iSHARES TRUST - IBRN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,257 | 825 | 0.0% | 0.0% | 1 | -202 | -0.94% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 15,000 | 582 | 0.0% | 0.0% | 2 | -31,000 | -67.39% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 199 | 7 | 0.0% | 0.0% | 3 | +132 | 197.01% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 163 | 5 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | New | 100 | 3 | 0.0% | — | 5 | +100 | New | Q2 2026 | Jul 30, 2026 |
| Institute for Wealth Management, LLC. | History | New | 88 | 3 | 0.0% | — | 6 | +88 | New | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |