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 | Added to | 2,285,650 | 58,604 | 0.86% | 0.68% | 1 | +569,900 | 33.22% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 806,465 | 20,677 | 0.0% | 0.0% | 2 | +62,169 | 8.35% | Q1 2026 | May 15, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 586,917 | 15,048 | 1.51% | 1.47% | 3 | +18,350 | 3.23% | Q1 2026 | May 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 535,802 | 13,737 | 5.73% | 5.79% | 4 | +6,016 | 1.14% | Q1 2026 | Apr 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 459,201 | 11,773 | 1.15% | 0.09% | 5 | +423,013 | 1168.93% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 445,985 | 11,435 | 0.0% | 0.0% | 6 | +221,660 | 98.81% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 383,442 | 9,829 | 0.0% | — | 7 | +383,442 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 347,452 | 8,908 | 0.01% | 0.0% | 8 | +312,219 | 886.16% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 265,651 | 6,811 | 0.0% | 0.0% | 9 | +73,778 | 38.45% | Q1 2026 | May 14, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 263,698 | 6,761 | 1.6% | 1.33% | 10 | +42,051 | 18.97% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 251,421 | 6,446 | 0.02% | 0.01% | 11 | +69,718 | 38.37% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 205,952 | 5,305 | 0.17% | 0.14% | 12 | +44,439 | 27.51% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Added to | 192,994 | 4,948 | 0.0% | 0.0% | 13 | +34,387 | 21.68% | Q1 2026 | May 05, 2026 |
| Addison Advisors LLC | History | Added to | 186,006 | 4,769 | 1.05% | 0.83% | 14 | +42,728 | 29.82% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 182,981 | 4,691 | 0.05% | 0.05% | 15 | +15,356 | 9.16% | Q1 2026 | May 12, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 179,466 | 4,601 | 2.28% | 2.31% | 16 | -647 | -0.36% | Q1 2026 | Apr 24, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 148,383 | 3,804 | 2.58% | 1.31% | 17 | +71,144 | 92.11% | Q1 2026 | May 07, 2026 |
| Probity Advisors, Inc. | History | Added to | 140,220 | 3,595 | 0.57% | 0.35% | 18 | +55,164 | 64.86% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 104,886 | 2,689 | 0.05% | 0.01% | 19 | +74,012 | 239.72% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Added to | 92,163 | 2,363 | 0.5% | 0.47% | 20 | +4,871 | 5.58% | Q1 2026 | May 11, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 91,397 | 2,343 | 1.44% | 1.43% | 21 | +674 | 0.74% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Added to | 89,043 | 2,283 | 0.0% | 0.0% | 22 | +28,778 | 47.75% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 83,018 | 2,128 | 0.0% | 0.0% | 23 | +15,002 | 22.06% | Q1 2026 | May 04, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 82,036 | 2,102 | 0.71% | 0.26% | 24 | +51,431 | 168.05% | Q1 2026 | Apr 03, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 81,726 | 2,095 | 0.04% | 0.03% | 25 | +18,245 | 28.74% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 80,844 | 2,072 | 0.24% | 0.23% | 26 | +4,377 | 5.72% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 76,290 | 1,956 | 0.07% | 0.04% | 27 | +5,706 | 8.08% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 74,852 | 1,918 | 0.0% | 0.0% | 28 | +57,354 | 327.77% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 66,681 | 1,710 | 0.0% | 0.0% | 29 | +5,440 | 8.88% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 65,775 | 1,686 | 0.0% | — | 30 | +65,775 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 56,601 | 1,451 | 0.0% | 0.0% | 31 | +23,436 | 70.66% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,871 | 1,227 | 0.0% | 0.0% | 32 | +16,331 | 51.78% | Q1 2026 | Apr 27, 2026 |
| MCF Advisors LLC | History | No change | 47,419 | 1,215 | 0.05% | 0.07% | 33 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,505 | 1,141 | 0.0% | 0.0% | 34 | +33,000 | 286.83% | Q1 2026 | Apr 30, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 38,270 | 981 | 0.13% | 0.06% | 35 | +19,185 | 100.52% | Q1 2026 | May 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 36,809 | 943 | 0.01% | 0.01% | 36 | +3,055 | 9.05% | Q1 2026 | May 08, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | New | 31,551 | 808 | 0.21% | — | 37 | +31,551 | New | Q1 2026 | May 07, 2026 |
| ASSOCIATED BANC-CORP | History | New | 31,421 | 805 | 0.02% | — | 38 | +31,421 | New | Q1 2026 | May 01, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 30,042 | 770 | 0.7% | 0.53% | 39 | +7,820 | 35.19% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 29,981 | 768 | 0.01% | 0.01% | 40 | +11,743 | 64.39% | Q1 2026 | May 07, 2026 |
| Daviman Financial, LLC | History | Added to | 28,314 | 725 | 0.43% | 0.37% | 41 | +3,920 | 16.07% | Q1 2026 | Apr 23, 2026 |
| Segment Wealth Management, LLC | History | New | 28,210 | 723 | 0.04% | — | 42 | +28,210 | New | Q1 2026 | Apr 20, 2026 |
| Stokes Family Office, LLC | History | Added to | 26,000 | 666 | 0.07% | 0.05% | 43 | +4,000 | 18.18% | Q1 2026 | May 11, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 20,705 | 526 | 0.03% | 0.02% | 44 | +8,547 | 70.3% | Q1 2026 | May 12, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 18,950 | 482 | 0.4% | 0.28% | 45 | +4,300 | 29.35% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,812 | 431 | 0.01% | 0.01% | 46 | +329 | 2.0% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | New | 15,793 | 404 | 0.0% | — | 47 | +15,793 | New | Q1 2026 | May 01, 2026 |
| Creative Planning | History | New | 15,475 | 396 | 0.0% | — | 48 | +15,475 | New | Q1 2026 | May 12, 2026 |
| Reliant Wealth Planning | History | No change | 15,147 | 388 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 13,999 | 358 | 0.0% | — | 50 | +13,999 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 12,558 | 321 | 0.0% | — | 52 | +12,558 | New | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 12,536 | 321 | 0.0% | — | 51 | +12,536 | New | Q1 2026 | Apr 09, 2026 |
| Atria Investments, Inc | History | Reduced | 11,916 | 305 | 0.0% | 0.0% | 53 | -248 | -2.04% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 11,361 | 291 | 0.0% | 0.0% | 54 | +1,301 | 12.93% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 11,061 | 283 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 10,836 | 277 | 0.0% | — | 56 | +10,836 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,718 | 274 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 10,124 | 259 | 0.16% | 0.17% | 58 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | New | 10,000 | 256 | 0.0% | — | 59 | +10,000 | New | Q1 2026 | May 18, 2026 |
| CVA Family Office, LLC | History | New | 9,500 | 243 | 0.03% | — | 60 | +9,500 | New | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,356 | 239 | 0.0% | 0.0% | 61 | +9,128 | 4003.51% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | New | 9,206 | 236 | 0.01% | — | 62 | +9,206 | New | Q1 2026 | May 01, 2026 |
| Quantum Financial Advisors, LLC | History | New | 9,184 | 235 | 0.03% | — | 63 | +9,184 | New | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | New | 9,152 | 234 | 0.01% | — | 64 | +9,152 | New | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 8,539 | 218 | 0.01% | — | 65 | +8,539 | New | Q1 2026 | May 07, 2026 |
| CNB Bank | History | Reduced | 5,663 | 145 | 0.06% | 0.06% | 66 | -26 | -0.46% | Q1 2026 | May 06, 2026 |
| Hyposwiss Advisors SA | History | No change | 4,105 | 105 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,224 | 82 | 0.0% | 0.0% | 68 | +24 | 0.75% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,259 | 57 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 2,206 | 56 | 0.0% | 0.0% | 70 | +733 | 49.76% | Q1 2026 | Apr 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 1,437 | 36 | 0.0% | 0.0% | 71 | +564 | 64.6% | Q1 2026 | May 11, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,181 | 30 | 0.01% | — | 72 | +1,181 | New | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,153 | 29 | 0.0% | 0.0% | 73 | +578 | 100.52% | Q1 2026 | Apr 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,000 | 25 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 800 | 20 | 0.0% | — | 76 | +800 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 800 | 20 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 767 | 19 | 0.0% | 0.0% | 77 | +1 | 0.13% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 749 | 18 | 0.0% | — | 78 | +749 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 52 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,697 | -100.0% | Q1 2026 | May 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,534 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,378 | -100.0% | Q1 2026 | Apr 28, 2026 |