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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUARDIAN CAPITAL LP | History | Reduced | 57,700 | 1,650 | 0.05% | 0.05% | 1 | -1,200 | -2.04% | Q4 2025 | Feb 18, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 52,977 | 1,519 | 0.84% | — | 2 | +52,977 | New | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,401 | 585 | 0.0% | 0.0% | 3 | -2,416 | -10.59% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 3,165 | 90 | 0.01% | 0.01% | 4 | -3,232 | -50.52% | Q4 2025 | Feb 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 1,625 | 46 | 0.0% | — | 5 | +1,625 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | New | 520 | 14 | 0.0% | — | 6 | +520 | New | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 310 | 9 | 0.0% | — | 7 | +310 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 44 | 1 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -182,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2025 | Nov 14, 2025 |