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 | 209,614 | 21,835 | 0.57% | 0.55% | 1 | +8,230 | 4.09% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 113,610 | 11,834 | 0.0% | 0.0% | 2 | +3,776 | 3.44% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 106,577 | 11,102 | 0.11% | 0.11% | 3 | +2,059 | 1.97% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 93,441 | 9,712 | 0.0% | 0.0% | 4 | +10,693 | 12.92% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 92,398 | 9,625 | 0.0% | 0.0% | 5 | +56,681 | 158.69% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 32,661 | 3,402 | 0.0% | 0.0% | 6 | -615 | -1.85% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,930 | 3,112 | 0.01% | 0.0% | 7 | +2,810 | 10.36% | Q1 2026 | Apr 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 27,390 | 2,853 | 0.01% | 0.01% | 8 | +140 | 0.51% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 26,430 | 2,753 | 0.01% | 0.02% | 9 | -703 | -2.59% | Q1 2026 | May 05, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 24,423 | 2,544 | 0.64% | 0.65% | 10 | +19 | 0.08% | Q1 2026 | Apr 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,500 | 2,447 | 0.0% | 0.0% | 11 | +1,974 | 9.17% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,231 | 2,003 | 0.0% | 0.0% | 12 | +955 | 5.23% | Q1 2026 | May 11, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 16,744 | 1,744 | 0.22% | 0.2% | 13 | +1,178 | 7.57% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 15,576 | 1,622 | 0.46% | 0.38% | 14 | +3,109 | 24.94% | Q1 2026 | Apr 30, 2026 |
| WESBANCO BANK INC | History | Reduced | 13,514 | 1,407 | 0.04% | 0.04% | 15 | -271 | -1.97% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,028 | 1,148 | 0.0% | 0.0% | 16 | +3,910 | 54.93% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 9,567 | 996 | 0.0% | 0.0% | 17 | -779 | -7.53% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 8,738 | 910 | 0.0% | 0.0% | 18 | +1,947 | 28.67% | Q1 2026 | May 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 7,008 | 730 | 0.13% | 0.12% | 19 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 5,321 | 554 | 0.0% | 0.0% | 20 | -78,455 | -93.65% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Reduced | 4,846 | 504 | 0.14% | 0.18% | 21 | -1,563 | -24.39% | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,669 | 486 | 0.04% | 0.03% | 22 | -63 | -1.33% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,487 | 467 | 0.0% | 0.0% | 23 | +1,183 | 35.81% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,372 | 455 | 0.0% | 0.0% | 24 | +343 | 8.51% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 3,970 | 411 | 0.01% | 0.01% | 25 | -125 | -3.05% | Q1 2026 | May 06, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 3,937 | 410 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMG National Trust Bank | History | Added to | 3,835 | 399 | 0.01% | 0.01% | 27 | +1,385 | 56.53% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | No change | 3,823 | 398 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,603 | 375 | 0.0% | 0.0% | 29 | +91 | 2.59% | Q1 2026 | May 15, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 3,516 | 366 | 0.12% | 0.12% | 30 | -93 | -2.58% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,450 | 359 | 0.0% | 0.0% | 31 | +190 | 5.83% | Q1 2026 | Apr 27, 2026 |
| 5T Wealth, LLC | History | Reduced | 3,449 | 359 | 0.14% | 0.15% | 32 | -95 | -2.68% | Q1 2026 | Apr 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 3,296 | 343 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Reduced | 3,269 | 340 | 0.02% | 0.02% | 35 | -473 | -12.64% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | No change | 3,272 | 340 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 2,952 | 307 | 0.06% | 0.07% | 36 | -88 | -2.89% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,727 | 284 | 0.01% | — | 37 | +2,727 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,674 | 278 | 0.0% | — | 39 | +2,674 | New | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 2,679 | 278 | 0.0% | 0.0% | 38 | +1,125 | 72.39% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 2,605 | 271 | 0.0% | — | 40 | +2,605 | New | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,521 | 261 | 0.0% | 0.01% | 41 | -648 | -20.45% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 2,201 | 229 | 0.01% | 0.01% | 42 | -10 | -0.45% | Q1 2026 | Apr 30, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 2,096 | 218 | 0.09% | 0.11% | 43 | -600 | -22.26% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 2,000 | 208 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,690 | 176 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Reduced | 1,566 | 163 | 0.0% | 0.0% | 46 | -331 | -17.45% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,127 | 117 | 0.0% | 0.0% | 47 | +84 | 8.05% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 987 | 102 | 0.0% | 0.0% | 48 | +967 | 4835.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 896 | 93 | 0.0% | — | 49 | +896 | New | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 816 | 85 | 0.02% | — | 50 | +816 | New | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 423 | 44 | 0.0% | 0.0% | 51 | -51 | -10.76% | Q1 2026 | May 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 375 | 39 | 0.01% | 0.02% | 52 | -120 | -24.24% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 323 | 33 | 0.0% | 0.0% | 53 | -117 | -26.59% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 151 | 15 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 112 | 11 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Reduced | 59 | 6 | 0.0% | 0.0% | 56 | -2 | -3.28% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 65 | 6 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 15 | 1 | 0.0% | 0.0% | 59 | -150 | -90.91% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 17 | 1 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,628 | -100.0% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,478 | -100.0% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,035 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -439 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |