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 | New | 2,300,623 | 51,833 | 7.6% | — | 1 | +2,300,623 | New | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,093,589 | 24,638 | 0.14% | 0.14% | 2 | +39,875 | 3.78% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,008,996 | 22,732 | 0.01% | 0.01% | 3 | +65,402 | 6.93% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 947,705 | 21,351 | 0.01% | 0.01% | 4 | +98,724 | 11.63% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 427,129 | 9,623 | 0.01% | 0.01% | 5 | -103,995 | -19.58% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 397,860 | 8,963 | 0.0% | 0.0% | 6 | +16,660 | 4.37% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 369,867 | 8,333 | 0.01% | 0.01% | 7 | -7,384 | -1.96% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 364,641 | 8,215 | 0.0% | 0.0% | 8 | +133,442 | 57.72% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 325,839 | 7,341 | 0.01% | 0.01% | 9 | +26,595 | 8.89% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 272,348 | 6,135 | 0.01% | 0.0% | 10 | +74,285 | 37.51% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 240,841 | 5,426 | 0.01% | 0.01% | 11 | +30,681 | 14.6% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 121,834 | 2,744 | 0.03% | 0.03% | 12 | +9,804 | 8.75% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | New | 116,175 | 2,623 | 0.04% | — | 13 | +116,175 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 102,489 | 2,309 | 0.0% | 0.0% | 14 | +78,400 | 325.46% | Q1 2026 | Apr 27, 2026 |
| Members Trust Co | History | Added to | 90,173 | 2,031 | 0.07% | 0.02% | 15 | +69,000 | 325.89% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 87,941 | 1,970 | 0.0% | 0.0% | 16 | +13,281 | 17.79% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 81,866 | 1,844 | 1.4% | — | 17 | +81,866 | New | Q1 2026 | May 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 64,796 | 1,459 | 0.22% | 0.14% | 18 | +25,714 | 65.79% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 62,520 | 1,408 | 0.01% | 0.01% | 19 | +1,271 | 2.08% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 60,922 | 1,372 | 0.0% | — | 20 | +60,922 | New | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 59,874 | 1,348 | 0.04% | 0.04% | 21 | +334 | 0.56% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 56,501 | 1,272 | 0.02% | 0.02% | 22 | +1,044 | 1.88% | Q1 2026 | May 18, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 53,139 | 1,197 | 1.23% | 1.35% | 23 | -3,763 | -6.61% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 47,786 | 1,076 | 0.02% | 0.02% | 24 | +14,664 | 44.27% | Q1 2026 | May 01, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | New | 44,055 | 992 | 0.09% | — | 25 | +44,055 | New | Q1 2026 | Apr 15, 2026 |
| Asset Management Group, Inc. | History | Reduced | 28,721 | 647 | 0.1% | 0.11% | 26 | -1,981 | -6.45% | Q1 2026 | May 15, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 28,268 | 636 | 0.68% | 1.78% | 27 | -105,319 | -78.84% | Q1 2026 | Apr 28, 2026 |
| Heritage Family Offices, LLP | History | Added to | 28,056 | 632 | 0.28% | 0.29% | 28 | +253 | 0.91% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,620 | 622 | 0.0% | 0.0% | 29 | +585 | 2.16% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 27,330 | 615 | 0.03% | 0.03% | 30 | +23 | 0.08% | Q1 2026 | Apr 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 25,757 | 580 | 0.07% | 0.08% | 31 | -2,368 | -8.42% | Q1 2026 | May 05, 2026 |
| Daviman Financial, LLC | History | Reduced | 25,532 | 575 | 0.34% | 0.4% | 32 | -4,078 | -13.77% | Q1 2026 | Apr 23, 2026 |
| Altman Advisors, Inc. | History | Added to | 263,470 | 554 | 0.23% | 0.21% | 33 | +2,574 | 0.99% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | New | 24,530 | 552 | 0.05% | — | 34 | +24,530 | New | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 23,881 | 538 | 0.01% | 0.01% | 35 | +1,680 | 7.57% | Q1 2026 | May 01, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 23,066 | 519 | 0.09% | 0.1% | 36 | +132 | 0.58% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | No change | 22,420 | 505 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 22,371 | 504 | 0.02% | 0.02% | 38 | -7,742 | -25.71% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 22,378 | 504 | 0.01% | 0.01% | 39 | -1,969 | -8.09% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,592 | 486 | 0.0% | 0.0% | 40 | +15,884 | 278.28% | Q1 2026 | Apr 30, 2026 |
| SYM FINANCIAL Corp | History | Added to | 19,931 | 449 | 0.04% | 0.05% | 41 | +591 | 3.06% | Q1 2026 | May 08, 2026 |
| Redwood Financial Network Corp | History | Reduced | 18,451 | 415 | 0.27% | 0.28% | 42 | -586 | -3.08% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,653 | 397 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 17,116 | 385 | 0.01% | 0.01% | 44 | -3,932 | -18.68% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 11,144 | 251 | 0.0% | 0.0% | 45 | +117 | 1.06% | Q1 2026 | Apr 27, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 9,238 | 208 | 0.02% | 0.02% | 46 | -832 | -8.26% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,085 | 204 | 0.0% | 0.0% | 47 | +155 | 1.74% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,004 | 202 | 0.01% | — | 48 | +9,004 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,630 | 172 | 0.0% | 0.0% | 49 | -70 | -0.91% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,397 | 54 | 0.0% | 0.0% | 50 | -110 | -4.39% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,177 | 49 | 0.0% | 0.0% | 51 | -865 | -28.44% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Added to | 2,159 | 48 | 0.0% | 0.0% | 52 | +626 | 40.83% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,100 | 47 | 0.01% | 0.01% | 53 | +13 | 0.62% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 1,725 | 38 | 0.0% | 0.0% | 54 | +1 | 0.06% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,619 | 36 | 0.0% | — | 55 | +1,619 | New | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | New | 1,127 | 25 | 0.01% | — | 56 | +1,127 | New | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,028 | 23 | 0.0% | 0.0% | 57 | -1,193 | -53.71% | Q1 2026 | Apr 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,000 | 22 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 859 | 19 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 777 | 17 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 635 | 14 | 0.0% | — | 61 | +635 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 520 | 11 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 476 | 10 | 0.0% | 0.0% | 63 | -1,688 | -78.0% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 364 | 8 | 0.0% | — | 64 | +363 | 36300.0% | Q1 2026 | May 11, 2026 |
| Signature Equity Partners, LLC | History | Added to | 391 | 8 | 0.0% | 0.0% | 66 | +138 | 54.55% | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 386 | 8 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HORIZON BANCORP INC /IN/ | History | New | 332 | 7 | 0.0% | — | 67 | +332 | New | Q1 2026 | Apr 22, 2026 |
| Crews Bank & Trust | History | New | 213 | 4 | 0.0% | — | 68 | +213 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 137 | 3 | 0.0% | — | 69 | +137 | New | Q1 2026 | May 05, 2026 |
| Davis Capital Management | History | No change | 130 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 120 | 2 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -340,500 | -100.0% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,996 | -100.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,938 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,728 | -100.0% | Q1 2026 | May 15, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,130 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,084 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 06, 2026 |