iSHARES TRUST - IBII
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MBL Wealth, LLC | History | New | 347,360 | 8,527 | 0.51% | — | 1 | +347,360 | New | Q3 2026 | Oct 22, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 255,524 | 6,273 | 0.61% | 0.55% | 2 | +41,495 | 19.39% | Q3 2026 | Nov 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 124,840 | 3,245 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 76,592 | 1,991 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 42,220 | 1,036 | 0.39% | 0.15% | 5 | +27,620 | 189.18% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,841 | 827 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 30,936 | 759 | 0.35% | 0.31% | 7 | +5,729 | 22.73% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,253 | 734 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 23,454 | 609 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | New | 24,760 | 607 | 0.12% | — | 10 | +24,760 | New | Q3 2026 | Oct 15, 2026 |
| IFG Advisory, LLC | History | No change | 21,479 | 558 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 19,340 | 474 | 0.11% | 0.12% | 12 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 15,252 | 397 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 14,167 | 347 | 0.16% | 0.17% | 14 | +173 | 1.24% | Q3 2026 | Nov 02, 2026 |
| Magnus Financial Group LLC | History | New | 13,445 | 330 | 0.02% | — | 15 | +13,445 | New | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 8,611 | 223 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | New | 8,336 | 204 | 0.01% | — | 17 | +8,336 | New | Q3 2026 | Oct 19, 2026 |
| Asset Dedication, LLC | History | Added to | 5,053 | 124 | 0.01% | 0.01% | 18 | +1,919 | 61.23% | Q3 2026 | Nov 02, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 4,754 | 116 | 0.04% | — | 19 | +4,754 | New | Q3 2026 | Oct 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,422 | 62 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Advisors LLC | History | New | 800 | 19 | 0.0% | — | 21 | +800 | New | Q3 2026 | Oct 27, 2026 |