iSHARES TRUST - HYBB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 2,124,484 | 98,767 | 0.32% | 0.32% | 1 | -19,570 | -0.91% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,531,588 | 71,203 | 0.85% | 0.85% | 2 | +75,445 | 5.18% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,189,341 | 55,292 | 0.05% | 0.06% | 3 | -226,942 | -16.02% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 791,180 | 36,781 | 0.37% | 0.56% | 4 | -290,075 | -26.83% | Q1 2026 | May 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 373,292 | 17,354 | 0.05% | 0.05% | 5 | +1,258 | 0.34% | Q1 2026 | May 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 350,424 | 16,291 | 0.25% | 0.31% | 6 | -83,082 | -19.17% | Q1 2026 | Apr 01, 2026 |
| MORGAN STANLEY | History | Reduced | 287,231 | 13,353 | 0.0% | 0.0% | 7 | -151,815 | -34.58% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 196,500 | 9,135 | 0.01% | 0.01% | 8 | -132,500 | -40.27% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 69,907 | 3,250 | 0.01% | 0.01% | 9 | -16,916 | -19.48% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 65,804 | 3,059 | 0.0% | 0.0% | 10 | +17,204 | 35.4% | Q1 2026 | May 06, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 38,849 | 1,806 | 0.23% | 0.22% | 11 | +4,792 | 14.07% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 34,887 | 1,621 | 0.0% | 0.0% | 12 | +15,174 | 76.97% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 32,805 | 1,525 | 0.02% | 0.02% | 13 | +5,436 | 19.86% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,685 | 1,333 | 0.0% | 0.0% | 14 | -100,053 | -77.72% | Q1 2026 | May 04, 2026 |
| Visionary Wealth Advisors | History | Reduced | 28,377 | 1,319 | 0.06% | 0.06% | 15 | -183 | -0.64% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 28,051 | 1,304 | 0.43% | 0.39% | 16 | +5,293 | 23.26% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Added to | 26,125 | 1,214 | 0.97% | 0.84% | 17 | +1,799 | 7.4% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,439 | 1,136 | 0.0% | 0.0% | 18 | -14,926 | -37.92% | Q1 2026 | May 12, 2026 |
| Andina Capital Management, LLC | History | Reduced | 20,253 | 941 | 0.83% | 0.75% | 19 | -6,092 | -23.12% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,126 | 889 | 0.02% | 0.02% | 20 | +1,119 | 6.21% | Q1 2026 | May 01, 2026 |
| RMR Capital Management, LLC | History | Reduced | 18,765 | 872 | 0.63% | 0.68% | 21 | -1,300 | -6.48% | Q1 2026 | May 20, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 17,082 | 794 | 0.07% | 0.07% | 22 | -71 | -0.41% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,007 | 558 | 0.0% | — | 23 | +12,007 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 11,433 | 538 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 11,542 | 536 | 0.0% | 0.0% | 25 | +105 | 0.92% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 10,400 | 483 | 0.06% | 0.08% | 26 | -2,270 | -17.92% | Q1 2026 | Apr 13, 2026 |
| Hegarty Advisors, LLC | History | Added to | 9,829 | 456 | 0.36% | 0.3% | 27 | +2,552 | 35.07% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,339 | 434 | 0.0% | — | 28 | +9,339 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,032 | 418 | 0.0% | 0.01% | 29 | -5,203 | -36.55% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,906 | 414 | 0.0% | 0.0% | 30 | -53,823 | -85.8% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 8,600 | 399 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 7,490 | 348 | 0.04% | 0.05% | 32 | -2,000 | -21.07% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | New | 6,212 | 288 | 0.0% | — | 33 | +6,212 | New | Q1 2026 | May 15, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 5,698 | 264 | 0.2% | 0.23% | 34 | -1,063 | -15.72% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Reduced | 5,502 | 255 | 0.0% | 0.0% | 35 | -291 | -5.02% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,350 | 248 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,626 | 215 | 0.0% | — | 37 | +4,626 | New | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,508 | 209 | 0.0% | 0.0% | 38 | -329 | -6.8% | Q1 2026 | Apr 27, 2026 |
| IFS Group,LLC | History | New | 4,450 | 206 | 0.18% | — | 39 | +4,450 | New | Q1 2026 | May 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,014 | 186 | 0.0% | 0.0% | 40 | +23 | 0.58% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,454 | 68 | 0.0% | 0.0% | 41 | +1,263 | 661.26% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,109 | 51 | 0.0% | 0.0% | 42 | -992 | -47.22% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 700 | 32 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 554 | 25 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | No change | 511 | 23 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 436 | 20 | 0.0% | 0.0% | 47 | -456 | -51.12% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 450 | 20 | 0.01% | 0.02% | 48 | -150 | -25.0% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 411 | 19 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 263 | 12 | 0.01% | 0.02% | 51 | +5 | 1.94% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 268 | 12 | 0.0% | 0.0% | 50 | +3 | 1.13% | Q1 2026 | May 13, 2026 |
| First Pacific Advisors, LP | History | Reduced | 142 | 6 | 0.0% | 0.0% | 52 | -144 | -50.35% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 121 | 5 | 0.0% | 0.0% | 53 | -16 | -11.68% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 42 | 1 | 0.0% | — | 55 | +42 | New | Q1 2026 | May 08, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -24,240 | -100.0% | Q1 2026 | May 13, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.37% | — | -17,429 | -100.0% | Q1 2026 | Apr 08, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -12,420 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,337 | -100.0% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,606 | -100.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,382 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |