iSHARES TRUST - IBMS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,872,341 | 48,791 | 0.07% | 0.03% | 1 | +1,084,038 | 137.52% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 877,248 | 22,861 | 0.29% | 0.15% | 2 | +443,691 | 102.34% | Q4 2025 | Feb 09, 2026 |
| Kathmere Capital Management, LLC | History | New | 500,145 | 13,033 | 0.88% | — | 3 | +500,145 | New | Q4 2025 | Jan 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 273,222 | 7,120 | 0.01% | 0.01% | 4 | +36,854 | 15.59% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 270,359 | 7,045 | 0.01% | 0.01% | 5 | +52,712 | 24.22% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 226,894 | 5,912 | 0.0% | 0.0% | 6 | +145,703 | 179.46% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 205,791 | 5,362 | 0.33% | 0.18% | 7 | +95,458 | 86.52% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 184,616 | 4,811 | 0.0% | — | 8 | +184,616 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 165,937 | 4,324 | 0.0% | — | 9 | +165,937 | New | Q4 2025 | Feb 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 165,540 | 4,313 | 0.86% | 0.66% | 10 | +42,365 | 34.39% | Q4 2025 | Jan 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 140,878 | 3,671 | 0.05% | 0.04% | 11 | +18,053 | 14.7% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 132,748 | 3,459 | 0.07% | 0.05% | 12 | +34,168 | 34.66% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | New | 127,265 | 3,316 | 0.01% | — | 13 | +127,265 | New | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Reduced | 125,285 | 3,264 | 0.05% | 0.05% | 14 | -3,368 | -2.62% | Q4 2025 | Feb 13, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 120,135 | 3,130 | 0.97% | 0.91% | 15 | +5,464 | 4.76% | Q4 2025 | Jan 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 116,641 | 3,039 | 0.02% | 0.0% | 16 | +90,822 | 351.76% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | New | 115,000 | 2,996 | 0.65% | — | 17 | +115,000 | New | Q4 2025 | Feb 02, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 111,557 | 2,907 | 0.33% | 0.34% | 18 | +3,263 | 3.01% | Q4 2025 | Jan 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 104,099 | 2,712 | 0.04% | 0.04% | 19 | +4,003 | 4.0% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | New | 80,641 | 2,101 | 0.0% | — | 20 | +80,641 | New | Q4 2025 | Feb 13, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 79,207 | 2,064 | 1.76% | 2.71% | 21 | -37,724 | -32.26% | Q4 2025 | Jan 21, 2026 |
| Ellis Investment Partners, LLC | History | New | 68,420 | 1,783 | 0.31% | — | 22 | +68,420 | New | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 62,412 | 1,626 | 0.03% | 0.02% | 23 | +11,494 | 22.57% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 62,238 | 1,622 | 0.0% | — | 24 | +62,238 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 59,618 | 1,553 | 0.01% | 0.01% | 25 | +16,531 | 38.37% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 54,312 | 1,415 | 0.0% | 0.0% | 26 | +16,675 | 44.3% | Q4 2025 | Jan 23, 2026 |
| Argo Wealth Advisory, LLC | History | New | 50,063 | 1,304 | 0.78% | — | 27 | +50,063 | New | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 49,078 | 1,278 | 0.0% | 0.0% | 28 | +17,516 | 55.5% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 43,737 | 1,139 | 0.0% | — | 29 | +43,737 | New | Q4 2025 | Mar 25, 2026 |
| Aspen Wealth Management LLC | History | Added to | 42,421 | 1,105 | 0.23% | 0.2% | 30 | +7,884 | 22.83% | Q4 2025 | Jan 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 41,404 | 1,078 | 0.04% | 0.03% | 31 | +7,241 | 21.2% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 40,148 | 1,046 | 0.0% | 0.0% | 32 | +28,347 | 240.21% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 39,748 | 1,035 | 0.0% | 0.0% | 33 | +28,469 | 252.41% | Q4 2025 | Jan 29, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 38,334 | 998 | 0.07% | 0.06% | 34 | +6,580 | 20.72% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Added to | 36,695 | 956 | 0.0% | 0.0% | 35 | +7,038 | 23.73% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 36,196 | 943 | 0.01% | 0.01% | 36 | +4,542 | 14.35% | Q4 2025 | Jan 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 36,053 | 939 | 0.01% | — | 37 | +36,053 | New | Q4 2025 | Jan 29, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 35,838 | 933 | 0.19% | 0.17% | 38 | +4,822 | 15.55% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 32,217 | 839 | 0.0% | 0.0% | 39 | +3,084 | 10.59% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | New | 31,560 | 822 | 0.01% | — | 40 | +31,560 | New | Q4 2025 | Jan 15, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 28,100 | 732 | 0.42% | 0.13% | 41 | +19,100 | 212.22% | Q4 2025 | Feb 12, 2026 |
| TRUE Private Wealth Advisors | History | New | 27,901 | 727 | 0.07% | — | 42 | +27,901 | New | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 27,358 | 712 | 0.01% | 0.01% | 43 | +1,085 | 4.13% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 27,194 | 708 | 0.05% | — | 44 | +27,194 | New | Q4 2025 | Feb 10, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 26,441 | 689 | 0.31% | 0.26% | 45 | +3,487 | 15.19% | Q4 2025 | Jan 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 23,390 | 609 | 0.03% | 0.03% | 46 | -5,725 | -19.66% | Q4 2025 | Feb 09, 2026 |
| SPINNAKER TRUST | History | New | 23,183 | 604 | 0.03% | — | 47 | +23,183 | New | Q4 2025 | Feb 10, 2026 |
| Granite Harbor Advisors, Inc. | History | New | 21,085 | 549 | 0.23% | — | 48 | +21,085 | New | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | New | 20,783 | 542 | 0.0% | — | 49 | +20,783 | New | Q4 2025 | Jan 26, 2026 |
| PFG Private Wealth Management, LLC | History | New | 20,120 | 524 | 0.23% | — | 50 | +20,120 | New | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,548 | 509 | 0.0% | 0.0% | 51 | +17,987 | 1152.27% | Q4 2025 | Feb 10, 2026 |
| Elequin Capital, LP | History | Reduced | 19,174 | 499 | 0.04% | 0.07% | 52 | -29,087 | -60.27% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 19,111 | 498 | 0.0% | 0.0% | 53 | +3,807 | 24.88% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,009 | 469 | 0.0% | 0.0% | 54 | +199 | 1.12% | Q4 2025 | Feb 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,850 | 465 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | New | 17,310 | 451 | 0.03% | — | 56 | +17,310 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,710 | 409 | 0.01% | 0.01% | 57 | +2,840 | 22.07% | Q4 2025 | Feb 11, 2026 |
| Curbstone Financial Management Corp | History | New | 15,450 | 402 | 0.08% | — | 58 | +15,450 | New | Q4 2025 | Jan 23, 2026 |
| Rossmore Private Capital | History | Added to | 15,336 | 399 | 0.04% | 0.02% | 59 | +6,900 | 81.79% | Q4 2025 | Feb 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 14,936 | 389 | 0.0% | 0.0% | 60 | +4,224 | 39.43% | Q4 2025 | Feb 12, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 13,998 | 364 | 0.24% | 0.23% | 61 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | New | 13,700 | 357 | 0.0% | — | 62 | +13,700 | New | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | No change | 13,700 | 357 | 0.15% | 0.14% | 63 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 13,267 | 345 | 0.02% | 0.02% | 64 | +2,112 | 18.93% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 12,971 | 338 | 0.01% | 0.0% | 65 | +9,693 | 295.7% | Q4 2025 | Feb 06, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,431 | 297 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | Reduced | 11,300 | 294 | 0.04% | 0.05% | 67 | -1,560 | -12.13% | Q4 2025 | Jan 21, 2026 |
| Foundry Financial Group, Inc. | History | New | 10,880 | 283 | 0.14% | — | 68 | +10,880 | New | Q4 2025 | Feb 04, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 10,535 | 274 | 0.07% | 0.08% | 69 | +323 | 3.16% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 10,089 | 262 | 0.03% | 0.03% | 70 | -528 | -4.97% | Q4 2025 | Jan 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9,626 | 250 | 0.01% | 0.01% | 71 | -2,471 | -20.43% | Q4 2025 | Jan 07, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,490 | 247 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | No change | 9,270 | 241 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 8,750 | 228 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 10Elms LLP | History | Added to | 6,820 | 177 | 0.16% | 0.13% | 75 | +1,150 | 20.28% | Q4 2025 | Feb 13, 2026 |
| Hills Bank & Trust Co | History | New | 6,768 | 176 | 0.01% | — | 76 | +6,768 | New | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 6,500 | 169 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 6,159 | 160 | 0.0% | — | 78 | +6,159 | New | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | No change | 3,180 | 82 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,710 | 70 | 0.0% | — | 80 | +2,710 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,047 | 53 | 0.0% | 0.0% | 81 | -3,087 | -60.13% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,940 | 50 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,784 | 46 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1,210 | 31 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,003 | 26 | 0.0% | 0.0% | 85 | +8 | 0.8% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | No change | 64 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,202 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,420 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,173 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,762 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,678 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sound Income Strategies, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 12, 2025 |