iSHARES TRUST - IBIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | History | Added to | 312,885 | 7,995 | 0.9% | 0.94% | 1 | +16,568 | 5.59% | Q4 2025 | Jan 12, 2026 |
| LPL Financial LLC | History | Added to | 161,557 | 4,128 | 0.0% | 0.0% | 2 | +147,478 | 1047.5% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | Reduced | 143,338 | 3,663 | 0.72% | 0.75% | 3 | -23 | -0.02% | Q4 2025 | Feb 05, 2026 |
| Addison Advisors LLC | History | Added to | 104,139 | 2,661 | 0.6% | 0.59% | 4 | +6,490 | 6.65% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 82,528 | 2,109 | 0.0% | 0.0% | 5 | +11,717 | 16.55% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 69,530 | 1,776 | 0.0% | 0.0% | 6 | +34,169 | 96.63% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 49,510 | 1,265 | 0.0% | 0.0% | 7 | +41,597 | 525.68% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 44,166 | 1,128 | 0.02% | 0.02% | 8 | +16,222 | 58.05% | Q4 2025 | Feb 02, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 30,694 | 784 | 0.03% | — | 9 | +30,694 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 25,059 | 640 | 0.0% | 0.0% | 10 | +45 | 0.18% | Q4 2025 | Feb 17, 2026 |
| MKT Advisors LLC | History | Added to | 18,363 | 469 | 0.16% | 0.15% | 11 | +2,570 | 16.27% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,174 | 464 | 0.0% | 0.0% | 12 | -66 | -0.36% | Q4 2025 | Feb 17, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 16,917 | 432 | 0.12% | 0.14% | 13 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Austin Private Wealth, LLC | History | No change | 11,403 | 291 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 10,987 | 280 | 0.15% | 0.18% | 15 | -1,410 | -11.37% | Q4 2025 | Jan 29, 2026 |
| DAVENPORT & Co LLC | History | New | 10,348 | 264 | 0.0% | — | 16 | +10,348 | New | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,350 | 264 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Reduced | 8,591 | 219 | 0.01% | 0.01% | 18 | -8,971 | -51.08% | Q4 2025 | Jan 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,364 | 213 | 0.0% | 0.0% | 19 | -12,674 | -60.24% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,297 | 212 | 0.01% | 0.01% | 20 | +89 | 1.08% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 4,117 | 105 | 0.0% | — | 21 | +4,117 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | New | 1,168 | 29 | 0.0% | — | 22 | +1,168 | New | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 1,000 | 25 | 0.01% | 0.02% | 23 | -1,000 | -50.0% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | New | 358 | 9 | 0.0% | — | 24 | +358 | New | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 267 | 6 | 0.0% | 0.0% | 25 | -20 | -6.97% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 162 | 4 | 0.0% | — | 26 | +162 | New | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 109 | 2 | 0.0% | — | 27 | +109 | New | Q4 2025 | Feb 06, 2026 |