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 | No change | 1,773,721 | 45,886 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Clearstead Advisors, LLC | History | No change | 930,943 | 24,083 | 0.23% | 0.23% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 728,112 | 18,836 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 434,155 | 10,853 | 0.54% | 0.51% | 4 | +52,516 | 13.76% | Q3 2026 | Oct 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 367,091 | 9,496 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 323,023 | 8,356 | 0.45% | 0.45% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 334,127 | 8,353 | 0.4% | 0.48% | 7 | -17,863 | -5.07% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | No change | 310,037 | 8,020 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 252,630 | 6,535 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 229,752 | 5,743 | 0.99% | 0.99% | 10 | +8,897 | 4.03% | Q3 2026 | Oct 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 218,763 | 5,659 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 209,528 | 5,420 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 190,607 | 4,765 | 0.06% | 0.05% | 13 | +39,185 | 25.88% | Q3 2026 | Oct 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 175,941 | 4,556 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 166,826 | 4,170 | 0.01% | 0.01% | 15 | +44,675 | 36.57% | Q3 2026 | Nov 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 155,512 | 4,023 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 151,475 | 3,918 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 142,579 | 3,688 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHOREO, LLC | History | New | 117,238 | 2,930 | 0.03% | — | 19 | +117,238 | New | Q3 2026 | Oct 28, 2026 |
| LPL Financial LLC | History | No change | 111,968 | 2,896 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 111,520 | 2,885 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 115,000 | 2,875 | 0.3% | 0.61% | 22 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 113,907 | 2,847 | 0.27% | 0.28% | 23 | +3,364 | 3.04% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Added to | 110,899 | 2,772 | 0.0% | 0.0% | 24 | +4,993 | 4.71% | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | No change | 103,453 | 2,676 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 95,919 | 2,481 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 79,784 | 2,064 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 74,015 | 1,914 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 75,130 | 1,878 | 0.01% | 0.01% | 29 | +2,379 | 3.27% | Q3 2026 | Nov 02, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 70,169 | 1,754 | 0.26% | 0.28% | 30 | -666 | -0.94% | Q3 2026 | Oct 21, 2026 |
| Hills Bank & Trust Co | History | No change | 67,088 | 1,735 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 63,752 | 1,649 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 61,043 | 1,526 | 0.61% | 0.63% | 33 | +656 | 1.09% | Q3 2026 | Nov 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 58,617 | 1,465 | 0.07% | 0.05% | 35 | +18,884 | 47.53% | Q3 2026 | Oct 16, 2026 |
| Focus Partners Wealth | History | No change | 56,651 | 1,465 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 55,850 | 1,444 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 56,062 | 1,401 | 0.01% | 0.01% | 37 | +2,741 | 5.14% | Q3 2026 | Oct 22, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 53,518 | 1,337 | 0.06% | 0.07% | 38 | +7,455 | 16.18% | Q3 2026 | Nov 02, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 53,336 | 1,333 | 0.17% | 0.18% | 39 | +224 | 0.42% | Q3 2026 | Nov 02, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 49,217 | 1,273 | 0.7% | 0.7% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 48,557 | 1,256 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossmore Private Capital | History | Added to | 49,308 | 1,232 | 0.09% | 0.07% | 42 | +14,945 | 43.49% | Q3 2026 | Oct 27, 2026 |
| TRUE Private Wealth Advisors | History | No change | 49,125 | 1,228 | 0.1% | 0.11% | 43 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Aspen Wealth Management LLC | History | Added to | 47,268 | 1,181 | 0.19% | 0.13% | 44 | +17,996 | 61.48% | Q3 2026 | Oct 14, 2026 |
| SPINNAKER TRUST | History | No change | 45,362 | 1,173 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Curbstone Financial Management Corp | History | Added to | 46,500 | 1,162 | 0.2% | 0.15% | 46 | +11,850 | 34.2% | Q3 2026 | Oct 21, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 42,500 | 1,099 | 0.59% | 0.59% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 41,328 | 1,069 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 39,734 | 1,027 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,824 | 1,020 | 0.0% | 0.0% | 50 | +7,442 | 22.29% | Q3 2026 | Nov 02, 2026 |
| Jacobi Capital Management LLC | History | No change | 36,417 | 942 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 36,316 | 939 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 35,256 | 912 | 0.36% | 0.36% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 36,044 | 901 | 0.38% | 0.4% | 54 | +330 | 0.92% | Q3 2026 | Oct 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 35,902 | 897 | 0.17% | 0.18% | 55 | +24 | 0.07% | Q3 2026 | Oct 20, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 34,163 | 854 | 0.2% | 0.13% | 56 | +12,138 | 55.11% | Q3 2026 | Nov 02, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 32,392 | 809 | 0.01% | 0.01% | 57 | -172 | -0.53% | Q3 2026 | Oct 22, 2026 |
| Valmark Advisers, Inc. | History | No change | 31,178 | 806 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | No change | 30,782 | 796 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 28,825 | 745 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 28,061 | 725 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 28,598 | 714 | 0.02% | 0.01% | 62 | +20,218 | 241.26% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Added to | 28,040 | 701 | 0.01% | 0.01% | 63 | +9,330 | 49.87% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 27,092 | 677 | 0.01% | 0.01% | 64 | +9,970 | 58.23% | Q3 2026 | Nov 03, 2026 |
| OneAscent Financial Services LLC | History | No change | 25,313 | 654 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carnegie Investment Counsel | History | Added to | 23,000 | 575 | 0.01% | 0.01% | 66 | +7,000 | 43.75% | Q3 2026 | Oct 20, 2026 |
| Modern Wealth Management, LLC | History | No change | 22,125 | 572 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 20,962 | 542 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 20,994 | 524 | 0.34% | 0.55% | 69 | -9,115 | -30.27% | Q3 2026 | Oct 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 18,742 | 484 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 19,029 | 476 | 0.03% | 0.04% | 71 | -3,056 | -13.84% | Q3 2026 | Oct 19, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,850 | 446 | 0.08% | 0.09% | 72 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Wick Capital Partners, LLC | History | No change | 13,258 | 342 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 13,215 | 341 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,160 | 340 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 13,574 | 339 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Balefire, LLC | History | No change | 12,684 | 317 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 12,360 | 309 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Great Diamond Partners, LLC | History | New | 12,042 | 301 | 0.05% | — | 79 | +12,042 | New | Q3 2026 | Oct 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,431 | 295 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Compton Wealth Advisory Group, LLC | History | New | 11,753 | 294 | 0.06% | — | 81 | +11,753 | New | Q3 2026 | Oct 13, 2026 |
| Crews Bank & Trust | History | No change | 11,300 | 292 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,242 | 290 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Creative Planning | History | New | 11,406 | 285 | 0.0% | — | 84 | +11,406 | New | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | No change | 10,756 | 278 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | No change | 10,900 | 272 | 0.09% | 0.11% | 86 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | New | 10,663 | 266 | 0.12% | — | 87 | +10,663 | New | Q3 2026 | Oct 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 10,500 | 262 | 0.03% | 0.02% | 89 | +4,000 | 61.54% | Q3 2026 | Oct 20, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 10,513 | 262 | 0.01% | 0.01% | 88 | +967 | 10.13% | Q3 2026 | Oct 29, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 10,221 | 255 | 0.11% | 0.12% | 90 | -247 | -2.36% | Q3 2026 | Oct 27, 2026 |
| Aspen Private Advisors, LLC | History | New | 10,000 | 250 | 0.25% | — | 91 | +10,000 | New | Q3 2026 | Oct 27, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,490 | 237 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 8,940 | 223 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,514 | 220 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archford Capital Strategies, LLC | History | No change | 8,601 | 215 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 8,482 | 212 | 0.04% | 0.04% | 96 | -136 | -1.58% | Q3 2026 | Oct 16, 2026 |
| Quantinno Capital Management LP | History | No change | 7,902 | 204 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 8,142 | 203 | 0.01% | — | 98 | +8,142 | New | Q3 2026 | Oct 28, 2026 |
| 10Elms LLP | History | No change | 7,820 | 202 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,787 | 201 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,757 | 200 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 7,735 | 193 | 0.03% | 0.01% | 102 | +3,875 | 100.39% | Q3 2026 | Oct 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,924 | 179 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | New | 5,903 | 147 | 0.0% | — | 104 | +5,903 | New | Q3 2026 | Oct 08, 2026 |
| Addison Advisors LLC | History | No change | 4,585 | 118 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,435 | 114 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 4,060 | 105 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,394 | 87 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,080 | 79 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,888 | 72 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,710 | 70 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hughes Financial Services, LLC | History | New | 2,725 | 69 | 0.01% | — | 112 | +2,725 | New | Q3 2026 | Oct 30, 2026 |
| Bullock Wealth Management Group | History | Added to | 2,005 | 50 | 0.02% | 0.02% | 113 | +12 | 0.6% | Q3 2026 | Oct 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,809 | 46 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,784 | 44 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1,571 | 39 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Community Financial Services Group, LLC | History | No change | 967 | 24 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 130 | 3 | 0.0% | — | 119 | +130 | New | Q3 2026 | Oct 21, 2026 |
| BlackRock, Inc. | History | No change | 151 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -27,126 | -100.0% | Q3 2026 | Oct 21, 2026 |
| MEMBERS WEALTH LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -25,390 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -16,585 | -100.0% | Q3 2026 | Oct 16, 2026 |
| WJ Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -10,900 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,768 | -100.0% | Q3 2026 | Nov 02, 2026 |