iSHARES TRUST - IBHK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 423,136 | 10,938 | 0.67% | 0.53% | 1 | +107,074 | 33.88% | Q4 2025 | Feb 12, 2026 |
| Keeler Thomas Management LLC | History | Added to | 97,455 | 2,519 | 1.2% | 1.0% | 2 | +3,810 | 4.07% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 68,309 | 1,765 | 0.0% | 0.0% | 3 | +36,588 | 115.34% | Q4 2025 | Feb 12, 2026 |
| Straight Path Wealth Management | History | Added to | 61,809 | 1,597 | 0.43% | 0.37% | 4 | +9,382 | 17.9% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 46,242 | 1,195 | 0.01% | 0.01% | 5 | +13,446 | 41.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 38,359 | 991 | 0.0% | 0.0% | 6 | +1,012 | 2.71% | Q4 2025 | Feb 17, 2026 |
| WRAPMANAGER INC | History | Reduced | 31,981 | 826 | 0.28% | 0.31% | 7 | -6,842 | -17.62% | Q4 2025 | Feb 06, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 18,741 | 484 | 0.01% | 0.01% | 8 | +1,252 | 7.16% | Q4 2025 | Jan 23, 2026 |
| FOCUSED ALPHA, LLC | History | New | 13,487 | 348 | 0.1% | — | 9 | +13,487 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,006 | 310 | 0.0% | 0.0% | 10 | +2,242 | 22.96% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,925 | 308 | 0.0% | 0.0% | 11 | +3,750 | 45.87% | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Management LLC | History | Added to | 11,586 | 299 | 0.06% | 0.07% | 12 | +192 | 1.69% | Q4 2025 | Jan 05, 2026 |
| MORGAN STANLEY | History | Added to | 10,829 | 279 | 0.0% | 0.0% | 13 | +7,880 | 267.21% | Q4 2025 | Feb 13, 2026 |
| Reliant Wealth Planning | History | Added to | 10,067 | 260 | 0.08% | 0.07% | 14 | +2,363 | 30.67% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 9,570 | 247 | 0.0% | 0.0% | 15 | +1,825 | 23.56% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,978 | 232 | 0.0% | 0.0% | 16 | +465 | 5.46% | Q4 2025 | Feb 18, 2026 |
| Ellis Investment Partners, LLC | History | New | 8,587 | 221 | 0.04% | — | 17 | +8,587 | New | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,488 | 142 | 0.0% | — | 18 | +5,488 | New | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | New | 3,255 | 84 | 0.03% | — | 19 | +3,255 | New | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 77 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 2,474 | 63 | 0.02% | 0.02% | 21 | +700 | 39.46% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 1,592 | 41 | 0.0% | — | 22 | +1,592 | New | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | New | 578 | 14 | 0.0% | — | 23 | +578 | New | Q4 2025 | Jan 30, 2026 |
| Sound Income Strategies, LLC | History | New | 270 | 7 | 0.0% | — | 24 | +270 | New | Q4 2025 | Jan 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 155 | 4 | 0.0% | 0.0% | 25 | +3 | 1.97% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 62 | 1 | 0.0% | 0.0% | 26 | -438 | -87.6% | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,625 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |