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 | No change | 132,787 | 5,855 | 0.91% | 0.91% | 1 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 93,088 | 3,401 | 0.0% | 0.0% | 2 | +788 | 0.85% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 49,603 | 1,812 | 0.0% | 0.0% | 3 | +3,611 | 7.85% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,322 | 1,405 | 0.0% | 0.0% | 4 | -2,876 | -6.98% | Q1 2026 | Apr 08, 2026 |
| GTS SECURITIES LLC | History | Added to | 28,622 | 1,045 | 0.04% | 0.01% | 5 | +21,128 | 281.93% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 22,460 | 820 | 0.0% | 0.0% | 6 | -10,420 | -31.69% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 21,704 | 793 | 0.02% | 0.03% | 7 | -1,920 | -8.13% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,432 | 783 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,969 | 729 | 0.0% | 0.0% | 9 | +19,770 | 9934.67% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 16,063 | 657 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | No change | 12,000 | 633 | 0.06% | 0.05% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 11,588 | 423 | 0.05% | — | 12 | +11,588 | New | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 10,816 | 395 | 0.0% | 0.0% | 13 | +109 | 1.02% | Q1 2026 | May 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 9,308 | 340 | 0.0% | — | 14 | +9,308 | New | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,259 | 338 | 0.0% | 0.0% | 15 | +453 | 5.14% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,670 | 243 | 0.0% | 0.0% | 16 | -42,713 | -86.49% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 6,520 | 238 | 0.1% | 0.15% | 17 | -1,350 | -17.15% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,361 | 232 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 6,313 | 230 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,931 | 70 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ALLIANZ SE | History | No change | 1,646 | 60 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,264 | 46 | 0.02% | 0.01% | 22 | +466 | 58.4% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 970 | 35 | 0.0% | — | 23 | +970 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 860 | 31 | 0.0% | 0.0% | 24 | +725 | 537.04% | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 614 | 22 | 0.0% | 0.0% | 25 | +21 | 3.54% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 508 | 18 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BlackRock, Inc. | History | Added to | 357 | 13 | 0.0% | 0.0% | 28 | +61 | 20.61% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 340 | 13 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Advocates LLC | History | Reduced | 132 | 4 | 0.02% | 0.01% | 31 | -865 | -86.76% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 98 | 3 | 0.0% | 0.0% | 32 | +18 | 22.5% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 43 | 1 | 0.0% | 0.0% | 34 | -9,292 | -99.54% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 47 | 1 | 0.0% | — | 35 | +47 | New | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,318 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,110 | -100.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,023 | -100.0% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,456 | -100.0% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,829 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 10 | 0 | — | 0.01% | — | -5,072 | -99.8% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 27, 2026 |