iSHARES TRUST - IBCA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | History | No change | 2,536,059 | 64,948 | 0.86% | 0.86% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 935,348 | 23,954 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROW FINANCIAL CORP | History | No change | 615,529 | 15,763 | 1.41% | 1.41% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 542,068 | 13,882 | 5.12% | 5.12% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 526,169 | 13,475 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 473,436 | 12,124 | 1.07% | 1.07% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 402,155 | 10,299 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 392,949 | 10,063 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guidance Point Advisors, LLC | History | No change | 278,043 | 7,120 | 1.5% | 1.5% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 269,611 | 6,904 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 249,475 | 6,389 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 226,928 | 5,811 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | No change | 201,612 | 5,163 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 194,436 | 4,979 | 3.03% | 3.03% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 4Thought Financial Group Inc. | History | No change | 187,049 | 4,790 | 2.25% | 2.25% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Probity Advisors, Inc. | History | No change | 179,280 | 4,591 | 0.66% | 0.66% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 157,496 | 4,033 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 150,100 | 3,844 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 120,419 | 3,083 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 111,642 | 2,825 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Addison Advisors LLC | History | No change | 101,327 | 2,594 | 1.22% | 1.22% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebrook Private Inc. | History | No change | 93,687 | 2,399 | 0.44% | 0.44% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 92,232 | 2,361 | 0.7% | 0.7% | 23 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 91,787 | 2,350 | 1.19% | 1.19% | 24 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 86,839 | 2,223 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 85,992 | 2,202 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 80,457 | 2,060 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marathon Mission, Inc. | History | Added to | 84,698 | 2,038 | 1.03% | 0.9% | 28 | +14,499 | 20.65% | Q3 2026 | Oct 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 77,812 | 1,992 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archford Capital Strategies, LLC | History | No change | 76,143 | 1,950 | 0.2% | 0.2% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 75,050 | 1,922 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 60,871 | 1,558 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 52,166 | 1,335 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | No change | 47,419 | 1,214 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stokes Family Office, LLC | History | No change | 44,950 | 1,151 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 42,150 | 1,079 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Segment Wealth Management, LLC | History | No change | 39,000 | 998 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gilbert & Cook, Inc. | History | No change | 38,270 | 980 | 0.11% | 0.11% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 37,731 | 966 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 37,673 | 964 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 36,809 | 942 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 34,141 | 874 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Daviman Financial, LLC | History | No change | 32,932 | 843 | 0.47% | 0.47% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 32,669 | 836 | 0.19% | 0.19% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,973 | 818 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 30,042 | 770 | 0.72% | 0.72% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 28,752 | 736 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,299 | 647 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cetera Investment Advisers | History | No change | 22,193 | 568 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 20,705 | 526 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 20,218 | 517 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COWA, LLC | History | No change | 19,700 | 504 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 19,553 | 500 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19,116 | 489 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 16,794 | 430 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 16,451 | 421 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,014 | 358 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,554 | 347 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Reliant Wealth Planning | History | No change | 13,580 | 347 | 0.1% | 0.1% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 13,264 | 339 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,257 | 313 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 11,708 | 299 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 11,061 | 283 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,025 | 282 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 10,604 | 271 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mutual Advisors, LLC | History | No change | 10,180 | 260 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,011 | 256 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,000 | 256 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVA Family Office, LLC | History | No change | 9,500 | 243 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 10,124 | 243 | 0.14% | 0.15% | 70 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 9,275 | 237 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 9,242 | 236 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,152 | 234 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 8,733 | 223 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 8,196 | 209 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 8,074 | 206 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHOREO, LLC | History | No change | 7,846 | 200 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CNB Bank | History | No change | 5,946 | 152 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 5,218 | 133 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hyposwiss Advisors SA | History | No change | 4,105 | 105 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,264 | 83 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,259 | 57 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,952 | 49 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 10Elms LLP | History | No change | 1,400 | 35 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 1,153 | 29 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Analysts, LLC | History | No change | 980 | 25 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,000 | 25 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 800 | 20 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | No change | 745 | 19 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 749 | 19 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 729 | 18 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MidFirst Bank | History | No change | 565 | 14 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bullock Wealth Management Group | History | No change | 531 | 13 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BlackRock, Inc. | History | No change | 52 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |