iSHARES TRUST - IBIG
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 | 1,308,162 | 34,352 | 2.96% | 2.96% | 1 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 506,893 | 13,311 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 281,307 | 7,387 | 0.73% | 0.73% | 3 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BlackRock, Inc. | History | No change | 170,663 | 4,481 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 163,246 | 4,286 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | No change | 124,436 | 3,267 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 81,847 | 2,149 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 63,032 | 1,655 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 48,275 | 1,267 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 40,212 | 1,055 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 38,892 | 1,021 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 28,974 | 760 | 0.31% | 0.31% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 28,329 | 743 | 0.35% | 0.35% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MKT Advisors LLC | History | No change | 24,265 | 622 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 20,422 | 536 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 18,825 | 494 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,888 | 469 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 16,572 | 424 | 0.17% | 0.17% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 14,772 | 387 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 4Thought Financial Group Inc. | History | No change | 13,835 | 363 | 0.17% | 0.17% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 11,829 | 310 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,155 | 240 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 9,012 | 236 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 8,507 | 223 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 4,696 | 118 | 0.04% | — | 25 | +4,696 | New | Q3 2026 | Oct 01, 2026 |
| FMR LLC | History | No change | 2,628 | 69 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 1,136 | 29 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, LLC | History | No change | 769 | 20 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 665 | 17 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 346 | 9 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 52 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |