iSHARES TRUST - BYLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Horizon Wealth Management, LLC | History | Added to | 2,511,534 | 56,886 | 7.25% | 7.6% | 1 | +210,911 | 9.17% | Q2 2026 | Aug 06, 2026 |
| Members Trust Co | History | Added to | 2,222,630 | 50,342 | 1.57% | 0.07% | 2 | +2,132,457 | 2364.85% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | Added to | 1,181,718 | 26,765 | 0.01% | 0.01% | 3 | +172,722 | 17.12% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,178,460 | 26,692 | 0.13% | 0.14% | 4 | +84,871 | 7.76% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 977,165 | 22,132 | 0.01% | 0.01% | 5 | +29,460 | 3.11% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 466,759 | 10,572 | 0.01% | 0.01% | 6 | +140,920 | 43.25% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 452,730 | 10,254 | 0.0% | 0.0% | 7 | +54,870 | 13.79% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 422,614 | 9,572 | 0.01% | 0.01% | 8 | +52,747 | 14.26% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 376,958 | 8,538 | 0.0% | 0.0% | 9 | +12,317 | 3.38% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Wealth | History | Reduced | 361,776 | 8,194 | 0.01% | 0.01% | 10 | -65,353 | -15.3% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 321,828 | 7,289 | 0.01% | 0.01% | 11 | +49,480 | 18.17% | Q2 2026 | Aug 12, 2026 |
| Trivium Point Advisory, LLC | History | New | 284,959 | 6,454 | 0.59% | — | 12 | +284,959 | New | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 261,482 | 5,922 | 0.01% | 0.01% | 13 | +20,641 | 8.57% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 202,825 | 4,593 | 0.02% | — | 14 | +202,825 | New | Q2 2026 | Sep 23, 2026 |
| MTC Wealth Management LLC | History | New | 199,896 | 4,527 | 2.03% | — | 15 | +199,896 | New | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 183,954 | 4,166 | 0.01% | 0.0% | 16 | +81,465 | 79.49% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 138,140 | 3,135 | 0.0% | 0.0% | 17 | +50,199 | 57.08% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 118,220 | 2,677 | 0.03% | 0.03% | 18 | -3,614 | -2.97% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 109,141 | 2,472 | 0.01% | 0.01% | 19 | +46,621 | 74.57% | Q2 2026 | Aug 11, 2026 |
| PlanVest Financial, Inc | History | Added to | 85,082 | 1,927 | 1.29% | 1.4% | 20 | +3,216 | 3.93% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 82,400 | 1,866 | 0.03% | 0.02% | 21 | +25,899 | 45.84% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 70,547 | 1,597 | 0.03% | 0.02% | 22 | +22,761 | 47.63% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,852 | 1,559 | 0.0% | 0.0% | 23 | +7,930 | 13.02% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 60,022 | 1,359 | 0.0% | — | 24 | +60,022 | New | Q2 2026 | Sep 02, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Reduced | 59,845 | 1,355 | 0.17% | 0.22% | 25 | -4,951 | -7.64% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 59,858 | 1,355 | 0.03% | 0.04% | 26 | -16 | -0.03% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | New | 57,419 | 1,300 | 0.0% | — | 27 | +57,419 | New | Q2 2026 | Aug 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 50,093 | 1,134 | 1.11% | 1.23% | 28 | -3,046 | -5.73% | Q2 2026 | Jul 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 46,941 | 1,063 | 0.08% | 0.09% | 29 | +2,886 | 6.55% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 41,564 | 941 | 0.05% | — | 30 | +41,564 | New | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,513 | 691 | 0.0% | 0.0% | 31 | +2,893 | 10.47% | Q2 2026 | Jul 27, 2026 |
| Advisory Solutions Group, LLC | History | New | 29,870 | 676 | 0.23% | — | 32 | +29,870 | New | Q2 2026 | Jul 29, 2026 |
| Asset Management Group, Inc. | History | Added to | 29,108 | 659 | 0.1% | 0.1% | 33 | +387 | 1.35% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 27,515 | 623 | 0.01% | 0.04% | 34 | -88,660 | -76.32% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 27,365 | 619 | 0.03% | 0.03% | 35 | +35 | 0.13% | Q2 2026 | Jul 23, 2026 |
| Daviman Financial, LLC | History | Added to | 26,413 | 598 | 0.33% | 0.34% | 36 | +881 | 3.45% | Q2 2026 | Jul 24, 2026 |
| Altman Advisors, Inc. | History | Added to | 304,382 | 585 | 0.21% | 0.23% | 37 | +40,912 | 15.53% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 24,465 | 554 | 0.01% | 0.01% | 38 | +584 | 2.45% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 24,435 | 553 | 0.04% | 0.05% | 39 | -95 | -0.39% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 21,959 | 497 | 0.01% | 0.01% | 40 | -419 | -1.87% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,623 | 489 | 0.0% | 0.0% | 41 | +31 | 0.14% | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 21,164 | 479 | 0.05% | 0.07% | 42 | -4,593 | -17.83% | Q2 2026 | Jul 09, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 19,927 | 451 | 0.04% | 0.04% | 43 | -4 | -0.02% | Q2 2026 | Aug 04, 2026 |
| Redwood Financial Network Corp | History | No change | 18,451 | 417 | 0.23% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,653 | 399 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 17,116 | 387 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argyle Capital Partners, LLC | History | New | 16,450 | 372 | 0.23% | — | 47 | +16,450 | New | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, LLC | History | New | 15,369 | 348 | 0.02% | — | 48 | +15,369 | New | Q2 2026 | Aug 04, 2026 |
| NICOLET BANKSHARES INC | History | New | 15,289 | 344 | 0.01% | — | 49 | +15,289 | New | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,960 | 293 | 0.01% | 0.02% | 50 | -9,411 | -42.07% | Q2 2026 | Jul 07, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 11,707 | 265 | 0.04% | 0.09% | 51 | -11,359 | -49.25% | Q2 2026 | Aug 17, 2026 |
| Arlington Financial Advisors, LLC | History | New | 11,545 | 261 | 0.03% | — | 52 | +11,545 | New | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,350 | 211 | 0.0% | 0.0% | 53 | +265 | 2.92% | Q2 2026 | Jul 13, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 9,314 | 210 | 0.08% | 0.28% | 54 | -18,742 | -66.8% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 9,314 | 210 | 0.08% | — | 55 | +9,314 | New | Q2 2026 | Jul 06, 2026 |
| KLCM Advisors, Inc. | History | No change | 9,238 | 209 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,808 | 154 | 0.0% | 0.0% | 57 | -822 | -10.77% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 6,634 | 150 | 0.0% | — | 58 | +6,634 | New | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,268 | 141 | 0.0% | 0.0% | 59 | +4,091 | 187.92% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,413 | 54 | 0.0% | 0.0% | 60 | +16 | 0.67% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,195 | 49 | 0.0% | 0.0% | 61 | +1,719 | 361.13% | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,124 | 48 | 0.01% | 0.01% | 62 | +24 | 1.14% | Q2 2026 | Jul 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,988 | 45 | 0.0% | 0.0% | 63 | +1,624 | 446.15% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,426 | 32 | 0.0% | — | 64 | +1,426 | New | Q2 2026 | Aug 12, 2026 |
| Align Financial, LLC | History | Reduced | 1,016 | 23 | 0.01% | 0.01% | 66 | -111 | -9.85% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,028 | 23 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,000 | 22 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 859 | 19 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 777 | 17 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 488 | 11 | 0.0% | 0.0% | 70 | -1,671 | -77.4% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 515 | 11 | 0.0% | 0.0% | 71 | -120 | -18.9% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 520 | 11 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 422 | 9 | 0.0% | 0.0% | 73 | -1,303 | -75.54% | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 386 | 8 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 391 | 8 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 145 | 3 | 0.0% | — | 77 | +145 | New | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 175 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Capital Management | History | No change | 130 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LWM Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -28,268 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,420 | -100.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -11,144 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,644 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,004 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,619 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -332 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |