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 | Added to | 1,628,366 | 42,298 | 4.24% | 4.39% | 1 | +2,690 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 266,498 | 6,922 | 0.78% | 0.82% | 2 | +11,276 | 4.42% | Q4 2025 | Jan 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 126,050 | 3,274 | 0.21% | 0.06% | 3 | +88,675 | 237.26% | Q4 2025 | Jan 30, 2026 |
| Addison Advisors LLC | History | Added to | 105,108 | 2,730 | 0.61% | 0.6% | 4 | +6,756 | 6.87% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 81,523 | 2,117 | 0.0% | 0.0% | 5 | +11,580 | 16.56% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 59,016 | 1,533 | 0.03% | 0.01% | 6 | +40,544 | 219.49% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 34,815 | 904 | 0.0% | 0.0% | 7 | +24,106 | 225.1% | Q4 2025 | Feb 12, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 33,763 | 877 | 0.45% | 0.4% | 8 | +6,638 | 24.47% | Q4 2025 | Jan 29, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 33,500 | 870 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,763 | 851 | 0.0% | 0.0% | 10 | +18,183 | 124.71% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,348 | 684 | 0.0% | 0.0% | 11 | -7,057 | -21.13% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 19,357 | 502 | 0.02% | 0.01% | 12 | +10,656 | 122.47% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 19,236 | 499 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 17,909 | 465 | 0.13% | 0.15% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MKT Advisors LLC | History | Added to | 17,535 | 456 | 0.16% | 0.15% | 15 | +1,903 | 12.17% | Q4 2025 | Jan 08, 2026 |
| Briggs Wealth Management, Inc | History | New | 17,480 | 454 | 0.49% | — | 16 | +17,480 | New | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Added to | 14,579 | 378 | 0.0% | 0.0% | 17 | +2,835 | 24.14% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 13,897 | 360 | 0.0% | 0.0% | 18 | +43 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,332 | 268 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 7,654 | 198 | 0.1% | 0.11% | 20 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,997 | 103 | 0.0% | — | 21 | +3,997 | New | Q4 2025 | Jan 23, 2026 |
| Mendota Financial Group, LLC | History | No change | 2,423 | 62 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 2,172 | 56 | 0.0% | — | 23 | +2,172 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | New | 1,144 | 29 | 0.0% | — | 24 | +1,144 | New | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 1,000 | 25 | 0.01% | 0.02% | 25 | -750 | -42.86% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 464 | 12 | 0.0% | 0.0% | 26 | +8 | 1.75% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,782 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,165 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -636 | -100.0% | Q3 2025 | Nov 13, 2025 |