iSHARES TRUST - IBDZ
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 | 2,491,719 | 64,934 | 0.95% | 0.9% | 1 | +243,018 | 10.81% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 1,755,367 | 45,744 | 0.58% | 0.64% | 2 | +97,912 | 5.91% | Q1 2026 | May 15, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,654,974 | 43,128 | 26.56% | 0.35% | 3 | +1,633,901 | 7753.53% | Q1 2026 | Apr 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,497,665 | 39,029 | 0.0% | 0.0% | 4 | +210,892 | 16.39% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,375,000 | 35,832 | 0.28% | — | 5 | +1,375,000 | New | Q1 2026 | May 11, 2026 |
| SUMMITRY LLC | History | Added to | 1,266,010 | 32,992 | 1.16% | 1.39% | 6 | +3,460 | 0.27% | Q1 2026 | May 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,213,579 | 31,625 | 0.0% | 0.0% | 7 | +149,631 | 14.06% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,081,985 | 28,196 | 1.49% | 0.88% | 8 | +428,097 | 65.47% | Q1 2026 | Apr 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 730,868 | 19,046 | 1.87% | 1.41% | 9 | +173,503 | 31.13% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 701,465 | 18,281 | 0.0% | 0.0% | 10 | +30,799 | 4.59% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 625,178 | 16,292 | 0.0% | 0.0% | 11 | +429,903 | 220.15% | Q1 2026 | May 11, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 532,394 | 13,874 | 5.88% | 5.61% | 12 | +45,955 | 9.45% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 510,649 | 13,307 | 5.55% | 5.6% | 13 | +6,463 | 1.28% | Q1 2026 | Apr 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 504,181 | 13,136 | 0.0% | 0.0% | 14 | +471,472 | 1441.41% | Q1 2026 | May 15, 2026 |
| Seneca House Advisors | History | Added to | 496,769 | 12,945 | 5.14% | 2.81% | 15 | +211,500 | 74.14% | Q1 2026 | May 01, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 441,310 | 11,500 | 1.16% | 1.05% | 16 | +40,433 | 10.09% | Q1 2026 | May 11, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 408,741 | 10,651 | 1.2% | 0.93% | 17 | -46,961 | -10.31% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 386,990 | 10,084 | 0.0% | 0.0% | 18 | +157,999 | 69.0% | Q1 2026 | May 14, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 384,699 | 10,067 | 1.27% | 1.22% | 19 | +39,247 | 11.36% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 385,423 | 10,044 | 0.01% | 0.01% | 20 | +49,215 | 14.64% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 369,667 | 9,633 | 0.0% | 0.0% | 21 | +10,479 | 2.92% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 349,740 | 9,114 | 0.01% | 0.01% | 22 | +39,442 | 12.71% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 343,060 | 8,940 | 0.02% | 0.01% | 23 | +123,996 | 56.6% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 328,810 | 8,568 | 0.01% | 0.01% | 24 | +143,146 | 77.1% | Q1 2026 | Apr 27, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 319,564 | 8,327 | 7.31% | 4.18% | 25 | +133,963 | 72.18% | Q1 2026 | Apr 08, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 281,408 | 7,333 | 1.74% | 1.58% | 26 | +23,567 | 9.14% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 266,831 | 6,953 | 0.03% | 0.02% | 27 | +46,067 | 20.87% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Added to | 260,863 | 6,798 | 0.02% | 0.02% | 28 | +49,934 | 23.67% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 204,068 | 5,344 | 0.17% | 0.18% | 29 | +4,673 | 2.34% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 203,388 | 5,300 | 0.1% | 0.1% | 30 | +3,493 | 1.75% | Q1 2026 | May 07, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 195,359 | 5,091 | 3.45% | 3.75% | 31 | -21,454 | -9.9% | Q1 2026 | May 07, 2026 |
| Probity Advisors, Inc. | History | Added to | 192,357 | 5,012 | 0.79% | 0.61% | 32 | +48,987 | 34.17% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 191,345 | 4,986 | 0.09% | 0.08% | 33 | +27,656 | 16.9% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 177,771 | 4,632 | 0.05% | 0.05% | 34 | +8,554 | 5.06% | Q1 2026 | May 12, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 174,091 | 4,536 | 2.24% | 2.27% | 35 | +168 | 0.1% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 131,747 | 3,433 | 0.07% | 0.07% | 36 | -4,455 | -3.27% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 130,970 | 3,413 | 0.01% | 0.0% | 37 | +63,776 | 94.91% | Q1 2026 | May 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 128,835 | 3,357 | 0.25% | 0.16% | 38 | +46,225 | 55.96% | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 120,237 | 3,133 | 0.11% | 0.08% | 39 | +1,644 | 1.39% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 118,082 | 3,077 | 0.0% | 0.0% | 40 | +24,844 | 26.65% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 116,569 | 3,020 | 0.0% | 0.0% | 41 | +90,234 | 342.64% | Q1 2026 | May 13, 2026 |
| Marathon Mission, Inc. | History | Added to | 101,809 | 2,653 | 1.54% | 1.49% | 42 | +4,237 | 4.34% | Q1 2026 | Apr 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 98,505 | 2,565 | 0.03% | 0.03% | 43 | -598 | -0.6% | Q1 2026 | Apr 29, 2026 |
| Stonebrook Private Inc. | History | Added to | 92,049 | 2,398 | 0.51% | 0.48% | 44 | +4,849 | 5.56% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 84,814 | 2,211 | 0.0% | 0.0% | 45 | +64,869 | 325.24% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 84,684 | 2,206 | 0.0% | 0.0% | 46 | +16,509 | 24.22% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 80,373 | 2,094 | 0.24% | 0.25% | 47 | -1,622 | -1.98% | Q1 2026 | Apr 15, 2026 |
| LPL Financial LLC | History | Added to | 65,261 | 1,700 | 0.0% | 0.0% | 48 | +14,623 | 28.88% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | New | 63,237 | 1,647 | 0.02% | — | 49 | +63,237 | New | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Group | History | New | 63,237 | 1,647 | 0.63% | — | 50 | +63,237 | New | Q1 2026 | Apr 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 60,084 | 1,565 | 0.0% | — | 51 | +60,084 | New | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | Added to | 51,410 | 1,339 | 0.08% | 0.03% | 52 | +30,575 | 146.75% | Q1 2026 | Apr 20, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 51,044 | 1,330 | 0.04% | 0.03% | 53 | +13,071 | 34.42% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 41,457 | 1,080 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | No change | 38,523 | 1,003 | 0.04% | 0.06% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 37,680 | 981 | 0.13% | 0.12% | 56 | +1,400 | 3.86% | Q1 2026 | May 05, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 36,664 | 955 | 0.06% | 0.04% | 57 | +9,911 | 37.05% | Q1 2026 | Apr 27, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 33,452 | 871 | 0.22% | 0.26% | 58 | -5,894 | -14.98% | Q1 2026 | May 07, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 31,610 | 819 | 0.67% | 0.58% | 59 | +2,300 | 7.85% | Q1 2026 | May 04, 2026 |
| Stokes Family Office, LLC | History | No change | 27,000 | 703 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,643 | 694 | 0.0% | 0.0% | 61 | +4,520 | 20.43% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 25,041 | 652 | 0.11% | 0.1% | 62 | +379 | 1.54% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,628 | 589 | 0.0% | 0.0% | 63 | +7,615 | 50.72% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 20,875 | 544 | 0.01% | 0.01% | 64 | +5,392 | 34.83% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 20,581 | 536 | 0.0% | 0.0% | 65 | +4,023 | 24.3% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,896 | 518 | 0.01% | 0.01% | 66 | +280 | 1.43% | Q1 2026 | May 15, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 19,651 | 512 | 0.07% | 0.06% | 67 | +2,514 | 14.67% | Q1 2026 | Apr 21, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 19,275 | 502 | 0.0% | 0.0% | 68 | -118 | -0.61% | Q1 2026 | Apr 22, 2026 |
| Reliant Wealth Planning | History | No change | 19,050 | 496 | 0.15% | 0.16% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 18,995 | 495 | 0.02% | 0.01% | 70 | +9,067 | 91.33% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,005 | 489 | 0.0% | 0.0% | 71 | +1,879 | 10.97% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 18,197 | 474 | 0.01% | 0.01% | 72 | +183 | 1.02% | Q1 2026 | Apr 13, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 17,986 | 468 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,304 | 450 | 0.0% | 0.0% | 74 | +2,728 | 18.72% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | New | 17,194 | 448 | 0.0% | — | 75 | +17,194 | New | Q1 2026 | May 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 16,960 | 441 | 0.01% | 0.01% | 76 | +1,515 | 9.81% | Q1 2026 | Apr 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 14,600 | 380 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,196 | 369 | 0.0% | 0.0% | 78 | +6,782 | 91.48% | Q1 2026 | May 07, 2026 |
| Greater Midwest Financial Group, LLC | History | Reduced | 13,903 | 362 | 0.19% | 0.22% | 79 | -1,102 | -7.34% | Q1 2026 | Apr 24, 2026 |
| Glenview Trust Co | History | Added to | 13,609 | 354 | 0.01% | 0.01% | 80 | +1,000 | 7.93% | Q1 2026 | May 08, 2026 |
| XML Financial, LLC | History | Added to | 13,477 | 351 | 0.03% | 0.02% | 81 | +4,811 | 55.52% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,156 | 342 | 0.0% | 0.0% | 82 | +261 | 2.02% | Q1 2026 | May 14, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 12,271 | 319 | 0.04% | 0.16% | 83 | -43,053 | -77.82% | Q1 2026 | Apr 08, 2026 |
| CVA Family Office, LLC | History | Added to | 11,949 | 311 | 0.03% | 0.01% | 84 | +9,385 | 366.03% | Q1 2026 | Apr 29, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 11,550 | 300 | 0.15% | 0.14% | 85 | +525 | 4.76% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,195 | 291 | 0.0% | 0.0% | 86 | +1,949 | 21.08% | Q1 2026 | May 15, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 11,006 | 286 | 0.1% | 0.08% | 87 | +2,632 | 31.43% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,763 | 280 | 0.01% | 0.01% | 88 | +84 | 0.79% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,480 | 273 | 0.0% | 0.0% | 89 | -1,189 | -10.19% | Q1 2026 | May 04, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 10,257 | 267 | 0.11% | 0.67% | 90 | -42,689 | -80.63% | Q1 2026 | May 11, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 10,115 | 263 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | New | 10,062 | 262 | 0.02% | — | 92 | +10,062 | New | Q1 2026 | May 15, 2026 |
| Redwood Financial Network Corp | History | New | 9,500 | 247 | 0.16% | — | 93 | +9,500 | New | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | New | 9,138 | 238 | 0.0% | — | 94 | +9,138 | New | Q1 2026 | May 06, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 9,100 | 237 | 0.14% | 0.14% | 95 | -77 | -0.84% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,056 | 235 | 0.0% | 0.0% | 96 | +442 | 5.13% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,411 | 219 | 0.0% | 0.0% | 97 | +27 | 0.32% | Q1 2026 | May 01, 2026 |
| ROMANO BROTHERS AND COMPANY | History | New | 8,299 | 216 | 0.02% | — | 98 | +8,299 | New | Q1 2026 | Apr 21, 2026 |
| Addison Advisors LLC | History | Added to | 8,125 | 211 | 0.05% | 0.04% | 99 | +575 | 7.62% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | New | 7,951 | 207 | 0.01% | — | 100 | +7,951 | New | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 7,888 | 205 | 0.0% | — | 102 | +7,888 | New | Q1 2026 | Apr 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,853 | 205 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,565 | 145 | 0.0% | 0.0% | 103 | +2,684 | 93.16% | Q1 2026 | May 14, 2026 |
| CNB Bank | History | Reduced | 4,713 | 122 | 0.05% | 0.05% | 104 | -20 | -0.42% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 4,022 | 104 | 0.02% | 0.02% | 105 | -394 | -8.92% | Q1 2026 | May 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 3,836 | 99 | 0.0% | — | 106 | +3,836 | New | Q1 2026 | May 07, 2026 |
| 10Elms LLP | History | Added to | 3,550 | 92 | 0.06% | 0.05% | 107 | +1,650 | 86.84% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,603 | 41 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| United Community Bank | History | New | 1,465 | 38 | 0.01% | — | 109 | +1,465 | New | Q1 2026 | Apr 24, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,159 | 30 | 0.01% | — | 110 | +1,159 | New | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,133 | 29 | 0.0% | 0.0% | 111 | +567 | 100.18% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | New | 1,004 | 26 | 0.0% | — | 112 | +1,004 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 959 | 24 | 0.0% | — | 113 | +959 | New | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 898 | 23 | 0.0% | 0.0% | 114 | -41 | -4.37% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | New | 854 | 22 | 0.0% | — | 115 | +854 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 800 | 21 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Princeton Global Asset Management LLC | History | No change | 400 | 10 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | New | 106 | 2 | 0.0% | — | 118 | +106 | New | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,250 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,071 | -100.0% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -36,662 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,795 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,321 | -100.0% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,632 | -100.0% | Q1 2026 | May 06, 2026 |
| Hyposwiss Advisors SA | History | Closed out | 0 | 0 | — | 0.05% | — | -2,020 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 08, 2026 |