iSHARES TRUST - GBF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Destination Wealth Management | History | Added to | 201,384 | 21,084 | 0.55% | 0.56% | 1 | +9,452 | 4.92% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 109,834 | 11,499 | 0.0% | 0.0% | 2 | +5,450 | 5.22% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 104,518 | 10,943 | 0.11% | 0.12% | 3 | -1,921 | -1.8% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 83,776 | 8,771 | 0.0% | 0.0% | 4 | -36,667 | -30.44% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 82,748 | 8,663 | 0.0% | 0.0% | 5 | -10,639 | -11.39% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,717 | 3,739 | 0.0% | 0.0% | 6 | +24,545 | 219.7% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 33,276 | 3,483 | 0.0% | 0.0% | 7 | +710 | 2.18% | Q4 2025 | Jan 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 27,250 | 2,853 | 0.01% | 0.01% | 8 | -3,152 | -10.37% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 27,120 | 2,847 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,133 | 2,840 | 0.02% | 0.02% | 10 | -3,909 | -12.59% | Q4 2025 | Jan 29, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 24,404 | 2,555 | 0.65% | 0.65% | 11 | +1,100 | 4.72% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,526 | 2,253 | 0.0% | 0.0% | 12 | -24,027 | -52.75% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,276 | 1,913 | 0.0% | 0.0% | 13 | +466 | 2.62% | Q4 2025 | Feb 13, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 15,566 | 1,629 | 0.2% | 0.2% | 14 | +489 | 3.24% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | No change | 13,785 | 1,443 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 12,467 | 1,305 | 0.38% | 0.34% | 16 | -1,054 | -7.8% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 10,346 | 1,083 | 0.0% | 0.0% | 17 | +83 | 0.81% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,118 | 745 | 0.0% | 0.0% | 18 | +223 | 3.23% | Q4 2025 | Feb 10, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 7,008 | 733 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,791 | 710 | 0.0% | 0.0% | 20 | -159 | -2.29% | Q4 2025 | Feb 17, 2026 |
| WorthPointe, LLC | History | Reduced | 6,409 | 670 | 0.18% | 0.43% | 21 | -4,379 | -40.59% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,732 | 497 | 0.03% | 0.04% | 22 | -3 | -0.06% | Q4 2025 | Jan 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,095 | 428 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,029 | 421 | 0.0% | 0.0% | 24 | +46 | 1.15% | Q4 2025 | Feb 17, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 3,937 | 412 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | No change | 3,823 | 400 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Procyon Advisors, LLC | History | Reduced | 3,742 | 391 | 0.02% | 0.02% | 27 | -246 | -6.17% | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,628 | 379 | 0.0% | 0.0% | 28 | -4,743 | -56.66% | Q4 2025 | Feb 17, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 3,609 | 377 | 0.12% | 0.13% | 29 | -96 | -2.59% | Q4 2025 | Jan 22, 2026 |
| 5T Wealth, LLC | History | Reduced | 3,544 | 371 | 0.15% | 0.18% | 30 | -278 | -7.27% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,512 | 367 | 0.0% | — | 31 | +3,512 | New | Q4 2025 | Feb 17, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 3,296 | 345 | 0.1% | 2.2% | 33 | -64,746 | -95.16% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 3,304 | 345 | 0.0% | 0.0% | 32 | +53 | 1.63% | Q4 2025 | Jan 12, 2026 |
| Sigma Planning Corp | History | Reduced | 3,272 | 342 | 0.01% | 0.01% | 34 | -22 | -0.67% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,260 | 341 | 0.0% | 0.0% | 35 | +533 | 19.55% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,169 | 331 | 0.01% | 0.01% | 36 | -539 | -14.54% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 3,040 | 318 | 0.07% | 0.07% | 37 | -196 | -6.06% | Q4 2025 | Jan 29, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 2,696 | 283 | 0.11% | 0.13% | 38 | -237 | -8.08% | Q4 2025 | Feb 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 2,478 | 259 | 0.01% | 0.01% | 39 | +565 | 29.53% | Q4 2025 | Feb 04, 2026 |
| AMG National Trust Bank | History | No change | 2,450 | 256 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Reduced | 2,211 | 231 | 0.01% | 0.01% | 41 | -2 | -0.09% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 2,035 | 213 | 0.01% | 0.01% | 42 | +25 | 1.24% | Q4 2025 | Jan 12, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 2,000 | 209 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Reduced | 1,897 | 198 | 0.0% | 0.0% | 44 | -188 | -9.02% | Q4 2025 | Jan 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,690 | 176 | 0.0% | 0.01% | 45 | -600 | -26.2% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,554 | 162 | 0.0% | 0.0% | 46 | +1,059 | 213.94% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,043 | 109 | 0.0% | 0.0% | 47 | +755 | 262.15% | Q4 2025 | Jan 23, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 495 | 51 | 0.02% | 0.01% | 48 | +50 | 11.24% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 474 | 49 | 0.0% | 0.0% | 49 | +299 | 170.86% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 439 | 46 | 0.0% | 0.0% | 51 | -4,666 | -91.4% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 440 | 46 | 0.0% | 0.0% | 50 | -128 | -22.54% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 395 | 41 | 0.0% | — | 52 | +395 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 165 | 17 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 151 | 15 | 0.0% | 0.0% | 54 | -3 | -1.95% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 112 | 11 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Reduced | 61 | 6 | 0.0% | 0.0% | 56 | -3 | -4.69% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 65 | 6 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 43 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 20 | 2 | 0.0% | — | 59 | +20 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 60 | -1 | -5.26% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 17 | 1 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cypress Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,576 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,228 | -100.0% | Q3 2025 | Nov 06, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -361 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |