iSHARES TRUST - IBIE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUE Private Wealth Advisors | History | No change | 1,288,159 | 33,878 | 2.92% | 2.92% | 1 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 512,385 | 13,475 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 368,799 | 9,699 | 0.96% | 0.96% | 3 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| North Star Investment Management Corp. | History | No change | 224,023 | 5,891 | 0.32% | 0.32% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 170,574 | 4,486 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 106,845 | 2,809 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 99,280 | 2,611 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 82,068 | 2,158 | 1.48% | 1.48% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Addison Advisors LLC | History | No change | 58,583 | 1,540 | 0.73% | 0.73% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 46,758 | 1,229 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 39,506 | 1,038 | 0.42% | 0.42% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 38,443 | 1,011 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 34,080 | 896 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 34,000 | 894 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | No change | 26,547 | 698 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 23,989 | 630 | 0.3% | 0.3% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Briggs Wealth Management, Inc | History | No change | 23,003 | 604 | 0.55% | 0.55% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 19,236 | 505 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MKT Advisors LLC | History | No change | 18,932 | 486 | 0.15% | 0.15% | 19 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 17,909 | 471 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 17,441 | 458 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 17,391 | 457 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16,275 | 428 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 14,002 | 368 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 13,902 | 365 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 4Thought Financial Group Inc. | History | No change | 13,862 | 364 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,474 | 301 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 10,770 | 283 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clark Asset Management, LLC | History | No change | 10,133 | 266 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | No change | 9,904 | 260 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,772 | 257 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,981 | 183 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 4,689 | 120 | 0.04% | — | 33 | +4,689 | New | Q3 2026 | Oct 01, 2026 |
| Parallel Advisors, LLC | History | No change | 1,144 | 30 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 26 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Dedication, LLC | History | No change | 994 | 26 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 694 | 18 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 41 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |