iSHARES TRUST - BYLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | History | Added to | 1,053,714 | 23,998 | 0.14% | 0.14% | 1 | +58,940 | 5.92% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 943,594 | 21,490 | 0.01% | 0.01% | 2 | +95,537 | 11.27% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 848,981 | 19,335 | 0.01% | 0.0% | 3 | +236,349 | 38.58% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 531,124 | 12,096 | 0.01% | 0.02% | 4 | +5,743 | 1.09% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 381,200 | 8,681 | 0.0% | 0.0% | 5 | +49,792 | 15.02% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 377,251 | 8,591 | 0.01% | 0.01% | 6 | +14,457 | 3.98% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 340,500 | 7,754 | 0.78% | 0.81% | 7 | -5,131 | -1.48% | Q4 2025 | Jan 26, 2026 |
| Mariner, LLC | History | Added to | 299,244 | 6,815 | 0.01% | 0.01% | 8 | +43,047 | 16.8% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 231,199 | 5,265 | 0.0% | 0.0% | 9 | +130,326 | 129.2% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 210,160 | 4,786 | 0.01% | 0.01% | 10 | +12,967 | 6.58% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 198,063 | 4,510 | 0.0% | 0.0% | 11 | +127,860 | 182.13% | Q4 2025 | Feb 17, 2026 |
| LWM Advisory Services, LLC | History | Added to | 133,587 | 3,042 | 1.78% | 1.71% | 12 | +5,303 | 4.13% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 112,030 | 2,551 | 0.03% | 0.03% | 13 | +14,277 | 14.61% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 74,660 | 1,700 | 0.0% | 0.0% | 14 | -930 | -1.23% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 61,249 | 1,394 | 0.01% | — | 15 | +61,249 | New | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 59,540 | 1,356 | 0.04% | 0.06% | 16 | +3,538 | 6.32% | Q4 2025 | Jan 20, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 56,902 | 1,295 | 1.35% | 1.31% | 17 | -972 | -1.68% | Q4 2025 | Jan 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 55,457 | 1,263 | 0.02% | 0.03% | 18 | +122 | 0.22% | Q4 2025 | Feb 13, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | New | 39,082 | 890 | 0.14% | — | 19 | +39,082 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 36,996 | 842 | 0.0% | — | 20 | +36,996 | New | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 33,122 | 754 | 0.02% | 0.01% | 21 | +14,570 | 78.54% | Q4 2025 | Feb 02, 2026 |
| Asset Management Group, Inc. | History | Reduced | 30,702 | 699 | 0.11% | 0.12% | 22 | -1,185 | -3.72% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 30,113 | 685 | 0.02% | 0.02% | 23 | +323 | 1.08% | Q4 2025 | Jan 09, 2026 |
| Daviman Financial, LLC | History | New | 29,610 | 674 | 0.4% | — | 24 | +29,610 | New | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 28,125 | 640 | 0.08% | 0.07% | 25 | +2,156 | 8.3% | Q4 2025 | Feb 13, 2026 |
| Heritage Family Offices, LLP | History | New | 27,803 | 633 | 0.29% | — | 26 | +27,803 | New | Q4 2025 | Jan 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 27,307 | 621 | 0.03% | 0.04% | 27 | +44 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,035 | 616 | 0.0% | 0.0% | 28 | +732 | 2.78% | Q4 2025 | Feb 05, 2026 |
| VestGen Advisors, LLC | History | Reduced | 25,938 | 590 | 0.03% | 0.07% | 29 | -60,096 | -69.85% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 24,347 | 554 | 0.01% | 0.01% | 30 | +423 | 1.77% | Q4 2025 | Jan 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,089 | 548 | 0.0% | 0.0% | 31 | -4,333 | -15.25% | Q4 2025 | Feb 12, 2026 |
| Altman Advisors, Inc. | History | Reduced | 260,896 | 547 | 0.21% | 0.21% | 32 | -1,602 | -0.61% | Q4 2025 | Feb 04, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 22,934 | 522 | 0.1% | 0.1% | 33 | +757 | 3.41% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,420 | 510 | 0.0% | 0.0% | 34 | +960 | 4.47% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 22,201 | 505 | 0.01% | 0.0% | 35 | +5,592 | 33.67% | Q4 2025 | Jan 26, 2026 |
| Members Trust Co | History | New | 21,173 | 482 | 0.02% | — | 36 | +21,173 | New | Q4 2025 | Jan 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 21,048 | 479 | 0.01% | 0.01% | 37 | -1,553 | -6.87% | Q4 2025 | Feb 12, 2026 |
| SYM FINANCIAL Corp | History | Added to | 19,340 | 440 | 0.05% | 0.05% | 38 | +150 | 0.78% | Q4 2025 | Feb 13, 2026 |
| Redwood Financial Network Corp | History | Reduced | 19,037 | 433 | 0.28% | 0.28% | 39 | -124 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,653 | 402 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| World Investment Advisors | History | New | 11,027 | 251 | 0.0% | — | 41 | +11,027 | New | Q4 2025 | Mar 12, 2026 |
| KLCM Advisors, Inc. | History | New | 10,070 | 229 | 0.02% | — | 42 | +10,070 | New | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,728 | 221 | 0.0% | 0.0% | 43 | -12,262 | -55.76% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | New | 8,930 | 203 | 0.0% | — | 44 | +8,930 | New | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,700 | 175 | 0.0% | — | 45 | +7,700 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,708 | 129 | 0.0% | — | 46 | +5,708 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,042 | 69 | 0.0% | 0.0% | 47 | -210 | -6.46% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,507 | 57 | 0.0% | 0.0% | 48 | +21 | 0.84% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | New | 2,221 | 50 | 0.0% | — | 49 | +2,221 | New | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,164 | 49 | 0.0% | 0.0% | 50 | +375 | 20.96% | Q4 2025 | Feb 02, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 2,130 | 48 | 0.03% | 0.04% | 51 | -219 | -9.32% | Q4 2025 | Jan 20, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,087 | 47 | 0.01% | 0.01% | 52 | +17 | 0.82% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | Reduced | 1,724 | 39 | 0.0% | 0.0% | 53 | -434 | -20.11% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 1,533 | 34 | 0.0% | — | 54 | +1,533 | New | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 1,084 | 24 | 0.0% | — | 55 | +1,084 | New | Q4 2025 | Feb 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,000 | 22 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 859 | 19 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | No change | 777 | 17 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 520 | 12 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 386 | 8 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Signature Equity Partners, LLC | History | New | 253 | 5 | 0.0% | — | 61 | +253 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 175 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Davis Capital Management | History | Reduced | 130 | 2 | 0.0% | 0.0% | 63 | -147 | -53.07% | Q4 2025 | Jan 28, 2026 |
| SJS Investment Consulting Inc. | History | New | 120 | 2 | 0.0% | — | 64 | +120 | New | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,884 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,140 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,116 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,178 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,982 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,626 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |