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 | No change | 2,548,011 | 119,170 | 0.35% | 0.35% | 1 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,781,212 | 83,307 | 0.88% | 0.88% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 373,321 | 17,460 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 287,231 | 13,433 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 196,500 | 9,190 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 84,963 | 3,828 | 0.06% | — | 6 | +84,963 | New | Q3 2026 | Oct 01, 2026 |
| Janney Montgomery Scott LLC | History | No change | 68,810 | 3,218 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 59,696 | 2,791 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 46,130 | 2,157 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 41,472 | 1,939 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 40,286 | 1,884 | 0.22% | 0.22% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 34,963 | 1,635 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 30,316 | 1,417 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arrowroot Family Office, LLC | History | No change | 29,530 | 1,381 | 0.4% | 0.4% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WFA of San Diego, LLC | History | No change | 28,510 | 1,328 | 1.09% | 1.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 21,902 | 1,024 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 21,056 | 984 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMR Capital Management, LLC | History | No change | 18,890 | 883 | 0.61% | 0.61% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,855 | 601 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 12,469 | 583 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,755 | 549 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 11,124 | 520 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hegarty Advisors, LLC | History | No change | 10,909 | 510 | 0.35% | 0.35% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 8,600 | 402 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 7,734 | 361 | 0.22% | 0.22% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 7,605 | 355 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,784 | 317 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | No change | 6,607 | 309 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keeler Thomas Management LLC | History | No change | 5,445 | 254 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFS Group,LLC | History | No change | 5,451 | 254 | 0.35% | 0.35% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,350 | 250 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,290 | 247 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 5,238 | 245 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,347 | 203 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Pacific Advisors, LP | History | No change | 3,727 | 174 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,438 | 160 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,122 | 52 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 598 | 27 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 554 | 25 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 511 | 23 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 500 | 23 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 450 | 21 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 411 | 19 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 265 | 12 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 191 | 9 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |