iSHARES TRUST - IBHK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 485,609 | 12,358 | 0.75% | 0.67% | 1 | +62,473 | 14.76% | Q1 2026 | May 14, 2026 |
| Straight Path Wealth Management | History | Added to | 64,751 | 1,647 | 0.44% | 0.43% | 2 | +2,942 | 4.76% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 58,456 | 1,487 | 0.0% | 0.0% | 3 | +48,886 | 510.83% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 53,965 | 1,373 | 0.01% | 0.01% | 4 | +7,723 | 16.7% | Q1 2026 | May 15, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 38,303 | 974 | 0.41% | 1.2% | 5 | -59,152 | -60.7% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 37,339 | 950 | 0.0% | 0.0% | 6 | -1,020 | -2.66% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | Reduced | 31,862 | 810 | 0.28% | 0.28% | 7 | -119 | -0.37% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 28,734 | 731 | 0.0% | 0.0% | 8 | -39,575 | -57.94% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 22,321 | 568 | 0.0% | 0.0% | 9 | +11,492 | 106.12% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | New | 19,143 | 487 | 0.02% | — | 10 | +19,143 | New | Q1 2026 | May 12, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 17,474 | 444 | 0.14% | 0.1% | 11 | +3,987 | 29.56% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,761 | 324 | 0.0% | 0.0% | 12 | +755 | 6.29% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,030 | 306 | 0.0% | 0.0% | 13 | +105 | 0.88% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | No change | 11,586 | 294 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 10,390 | 264 | 0.01% | 0.01% | 15 | -8,351 | -44.56% | Q1 2026 | May 13, 2026 |
| Reliant Wealth Planning | History | No change | 10,067 | 256 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 9,693 | 246 | 0.04% | 0.04% | 17 | +1,106 | 12.88% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,410 | 239 | 0.0% | 0.0% | 18 | +432 | 4.81% | Q1 2026 | May 14, 2026 |
| Segment Wealth Management, LLC | History | New | 9,150 | 232 | 0.01% | — | 19 | +9,150 | New | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,307 | 135 | 0.0% | 0.0% | 20 | -181 | -3.3% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,349 | 85 | 0.0% | 0.0% | 21 | +1,757 | 110.36% | Q1 2026 | May 15, 2026 |
| CNB Bank | History | Reduced | 3,240 | 82 | 0.03% | 0.03% | 22 | -15 | -0.46% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | No change | 3,000 | 76 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 2,638 | 67 | 0.0% | — | 24 | +2,638 | New | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 2,550 | 64 | 0.0% | — | 25 | +2,550 | New | Q1 2026 | Apr 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,474 | 62 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | New | 1,599 | 40 | 0.0% | — | 27 | +1,599 | New | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | No change | 578 | 14 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | New | 428 | 10 | 0.0% | — | 29 | +428 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 270 | 6 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 157 | 4 | 0.0% | 0.0% | 31 | +2 | 1.29% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 103 | 2 | 0.0% | — | 32 | +103 | New | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 62 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |