iSHARES TRUST - IBIK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 891,168 | 22,849 | 0.02% | 0.03% | 1 | +11,527 | 1.31% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 157,241 | 4,031 | 0.02% | 0.02% | 2 | +16,614 | 11.81% | Q4 2025 | Jan 29, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 109,634 | 2,811 | 0.32% | 0.35% | 3 | +483 | 0.44% | Q4 2025 | Jan 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 84,964 | 2,178 | 0.02% | 0.02% | 4 | +6,099 | 7.73% | Q4 2025 | Jan 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 50,741 | 1,300 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 18,391 | 471 | 0.25% | 0.15% | 6 | +7,713 | 72.23% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,339 | 367 | 0.0% | — | 7 | +14,339 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 14,036 | 359 | 0.06% | — | 8 | +14,036 | New | Q4 2025 | Jan 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | New | 11,500 | 294 | 0.08% | — | 9 | +11,500 | New | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,982 | 204 | 0.0% | — | 10 | +7,982 | New | Q4 2025 | Feb 17, 2026 |
| Mendota Financial Group, LLC | History | Added to | 3,266 | 83 | 0.06% | 0.06% | 11 | +77 | 2.41% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | New | 963 | 24 | 0.0% | — | 12 | +963 | New | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -730 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Plante Moran Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 05, 2026 |