iSHARES TRUST - IBAT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | History | New | 95,034 | 4,221 | 0.01% | — | 1 | +95,034 | New | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 74,825 | 3,371 | 0.02% | 0.01% | 2 | -682 | -0.9% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 66,431 | 2,993 | 0.0% | 0.0% | 3 | -6,210 | -8.55% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 56,621 | 2,551 | 1.06% | 0.99% | 4 | +1,596 | 2.9% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 43,473 | 1,958 | 0.03% | 0.02% | 5 | +15,008 | 52.72% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 42,725 | 1,925 | 0.01% | 0.0% | 6 | +18,464 | 76.11% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 38,500 | 1,734 | 0.04% | 0.04% | 7 | -10,600 | -21.59% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,112 | 816 | 0.0% | 0.0% | 8 | +1,005 | 5.87% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | Added to | 12,746 | 574 | 0.0% | 0.0% | 9 | +6,956 | 120.14% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,840 | 488 | 0.0% | 0.0% | 10 | +4,102 | 60.88% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,114 | 456 | 0.0% | 0.0% | 11 | +9,804 | 3162.58% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 7,840 | 353 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LVW Advisors, LLC | History | Reduced | 6,503 | 293 | 0.03% | 0.03% | 13 | -1,315 | -16.82% | Q2 2026 | Jul 15, 2026 |
| Glassman Wealth Services | History | Added to | 6,396 | 288 | 0.03% | 0.02% | 14 | +1,874 | 41.44% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,300 | 283 | 0.0% | — | 15 | +6,300 | New | Q2 2026 | Aug 19, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 5,458 | 240 | 0.18% | 0.19% | 16 | -1,156 | -17.48% | Q2 2026 | Jul 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3,131 | 106 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | New | 1,785 | 80 | 0.0% | — | 18 | +1,785 | New | Q2 2026 | Jul 01, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,450 | 65 | 0.0% | 0.0% | 19 | +660 | 83.54% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,238 | 55 | 0.0% | 0.0% | 20 | +832 | 204.93% | Q2 2026 | Jul 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 550 | 24 | 0.0% | — | 21 | +550 | New | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 520 | 23 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | New | 249 | 11 | 0.0% | — | 23 | +249 | New | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 247 | 11 | 0.0% | — | 24 | +247 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 57 | 2 | 0.0% | — | 25 | +57 | New | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Quaker Wealth Management, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 24, 2026 |