iSHARES TRUST - IBCA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | History | Added to | 1,715,750 | 44,506 | 0.68% | 0.59% | 1 | +332,225 | 24.01% | Q4 2025 | Jan 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 744,296 | 19,307 | 0.0% | — | 2 | +744,296 | New | Q4 2025 | Feb 17, 2026 |
| ARROW FINANCIAL CORP | History | New | 568,567 | 14,748 | 1.47% | — | 3 | +568,567 | New | Q4 2025 | Feb 05, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 529,786 | 13,742 | 5.78% | 5.89% | 4 | +6,897 | 1.32% | Q4 2025 | Jan 14, 2026 |
| MORGAN STANLEY | History | New | 224,325 | 5,818 | 0.0% | — | 5 | +224,325 | New | Q4 2025 | Feb 13, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 221,647 | 5,749 | 1.33% | 0.17% | 6 | +194,427 | 714.28% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 191,873 | 4,977 | 0.0% | — | 7 | +191,873 | New | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 181,703 | 4,713 | 0.01% | 0.01% | 8 | +13,706 | 8.16% | Q4 2025 | Feb 10, 2026 |
| 4Thought Financial Group Inc. | History | New | 180,113 | 4,672 | 2.31% | — | 9 | +180,113 | New | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | New | 167,625 | 4,347 | 0.05% | — | 10 | +167,625 | New | Q4 2025 | Feb 02, 2026 |
| Krilogy Financial LLC | History | New | 161,513 | 4,197 | 0.14% | — | 11 | +161,513 | New | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 158,607 | 4,114 | 0.0% | 0.0% | 12 | +55,742 | 54.19% | Q4 2025 | Jan 29, 2026 |
| Addison Advisors LLC | History | Added to | 143,278 | 3,716 | 0.83% | 0.17% | 13 | +114,915 | 405.16% | Q4 2025 | Feb 06, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 90,723 | 2,381 | 1.43% | 1.48% | 14 | +9,882 | 12.22% | Q4 2025 | Feb 27, 2026 |
| Stonebrook Private Inc. | History | New | 87,292 | 2,264 | 0.47% | — | 15 | +87,292 | New | Q4 2025 | Feb 11, 2026 |
| Probity Advisors, Inc. | History | Added to | 85,056 | 2,206 | 0.35% | 0.16% | 16 | +48,058 | 129.89% | Q4 2025 | Jan 27, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 77,239 | 2,003 | 1.31% | 0.83% | 17 | +27,263 | 54.55% | Q4 2025 | Jan 22, 2026 |
| Archford Capital Strategies, LLC | History | New | 76,467 | 1,983 | 0.23% | — | 18 | +76,467 | New | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 70,584 | 1,830 | 0.04% | 0.03% | 19 | +3,495 | 5.21% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 68,016 | 1,764 | 0.0% | — | 20 | +68,016 | New | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 63,481 | 1,646 | 0.03% | 0.01% | 21 | +42,707 | 205.58% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 61,241 | 1,589 | 0.0% | — | 22 | +61,241 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | New | 60,265 | 1,563 | 0.0% | — | 23 | +60,265 | New | Q4 2025 | Jan 30, 2026 |
| MCF Advisors LLC | History | Added to | 47,419 | 1,230 | 0.07% | 0.04% | 24 | +20,214 | 74.3% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 36,188 | 938 | 0.09% | — | 25 | +36,188 | New | Q4 2025 | Feb 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,233 | 913 | 0.0% | 0.0% | 26 | +24,604 | 231.48% | Q4 2025 | Feb 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 33,754 | 875 | 0.01% | 0.01% | 27 | +16,640 | 97.23% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | New | 33,165 | 860 | 0.0% | — | 28 | +33,165 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,540 | 818 | 0.0% | 0.0% | 29 | +12,949 | 69.65% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | New | 30,874 | 800 | 0.01% | — | 30 | +30,874 | New | Q4 2025 | Feb 17, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 30,605 | 793 | 0.26% | 0.18% | 31 | +10,233 | 50.23% | Q4 2025 | Jan 08, 2026 |
| Daviman Financial, LLC | History | New | 24,394 | 632 | 0.37% | — | 32 | +24,394 | New | Q4 2025 | Feb 06, 2026 |
| Stokes Family Office, LLC | History | New | 22,000 | 570 | 0.05% | — | 33 | +22,000 | New | Q4 2025 | Feb 18, 2026 |
| Gilbert & Cook, Inc. | History | New | 19,085 | 495 | 0.06% | — | 34 | +19,085 | New | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,238 | 473 | 0.01% | 0.0% | 35 | +18,149 | 20392.13% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,498 | 454 | 0.0% | 0.0% | 36 | +3,665 | 26.49% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,483 | 427 | 0.01% | 0.01% | 37 | +2,568 | 18.45% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | New | 15,697 | 407 | 0.02% | — | 38 | +15,697 | New | Q4 2025 | Feb 12, 2026 |
| Reliant Wealth Planning | History | No change | 15,147 | 392 | 0.12% | 0.13% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 14,650 | 380 | 0.28% | — | 40 | +14,650 | New | Q4 2025 | Mar 02, 2026 |
| Atria Investments, Inc | History | New | 12,164 | 315 | 0.0% | — | 41 | +12,164 | New | Q4 2025 | Feb 05, 2026 |
| DEARBORN PARTNERS LLC | History | New | 12,158 | 309 | 0.02% | — | 42 | +12,158 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 11,505 | 298 | 0.0% | — | 43 | +11,505 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,061 | 286 | 0.0% | 0.0% | 44 | +390 | 3.65% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,718 | 278 | 0.0% | 0.0% | 45 | +4,726 | 78.87% | Q4 2025 | Feb 10, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 10,124 | 262 | 0.15% | 0.17% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | New | 10,060 | 260 | 0.0% | — | 47 | +10,060 | New | Q4 2025 | Feb 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 8,534 | 221 | 0.03% | — | 48 | +8,534 | New | Q4 2025 | Jan 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 8,378 | 217 | 0.0% | — | 49 | +8,378 | New | Q4 2025 | Jan 20, 2026 |
| CNB Bank | History | New | 5,689 | 147 | 0.06% | — | 50 | +5,689 | New | Q4 2025 | Feb 11, 2026 |
| Hyposwiss Advisors SA | History | New | 4,105 | 106 | 0.1% | — | 51 | +4,105 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | New | 3,200 | 83 | 0.0% | — | 52 | +3,200 | New | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 2,259 | 58 | 0.0% | — | 53 | +2,259 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | New | 1,473 | 38 | 0.0% | — | 54 | +1,473 | New | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,000 | 25 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 873 | 22 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | New | 800 | 20 | 0.0% | — | 57 | +800 | New | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | New | 766 | 19 | 0.0% | — | 58 | +766 | New | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | New | 575 | 14 | 0.0% | — | 59 | +575 | New | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 228 | 5 | 0.0% | — | 60 | +228 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | New | 52 | 1 | 0.0% | — | 61 | +52 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,729 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.0% | — | -715 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q3 2025 | Nov 05, 2025 |