iSHARES TRUST - IBLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Foguth Wealth Management, LLC. | History | Added to | 251,149 | 11,179 | 1.27% | 1.03% | 1 | +91,794 | 57.6% | Q2 2026 | Jul 21, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 43,108 | 2,074 | 0.0% | 0.0% | 2 | -6,495 | -13.09% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 37,087 | 1,784 | 0.02% | 0.01% | 3 | +21,024 | 130.88% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,501 | 1,776 | 0.0% | 0.0% | 4 | +179 | 0.47% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,802 | 1,723 | 0.01% | 0.0% | 5 | +15,833 | 79.29% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,482 | 1,515 | 0.0% | 0.0% | 6 | +9,022 | 40.17% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 21,620 | 1,040 | 0.02% | 0.02% | 7 | -84 | -0.39% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,432 | 1,031 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 13,375 | 643 | 0.07% | 0.05% | 9 | +1,787 | 15.42% | Q2 2026 | Jul 24, 2026 |
| Bison Wealth, LLC | History | No change | 12,000 | 570 | 0.05% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Creative Planning | History | No change | 10,816 | 520 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 10,535 | 507 | 0.0% | 0.0% | 12 | +1,227 | 13.18% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,377 | 451 | 0.0% | 0.0% | 13 | +118 | 1.27% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 6,313 | 303 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 5,397 | 259 | 0.08% | 0.1% | 15 | -1,123 | -17.22% | Q2 2026 | Aug 20, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 5,185 | 249 | 0.06% | — | 16 | +5,185 | New | Q2 2026 | Jul 30, 2026 |
| Empower Advisory Group, LLC | History | New | 4,555 | 219 | 0.0% | — | 17 | +4,555 | New | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | New | 4,389 | 211 | 0.0% | — | 18 | +4,389 | New | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,151 | 151 | 0.0% | 0.0% | 19 | -3,210 | -50.46% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,931 | 92 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALLIANZ SE | History | No change | 1,646 | 79 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | New | 750 | 36 | 0.0% | — | 22 | +750 | New | Q2 2026 | Aug 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 614 | 29 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 508 | 24 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 357 | 17 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| UMB Bank, n.a. | History | Added to | 110 | 5 | 0.0% | 0.0% | 27 | +12 | 12.24% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | New | 100 | 4 | 0.0% | — | 30 | +100 | New | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 28 | 1 | 0.0% | 0.02% | 32 | -1,236 | -97.78% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | Reduced | 22 | 1 | 0.0% | 0.0% | 31 | -21 | -48.84% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93,088 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,622 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,670 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -970 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -860 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 4 | 0 | — | 0.02% | — | -128 | -96.97% | Q2 2026 | Aug 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 13 | 0 | — | — | — | +8 | 160.0% | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |