iSHARES TRUST - IBID
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 | 273,037 | 7,043 | 0.79% | 0.84% | 1 | +11,272 | 4.31% | Q4 2025 | Jan 12, 2026 |
| Addison Advisors LLC | History | Added to | 105,972 | 2,733 | 0.61% | 0.6% | 2 | +7,196 | 7.29% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 81,740 | 2,108 | 0.0% | 0.0% | 3 | +11,613 | 16.56% | Q4 2025 | Feb 12, 2026 |
| High Note Wealth, LLC | History | Reduced | 51,656 | 1,332 | 0.26% | 0.27% | 4 | -23 | -0.04% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,842 | 1,027 | 0.0% | 0.0% | 5 | +7,161 | 21.91% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 39,222 | 1,011 | 0.0% | 0.0% | 6 | +23,414 | 148.11% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 32,493 | 838 | 0.0% | 0.0% | 7 | +46 | 0.14% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,264 | 754 | 0.0% | 0.0% | 8 | +20,250 | 224.65% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 26,035 | 671 | 0.01% | 0.01% | 9 | +10,065 | 63.02% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,680 | 456 | 0.0% | 0.0% | 10 | +12,380 | 233.58% | Q4 2025 | Feb 17, 2026 |
| MKT Advisors LLC | History | Added to | 17,476 | 451 | 0.15% | 0.15% | 11 | +1,825 | 11.66% | Q4 2025 | Jan 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 17,299 | 446 | 0.12% | 0.14% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 12,556 | 323 | 0.17% | 0.17% | 13 | +1,009 | 8.74% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,820 | 279 | 0.01% | — | 14 | +10,820 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,336 | 266 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| IFG Advisory, LLC | History | New | 9,095 | 234 | 0.01% | — | 16 | +9,095 | New | Q4 2025 | Feb 10, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 8,406 | 216 | 0.11% | 0.12% | 17 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 1,990 | 51 | 0.0% | — | 18 | +1,990 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | New | 1,152 | 29 | 0.0% | — | 19 | +1,152 | New | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 1,000 | 25 | 0.01% | 0.02% | 20 | -750 | -42.86% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 595 | 15 | 0.0% | 0.0% | 21 | +13 | 2.23% | Q4 2025 | Feb 12, 2026 |
| Hartford Financial Management Inc. | History | No change | 480 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |