iSHARES TRUST - IBDZ
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 | 2,248,701 | 59,298 | 0.9% | 0.87% | 1 | +252,770 | 12.66% | Q4 2025 | Jan 13, 2026 |
| Summit Financial, LLC | History | Added to | 1,657,455 | 43,707 | 0.64% | 0.21% | 2 | +1,135,243 | 217.39% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,286,773 | 33,932 | 0.0% | 0.0% | 3 | +402,299 | 45.48% | Q4 2025 | Feb 13, 2026 |
| SUMMITRY LLC | History | Added to | 1,262,550 | 33,293 | 1.39% | 1.38% | 4 | +28,240 | 2.29% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,063,948 | 28,056 | 0.0% | 0.0% | 5 | +293,840 | 38.16% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 670,666 | 17,686 | 0.0% | — | 6 | +670,666 | New | Q4 2025 | Feb 17, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 653,888 | 17,243 | 0.88% | 0.03% | 7 | +632,678 | 2982.92% | Q4 2025 | Feb 03, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 557,365 | 14,697 | 1.41% | 1.37% | 8 | +17,283 | 3.2% | Q4 2025 | Feb 23, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 504,186 | 13,295 | 5.6% | 5.7% | 9 | +6,094 | 1.22% | Q4 2025 | Jan 14, 2026 |
| PFG Private Wealth Management, LLC | History | New | 486,439 | 12,827 | 5.61% | — | 10 | +486,439 | New | Q4 2025 | Jan 15, 2026 |
| Motley Fool Wealth Management, LLC | History | New | 455,702 | 12,016 | 0.93% | — | 11 | +455,702 | New | Q4 2025 | Feb 11, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 400,877 | 10,571 | 1.05% | 0.78% | 12 | +113,245 | 39.37% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 359,188 | 9,471 | 0.0% | 0.0% | 13 | +35,061 | 10.82% | Q4 2025 | Jan 29, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 345,452 | 9,109 | 1.22% | — | 14 | +345,452 | New | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 336,208 | 8,865 | 0.01% | 0.01% | 15 | +79,488 | 30.96% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 310,298 | 8,182 | 0.01% | 0.01% | 16 | +64,221 | 26.1% | Q4 2025 | Jan 30, 2026 |
| Seneca House Advisors | History | Added to | 285,269 | 7,522 | 2.81% | 0.39% | 17 | +249,127 | 689.3% | Q4 2025 | Feb 17, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 257,841 | 6,799 | 1.58% | 1.52% | 18 | +19,357 | 8.12% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 228,991 | 6,038 | 0.0% | 0.0% | 19 | +86,229 | 60.4% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 220,764 | 5,821 | 0.02% | 0.02% | 20 | +55,487 | 33.57% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 219,064 | 5,777 | 0.01% | — | 21 | +219,064 | New | Q4 2025 | Feb 11, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 216,813 | 5,717 | 3.75% | 3.69% | 22 | -1,102 | -0.51% | Q4 2025 | Jan 22, 2026 |
| Lido Advisors, LLC | History | Added to | 210,929 | 5,562 | 0.02% | 0.02% | 23 | +6,163 | 3.01% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Added to | 199,395 | 5,273 | 0.18% | 0.19% | 24 | +3,375 | 1.72% | Q4 2025 | Jan 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 199,895 | 5,271 | 0.1% | 0.09% | 25 | +22,192 | 12.49% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 195,275 | 5,149 | 0.0% | 0.0% | 26 | +145,418 | 291.67% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 185,664 | 4,895 | 0.01% | 0.01% | 27 | +20,246 | 12.24% | Q4 2025 | Feb 12, 2026 |
| NESTEGG ADVISORS, INC. | History | New | 185,601 | 4,894 | 4.18% | — | 28 | +185,601 | New | Q4 2025 | Jan 21, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 173,923 | 4,586 | 2.27% | 2.28% | 29 | +3,184 | 1.86% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 169,217 | 4,462 | 0.05% | 0.05% | 30 | -12,990 | -7.13% | Q4 2025 | Feb 02, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 163,689 | 4,316 | 0.08% | 0.07% | 31 | +9,096 | 5.88% | Q4 2025 | Feb 17, 2026 |
| Probity Advisors, Inc. | History | Added to | 143,370 | 3,780 | 0.61% | 0.61% | 32 | +1,329 | 0.94% | Q4 2025 | Jan 27, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 136,202 | 3,591 | 0.07% | 0.08% | 33 | -31,575 | -18.82% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 118,593 | 3,127 | 0.08% | 0.06% | 34 | +926 | 0.79% | Q4 2025 | Feb 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 99,103 | 2,611 | 0.03% | 0.03% | 35 | +392 | 0.4% | Q4 2025 | Feb 10, 2026 |
| Marathon Mission, Inc. | History | Added to | 97,572 | 2,572 | 1.49% | 1.45% | 36 | +5,512 | 5.99% | Q4 2025 | Jan 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 93,238 | 2,458 | 0.0% | 0.0% | 37 | +31,366 | 50.69% | Q4 2025 | Feb 18, 2026 |
| Stonebrook Private Inc. | History | Added to | 87,200 | 2,299 | 0.48% | 0.48% | 38 | +2,816 | 3.34% | Q4 2025 | Feb 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 82,610 | 2,178 | 0.16% | 0.03% | 39 | +64,885 | 366.06% | Q4 2025 | Feb 12, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 81,995 | 2,162 | 0.25% | 0.26% | 40 | -4 | -0.0% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 68,175 | 1,797 | 0.0% | 0.0% | 41 | -41,736 | -37.97% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 67,194 | 1,772 | 0.0% | 0.0% | 42 | +64,628 | 2518.63% | Q4 2025 | Jan 26, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 55,324 | 1,458 | 0.16% | 0.18% | 43 | +450 | 0.82% | Q4 2025 | Jan 12, 2026 |
| Keeler Thomas Management LLC | History | Added to | 52,946 | 1,396 | 0.67% | 0.55% | 44 | +1,833 | 3.59% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 50,638 | 1,335 | 0.0% | 0.0% | 45 | +16,223 | 47.14% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 50,250 | 1,325 | 0.0% | — | 46 | +50,250 | New | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 44,071 | 1,162 | 0.0% | 0.0% | 47 | +4,212 | 10.57% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 41,457 | 1,093 | 0.01% | 0.02% | 48 | -18,178 | -30.48% | Q4 2025 | Feb 09, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 39,346 | 1,037 | 0.26% | 0.25% | 49 | -2,465 | -5.9% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Added to | 38,523 | 1,015 | 0.06% | 0.05% | 50 | +5,666 | 17.24% | Q4 2025 | Feb 11, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 37,973 | 1,001 | 0.03% | 0.01% | 51 | +19,215 | 102.44% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 36,662 | 967 | 0.03% | 0.04% | 52 | -5,234 | -12.49% | Q4 2025 | Feb 13, 2026 |
| Gilbert & Cook, Inc. | History | New | 36,280 | 956 | 0.12% | — | 53 | +36,280 | New | Q4 2025 | Jan 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 32,709 | 862 | 0.0% | 0.0% | 54 | +2,783 | 9.3% | Q4 2025 | Feb 17, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 29,310 | 772 | 0.58% | — | 55 | +29,310 | New | Q4 2025 | Mar 02, 2026 |
| Stokes Family Office, LLC | History | No change | 27,000 | 711 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 26,753 | 705 | 0.04% | 0.04% | 57 | +2,808 | 11.73% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 26,335 | 694 | 0.0% | 0.0% | 58 | -54,406 | -67.38% | Q4 2025 | Feb 11, 2026 |
| Montecito Bank & Trust | History | Added to | 24,662 | 650 | 0.1% | 0.1% | 59 | +1,418 | 6.1% | Q4 2025 | Jan 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 22,123 | 583 | 0.0% | 0.0% | 60 | +9,082 | 69.64% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,795 | 574 | 0.0% | 0.0% | 61 | -18,535 | -45.96% | Q4 2025 | Feb 17, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 21,073 | 555 | 0.32% | 0.35% | 62 | +464 | 2.25% | Q4 2025 | Feb 10, 2026 |
| Segment Wealth Management, LLC | History | No change | 20,835 | 549 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,945 | 527 | 0.0% | 0.0% | 64 | +4,149 | 26.27% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,616 | 517 | 0.01% | 0.01% | 65 | +1,913 | 10.81% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 19,393 | 511 | 0.0% | — | 66 | +19,393 | New | Q4 2025 | Jan 13, 2026 |
| Reliant Wealth Planning | History | No change | 19,050 | 502 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 18,014 | 475 | 0.01% | 0.01% | 68 | +7,762 | 75.71% | Q4 2025 | Feb 06, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 17,986 | 474 | 0.12% | 0.12% | 69 | +1,139 | 6.76% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,126 | 451 | 0.0% | 0.0% | 70 | +7,213 | 72.76% | Q4 2025 | Feb 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 17,137 | 451 | 0.06% | 0.06% | 71 | +252 | 1.49% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 16,558 | 436 | 0.0% | 0.0% | 72 | +2,534 | 18.07% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 15,483 | 408 | 0.01% | 0.0% | 73 | +4,075 | 35.72% | Q4 2025 | Jan 26, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 15,445 | 407 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| StoneX Group Inc. | History | Added to | 15,321 | 404 | 0.02% | 0.02% | 75 | +1,104 | 7.77% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,013 | 395 | 0.0% | 0.0% | 76 | +12,788 | 574.74% | Q4 2025 | Feb 17, 2026 |
| Greater Midwest Financial Group, LLC | History | Reduced | 15,005 | 395 | 0.22% | 0.27% | 77 | -545 | -3.5% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 14,600 | 385 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,576 | 384 | 0.0% | 0.0% | 79 | +3,507 | 31.68% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,895 | 340 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | No change | 12,609 | 332 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,669 | 307 | 0.0% | 0.0% | 82 | -104 | -0.88% | Q4 2025 | Feb 13, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 11,025 | 290 | 0.14% | 0.04% | 83 | +7,725 | 234.09% | Q4 2025 | Feb 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 10,679 | 281 | 0.01% | — | 84 | +10,679 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 10,115 | 266 | 0.05% | 0.04% | 85 | +1,490 | 17.28% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 9,928 | 261 | 0.01% | — | 86 | +9,928 | New | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,246 | 243 | 0.0% | 0.0% | 87 | +1,107 | 13.6% | Q4 2025 | Feb 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 9,177 | 242 | 0.14% | 0.15% | 88 | +90 | 0.99% | Q4 2025 | Jan 21, 2026 |
| XML Financial, LLC | History | New | 8,666 | 228 | 0.02% | — | 89 | +8,666 | New | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,614 | 227 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | No change | 8,384 | 221 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 8,374 | 220 | 0.08% | 0.1% | 92 | -1,800 | -17.69% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 7,853 | 208 | 0.0% | — | 93 | +7,853 | New | Q4 2025 | Feb 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 7,632 | 201 | 0.01% | — | 94 | +7,632 | New | Q4 2025 | Jan 08, 2026 |
| Addison Advisors LLC | History | No change | 7,550 | 199 | 0.04% | 0.05% | 95 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,414 | 195 | 0.0% | 0.0% | 96 | +4,439 | 149.21% | Q4 2025 | Feb 10, 2026 |
| CNB Bank | History | Added to | 4,733 | 124 | 0.05% | 0.02% | 97 | +2,876 | 154.87% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 4,416 | 116 | 0.02% | 0.02% | 98 | +958 | 27.7% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,881 | 75 | 0.0% | 0.0% | 99 | +2,159 | 299.03% | Q4 2025 | Mar 16, 2026 |
| CVA Family Office, LLC | History | No change | 2,564 | 67 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Hyposwiss Advisors SA | History | New | 2,020 | 53 | 0.05% | — | 101 | +2,020 | New | Q4 2025 | Feb 17, 2026 |
| 10Elms LLP | History | No change | 1,900 | 50 | 0.05% | 0.04% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,603 | 42 | 0.0% | — | 103 | +1,603 | New | Q4 2025 | Feb 03, 2026 |
| CENTRAL TRUST Co | History | Added to | 939 | 24 | 0.0% | 0.0% | 104 | +44 | 4.92% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | No change | 800 | 21 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | New | 566 | 14 | 0.0% | — | 106 | +566 | New | Q4 2025 | Jan 30, 2026 |
| Princeton Global Asset Management LLC | History | New | 400 | 10 | 0.0% | — | 107 | +400 | New | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,130 | -100.0% | Q3 2025 | Oct 30, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,156 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,790 | -100.0% | Q3 2025 | Nov 06, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -1,515 | -100.0% | Q3 2025 | Nov 04, 2025 |