iSHARES TRUST - IBTM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Krilogy Financial LLC | History | Reduced | 2,448,313 | 56,127 | 1.81% | 2.1% | 1 | -227,703 | -8.51% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Added to | 995,710 | 22,831 | 0.0% | 0.0% | 2 | +40,546 | 4.24% | Q1 2026 | May 05, 2026 |
| Parcion Private Wealth LLC | History | New | 893,909 | 20,497 | 1.27% | — | 3 | +893,909 | New | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 848,984 | 19,467 | 0.0% | 0.0% | 4 | +22,538 | 2.73% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 804,094 | 18,438 | 0.29% | 0.14% | 5 | +406,914 | 102.45% | Q1 2026 | Apr 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 551,409 | 12,644 | 0.03% | 0.03% | 6 | +65,447 | 13.47% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 527,222 | 12,089 | 0.0% | 0.0% | 7 | +35,269 | 7.17% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 421,783 | 9,671 | 0.06% | 0.06% | 8 | +12,083 | 2.95% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 373,676 | 8,568 | 0.01% | 0.01% | 9 | +15,013 | 4.19% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 369,187 | 8,465 | 0.22% | 0.22% | 10 | +4,132 | 1.13% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 352,822 | 8,090 | 0.0% | — | 11 | +352,822 | New | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 351,071 | 8,050 | 0.0% | 0.0% | 12 | +23,942 | 7.32% | Q1 2026 | May 11, 2026 |
| Legacy Private Trust Co. | History | Added to | 340,080 | 7,798 | 0.48% | 0.41% | 13 | +37,949 | 12.56% | Q1 2026 | Apr 07, 2026 |
| Probity Advisors, Inc. | History | Added to | 318,937 | 7,313 | 1.16% | 0.56% | 14 | +167,046 | 109.98% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 304,411 | 6,973 | 0.04% | 0.03% | 15 | +55,238 | 22.17% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 282,765 | 6,483 | 0.0% | 0.0% | 16 | -95,599 | -25.27% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 279,945 | 6,419 | 0.01% | 0.01% | 17 | +11,741 | 4.38% | Q1 2026 | May 05, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 234,626 | 5,380 | 3.52% | 3.26% | 18 | +13,686 | 6.19% | Q1 2026 | May 08, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 200,616 | 4,600 | 0.51% | 0.4% | 19 | +52,212 | 35.18% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 199,069 | 4,564 | 0.01% | 0.01% | 20 | +12,899 | 6.93% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 192,879 | 4,422 | 0.0% | 0.0% | 21 | +94,266 | 95.59% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 187,988 | 4,310 | 0.0% | 0.0% | 22 | -1,260 | -0.67% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 182,760 | 4,190 | 0.0% | 0.0% | 23 | +13,803 | 8.17% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 167,713 | 3,846 | 0.03% | 0.03% | 24 | +4,273 | 2.61% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 162,870 | 3,734 | 0.07% | 0.03% | 25 | +96,836 | 146.65% | Q1 2026 | May 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 155,795 | 3,572 | 0.4% | 0.41% | 26 | -5,011 | -3.12% | Q1 2026 | Apr 24, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 155,330 | 3,561 | 1.62% | 1.05% | 27 | +54,950 | 54.74% | Q1 2026 | Apr 22, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 147,762 | 3,388 | 0.95% | 1.02% | 28 | -712 | -0.48% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 145,272 | 3,331 | 0.0% | 0.0% | 29 | +2,109 | 1.47% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 128,214 | 2,940 | 0.0% | 0.0% | 30 | +24,437 | 23.55% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 125,867 | 2,886 | 0.01% | — | 31 | +125,867 | New | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 108,595 | 2,505 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 108,602 | 2,490 | 0.15% | 0.13% | 33 | +10,101 | 10.25% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 106,501 | 2,442 | 0.05% | 0.02% | 34 | +55,832 | 110.19% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 96,824 | 2,220 | 0.01% | 0.01% | 35 | +3,777 | 4.06% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 91,668 | 2,101 | 0.16% | — | 36 | +91,668 | New | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 83,535 | 1,915 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 83,123 | 1,906 | 0.05% | 0.03% | 38 | +22,086 | 36.18% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 78,498 | 1,799 | 0.0% | 0.0% | 39 | -119,109 | -60.28% | Q1 2026 | May 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 74,679 | 1,712 | 0.11% | 0.11% | 40 | +2,461 | 3.41% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 53,034 | 1,216 | 0.0% | 0.0% | 41 | +781 | 1.49% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 52,373 | 1,200 | 0.0% | — | 42 | +52,373 | New | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 50,424 | 1,153 | 0.04% | 0.05% | 43 | -16,949 | -25.16% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 49,377 | 1,132 | 0.01% | 0.01% | 44 | +1,581 | 3.31% | Q1 2026 | Apr 24, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 47,123 | 1,080 | 0.83% | 0.78% | 45 | +1,622 | 3.56% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 46,121 | 1,057 | 0.02% | 0.02% | 46 | +3,434 | 8.04% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 45,704 | 1,048 | 0.05% | 0.05% | 47 | +855 | 1.91% | Q1 2026 | May 13, 2026 |
| Reliant Wealth Planning | History | No change | 40,753 | 934 | 0.28% | 0.29% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 38,527 | 883 | 0.27% | 0.3% | 49 | -387 | -0.99% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,950 | 824 | 0.0% | 0.0% | 50 | +1,974 | 5.81% | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 31,875 | 735 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 30,940 | 709 | 0.01% | 0.01% | 52 | +178 | 0.58% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 30,666 | 703 | 0.01% | 0.01% | 53 | +10,147 | 49.45% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 29,520 | 676 | 0.0% | 0.0% | 54 | +110 | 0.37% | Q1 2026 | May 14, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 28,263 | 647 | 0.18% | 0.16% | 55 | +4,044 | 16.7% | Q1 2026 | Apr 16, 2026 |
| L2 Asset Management, LLC | History | Added to | 27,862 | 638 | 0.06% | 0.09% | 56 | +171 | 0.62% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,736 | 613 | 0.0% | 0.0% | 57 | +4,104 | 18.13% | Q1 2026 | Apr 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 26,658 | 611 | 0.0% | 0.0% | 58 | +691 | 2.66% | Q1 2026 | May 14, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 24,325 | 556 | 0.48% | 0.41% | 59 | +3,707 | 17.98% | Q1 2026 | Apr 27, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 23,943 | 549 | 0.01% | 0.01% | 60 | +6,488 | 37.17% | Q1 2026 | May 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 23,870 | 547 | 0.02% | — | 61 | +23,870 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 22,467 | 515 | 0.0% | 0.0% | 62 | +3,285 | 17.13% | Q1 2026 | May 07, 2026 |
| HEADINVEST, LLC | History | Reduced | 20,779 | 476 | 0.1% | 0.1% | 63 | -1,954 | -8.6% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,952 | 434 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,775 | 430 | 0.0% | 0.0% | 65 | -1,452 | -7.18% | Q1 2026 | May 04, 2026 |
| Jacobi Capital Management LLC | History | Added to | 17,456 | 400 | 0.02% | 0.02% | 66 | +346 | 2.02% | Q1 2026 | May 13, 2026 |
| Leo Wealth, LLC | History | Added to | 17,225 | 394 | 0.03% | 0.03% | 67 | +96 | 0.56% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Reduced | 15,428 | 353 | 0.0% | 0.0% | 68 | -463 | -2.91% | Q1 2026 | Apr 16, 2026 |
| Hyposwiss Advisors SA | History | No change | 15,190 | 348 | 0.34% | 0.34% | 69 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 14,974 | 343 | 0.01% | 0.01% | 70 | +35 | 0.23% | Q1 2026 | May 11, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 14,615 | 335 | 0.08% | 0.07% | 72 | +902 | 6.58% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 14,613 | 335 | 0.01% | 0.01% | 71 | -884 | -5.7% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,364 | 329 | 0.0% | — | 73 | +14,364 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,602 | 311 | 0.0% | 0.0% | 74 | -2,229 | -14.08% | Q1 2026 | May 15, 2026 |
| Greater Midwest Financial Group, LLC | History | Reduced | 13,476 | 309 | 0.17% | 0.18% | 75 | -513 | -3.67% | Q1 2026 | Apr 24, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 12,755 | 292 | 0.12% | 0.56% | 76 | -38,089 | -74.91% | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 12,054 | 276 | 0.02% | 0.02% | 77 | +74 | 0.62% | Q1 2026 | May 13, 2026 |
| MBA Advisors LLC | History | New | 12,030 | 275 | 0.11% | — | 78 | +12,030 | New | Q1 2026 | Apr 20, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 11,892 | 272 | 0.19% | — | 79 | +11,892 | New | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,464 | 262 | 0.01% | 0.01% | 80 | +650 | 6.01% | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | No change | 11,200 | 256 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 10,149 | 232 | 0.0% | 0.0% | 82 | +565 | 5.9% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 10,073 | 230 | 0.0% | 0.0% | 83 | -146 | -1.43% | Q1 2026 | Apr 09, 2026 |
| Lido Advisors, LLC | History | Added to | 10,025 | 229 | 0.0% | 0.0% | 84 | +327 | 3.37% | Q1 2026 | May 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 9,613 | 220 | 0.11% | — | 85 | +9,613 | New | Q1 2026 | Apr 22, 2026 |
| Strait & Sound Wealth Management LLC | History | New | 9,554 | 219 | 0.08% | — | 86 | +9,554 | New | Q1 2026 | May 18, 2026 |
| STAR Financial Bank | History | Reduced | 9,002 | 206 | 0.1% | 0.14% | 87 | -3,228 | -26.39% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 8,826 | 202 | 0.0% | — | 88 | +8,826 | New | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,807 | 201 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,729 | 154 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 6,653 | 152 | 0.03% | — | 91 | +6,653 | New | Q1 2026 | May 08, 2026 |
| Clayton Financial Group LLC | History | Reduced | 5,763 | 132 | 0.07% | 0.08% | 92 | -703 | -10.87% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,470 | 102 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CNB Bank | History | Reduced | 3,426 | 78 | 0.03% | 0.03% | 94 | -17 | -0.49% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | New | 3,162 | 72 | 0.01% | — | 95 | +3,162 | New | Q1 2026 | May 19, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,775 | 63 | 0.0% | — | 96 | +2,775 | New | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,365 | 54 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clearstead Trust, LLC | History | New | 1,954 | 44 | 0.01% | — | 98 | +1,954 | New | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | New | 1,745 | 40 | 0.0% | — | 101 | +1,745 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,774 | 40 | 0.0% | 0.0% | 99 | +226 | 14.6% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 1,775 | 40 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 1,512 | 34 | 0.0% | — | 103 | +1,512 | New | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 1,500 | 34 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| COMERICA BANK | History | No change | 1,380 | 31 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,300 | 29 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | No change | 1,100 | 25 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 907 | 20 | 0.0% | — | 108 | +907 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 900 | 20 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | No change | 800 | 18 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| First PREMIER Bank | History | No change | 667 | 15 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 616 | 14 | 0.01% | — | 111 | +616 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | New | 299 | 6 | 0.0% | — | 112 | +299 | New | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | No change | 249 | 5 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 173 | 4 | 0.0% | 0.0% | 114 | +1 | 0.58% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 202 | 4 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -172,182 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Partners, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -16,900 | -100.0% | Q1 2026 | Apr 23, 2026 |
| REBALANCE, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,694 | -100.0% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,711 | -100.0% | Q1 2026 | May 04, 2026 |