iSHARES TRUST - HYBB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 2,144,054 | 101,049 | 0.32% | — | 1 | +2,144,054 | New | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | New | 1,456,143 | 68,628 | 0.85% | — | 2 | +1,456,143 | New | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,416,283 | 66,749 | 0.06% | 0.04% | 3 | +435,895 | 44.46% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,081,255 | 50,958 | 0.56% | 0.39% | 4 | +349,980 | 47.86% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Reduced | 439,046 | 20,692 | 0.0% | 0.0% | 5 | -106,210 | -19.48% | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 433,506 | 20,431 | 0.31% | 0.18% | 6 | +162,677 | 60.07% | Q4 2025 | Jan 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 372,034 | 17,533 | 0.05% | 0.05% | 7 | +14,582 | 4.08% | Q4 2025 | Feb 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 329,000 | 15,505 | 0.01% | 0.01% | 8 | -7,500 | -2.23% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 128,738 | 6,067 | 0.0% | 0.0% | 9 | -6,358 | -4.71% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 86,823 | 4,092 | 0.01% | 0.01% | 10 | +3,595 | 4.32% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 62,729 | 2,956 | 0.0% | 0.0% | 11 | -7,680 | -10.91% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 48,600 | 2,290 | 0.0% | 0.0% | 12 | +10,726 | 28.32% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 39,365 | 1,855 | 0.0% | 0.0% | 13 | +34,959 | 793.44% | Q4 2025 | Feb 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 34,057 | 1,605 | 0.22% | 0.24% | 14 | -3,004 | -8.11% | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | Added to | 28,560 | 1,346 | 0.06% | 0.03% | 15 | +12,726 | 80.37% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 27,369 | 1,289 | 0.02% | 0.02% | 16 | -17,019 | -38.34% | Q4 2025 | Feb 11, 2026 |
| Andina Capital Management, LLC | History | Added to | 26,345 | 1,241 | 0.75% | 0.66% | 17 | +1,804 | 7.35% | Q4 2025 | Feb 12, 2026 |
| WFA of San Diego, LLC | History | Added to | 24,326 | 1,146 | 0.84% | 0.71% | 18 | +2,309 | 10.49% | Q4 2025 | Feb 17, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Reduced | 24,240 | 1,142 | 0.17% | 0.18% | 19 | -140 | -0.57% | Q4 2025 | Feb 12, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 22,758 | 1,072 | 0.39% | 0.31% | 20 | +6,243 | 37.8% | Q4 2025 | Feb 11, 2026 |
| RMR Capital Management, LLC | History | Reduced | 20,065 | 945 | 0.68% | 0.9% | 21 | -7,065 | -26.04% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,713 | 929 | 0.0% | 0.0% | 22 | +3,088 | 18.57% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,007 | 848 | 0.02% | 0.02% | 23 | -979 | -5.16% | Q4 2025 | Feb 02, 2026 |
| Heritage Family Offices, LLP | History | Added to | 17,429 | 821 | 0.37% | 0.38% | 24 | +31 | 0.18% | Q4 2025 | Jan 12, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 17,153 | 808 | 0.07% | 0.07% | 25 | +298 | 1.77% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,235 | 670 | 0.01% | 0.01% | 26 | -800 | -5.32% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 12,670 | 597 | 0.08% | 0.09% | 27 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COMMONS CAPITAL, LLC | History | New | 12,420 | 585 | 0.39% | — | 28 | +12,420 | New | Q4 2025 | Jan 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 11,437 | 539 | 0.0% | 0.0% | 29 | +31 | 0.27% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Added to | 11,433 | 538 | 0.0% | 0.0% | 30 | +5,173 | 82.64% | Q4 2025 | Jan 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 9,490 | 447 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Added to | 9,337 | 440 | 0.0% | 0.0% | 32 | +4,437 | 90.55% | Q4 2025 | Feb 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 8,600 | 405 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hegarty Advisors, LLC | History | New | 7,277 | 342 | 0.3% | — | 34 | +7,277 | New | Q4 2025 | Jan 29, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 6,761 | 318 | 0.23% | — | 35 | +6,761 | New | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | New | 5,793 | 273 | 0.0% | — | 36 | +5,793 | New | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Reduced | 5,606 | 264 | 0.01% | 0.01% | 37 | -850 | -13.17% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,350 | 252 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,837 | 227 | 0.0% | — | 39 | +4,837 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,991 | 188 | 0.0% | 0.0% | 40 | +440 | 12.39% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 2,101 | 99 | 0.0% | 0.0% | 41 | +803 | 61.86% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,382 | 65 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 892 | 42 | 0.0% | 0.0% | 43 | +278 | 45.28% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 700 | 32 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 600 | 28 | 0.02% | 0.02% | 45 | -130 | -17.81% | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | No change | 554 | 26 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 511 | 24 | 0.0% | 0.0% | 47 | +12 | 2.4% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 411 | 19 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| First Pacific Advisors, LP | History | New | 286 | 13 | 0.0% | — | 50 | +286 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 265 | 12 | 0.0% | 0.0% | 51 | +5 | 1.92% | Q4 2025 | Feb 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 258 | 12 | 0.02% | 0.02% | 52 | +2 | 0.78% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 191 | 9 | 0.0% | — | 53 | +191 | New | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 160 | 7 | 0.0% | — | 54 | +160 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 137 | 6 | 0.0% | 0.0% | 55 | +29 | 26.85% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 102 | 4 | 0.0% | — | 56 | +88 | 628.57% | Q4 2025 | Feb 17, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Closed out | 0 | 0 | — | 0.02% | — | -38,566 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,985 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -465 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Creative Capital Management Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |