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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | History | New | 75,507 | 2,575 | 0.01% | — | 1 | +75,507 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 72,641 | 2,477 | 0.0% | — | 2 | +72,641 | New | Q1 2026 | May 12, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 55,025 | 1,876 | 0.99% | 0.84% | 3 | +2,048 | 3.87% | Q1 2026 | Apr 23, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 49,100 | 1,674 | 0.04% | 0.05% | 4 | -8,600 | -14.9% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 28,465 | 970 | 0.02% | — | 5 | +28,465 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 24,261 | 827 | 0.0% | — | 6 | +24,261 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,107 | 583 | 0.0% | 0.0% | 7 | -3,294 | -16.15% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | New | 7,840 | 267 | 0.01% | — | 8 | +7,840 | New | Q1 2026 | May 14, 2026 |
| LVW Advisors, LLC | History | New | 7,818 | 266 | 0.03% | — | 9 | +7,818 | New | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,738 | 229 | 0.0% | — | 10 | +6,738 | New | Q1 2026 | May 05, 2026 |
| 4WEALTH ADVISORS, INC. | History | New | 6,614 | 218 | 0.19% | — | 11 | +6,614 | New | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | New | 5,790 | 197 | 0.0% | — | 12 | +5,790 | New | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | New | 4,522 | 154 | 0.02% | — | 13 | +4,522 | New | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,131 | 106 | 0.01% | 0.01% | 14 | -34 | -1.07% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | New | 790 | 26 | 0.0% | — | 15 | +790 | New | Q1 2026 | May 04, 2026 |
| Manchester Capital Management LLC | History | No change | 520 | 17 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | New | 406 | 13 | 0.0% | — | 17 | +406 | New | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 310 | 11 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 44 | 1 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,625 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 15, 2026 |