iSHARES TRUST - BTOT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 400,000 | 19,858 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Mark Nickell & Co. | History | New | 320,589 | 14,795 | 11.8% | — | 2 | +320,589 | New | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 76,054 | 3,775 | 0.0% | 0.0% | 3 | +35,209 | 86.2% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 37,441 | 1,858 | 0.27% | 0.03% | 4 | +33,781 | 922.98% | Q2 2026 | Jul 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 1,450 | 71 | 0.01% | — | 5 | +1,450 | New | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 675 | 24 | 0.01% | 0.0% | 6 | +575 | 575.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 119 | 5 | 0.0% | 0.0% | 7 | -2 | -1.65% | Q2 2026 | Aug 13, 2026 |