iSHARES TRUST - IBLC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Foguth Wealth Management, LLC. | History | New | 132,787 | 5,855 | 0.91% | — | 1 | +132,787 | New | Q4 2025 | Jan 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 92,300 | 3,775 | 0.0% | 0.0% | 2 | +88,276 | 2193.74% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 49,383 | 2,020 | 0.0% | — | 3 | +49,383 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,198 | 1,893 | 0.0% | 0.0% | 4 | +7,343 | 21.69% | Q4 2025 | Jan 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 45,992 | 1,881 | 0.0% | 0.0% | 5 | +20 | 0.04% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,880 | 1,345 | 0.0% | 0.0% | 6 | +352 | 1.08% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 23,624 | 966 | 0.03% | 0.08% | 7 | -273 | -1.14% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,432 | 876 | 0.0% | 0.0% | 8 | -997 | -4.45% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 16,063 | 657 | 0.01% | — | 9 | +16,063 | New | Q4 2025 | Feb 11, 2026 |
| Bison Wealth, LLC | History | New | 12,000 | 481 | 0.05% | — | 10 | +12,000 | New | Q4 2025 | Mar 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,318 | 463 | 0.02% | 0.03% | 11 | -85 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 10,707 | 438 | 0.0% | — | 12 | +10,707 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 9,335 | 381 | 0.0% | — | 13 | +9,334 | 933400.0% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 9,110 | 372 | 0.0% | 0.0% | 14 | +4,555 | 100.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,023 | 369 | 0.0% | 0.0% | 15 | +3,867 | 75.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,806 | 360 | 0.0% | 0.0% | 16 | +221 | 2.57% | Q4 2025 | Mar 16, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 7,870 | 321 | 0.15% | 0.11% | 17 | +240 | 3.15% | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | New | 7,494 | 306 | 0.01% | — | 18 | +7,494 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 6,313 | 305 | 0.01% | — | 19 | +6,313 | New | Q4 2025 | Jan 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 6,456 | 264 | 0.0% | — | 20 | +6,456 | New | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,361 | 260 | 0.0% | 0.01% | 21 | +28 | 0.44% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 5,829 | 238 | 0.0% | — | 22 | +5,829 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,082 | 207 | 0.01% | 0.02% | 23 | +82 | 1.64% | Q4 2025 | Feb 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,931 | 78 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALLIANZ SE | History | No change | 1,646 | 67 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | No change | 997 | 41 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 798 | 32 | 0.01% | 0.02% | 27 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | New | 750 | 30 | 0.0% | — | 28 | +750 | New | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 593 | 24 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 508 | 20 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 340 | 13 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 296 | 12 | 0.0% | 0.0% | 32 | -18 | -5.73% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 199 | 8 | 0.0% | — | 34 | +199 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | New | 135 | 5 | 0.0% | — | 36 | +135 | New | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 100 | 4 | 0.0% | — | 37 | +100 | New | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Added to | 80 | 3 | 0.0% | 0.0% | 38 | +13 | 19.4% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,083 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,048 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,416 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Feb 03, 2026 |