iSHARES TRUST - IBDP
Detailed investor-level table based on 13F positions.
Early Q4 2025 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,437,132 | 137,070 | 0.34% | 0.01% | 1 | -710,754 | -11.56% | Q3 2024 | Mar 18, 2025 |
| MORGAN STANLEY | History | Reduced | 2,848,348 | 71,806 | 0.01% | 0.01% | 2 | -261,659 | -8.41% | Q3 2024 | May 14, 2025 |
| HM PAYSON & CO | History | Reduced | 2,701,434 | 68,103 | 1.17% | 1.3% | 3 | -152,389 | -5.34% | Q3 2024 | Oct 28, 2024 |
| UBS Group AG | History | Reduced | 2,344,993 | 59,117 | 0.01% | 0.02% | 4 | -492,206 | -17.35% | Q3 2024 | Nov 14, 2024 |
| LPL Financial LLC | History | Reduced | 1,708,177 | 43,063 | 0.02% | 0.02% | 5 | -217,099 | -11.28% | Q3 2024 | Nov 08, 2024 |
| Glenview Trust Co | History | Reduced | 1,640,832 | 41,365 | 0.8% | 0.84% | 6 | -29,968 | -1.79% | Q3 2024 | Nov 12, 2024 |
| ROYAL BANK OF CANADA | History | Reduced | 1,251,667 | 31,555 | 0.01% | 0.01% | 7 | -68,113 | -5.16% | Q3 2024 | Nov 14, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,250,521 | 31,526 | 0.05% | 0.05% | 8 | -47,681 | -3.67% | Q3 2024 | Oct 18, 2024 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,173,786 | 29,591 | 0.01% | 0.01% | 9 | -155,544 | -11.7% | Q3 2024 | Nov 13, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,118,200 | 28,189 | 0.04% | 0.03% | 10 | +323,400 | 40.69% | Q3 2024 | Nov 13, 2024 |
| US BANCORP \DE\ | History | Reduced | 1,092,742 | 27,548 | 0.04% | 0.04% | 11 | -136,798 | -11.13% | Q3 2024 | Oct 28, 2024 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,032,323 | 26,024 | 0.08% | 0.09% | 12 | -27,349 | -2.58% | Q3 2024 | Nov 14, 2024 |
| Lido Advisors, LLC | History | Reduced | 901,788 | 22,734 | 0.11% | 0.13% | 13 | -15,090 | -1.65% | Q3 2024 | Nov 14, 2024 |
| HighTower Advisors, LLC | History | Added to | 727,204 | 18,332 | 0.03% | 0.03% | 14 | +30,328 | 4.35% | Q3 2024 | Nov 14, 2024 |
| NewEdge Advisors, LLC | History | Reduced | 668,032 | 16,841 | 0.11% | 0.13% | 15 | -23,270 | -3.37% | Q3 2024 | Nov 14, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 659,020 | 16,613 | 0.0% | 0.0% | 16 | +637,013 | 2894.59% | Q3 2024 | Nov 14, 2024 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 583,667 | 14,711 | 0.0% | 0.0% | 17 | -41,799 | -6.68% | Q3 2024 | Nov 14, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 558,901 | 14,089 | 0.01% | 0.01% | 18 | +2,780 | 0.5% | Q3 2024 | Nov 12, 2024 |
| TRUIST FINANCIAL CORP | History | Added to | 543,948 | 13,712 | 0.02% | 0.02% | 19 | +9,037 | 1.69% | Q3 2024 | Nov 13, 2024 |
| Colony Group, LLC | History | Reduced | 523,091 | 13,187 | 0.04% | 0.05% | 20 | -23,220 | -4.25% | Q3 2024 | Nov 14, 2024 |
| AE Wealth Management LLC | History | Reduced | 489,267 | 12,334 | 0.11% | 0.14% | 21 | -74,016 | -13.14% | Q3 2024 | Nov 14, 2024 |
| CENTRAL TRUST Co | History | Reduced | 472,574 | 11,913 | 0.28% | 0.29% | 22 | -5,665 | -1.18% | Q3 2024 | Oct 22, 2024 |
| Mariner, LLC | History | Reduced | 422,472 | 10,650 | 0.02% | 0.03% | 23 | -111,601 | -20.9% | Q3 2024 | Nov 13, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 409,134 | 10,315 | 0.02% | 0.03% | 24 | -126,544 | -23.62% | Q3 2024 | Nov 13, 2024 |
| Kestra Advisory Services, LLC | History | Reduced | 403,812 | 10,180 | 0.06% | 0.06% | 25 | -12,878 | -3.09% | Q3 2024 | Nov 13, 2024 |
| Capital Investment Advisors, LLC | History | Reduced | 390,915 | 9,854 | 0.2% | 0.23% | 26 | -6,716 | -1.69% | Q3 2024 | Oct 17, 2024 |
| Global Retirement Partners, LLC | History | Added to | 389,622 | 9,822 | 0.3% | 0.3% | 27 | +2,842 | 0.73% | Q3 2024 | Oct 16, 2024 |
| BENJAMIN EDWARDS INC | History | Added to | 354,611 | 8,939 | 0.13% | 0.17% | 28 | +318,867 | 892.09% | Q3 2024 | Nov 14, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 319,166 | 8,041 | 0.02% | 0.02% | 29 | -111,423 | -25.88% | Q3 2024 | Nov 14, 2024 |
| Merit Financial Group, LLC | History | Reduced | 303,965 | 7,662 | 0.17% | 0.18% | 30 | -28,964 | -8.7% | Q3 2024 | Oct 17, 2024 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 285,355 | 7,193 | 0.14% | 0.17% | 31 | -15,066 | -5.01% | Q3 2024 | Nov 01, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 271,673 | 6,848 | 0.0% | 0.0% | 32 | +15,364 | 5.99% | Q3 2024 | Nov 07, 2024 |
| EP Wealth Advisors, LLC | History | Reduced | 269,047 | 6,782 | 0.06% | 0.07% | 33 | -7,883 | -2.85% | Q3 2024 | Nov 15, 2024 |
| Stratos Wealth Partners, LTD. | History | Added to | 265,769 | 6,700 | 0.1% | 0.1% | 34 | +17,253 | 6.94% | Q3 2024 | Oct 17, 2024 |
| AMG National Trust Bank | History | No change | 262,042 | 6,606 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q3 2024 | Nov 07, 2024 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 260,677 | 6,571 | 0.15% | 0.17% | 36 | -51,184 | -16.41% | Q3 2024 | Oct 15, 2024 |
| DEUTSCHE BANK AG\ | History | Added to | 248,228 | 6,257 | 0.0% | 0.0% | 37 | +13,716 | 5.85% | Q3 2024 | Jun 26, 2025 |
| Beacon Pointe Advisors, LLC | History | Reduced | 243,075 | 6,127 | 0.07% | 0.09% | 38 | -61,340 | -20.15% | Q3 2024 | Nov 14, 2024 |
| JPMORGAN CHASE & CO | History | Reduced | 240,015 | 6,050 | 0.0% | 0.0% | 39 | -199,305 | -45.37% | Q3 2024 | Dec 26, 2024 |
| IFP Advisors, Inc | History | Added to | 221,462 | 5,583 | 0.2% | 0.2% | 40 | +20,806 | 10.37% | Q3 2024 | Feb 04, 2025 |
| CITADEL ADVISORS LLC | History | Added to | 213,989 | 5,394 | 0.0% | 0.0% | 41 | +173,844 | 433.04% | Q3 2024 | Nov 14, 2024 |
| Private Advisor Group, LLC | History | Reduced | 209,338 | 5,277 | 0.03% | 0.04% | 42 | -30,809 | -12.83% | Q3 2024 | Oct 22, 2024 |
| Savant Capital, LLC | History | Added to | 207,764 | 5,237 | 0.04% | 0.03% | 43 | +76,236 | 57.96% | Q3 2024 | Nov 04, 2024 |
| STIFEL FINANCIAL CORP | History | Reduced | 181,786 | 4,582 | 0.0% | 0.01% | 44 | -14,764 | -7.51% | Q3 2024 | Nov 14, 2024 |
| Allworth Financial LP | History | Reduced | 164,806 | 4,154 | 0.03% | 0.03% | 45 | -6,829 | -3.98% | Q3 2024 | Oct 23, 2024 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 159,772 | 4,027 | 0.03% | 0.04% | 46 | -4,547 | -2.77% | Q3 2024 | Nov 12, 2024 |
| OneDigital Investment Advisors LLC | History | Reduced | 153,190 | 3,861 | 0.04% | 0.05% | 47 | -590 | -0.38% | Q3 2024 | Nov 06, 2024 |
| JANE STREET GROUP, LLC | History | Reduced | 147,608 | 3,721 | 0.0% | 0.0% | 48 | -211,151 | -58.86% | Q3 2024 | Nov 15, 2024 |
| Parallel Advisors, LLC | History | Added to | 145,949 | 3,679 | 0.09% | 0.06% | 49 | +56,446 | 63.07% | Q3 2024 | Nov 13, 2024 |
| OLD MISSION CAPITAL LLC | History | Added to | 139,234 | 3,510 | 0.05% | 0.03% | 50 | +67,031 | 92.84% | Q3 2024 | Nov 14, 2024 |
| Integrated Wealth Concepts LLC | History | Reduced | 131,649 | 3,318 | 0.04% | 0.05% | 51 | -24,602 | -15.75% | Q3 2024 | Nov 14, 2024 |
| Creative Planning | History | Reduced | 125,734 | 3,169 | 0.0% | 0.01% | 52 | -417,730 | -76.86% | Q3 2024 | Oct 11, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 104,214 | 2,627 | 0.01% | 0.01% | 53 | +3,806 | 3.79% | Q3 2024 | Oct 24, 2024 |
| ASSOCIATED BANC-CORP | History | Reduced | 100,609 | 2,536 | 0.07% | 0.08% | 54 | -3,172 | -3.06% | Q3 2024 | Nov 13, 2024 |
| Valmark Advisers, Inc. | History | Added to | 98,084 | 2,472 | 0.04% | 0.04% | 55 | +13,288 | 15.67% | Q3 2024 | Oct 25, 2024 |
| BANK OF MONTREAL /CAN/ | History | New | 88,900 | 2,239 | 0.0% | — | 56 | +88,900 | New | Q3 2024 | Nov 13, 2024 |
| Sanctuary Advisors, LLC | History | Reduced | 84,891 | 2,137 | 0.01% | 0.04% | 57 | -123,940 | -59.35% | Q3 2024 | Nov 25, 2024 |
| Cetera Investment Advisers | History | Added to | 79,549 | 2,005 | 0.0% | 0.0% | 58 | +5,271 | 7.1% | Q3 2024 | Nov 13, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 75,459 | 1,902 | 0.03% | 0.05% | 59 | -17,208 | -18.57% | Q3 2024 | Nov 13, 2024 |
| Snowden Capital Advisors LLC | History | Reduced | 73,835 | 1,861 | 0.06% | 0.07% | 60 | -22,375 | -23.26% | Q3 2024 | Nov 14, 2024 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 70,706 | 1,782 | 0.03% | 0.04% | 61 | -9,590 | -11.94% | Q3 2024 | Oct 28, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 70,311 | 1,772 | 0.04% | 0.05% | 62 | -9,873 | -12.31% | Q3 2024 | Nov 18, 2024 |
| Sigma Planning Corp | History | Reduced | 69,545 | 1,753 | 0.05% | 0.06% | 63 | -6,591 | -8.66% | Q3 2024 | Nov 04, 2024 |
| Prime Capital Investment Advisors, LLC | History | Added to | 66,367 | 1,673 | 0.02% | 0.02% | 64 | +8,785 | 15.26% | Q3 2024 | Nov 05, 2024 |
| AlTi Global, Inc. | History | No change | 63,292 | 1,595 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| Rockefeller Capital Management L.P. | History | Reduced | 59,922 | 1,510 | 0.0% | 0.01% | 66 | -27,464 | -31.43% | Q3 2024 | Nov 14, 2024 |
| Atria Investments, Inc | History | Added to | 57,830 | 1,457 | 0.02% | 0.02% | 67 | +1,828 | 3.26% | Q3 2024 | Nov 01, 2024 |
| Kovitz Investment Group Partners, LLC | History | Added to | 78,200 | 1,384 | 0.01% | 0.01% | 68 | +54,584 | 231.13% | Q3 2024 | Nov 15, 2024 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 49,015 | 1,236 | 0.0% | 0.01% | 69 | -4,393 | -8.23% | Q3 2024 | Nov 15, 2024 |
| HUNTINGTON NATIONAL BANK | History | No change | 45,883 | 1,156 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q3 2024 | Nov 06, 2024 |
| Corient Private Wealth LLC | History | Added to | 44,650 | 1,125 | 0.0% | 0.0% | 71 | +1,992 | 4.67% | Q3 2024 | Nov 12, 2024 |
| Clearstead Advisors, LLC | History | Reduced | 39,762 | 1,002 | 0.02% | 0.02% | 72 | -5,819 | -12.77% | Q3 2024 | Nov 13, 2024 |
| &PARTNERS | History | Reduced | 38,206 | 963 | 0.02% | 0.05% | 73 | -11,170 | -22.62% | Q3 2024 | Nov 14, 2024 |
| Mill Creek Capital Advisors, LLC | History | Added to | 33,658 | 848 | 0.02% | 0.02% | 74 | +378 | 1.14% | Q3 2024 | Nov 06, 2024 |
| Avantax Planning Partners, Inc. | History | Reduced | 33,266 | 838 | 0.03% | 0.03% | 75 | -740 | -2.18% | Q3 2024 | Nov 14, 2024 |
| REGIONS FINANCIAL CORP | History | Added to | 31,362 | 790 | 0.01% | 0.01% | 76 | +609 | 1.98% | Q3 2024 | Nov 14, 2024 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 30,985 | 781 | 0.03% | 0.04% | 77 | -1,974 | -5.99% | Q3 2024 | Nov 12, 2024 |
| Blue Trust, Inc. | History | No change | 30,187 | 758 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q3 2024 | Oct 17, 2024 |
| Delta Wealth Advisors LLC | History | No change | 28,762 | 725 | 0.69% | 0.71% | 79 | 0 | 0.0% | Q3 2024 | Oct 10, 2025 |
| Brookstone Capital Management | History | Added to | 27,492 | 693 | 0.01% | 0.01% | 80 | +6,111 | 28.58% | Q3 2024 | Oct 08, 2024 |
| COMERICA BANK | History | Reduced | 26,687 | 672 | 0.0% | 0.0% | 81 | -2,614 | -8.92% | Q3 2024 | Nov 14, 2024 |
| Modern Wealth Management, LLC | History | New | 26,180 | 659 | 0.22% | — | 82 | +26,180 | New | Q3 2024 | May 30, 2025 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 24,184 | 609 | 0.01% | 0.02% | 83 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| Farther Finance Advisors, LLC | History | Added to | 23,952 | 603 | 0.02% | 0.02% | 84 | +3,441 | 16.78% | Q3 2024 | Oct 29, 2024 |
| Equitable Holdings, Inc. | History | Reduced | 19,097 | 481 | 0.0% | 0.01% | 85 | -764 | -3.85% | Q3 2024 | Nov 14, 2024 |
| Provenance Wealth Advisors, LLC | History | Added to | 17,991 | 453 | 0.06% | 0.05% | 86 | +3,980 | 28.41% | Q3 2024 | Aug 15, 2025 |
| Baird Financial Group, Inc. | History | Added to | 16,278 | 410 | 0.0% | 0.0% | 87 | +608 | 3.88% | Q3 2024 | Nov 14, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 16,217 | 408 | 0.01% | 0.04% | 88 | -32,878 | -66.97% | Q3 2024 | Oct 10, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | History | New | 14,024 | 353 | 0.01% | — | 89 | +14,024 | New | Q3 2024 | Nov 14, 2024 |
| Wealthspire Advisors, LLC | History | Reduced | 12,713 | 320 | 0.0% | 0.01% | 90 | -28,537 | -69.18% | Q3 2024 | Nov 13, 2024 |
| Mutual Advisors, LLC | History | Reduced | 12,587 | 317 | 0.01% | 0.02% | 91 | -7,414 | -37.07% | Q3 2024 | Oct 25, 2024 |
| Arkadios Wealth Advisors | History | New | 12,509 | 315 | 0.02% | — | 92 | +12,509 | New | Q3 2024 | Oct 24, 2024 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,105 | 305 | 0.01% | 0.01% | 93 | -4,863 | -28.66% | Q3 2024 | Oct 28, 2024 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,976 | 301 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,393 | 287 | 0.01% | 0.11% | 95 | -113,633 | -90.89% | Q3 2024 | Nov 04, 2024 |
| FIRST MANHATTAN CO. LLC. | History | No change | 10,700 | 269 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| Orion Porfolio Solutions, LLC | History | New | 10,546 | 265 | 0.0% | — | 97 | +10,546 | New | Q3 2024 | Jul 31, 2025 |
| CAPITAL ADVISORS INC/OK | History | Added to | 10,357 | 261 | 0.01% | 0.01% | 98 | +137 | 1.34% | Q3 2024 | Oct 28, 2024 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,861 | 248 | 0.0% | 0.0% | 99 | +4,680 | 90.33% | Q3 2024 | Nov 12, 2024 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,488 | 239 | 0.01% | 0.02% | 100 | -1,797 | -15.92% | Q3 2024 | Nov 05, 2024 |
| Curi RMB Capital, LLC | History | Reduced | 8,822 | 222 | 0.01% | 0.01% | 101 | -1,498 | -14.52% | Q3 2024 | Nov 06, 2024 |
| CIBC Private Wealth Group LLC | History | Added to | 8,064 | 203 | 0.0% | 0.0% | 102 | +2,391 | 42.15% | Q3 2024 | Nov 13, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,000 | 151 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2024 | Oct 25, 2024 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,802 | 146 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2024 | Nov 13, 2024 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,125 | 129 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2024 | Oct 17, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,604 | 90 | 0.0% | 0.0% | 106 | +2,459 | 214.76% | Q3 2024 | Nov 08, 2024 |
| BOKF, NA | History | New | 1,752 | 44 | 0.0% | — | 107 | +1,752 | New | Q3 2024 | Nov 14, 2024 |
| MATHER GROUP, LLC. | History | No change | 1,708 | 43 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q3 2024 | Oct 07, 2024 |
| ASSETMARK, INC | History | New | 1,576 | 39 | 0.0% | — | 109 | +1,576 | New | Q3 2024 | Nov 01, 2024 |
| Geneos Wealth Management Inc. | History | No change | 1,584 | 39 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| Prestige Wealth Management Group LLC | History | No change | 1,010 | 25 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q3 2024 | Feb 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 800 | 20 | 0.0% | 0.0% | 112 | -800 | -50.0% | Q3 2024 | Oct 21, 2024 |
| EASTERN BANK | History | New | 675 | 17 | 0.0% | — | 113 | +675 | New | Q3 2024 | Oct 21, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 615 | 15 | 0.0% | — | 114 | +615 | New | Q3 2024 | Nov 12, 2024 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 450 | 11 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| FIFTH THIRD BANCORP | History | No change | 384 | 9 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2024 | Oct 17, 2024 |
| BlackRock, Inc. | History | New | 138 | 3 | 0.0% | — | 117 | +138 | New | Q3 2024 | Nov 13, 2024 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -14,000 | -100.0% | Q2 2024 | Apr 02, 2026 |
| Miracle Mile Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,320 | -100.0% | Q2 2024 | Jul 18, 2024 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14 | 0 | — | 0.0% | — | -8,044 | -99.83% | Q3 2024 | Nov 13, 2024 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2024 | Aug 12, 2024 |
| CITIGROUP INC | History | Added to | 28 | 0 | — | — | — | +24 | 600.0% | Q3 2024 | Nov 12, 2024 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2024 | Aug 13, 2024 |