iSHARES TRUST - AIA
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 144,546 | 14,094 | 0.0% | 0.0% | 1 | +13,890 | 10.63% | Q4 2025 | Feb 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 73,710 | 12,617 | 3.04% | 0.07% | 2 | +70,410 | 2133.64% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 126,617 | 12,342 | 0.0% | 0.0% | 3 | +2,299 | 1.85% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 93,569 | 9,123 | 0.0% | 0.0% | 4 | +25,177 | 36.81% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 68,868 | 6,715 | 0.0% | 0.0% | 5 | +21,735 | 46.11% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 57,616 | 5,618 | 0.0% | 0.0% | 6 | +2,471 | 4.48% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,351 | 4,322 | 0.01% | 0.01% | 7 | +2,283 | 5.84% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 43,010 | 4,193 | 0.05% | 0.05% | 8 | -4,750 | -9.95% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Added to | 41,896 | 4,085 | 0.0% | 0.0% | 9 | +4,003 | 10.56% | Q4 2025 | Jan 29, 2026 |
| SFI Advisors, LLC | History | Reduced | 41,184 | 4,015 | 2.57% | 2.54% | 10 | -1,003 | -2.38% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 37,183 | 3,625 | 0.0% | — | 11 | +37,183 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | No change | 34,044 | 3,319 | 0.0% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,579 | 2,787 | 0.01% | 0.01% | 13 | +2,245 | 8.53% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 25,877 | 2,523 | 0.01% | 0.01% | 14 | +1,607 | 6.62% | Q4 2025 | Feb 13, 2026 |
| Objectivity Squared, LLC | History | Added to | 24,215 | 2,361 | 1.32% | 1.34% | 15 | +413 | 1.74% | Q4 2025 | Feb 02, 2026 |
| Quantum Portfolio Management LLC | History | New | 23,409 | 2,282 | 1.01% | — | 16 | +23,409 | New | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | New | 22,491 | 2,193 | 0.0% | — | 17 | +22,491 | New | Q4 2025 | Feb 13, 2026 |
| Arlington Capital Management, Inc. | History | New | 20,874 | 2,035 | 1.25% | — | 18 | +20,874 | New | Q4 2025 | Jan 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,304 | 1,979 | 0.0% | 0.0% | 19 | -1,403 | -6.46% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 19,429 | 1,894 | 0.0% | 0.0% | 20 | -30,337 | -60.96% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 18,803 | 1,833 | 0.0% | 0.0% | 21 | +2,217 | 13.37% | Q4 2025 | Feb 18, 2026 |
| Texas Yale Capital Corp. | History | No change | 18,630 | 1,816 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 17,375 | 1,694 | 0.12% | 0.12% | 23 | -528 | -2.95% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | Added to | 15,221 | 1,484 | 0.02% | 0.0% | 24 | +12,267 | 415.27% | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 14,708 | 1,434 | 0.16% | 0.15% | 25 | +616 | 4.37% | Q4 2025 | Jan 14, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 13,660 | 1,422 | 0.32% | 0.33% | 26 | -192 | -1.39% | Q4 2025 | Jan 23, 2026 |
| Index Technologies Group LLC | History | New | 13,268 | 1,293 | 1.35% | — | 27 | +13,268 | New | Q4 2025 | Feb 12, 2026 |
| SB Capital Management Inc | History | New | 12,075 | 1,177 | 0.43% | — | 28 | +12,075 | New | Q4 2025 | Feb 20, 2026 |
| EVOKE WEALTH, LLC | History | New | 10,810 | 1,054 | 0.02% | — | 29 | +10,810 | New | Q4 2025 | Feb 06, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 9,736 | 949 | 0.15% | 0.15% | 30 | -331 | -3.29% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | No change | 9,365 | 913 | 0.01% | 0.02% | 31 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | No change | 8,560 | 826 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | New | 7,915 | 771 | 0.01% | — | 33 | +7,915 | New | Q4 2025 | Jan 22, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 7,188 | 700 | 0.25% | 0.24% | 34 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,030 | 685 | 0.0% | — | 35 | +7,030 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,480 | 631 | 0.01% | 0.01% | 36 | -1,962 | -23.24% | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,523 | 538 | 0.0% | — | 37 | +5,523 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,502 | 536 | 0.0% | 0.0% | 38 | -698 | -11.26% | Q4 2025 | Feb 18, 2026 |
| Composition Wealth, LLC | History | No change | 4,978 | 485 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,969 | 484 | 0.0% | 0.0% | 40 | +4,146 | 503.77% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,948 | 482 | 0.0% | 0.0% | 41 | +2,705 | 120.6% | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 4,487 | 437 | 0.04% | 0.04% | 42 | +4 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,406 | 429 | 0.01% | 0.01% | 43 | +90 | 2.09% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,027 | 392 | 0.01% | 0.01% | 44 | +400 | 11.03% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | New | 3,972 | 387 | 0.0% | — | 45 | +3,972 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,790 | 369 | 0.0% | 0.0% | 46 | +2,313 | 156.6% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 3,760 | 366 | 0.0% | 0.0% | 47 | +3,035 | 418.62% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,636 | 354 | 0.0% | 0.0% | 48 | -184 | -4.82% | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | Reduced | 3,505 | 341 | 0.04% | 0.04% | 49 | -20 | -0.57% | Q4 2025 | Jan 22, 2026 |
| Integrated Advisors Network LLC | History | New | 3,363 | 327 | 0.01% | — | 50 | +3,363 | New | Q4 2025 | Feb 17, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 2,914 | 322 | 0.16% | 0.15% | 51 | +28 | 0.97% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 3,203 | 312 | 0.0% | 0.0% | 52 | +360 | 12.66% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | New | 3,182 | 310 | 0.0% | — | 53 | +3,182 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,995 | 292 | 0.0% | 0.0% | 54 | +27 | 0.91% | Q4 2025 | Mar 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 2,703 | 263 | 0.01% | 0.01% | 55 | -78 | -2.8% | Q4 2025 | Feb 03, 2026 |
| Patten Group, Inc. | History | Reduced | 2,571 | 250 | 0.05% | 0.05% | 56 | -147 | -5.41% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 56,224 | 237 | 0.0% | — | 57 | +56,224 | New | Q4 2025 | Feb 18, 2026 |
| Argent Trust Co | History | Reduced | 2,422 | 236 | 0.01% | 0.01% | 58 | -95 | -3.77% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,413 | 235 | 0.0% | — | 59 | +2,413 | New | Q4 2025 | Feb 02, 2026 |
| Rathbones Group PLC | History | New | 2,335 | 227 | 0.0% | — | 60 | +2,335 | New | Q4 2025 | Feb 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,315 | 225 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,286 | 222 | 0.0% | 0.01% | 62 | -133 | -5.5% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,100 | 204 | 0.0% | 0.0% | 63 | -12,314 | -85.43% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,824 | 177 | 0.0% | 0.0% | 64 | -172 | -8.62% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,626 | 158 | 0.0% | 0.0% | 65 | +845 | 108.19% | Q4 2025 | Jan 23, 2026 |
| Aviso Financial Inc. | History | No change | 1,385 | 135 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 1,350 | 132 | 0.0% | — | 67 | +1,350 | New | Q4 2025 | Jan 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,248 | 121 | 0.0% | 0.0% | 68 | +758 | 154.69% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 1,239 | 121 | 0.0% | 0.0% | 69 | -150 | -10.8% | Q4 2025 | Jan 26, 2026 |
| Westwind Capital | History | New | 1,233 | 120 | 0.02% | — | 70 | +1,233 | New | Q4 2025 | Jan 09, 2026 |
| Finley Financial, LLC | History | No change | 1,170 | 114 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,090 | 106 | 0.0% | 0.0% | 72 | +65 | 6.34% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 800 | 78 | 0.06% | — | 73 | +800 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 787 | 76 | 0.0% | — | 74 | +787 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | New | 763 | 74 | 0.0% | — | 75 | +763 | New | Q4 2025 | Jan 23, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 685 | 67 | 0.0% | 0.0% | 76 | -36 | -4.99% | Q4 2025 | Feb 03, 2026 |
| Glassman Wealth Services | History | No change | 635 | 61 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 620 | 60 | 0.0% | 0.0% | 78 | +45 | 7.83% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 532 | 51 | 0.0% | — | 79 | +532 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 493 | 48 | 0.0% | 0.0% | 80 | -180 | -26.75% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | No change | 330 | 32 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 275 | 26 | 0.0% | — | 82 | +265 | 2650.0% | Q4 2025 | Feb 06, 2026 |
| one8zero8, LLC | History | No change | 194 | 18 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 174 | 16 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | No change | 150 | 14 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 134 | 13 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | No change | 94 | 9 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | New | 83 | 8 | 0.0% | — | 88 | +83 | New | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 70 | 6 | 0.0% | 0.0% | 90 | +1 | 1.45% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 66 | 6 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 61 | 5 | 0.0% | 0.0% | 92 | +1 | 1.67% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 55 | 5 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 49 | 4 | 0.0% | — | 93 | +49 | New | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 40 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 35 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 25 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 25 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Armor Investment Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,887 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,027 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,496 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -8,600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,275 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PGIM Custom Harvest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,222 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Oct 27, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |