3 2024 | Nov 14, 2024 |
| MORGAN STANLEY | History | Reduced | 3,483,427 | 83,602 | 0.01% | 0.01% | 4 | -175,681 | -4.8% | Q3 2024 | May 14, 2025 |
| LPL Financial LLC | History | Reduced | 1,892,554 | 45,421 | 0.02% | 0.03% | 5 | -234,920 | -11.04% | Q3 2024 | Nov 08, 2024 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,750,698 | 42,016 | 0.01% | 0.01% | 6 | -466,024 | -21.02% | Q3 2024 | Nov 13, 2024 |
| NewEdge Advisors, LLC | History | Added to | 1,565,798 | 37,579 | 0.24% | 0.27% | 7 | +35,570 | 2.32% | Q3 2024 | Nov 14, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,551,571 | 37,237 | 0.06% | 0.06% | 8 | -3,173 | -0.2% | Q3 2024 | Nov 13, 2024 |
| UBS Group AG | History | Reduced | 1,328,892 | 31,893 | 0.01% | 0.01% | 9 | -615,271 | -31.65% | Q3 2024 | Nov 14, 2024 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,198,830 | 28,771 | 0.66% | 0.66% | 10 | -79,015 | -6.18% | Q3 2024 | Oct 15, 2024 |
| Capital Investment Advisors, LLC | History | Reduced | 1,099,857 | 26,396 | 0.54% | 0.67% | 11 | -137,188 | -11.09% | Q3 2024 | Oct 17, 2024 |
| Integrated Wealth Concepts LLC | History | Reduced | 756,554 | 18,157 | 0.22% | 0.29% | 12 | -127,858 | -14.46% | Q3 2024 | Nov 14, 2024 |
| Delta Wealth Advisors LLC | History | Reduced | 684,675 | 16,432 | 15.74% | 16.17% | 13 | -3,792 | -0.55% | Q3 2024 | Oct 10, 2025 |
| Rockefeller Capital Management L.P. | History | Reduced | 656,966 | 15,767 | 0.04% | 0.06% | 14 | -215,171 | -24.67% | Q3 2024 | Nov 14, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 643,678 | 15,452 | 0.03% | 0.04% | 15 | -94,139 | -12.76% | Q3 2024 | Nov 13, 2024 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 570,644 | 13,695 | 0.26% | 0.31% | 16 | -7,165 | -1.24% | Q3 2024 | Nov 01, 2024 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 513,961 | 12,335 | 0.15% | 0.16% | 17 | -7,794 | -1.49% | Q3 2024 | Nov 05, 2024 |
| CENTRAL TRUST Co | History | Reduced | 502,724 | 12,065 | 0.28% | 0.31% | 18 | -29,721 | -5.58% | Q3 2024 | Oct 22, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 497,623 | 11,943 | 0.02% | 0.02% | 19 | -20,367 | -3.93% | Q3 2024 | Oct 18, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 480,055 | 11,521 | 0.01% | 0.01% | 20 | -6,623 | -1.36% | Q3 2024 | Nov 12, 2024 |
| HighTower Advisors, LLC | History | Added to | 422,909 | 10,144 | 0.01% | 0.02% | 21 | +1,208 | 0.29% | Q3 2024 | Nov 14, 2024 |
| Brookstone Capital Management | History | Reduced | 418,447 | 10,042 | 0.15% | 0.17% | 22 | -16,771 | -3.85% | Q3 2024 | Oct 08, 2024 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 399,950 | 9,598 | 0.09% | 0.11% | 23 | -30,939 | -7.18% | Q3 2024 | Nov 14, 2024 |
| Financial Engines Advisors L.L.C. | History | Added to | 355,594 | 8,534 | 0.02% | 0.02% | 24 | +28,257 | 8.63% | Q3 2024 | Nov 12, 2024 |
| Kestra Advisory Services, LLC | History | Reduced | 348,927 | 8,374 | 0.05% | 0.05% | 25 | -25,493 | -6.81% | Q3 2024 | Nov 13, 2024 |
| ROYAL BANK OF CANADA | History | Reduced | 329,671 | 7,912 | 0.0% | 0.0% | 26 | -33,162 | -9.14% | Q3 2024 | Nov 14, 2024 |
| Lido Advisors, LLC | History | Reduced | 326,628 | 7,839 | 0.04% | 0.05% | 27 | -29,035 | -8.16% | Q3 2024 | Nov 14, 2024 |
| Sanctuary Advisors, LLC | History | Added to | 320,517 | 7,679 | 0.05% | 0.05% | 28 | +17,881 | 5.91% | Q3 2024 | Nov 25, 2024 |
| Avantax Planning Partners, Inc. | History | Reduced | 288,678 | 6,928 | 0.25% | 0.22% | 29 | -2,672 | -0.92% | Q3 2024 | Nov 14, 2024 |
| Mariner, LLC | History | Added to | 286,558 | 6,877 | 0.01% | 0.01% | 30 | +10,473 | 3.79% | Q3 2024 | Nov 13, 2024 |
| IFP Advisors, Inc | History | Reduced | 283,841 | 6,812 | 0.25% | 0.29% | 31 | -25,897 | -8.36% | Q3 2024 | Feb 04, 2025 |
| Baird Financial Group, Inc. | History | Added to | 232,672 | 5,584 | 0.01% | 0.01% | 32 | +5,319 | 2.34% | Q3 2024 | Nov 14, 2024 |
| STIFEL FINANCIAL CORP | History | Added to | 228,881 | 5,493 | 0.01% | 0.01% | 33 | +2,513 | 1.11% | Q3 2024 | Nov 14, 2024 |
| Carnegie Investment Counsel | History | Reduced | 222,544 | 5,341 | 0.16% | 0.19% | 34 | -27,247 | -10.91% | Q3 2024 | Oct 10, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 220,456 | 5,274 | 0.01% | 0.03% | 35 | -362,015 | -62.15% | Q3 2024 | Nov 14, 2024 |
| Gradient Investments LLC | History | Reduced | 210,285 | 5,046 | 0.11% | 0.12% | 36 | -20,457 | -8.87% | Q3 2024 | Oct 15, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 207,181 | 4,972 | 0.0% | 0.0% | 37 | +98,329 | 90.33% | Q3 2024 | Nov 14, 2024 |
| Cetera Investment Advisers | History | Reduced | 206,078 | 4,945 | 0.01% | 0.01% | 38 | -47,534 | -18.74% | Q3 2024 | Nov 13, 2024 |
| Creative Planning | History | Reduced | 187,477 | 4,499 | 0.0% | 0.01% | 39 | -43,520 | -18.84% | Q3 2024 | Oct 11, 2024 |
| CITADEL ADVISORS LLC | History | New | 170,358 | 4,088 | 0.0% | — | 40 | +170,358 | New | Q3 2024 | Nov 14, 2024 |
| CreativeOne Wealth, LLC | History | Added to | 151,947 | 3,646 | 0.12% | 0.13% | 41 | +43,890 | 40.62% | Q3 2024 | Nov 13, 2024 |
| MML INVESTORS SERVICES, LLC | History | Added to | 138,033 | 3,313 | 0.01% | 0.01% | 42 | +1,981 | 1.46% | Q3 2024 | Nov 15, 2024 |
| Wealthspire Advisors, LLC | History | Reduced | 131,295 | 3,151 | 0.03% | 0.05% | 43 | -23,571 | -15.22% | Q3 2024 | Nov 13, 2024 |
| Colony Group, LLC | History | Reduced | 119,352 | 2,864 | 0.01% | 0.05% | 44 | -487,228 | -80.32% | Q3 2024 | Nov 14, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 117,673 | 2,824 | 0.0% | 0.0% | 45 | -53,762 | -31.36% | Q3 2024 | Nov 07, 2024 |
| Equitable Holdings, Inc. | History | Reduced | 115,372 | 2,768 | 0.03% | 0.26% | 46 | -928,648 | -88.95% | Q3 2024 | Nov 14, 2024 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 109,451 | 2,626 | 0.0% | 0.0% | 47 | -76,712 | -41.21% | Q3 2024 | Nov 14, 2024 |
| Valmark Advisers, Inc. | History | Added to | 96,971 | 2,327 | 0.04% | 0.03% | 48 | +17,222 | 21.6% | Q3 2024 | Oct 25, 2024 |
| Allworth Financial LP | History | Reduced | 94,205 | 2,260 | 0.01% | 0.02% | 49 | -27,133 | -22.36% | Q3 2024 | Oct 23, 2024 |
| Stratos Wealth Partners, LTD. | History | Added to | 90,922 | 2,182 | 0.03% | 0.03% | 50 | +311 | 0.34% | Q3 2024 | Oct 17, 2024 |
| ASSOCIATED BANC-CORP | History | Reduced | 72,385 | 1,737 | 0.05% | 0.06% | 51 | -1,654 | -2.23% | Q3 2024 | Nov 13, 2024 |
| AE Wealth Management LLC | History | Reduced | 70,902 | 1,701 | 0.02% | 0.02% | 52 | -2,904 | -3.93% | Q3 2024 | Nov 14, 2024 |
| Private Advisor Group, LLC | History | Reduced | 66,331 | 1,591 | 0.01% | 0.01% | 53 | -5,214 | -7.29% | Q3 2024 | Oct 22, 2024 |
| GOLDMAN SACHS GROUP INC | History | Added to | 61,707 | 1,480 | 0.0% | 0.0% | 54 | +44,465 | 257.89% | Q3 2024 | Nov 14, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 58,932 | 1,414 | 0.03% | 0.03% | 55 | -5,226 | -8.15% | Q3 2024 | Nov 13, 2024 |
| US BANCORP \DE\ | History | Reduced | 54,419 | 1,306 | 0.0% | 0.0% | 56 | -39,892 | -42.3% | Q3 2024 | Oct 28, 2024 |
| Atomi Financial Group, Inc. | History | Added to | 53,011 | 1,272 | 0.08% | 0.06% | 57 | +18,832 | 55.1% | Q3 2024 | Oct 08, 2024 |
| Farther Finance Advisors, LLC | History | Reduced | 48,374 | 1,160 | 0.04% | 0.08% | 58 | -16,832 | -25.81% | Q3 2024 | Oct 29, 2024 |
| Cerity Partners LLC | History | Added to | 44,636 | 1,071 | 0.0% | 0.0% | 59 | +10,645 | 31.32% | Q3 2024 | Nov 12, 2024 |
| Cambridge Financial Group, LLC | History | Added to | 43,324 | 1,039 | 0.43% | 0.31% | 60 | +14,664 | 51.17% | Q3 2024 | Sep 09, 2025 |
| Mill Creek Capital Advisors, LLC | History | No change | 42,400 | 1,017 | 0.02% | 0.03% | 61 | 0 | 0.0% | Q3 2024 | Nov 06, 2024 |
| Snowden Capital Advisors LLC | History | Added to | 42,181 | 1,012 | 0.03% | 0.02% | 62 | +9,673 | 29.76% | Q3 2024 | Nov 14, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 40,238 | 965 | 0.02% | 0.02% | 63 | -681 | -1.66% | Q3 2024 | Nov 18, 2024 |
| D.A. DAVIDSON & CO. | History | Reduced | 36,743 | 881 | 0.01% | 0.04% | 64 | -162,421 | -81.55% | Q3 2024 | Nov 13, 2024 |
| BAILARD, INC. | History | Reduced | 32,655 | 783 | 0.02% | 0.03% | 65 | -18,417 | -36.06% | Q3 2024 | Oct 30, 2024 |
| Arkadios Wealth Advisors | History | Added to | 30,119 | 722 | 0.04% | 0.05% | 66 | +244 | 0.82% | Q3 2024 | Oct 24, 2024 |
| Sigma Planning Corp | History | Reduced | 28,173 | 676 | 0.02% | 0.03% | 67 | -6,064 | -17.71% | Q3 2024 | Nov 04, 2024 |
| Savant Capital, LLC | History | New | 28,047 | 673 | 0.01% | — | 68 | +28,047 | New | Q3 2024 | Nov 04, 2024 |
| JANE STREET GROUP, LLC | History | Reduced | 26,636 | 639 | 0.0% | 0.0% | 69 | -96,225 | -78.32% | Q3 2024 | Nov 15, 2024 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 26,475 | 635 | 0.01% | 0.0% | 70 | +3,330 | 14.39% | Q3 2024 | Nov 12, 2024 |
| Global Retirement Partners, LLC | History | Added to | 25,199 | 604 | 0.02% | 0.02% | 71 | +159 | 0.63% | Q3 2024 | Oct 16, 2024 |
| Geneos Wealth Management Inc. | History | Added to | 24,537 | 588 | 0.02% | 0.03% | 72 | +309 | 1.28% | Q3 2024 | Nov 14, 2024 |
| CIBC WORLD MARKET INC. | History | No change | 21,950 | 527 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2024 | Nov 12, 2024 |
| Atlantic Union Bankshares Corp | History | Reduced | 19,244 | 461 | 0.03% | 0.62% | 74 | -393,376 | -95.34% | Q3 2024 | Nov 14, 2024 |
| Advisory Services Network, LLC | History | No change | 19,234 | 461 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| CIBC Private Wealth Group LLC | History | No change | 18,935 | 454 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q3 2024 | Nov 13, 2024 |
| Beacon Pointe Advisors, LLC | History | Reduced | 16,881 | 405 | 0.0% | 0.01% | 77 | -15,445 | -47.78% | Q3 2024 | Nov 14, 2024 |
| COMMERCE BANK | History | New | 16,471 | 395 | 0.0% | — | 78 | +16,471 | New | Q3 2024 | Nov 08, 2024 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 16,340 | 392 | 0.01% | 0.02% | 79 | -3,319 | -16.88% | Q3 2024 | Nov 12, 2024 |
| Apollon Wealth Management, LLC | History | Added to | 14,711 | 353 | 0.01% | 0.01% | 80 | +2,784 | 23.34% | Q3 2024 | Nov 05, 2024 |
| Apella Capital, LLC | History | Added to | 14,622 | 349 | 0.01% | 0.02% | 81 | +122 | 0.84% | Q3 2024 | Oct 03, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,308 | 343 | 0.0% | 0.0% | 82 | -343 | -2.34% | Q3 2024 | Oct 24, 2024 |
| J.W. COLE ADVISORS, INC. | History | Added to | 13,229 | 317 | 0.01% | 0.01% | 83 | +36 | 0.27% | Q3 2024 | Oct 24, 2024 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,781 | 306 | 0.01% | 0.01% | 84 | -1,008 | -7.31% | Q3 2024 | Oct 28, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,402 | 297 | 0.01% | 0.01% | 85 | +152 | 1.24% | Q3 2024 | Nov 06, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | History | New | 11,565 | 277 | 0.01% | — | 86 | +11,565 | New | Q3 2024 | Nov 14, 2024 |
| Empower Advisory Group, LLC | History | No change | 10,464 | 251 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2024 | Nov 05, 2024 |
| Atria Investments, Inc | History | New | 9,988 | 239 | 0.0% | — | 88 | +9,988 | New | Q3 2024 | Nov 01, 2024 |
| OneDigital Investment Advisors LLC | History | Added to | 9,994 | 239 | 0.0% | 0.0% | 89 | +266 | 2.73% | Q3 2024 | Nov 06, 2024 |
| Corient Private Wealth LLC | History | New | 9,220 | 221 | 0.0% | — | 90 | +9,220 | New | Q3 2024 | Nov 12, 2024 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,450 | 202 | 0.01% | 0.01% | 91 | -1,896 | -18.33% | Q3 2024 | Nov 05, 2024 |
| Glenview Trust Co | History | No change | 8,400 | 201 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2024 | Nov 12, 2024 |
| COMERICA BANK | History | Reduced | 7,149 | 171 | 0.0% | 0.0% | 93 | -1,898 | -20.98% | Q3 2024 | Nov 14, 2024 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,151 | 123 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2024 | Nov 12, 2024 |
| EASTERN BANK | History | New | 4,508 | 108 | 0.0% | — | 95 | +4,508 | New | Q3 2024 | Oct 21, 2024 |
| ASSETMARK, INC | History | New | 447 | 10 | 0.0% | — | 96 | +447 | New | Q3 2024 | Nov 01, 2024 |
| JPMORGAN CHASE & CO | History | Reduced | 252 | 6 | 0.0% | 0.0% | 97 | -15,265 | -98.38% | Q3 2024 | Dec 26, 2024 |
| Tower Research Capital LLC (TRC) | History | New | 100 | 2 | 0.0% | — | 98 | +100 | New | Q3 2024 | Nov 14, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 51 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2024 | Nov 08, 2024 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -340,775 | -100.0% | Q2 2024 | Aug 21, 2024 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,863 | -100.0% | Q2 2024 | Jul 30, 2024 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,792 | -100.0% | Q2 2024 | Aug 02, 2024 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,641 | -100.0% | Q2 2024 | Aug 14, 2024 |
| CITIGROUP INC | History | Added to | 40 | 0 | — | — | — | +34 | 566.67% | Q3 2024 | Nov 12, 2024 |
| FMR LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2024 | Nov 13, 2024 |