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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CoreCap Advisors, LLC | History | New | 406 | 13 | 0.0% | — | 1 | +406 | New | Q1 2026 | Apr 07, 2026 |
| GUARDIAN CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -57,700 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Closed out | 0 | 0 | — | 0.84% | — | -52,977 | -100.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,401 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,165 | -100.0% | Q4 2025 | Feb 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,625 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q4 2025 | Feb 13, 2026 |