iSHARES TRUST - IBMS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,773,721 | 45,886 | 0.06% | 0.07% | 1 | +21,498 | 1.23% | Q2 2026 | Aug 19, 2026 |
| Clearstead Advisors, LLC | History | Added to | 930,943 | 24,083 | 0.23% | 0.21% | 2 | +31,702 | 3.53% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 728,112 | 18,836 | 0.02% | 0.01% | 3 | +371,405 | 104.12% | Q2 2026 | Aug 05, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 381,639 | 9,873 | 0.51% | 0.26% | 4 | +198,355 | 108.22% | Q2 2026 | Jul 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 367,091 | 9,496 | 0.0% | 0.0% | 5 | +76,005 | 26.11% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 351,990 | 9,105 | 0.48% | 0.78% | 6 | -138,772 | -28.28% | Q2 2026 | Jul 29, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 323,023 | 8,356 | 0.45% | 0.42% | 7 | +53,879 | 20.02% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Added to | 310,037 | 8,020 | 0.01% | 0.01% | 8 | +4,624 | 1.51% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 252,630 | 6,535 | 0.0% | 0.0% | 9 | +85,534 | 51.19% | Q2 2026 | Aug 03, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 220,855 | 5,713 | 0.99% | 1.05% | 10 | +6,617 | 3.09% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 218,763 | 5,659 | 0.0% | 0.0% | 11 | +18,247 | 9.1% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 209,528 | 5,420 | 0.0% | 0.0% | 12 | +143,743 | 218.5% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 175,941 | 4,556 | 0.03% | 0.03% | 13 | +13,190 | 8.1% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 155,512 | 4,023 | 0.05% | 0.05% | 14 | +7,049 | 4.75% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 151,475 | 3,918 | 0.01% | 0.01% | 15 | +31,352 | 26.1% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 151,422 | 3,917 | 0.05% | 0.05% | 16 | +10,690 | 7.6% | Q2 2026 | Jul 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 142,579 | 3,688 | 0.07% | 0.07% | 17 | -1,335 | -0.93% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | Reduced | 122,151 | 3,160 | 0.01% | 0.01% | 18 | -2,447 | -1.96% | Q2 2026 | Aug 07, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 115,000 | 2,975 | 0.61% | 0.64% | 19 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 114,593 | 2,959 | 0.94% | 0.94% | 20 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 111,968 | 2,896 | 0.0% | 0.0% | 21 | +26,968 | 31.73% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | Added to | 111,520 | 2,885 | 0.03% | 0.04% | 22 | +4,818 | 4.52% | Q2 2026 | Aug 12, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 110,543 | 2,859 | 0.28% | 0.43% | 23 | -37,520 | -25.34% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | Added to | 105,906 | 2,739 | 0.0% | 0.0% | 24 | +26,762 | 33.81% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | Added to | 103,453 | 2,676 | 0.0% | 0.0% | 25 | +42,688 | 70.25% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 95,919 | 2,481 | 0.0% | 0.0% | 26 | -12,418 | -11.46% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 79,784 | 2,064 | 0.0% | 0.0% | 27 | +5,264 | 7.06% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 74,015 | 1,914 | 0.0% | — | 28 | +74,015 | New | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 72,751 | 1,882 | 0.01% | 0.01% | 29 | +2,568 | 3.66% | Q2 2026 | Jul 28, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 70,835 | 1,832 | 0.28% | 0.32% | 30 | +19 | 0.03% | Q2 2026 | Aug 05, 2026 |
| Hills Bank & Trust Co | History | Added to | 67,088 | 1,735 | 0.07% | 0.02% | 31 | +52,486 | 359.44% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 63,752 | 1,649 | 0.03% | 0.03% | 32 | +387 | 0.61% | Q2 2026 | Aug 11, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 60,387 | 1,562 | 0.63% | 0.73% | 33 | +936 | 1.57% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Wealth | History | Added to | 56,651 | 1,465 | 0.0% | 0.0% | 34 | +14,461 | 34.28% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 55,850 | 1,444 | 0.0% | 0.0% | 35 | +1,544 | 2.84% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 53,321 | 1,379 | 0.01% | 0.01% | 36 | +16,661 | 45.45% | Q2 2026 | Jul 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 53,112 | 1,369 | 0.18% | 0.18% | 37 | +5,705 | 12.03% | Q2 2026 | Jul 23, 2026 |
| Argo Wealth Advisory, LLC | History | Reduced | 49,217 | 1,273 | 0.7% | 0.76% | 38 | -816 | -1.63% | Q2 2026 | Aug 07, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 49,125 | 1,270 | 0.11% | 0.07% | 39 | +21,224 | 76.07% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 48,557 | 1,256 | 0.0% | 0.0% | 40 | +2,272 | 4.91% | Q2 2026 | Aug 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 46,063 | 1,191 | 0.07% | 0.05% | 41 | +1,971 | 4.47% | Q2 2026 | Jul 16, 2026 |
| SPINNAKER TRUST | History | Added to | 45,362 | 1,173 | 0.06% | 0.05% | 42 | +13,834 | 43.88% | Q2 2026 | Aug 03, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 42,500 | 1,099 | 0.59% | 0.48% | 43 | +10,500 | 32.81% | Q2 2026 | Aug 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 41,328 | 1,069 | 0.07% | 0.07% | 44 | +398 | 0.97% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 39,733 | 1,027 | 0.05% | 0.03% | 46 | +15,074 | 61.13% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Added to | 39,734 | 1,027 | 0.0% | 0.0% | 45 | +267 | 0.68% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | New | 36,417 | 942 | 0.05% | — | 47 | +36,417 | New | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,316 | 939 | 0.0% | 0.01% | 48 | +158 | 0.44% | Q2 2026 | Aug 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 35,878 | 928 | 0.18% | 0.19% | 49 | +24 | 0.07% | Q2 2026 | Jul 14, 2026 |
| PFG Private Wealth Management, LLC | History | Reduced | 35,714 | 923 | 0.4% | 0.4% | 50 | -526 | -1.45% | Q2 2026 | Jul 23, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 35,256 | 912 | 0.36% | 0.24% | 51 | +14,171 | 67.21% | Q2 2026 | Jul 31, 2026 |
| Curbstone Financial Management Corp | History | Added to | 34,650 | 896 | 0.15% | 0.1% | 52 | +13,450 | 63.44% | Q2 2026 | Jul 14, 2026 |
| Rossmore Private Capital | History | Added to | 34,363 | 888 | 0.07% | 0.03% | 53 | +19,027 | 124.07% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,382 | 863 | 0.0% | 0.0% | 54 | +5,170 | 18.33% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 32,564 | 842 | 0.01% | 0.01% | 55 | -426 | -1.29% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 31,178 | 806 | 0.01% | 0.01% | 56 | +1,627 | 5.51% | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | New | 30,782 | 796 | 0.02% | — | 57 | +30,782 | New | Q2 2026 | Aug 13, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 30,109 | 778 | 0.55% | 1.36% | 58 | -29,653 | -49.62% | Q2 2026 | Jul 14, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 29,272 | 757 | 0.13% | 0.22% | 59 | -13,149 | -31.0% | Q2 2026 | Jul 31, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 28,825 | 745 | 0.03% | 0.03% | 60 | +4,100 | 16.58% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 28,389 | 733 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 28,061 | 725 | 0.0% | 0.0% | 62 | +6,265 | 28.74% | Q2 2026 | Aug 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 27,126 | 701 | 0.13% | 0.1% | 63 | +7,776 | 40.19% | Q2 2026 | Aug 06, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 25,390 | 656 | 0.36% | 0.25% | 64 | +9,036 | 55.25% | Q2 2026 | Jul 09, 2026 |
| OneAscent Financial Services LLC | History | Added to | 25,313 | 654 | 0.03% | 0.01% | 65 | +15,475 | 157.3% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | New | 22,125 | 572 | 0.01% | — | 66 | +22,125 | New | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 22,085 | 571 | 0.04% | 0.05% | 67 | -3,353 | -13.18% | Q2 2026 | Jul 16, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 22,025 | 569 | 0.13% | 0.09% | 68 | +8,548 | 63.43% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 20,962 | 542 | 0.04% | 0.04% | 69 | +1,237 | 6.27% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 18,710 | 484 | 0.01% | 0.01% | 70 | +5,729 | 44.13% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,742 | 484 | 0.0% | 0.0% | 71 | +6 | 0.03% | Q2 2026 | Aug 18, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,850 | 461 | 0.09% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 17,122 | 442 | 0.01% | 0.01% | 73 | +778 | 4.76% | Q2 2026 | Aug 05, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 16,585 | 429 | 0.26% | 0.24% | 74 | +2,587 | 18.48% | Q2 2026 | Jul 21, 2026 |
| Carnegie Investment Counsel | History | New | 16,000 | 413 | 0.01% | — | 75 | +16,000 | New | Q2 2026 | Jul 30, 2026 |
| Signature Wealth Management Group | History | No change | 14,160 | 365 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 13,574 | 351 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wick Capital Partners, LLC | History | New | 13,258 | 342 | 0.05% | — | 78 | +13,258 | New | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 13,215 | 341 | 0.0% | 0.0% | 79 | -308 | -2.28% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,160 | 340 | 0.0% | 0.0% | 80 | -1,161 | -8.11% | Q2 2026 | Aug 06, 2026 |
| Balefire, LLC | History | No change | 12,684 | 328 | 0.05% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 12,360 | 319 | 0.05% | 0.05% | 82 | +386 | 3.22% | Q2 2026 | Jul 29, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,431 | 295 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 11,300 | 292 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,242 | 290 | 0.0% | 0.0% | 85 | +68 | 0.61% | Q2 2026 | Sep 08, 2026 |
| WJ Wealth Management, LLC | History | New | 11,000 | 284 | 0.11% | — | 86 | +11,000 | New | Q2 2026 | Aug 03, 2026 |
| Heritage Family Offices, LLP | History | New | 10,900 | 281 | 0.11% | — | 87 | +10,900 | New | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 10,900 | 281 | 0.11% | — | 88 | +10,900 | New | Q2 2026 | Jul 06, 2026 |
| IFG Advisory, LLC | History | New | 10,756 | 278 | 0.01% | — | 89 | +10,756 | New | Q2 2026 | Aug 13, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 10,468 | 270 | 0.12% | 0.13% | 90 | +394 | 3.91% | Q2 2026 | Jul 22, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 9,546 | 246 | 0.01% | 0.02% | 91 | -3,721 | -28.05% | Q2 2026 | Jul 27, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,490 | 245 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 8,940 | 231 | 0.06% | 0.07% | 93 | -155 | -1.7% | Q2 2026 | Jul 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 8,601 | 222 | 0.02% | 0.03% | 94 | -1,981 | -18.72% | Q2 2026 | Jul 17, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 8,618 | 222 | 0.04% | 0.05% | 95 | +604 | 7.54% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 8,514 | 220 | 0.0% | — | 96 | +8,514 | New | Q2 2026 | Aug 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | New | 8,380 | 216 | 0.01% | — | 97 | +8,380 | New | Q2 2026 | Jul 13, 2026 |
| Quantinno Capital Management LP | History | New | 7,902 | 204 | 0.0% | — | 98 | +7,902 | New | Q2 2026 | Aug 13, 2026 |
| 10Elms LLP | History | Added to | 7,820 | 202 | 0.09% | 0.11% | 99 | +1,000 | 14.66% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,787 | 201 | 0.0% | — | 101 | +7,787 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 7,768 | 201 | 0.0% | — | 100 | +7,768 | New | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,757 | 200 | 0.0% | 0.0% | 102 | -5,141 | -39.86% | Q2 2026 | Sep 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,924 | 179 | 0.0% | — | 103 | +6,924 | New | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 6,500 | 168 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Addison Advisors LLC | History | Added to | 4,585 | 118 | 0.06% | 0.02% | 105 | +1,405 | 44.18% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,435 | 114 | 0.0% | 0.0% | 106 | +2,197 | 98.17% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | Added to | 4,060 | 105 | 0.01% | 0.0% | 107 | +2,060 | 103.0% | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | New | 3,860 | 99 | 0.01% | — | 108 | +3,860 | New | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,394 | 87 | 0.0% | 0.0% | 109 | +21 | 0.62% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,080 | 79 | 0.0% | 0.0% | 110 | -3,079 | -49.99% | Q2 2026 | Aug 13, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 2,888 | 74 | 0.02% | 0.01% | 111 | +1,553 | 116.33% | Q2 2026 | Jul 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,710 | 70 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bullock Wealth Management Group | History | Added to | 1,993 | 51 | 0.02% | 0.03% | 113 | +12 | 0.61% | Q2 2026 | Aug 19, 2026 |
| Global Retirement Partners, LLC | History | New | 1,809 | 46 | 0.0% | — | 115 | +1,809 | New | Q2 2026 | Aug 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,784 | 46 | 0.01% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,571 | 40 | 0.02% | 0.02% | 116 | +312 | 24.78% | Q2 2026 | Jul 02, 2026 |
| Community Financial Services Group, LLC | History | New | 967 | 25 | 0.0% | — | 117 | +967 | New | Q2 2026 | Jul 09, 2026 |
| BlackRock, Inc. | History | No change | 151 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -55,377 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -12,229 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,689 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,270 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q2 2026 | Jul 29, 2026 |