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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 540,076 | 14,171 | 0.0% | 0.0% | 1 | +376,722 | 230.62% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 365,365 | 9,587 | 0.95% | 1.0% | 2 | +22,856 | 6.67% | Q2 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | Added to | 248,800 | 6,528 | 0.0% | 0.0% | 3 | +88,910 | 55.61% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 171,192 | 4,492 | 0.0% | 0.0% | 4 | +69,992 | 69.16% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 81,062 | 2,127 | 0.0% | 0.0% | 5 | +61,694 | 318.54% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,071 | 1,891 | 0.0% | 0.0% | 6 | +29,677 | 70.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | Reduced | 60,275 | 1,581 | 0.75% | 0.63% | 7 | -48,388 | -44.53% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 52,708 | 1,383 | 0.0% | 0.0% | 8 | +14,624 | 38.4% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | Added to | 51,499 | 1,351 | 0.23% | 0.26% | 9 | +3 | 0.01% | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 38,778 | 1,017 | 0.0% | 0.0% | 10 | +30,008 | 342.17% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | Added to | 32,499 | 852 | 0.0% | 0.0% | 11 | +6 | 0.02% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 32,093 | 842 | 0.03% | 0.01% | 12 | +17,278 | 116.63% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | Added to | 24,999 | 655 | 0.01% | 0.01% | 13 | +5,960 | 31.3% | Q2 2026 | Jul 31, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 22,855 | 599 | 0.29% | 0.31% | 14 | +31 | 0.14% | Q2 2026 | Aug 10, 2026 |
| MKT Advisors LLC | History | Added to | 18,880 | 484 | 0.15% | 0.15% | 15 | +1,431 | 8.2% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | Added to | 17,550 | 460 | 0.0% | 0.0% | 16 | +32 | 0.18% | Q2 2026 | Aug 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 17,299 | 453 | 0.11% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 16,925 | 444 | 0.02% | — | 18 | +16,925 | New | Q2 2026 | Aug 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 15,126 | 396 | 0.16% | 0.16% | 19 | +2,570 | 20.47% | Q2 2026 | Jul 28, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 13,964 | 366 | 0.17% | 0.17% | 20 | +469 | 3.48% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 13,334 | 349 | 0.0% | — | 21 | +13,334 | New | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,484 | 301 | 0.0% | 0.0% | 22 | +1,148 | 11.11% | Q2 2026 | Aug 18, 2026 |
| Allworth Financial LP | History | Added to | 9,772 | 256 | 0.0% | 0.0% | 23 | +7,782 | 391.06% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 9,515 | 249 | 0.01% | — | 24 | +9,515 | New | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 9,291 | 243 | 0.01% | 0.03% | 25 | -37,105 | -79.97% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | Added to | 2,683 | 70 | 0.0% | 0.0% | 26 | +1,908 | 246.19% | Q2 2026 | Jul 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,535 | 40 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,150 | 30 | 0.0% | — | 29 | +1,150 | New | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | No change | 1,152 | 30 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 26 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 876 | 22 | 0.0% | 0.0% | 31 | -93 | -9.6% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | New | 400 | 10 | 0.0% | — | 32 | +400 | New | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -743 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 480 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |