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 | 330,117 | 8,558 | 0.96% | 0.9% | 1 | +17,232 | 5.51% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 154,272 | 3,999 | 0.0% | — | 2 | +154,272 | New | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | Reduced | 143,177 | 3,711 | 0.73% | 0.72% | 3 | -161 | -0.11% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Reduced | 102,743 | 2,663 | 0.59% | 0.6% | 4 | -1,396 | -1.34% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 102,178 | 2,648 | 0.0% | 0.0% | 5 | +19,650 | 23.81% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 49,752 | 1,289 | 0.0% | 0.0% | 6 | -111,805 | -69.2% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 46,810 | 1,213 | 0.02% | 0.02% | 7 | +2,644 | 5.99% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 42,686 | 1,106 | 0.0% | 0.0% | 8 | -6,824 | -13.78% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 37,843 | 981 | 0.0% | 0.0% | 9 | -31,687 | -45.57% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | No change | 25,059 | 649 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MKT Advisors LLC | History | Reduced | 18,334 | 474 | 0.16% | 0.16% | 11 | -29 | -0.16% | Q1 2026 | Apr 10, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 16,917 | 438 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 4Thought Financial Group Inc. | History | New | 13,742 | 356 | 0.18% | — | 13 | +13,742 | New | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | New | 11,403 | 295 | 0.0% | — | 14 | +11,403 | New | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 11,403 | 291 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,987 | 284 | 0.0% | 0.0% | 16 | -7,187 | -39.55% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,987 | 284 | 0.14% | 0.15% | 17 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,350 | 268 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,844 | 229 | 0.0% | 0.0% | 19 | -1,504 | -14.53% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Added to | 8,784 | 227 | 0.01% | 0.01% | 20 | +193 | 2.25% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | No change | 8,297 | 215 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,692 | 199 | 0.01% | — | 22 | +7,692 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 4,117 | 106 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | New | 3,667 | 95 | 0.05% | — | 24 | +3,667 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,000 | 52 | 0.0% | — | 25 | +2,000 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 1,168 | 30 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 25 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 262 | 6 | 0.0% | 0.0% | 28 | -5 | -1.87% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 162 | 4 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,694 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,364 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | May 15, 2026 |