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 | Reduced | 1,752,223 | 45,259 | 0.07% | 0.07% | 1 | -120,118 | -6.42% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 899,241 | 23,227 | 0.21% | 0.29% | 2 | +21,993 | 2.51% | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 490,762 | 12,676 | 0.78% | 0.88% | 3 | -9,383 | -1.88% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 356,707 | 9,213 | 0.01% | 0.01% | 4 | +83,485 | 30.56% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 305,413 | 7,888 | 0.01% | 0.01% | 5 | +35,054 | 12.97% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 291,086 | 7,518 | 0.0% | 0.0% | 6 | +64,192 | 28.29% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 269,144 | 6,951 | 0.42% | 0.33% | 7 | +63,353 | 30.79% | Q1 2026 | May 14, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 214,238 | 5,550 | 1.05% | 0.86% | 8 | +48,698 | 29.42% | Q1 2026 | Apr 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 200,516 | 5,179 | 0.0% | 0.0% | 9 | +34,579 | 20.84% | Q1 2026 | May 11, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | New | 183,284 | 4,734 | 0.26% | — | 10 | +183,284 | New | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 167,096 | 4,316 | 0.0% | — | 11 | +167,096 | New | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 162,751 | 4,199 | 0.03% | 0.02% | 12 | +46,110 | 39.53% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 148,463 | 3,834 | 0.05% | 0.05% | 13 | +7,585 | 5.38% | Q1 2026 | May 08, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 148,063 | 3,824 | 0.43% | 0.33% | 14 | +36,506 | 32.72% | Q1 2026 | Apr 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 143,914 | 3,717 | 0.07% | 0.07% | 15 | +11,166 | 8.41% | Q1 2026 | Apr 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 140,732 | 3,635 | 0.05% | 0.04% | 16 | +36,633 | 35.19% | Q1 2026 | Apr 09, 2026 |
| Lido Advisors, LLC | History | New | 124,598 | 3,218 | 0.01% | — | 17 | +124,598 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 120,123 | 3,102 | 0.01% | 0.01% | 18 | -7,142 | -5.61% | Q1 2026 | Jun 02, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 115,000 | 2,970 | 0.64% | 0.65% | 19 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 114,593 | 2,959 | 0.94% | 0.97% | 20 | -5,542 | -4.61% | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | Added to | 108,337 | 2,798 | 0.0% | 0.0% | 21 | +27,696 | 34.34% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 106,702 | 2,756 | 0.04% | 0.05% | 22 | -18,583 | -14.83% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 85,000 | 2,195 | 0.0% | 0.0% | 23 | +44,852 | 111.72% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 79,144 | 2,044 | 0.0% | 0.0% | 24 | +24,832 | 45.72% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 74,520 | 1,925 | 0.0% | 0.0% | 25 | +12,282 | 19.73% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 70,816 | 1,829 | 0.32% | 0.31% | 26 | +2,396 | 3.5% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,183 | 1,812 | 0.01% | 0.01% | 27 | +10,565 | 17.72% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 65,785 | 1,699 | 0.0% | 0.0% | 28 | -118,831 | -64.37% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 63,365 | 1,636 | 0.03% | 0.03% | 29 | +953 | 1.53% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 60,765 | 1,569 | 0.0% | 0.0% | 30 | +21,017 | 52.88% | Q1 2026 | May 05, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 59,762 | 1,543 | 1.36% | 1.76% | 31 | -19,445 | -24.55% | Q1 2026 | Apr 08, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 59,451 | 1,535 | 0.73% | 0.31% | 32 | +33,010 | 124.84% | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 55,377 | 1,430 | 0.05% | — | 33 | +55,377 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 54,306 | 1,402 | 0.0% | 0.0% | 34 | +5,228 | 10.65% | Q1 2026 | May 14, 2026 |
| Argo Wealth Advisory, LLC | History | Reduced | 50,033 | 1,292 | 0.76% | 0.78% | 35 | -30 | -0.06% | Q1 2026 | Apr 21, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 47,407 | 1,224 | 0.18% | — | 36 | +47,407 | New | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 46,285 | 1,195 | 0.0% | 0.0% | 37 | +26,737 | 136.78% | Q1 2026 | May 07, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 44,092 | 1,138 | 0.05% | 0.04% | 38 | +2,688 | 6.49% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | No change | 42,421 | 1,095 | 0.22% | 0.23% | 39 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Focus Partners Wealth | History | Added to | 42,190 | 1,089 | 0.0% | 0.0% | 40 | +9,973 | 30.96% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 40,930 | 1,057 | 0.07% | 0.07% | 41 | +2,596 | 6.77% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 39,467 | 1,019 | 0.0% | 0.0% | 42 | +2,772 | 7.55% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 36,660 | 946 | 0.01% | 0.01% | 43 | +5,100 | 16.16% | Q1 2026 | Apr 16, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 36,240 | 936 | 0.4% | 0.23% | 44 | +16,120 | 80.12% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,158 | 933 | 0.01% | 0.01% | 45 | +105 | 0.29% | Q1 2026 | May 05, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 35,854 | 926 | 0.19% | 0.19% | 46 | +16 | 0.04% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 32,990 | 852 | 0.01% | 0.01% | 47 | -3,206 | -8.86% | Q1 2026 | Apr 17, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 32,000 | 826 | 0.48% | 0.42% | 48 | +3,900 | 13.88% | Q1 2026 | May 13, 2026 |
| SPINNAKER TRUST | History | Added to | 31,528 | 814 | 0.05% | 0.03% | 49 | +8,345 | 36.0% | Q1 2026 | Apr 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 29,551 | 763 | 0.01% | 0.01% | 50 | +2,193 | 8.02% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 28,389 | 733 | 0.0% | 0.0% | 51 | +7,606 | 36.6% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,212 | 728 | 0.0% | 0.0% | 52 | +10,203 | 56.66% | Q1 2026 | Apr 27, 2026 |
| TRUE Private Wealth Advisors | History | No change | 27,901 | 720 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 25,438 | 661 | 0.05% | 0.05% | 54 | -1,756 | -6.46% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 24,725 | 638 | 0.03% | 0.03% | 55 | +1,335 | 5.71% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 24,659 | 636 | 0.03% | — | 56 | +24,659 | New | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,796 | 562 | 0.0% | 0.0% | 57 | +2,685 | 14.05% | Q1 2026 | May 12, 2026 |
| Curbstone Financial Management Corp | History | Added to | 21,200 | 547 | 0.1% | 0.08% | 58 | +5,750 | 37.22% | Q1 2026 | Apr 15, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 21,085 | 544 | 0.24% | 0.23% | 59 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 19,725 | 509 | 0.04% | 0.03% | 60 | +2,415 | 13.95% | Q1 2026 | May 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 19,350 | 499 | 0.1% | — | 61 | +19,350 | New | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 18,736 | 483 | 0.0% | — | 62 | +18,736 | New | Q1 2026 | May 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,850 | 461 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MEMBERS WEALTH LLC | History | New | 16,354 | 425 | 0.25% | — | 64 | +16,354 | New | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,344 | 422 | 0.01% | 0.01% | 65 | +634 | 4.04% | Q1 2026 | Jun 02, 2026 |
| Rossmore Private Capital | History | No change | 15,336 | 396 | 0.03% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hills Bank & Trust Co | History | Added to | 14,602 | 377 | 0.02% | 0.01% | 67 | +7,834 | 115.75% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 14,321 | 369 | 0.0% | 0.0% | 68 | +621 | 4.53% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Group | History | Added to | 14,160 | 365 | 0.14% | 0.15% | 69 | +460 | 3.36% | Q1 2026 | Apr 01, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 13,998 | 361 | 0.24% | 0.24% | 70 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 13,574 | 350 | 0.03% | — | 71 | +13,574 | New | Q1 2026 | Apr 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 13,523 | 349 | 0.0% | 0.0% | 72 | -1,413 | -9.46% | Q1 2026 | May 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 13,477 | 348 | 0.09% | 0.07% | 73 | +2,942 | 27.93% | Q1 2026 | May 01, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 13,267 | 342 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 12,981 | 335 | 0.01% | 0.01% | 75 | +10 | 0.08% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,898 | 333 | 0.0% | — | 76 | +12,898 | New | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | New | 12,684 | 327 | 0.06% | — | 77 | +12,684 | New | Q1 2026 | May 07, 2026 |
| Creative Planning | History | New | 12,229 | 315 | 0.0% | — | 78 | +12,229 | New | Q1 2026 | May 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 11,974 | 309 | 0.05% | — | 79 | +11,974 | New | Q1 2026 | Apr 29, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,431 | 295 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 11,300 | 291 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 11,174 | 288 | 0.0% | — | 82 | +11,174 | New | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 10,582 | 273 | 0.03% | 0.03% | 83 | +493 | 4.89% | Q1 2026 | Apr 15, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 10,074 | 260 | 0.13% | 0.14% | 84 | -806 | -7.41% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | New | 9,838 | 254 | 0.01% | — | 85 | +9,838 | New | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | New | 9,689 | 249 | 0.0% | — | 86 | +9,689 | New | Q1 2026 | May 13, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,490 | 245 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | No change | 9,270 | 239 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 9,095 | 234 | 0.07% | 0.07% | 89 | +345 | 3.94% | Q1 2026 | Apr 17, 2026 |
| WealthBridge Capital Management, LLC | History | New | 8,014 | 207 | 0.05% | — | 90 | +8,014 | New | Q1 2026 | Apr 17, 2026 |
| 10Elms LLP | History | No change | 6,820 | 176 | 0.11% | 0.16% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 6,500 | 167 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,159 | 159 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,373 | 87 | 0.0% | 0.0% | 94 | +2,370 | 236.29% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 3,180 | 82 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,710 | 69 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,238 | 57 | 0.0% | 0.0% | 97 | +191 | 9.33% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | New | 2,000 | 51 | 0.0% | — | 98 | +2,000 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,940 | 50 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,784 | 46 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ADIRONDACK TRUST CO | History | New | 1,335 | 34 | 0.01% | — | 101 | +1,335 | New | Q1 2026 | Apr 03, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,259 | 32 | 0.02% | 0.02% | 102 | +49 | 4.05% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | New | 130 | 3 | 0.0% | — | 104 | +130 | New | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Added to | 151 | 3 | 0.0% | 0.0% | 103 | +87 | 135.94% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,737 | -100.0% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -19,174 | -100.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.01% | — | -9,626 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | Apr 27, 2026 |