iSHARES TRUST - IBTM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Krilogy Financial LLC | History | Added to | 2,676,016 | 61,642 | 2.1% | 2.15% | 1 | +190,190 | 7.65% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 955,164 | 22,040 | 0.0% | 0.0% | 2 | +124,678 | 15.01% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 826,446 | 19,070 | 0.0% | 0.0% | 3 | -1,998 | -0.24% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 491,953 | 11,351 | 0.0% | 0.0% | 4 | +17,939 | 3.78% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 485,962 | 11,214 | 0.03% | 0.03% | 5 | +17,275 | 3.69% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 409,700 | 9,453 | 0.06% | 0.06% | 6 | +8,554 | 2.13% | Q4 2025 | Jan 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 397,180 | 9,164 | 0.14% | 0.14% | 7 | -21,565 | -5.15% | Q4 2025 | Jan 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 378,364 | 8,730 | 0.0% | 0.0% | 8 | +17,354 | 4.81% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 365,055 | 8,423 | 0.22% | 0.22% | 9 | +14,498 | 4.14% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 358,663 | 8,276 | 0.01% | 0.01% | 10 | -1,270 | -0.35% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 327,129 | 7,548 | 0.0% | 0.0% | 11 | +31,387 | 10.61% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | New | 302,131 | 6,971 | 0.41% | — | 12 | +302,131 | New | Q4 2025 | Jan 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 268,204 | 6,188 | 0.01% | 0.01% | 13 | +47,540 | 21.54% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 249,173 | 5,749 | 0.03% | 0.01% | 14 | +181,854 | 270.14% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 220,940 | 5,098 | 3.26% | 2.97% | 15 | +21,781 | 10.94% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 197,607 | 4,559 | 0.0% | 0.01% | 16 | -12,319 | -5.87% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 189,248 | 4,366 | 0.0% | 0.0% | 17 | +78,988 | 71.64% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 186,170 | 4,295 | 0.01% | 0.0% | 18 | +74,740 | 67.07% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 172,182 | 3,973 | 0.01% | 0.02% | 19 | +8,191 | 4.99% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 168,957 | 3,898 | 0.0% | 0.0% | 20 | +17,738 | 11.73% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 163,440 | 3,771 | 0.03% | 0.03% | 21 | +2,421 | 1.5% | Q4 2025 | Jan 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 160,806 | 3,710 | 0.41% | 0.39% | 22 | +4,828 | 3.1% | Q4 2025 | Jan 29, 2026 |
| Probity Advisors, Inc. | History | Reduced | 151,891 | 3,504 | 0.56% | 0.59% | 23 | -4,217 | -2.7% | Q4 2025 | Jan 27, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 148,474 | 3,426 | 1.02% | 1.02% | 24 | +4,369 | 3.03% | Q4 2025 | Jan 28, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 148,404 | 3,424 | 0.4% | 0.19% | 25 | +83,016 | 126.96% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 143,163 | 3,304 | 0.0% | — | 26 | +143,163 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Added to | 108,595 | 2,505 | 0.16% | 0.01% | 27 | +105,262 | 3158.18% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 103,777 | 2,394 | 0.0% | 0.0% | 28 | +3,833 | 3.84% | Q4 2025 | Feb 13, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 100,380 | 2,316 | 1.05% | 0.75% | 29 | +32,158 | 47.14% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 98,613 | 2,275 | 0.0% | 0.0% | 30 | +66,089 | 203.2% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 98,501 | 2,272 | 0.13% | 0.14% | 31 | -46 | -0.05% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 93,047 | 2,147 | 0.01% | — | 32 | +93,047 | New | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 83,535 | 1,927 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 72,218 | 1,666 | 0.11% | 0.1% | 34 | +2,893 | 4.17% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 67,373 | 1,558 | 0.05% | — | 35 | +67,373 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | New | 66,034 | 1,523 | 0.03% | — | 36 | +66,034 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 61,037 | 1,408 | 0.03% | 0.04% | 37 | -17 | -0.03% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 52,253 | 1,206 | 0.0% | 0.0% | 38 | +24,940 | 91.31% | Q4 2025 | Jan 26, 2026 |
| Keeler Thomas Management LLC | History | Added to | 50,844 | 1,173 | 0.56% | 0.46% | 39 | +1,813 | 3.7% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 50,669 | 1,169 | 0.02% | 0.0% | 40 | +44,962 | 787.84% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 47,796 | 1,102 | 0.01% | 0.0% | 41 | +10,954 | 29.73% | Q4 2025 | Feb 17, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 45,501 | 1,049 | 0.78% | 0.73% | 42 | +5,093 | 12.6% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 44,849 | 1,034 | 0.05% | 0.05% | 43 | -1,341 | -2.9% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 42,687 | 985 | 0.02% | 0.02% | 44 | +8,177 | 23.69% | Q4 2025 | Feb 06, 2026 |
| Reliant Wealth Planning | History | Reduced | 40,753 | 940 | 0.29% | 0.33% | 45 | -2,721 | -6.26% | Q4 2025 | Feb 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 38,914 | 897 | 0.3% | 0.31% | 46 | -156 | -0.4% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,976 | 784 | 0.0% | 0.0% | 47 | +1,312 | 4.02% | Q4 2025 | Feb 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 31,875 | 735 | 0.05% | 0.05% | 48 | +3,499 | 12.33% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 30,762 | 709 | 0.01% | 0.01% | 49 | +1,770 | 6.11% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 29,410 | 678 | 0.0% | 0.0% | 50 | +20 | 0.07% | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 27,691 | 638 | 0.09% | 0.09% | 51 | +91 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 25,967 | 599 | 0.0% | 0.0% | 52 | +1,747 | 7.21% | Q4 2025 | Feb 12, 2026 |
| EVEXIA WEALTH LLC | History | New | 24,219 | 560 | 0.16% | — | 53 | +24,219 | New | Q4 2025 | Jan 16, 2026 |
| HEADINVEST, LLC | History | Reduced | 22,733 | 524 | 0.1% | 0.17% | 54 | -12,968 | -36.32% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 22,632 | 522 | 0.0% | 0.0% | 55 | -408 | -1.77% | Q4 2025 | Feb 13, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 20,618 | 475 | 0.41% | 0.24% | 56 | +9,119 | 79.3% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,519 | 473 | 0.01% | 0.0% | 57 | -1,888 | -8.43% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,227 | 466 | 0.0% | 0.0% | 58 | +596 | 3.04% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,182 | 442 | 0.0% | 0.0% | 59 | +983 | 5.4% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,952 | 437 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 17,455 | 402 | 0.01% | 0.01% | 61 | +5,790 | 49.64% | Q4 2025 | Feb 06, 2026 |
| Leo Wealth, LLC | History | Reduced | 17,129 | 395 | 0.03% | 0.05% | 62 | -488 | -2.77% | Q4 2025 | Jan 21, 2026 |
| Jacobi Capital Management LLC | History | New | 17,110 | 394 | 0.02% | — | 63 | +17,110 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Partners, LLC | History | New | 16,900 | 389 | 0.43% | — | 64 | +16,900 | New | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Reduced | 15,891 | 366 | 0.0% | 0.0% | 65 | -538 | -3.27% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,831 | 365 | 0.0% | 0.0% | 66 | -1,295 | -7.56% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,497 | 357 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hyposwiss Advisors SA | History | New | 15,190 | 350 | 0.34% | — | 68 | +15,190 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | New | 14,939 | 344 | 0.01% | — | 69 | +14,939 | New | Q4 2025 | Feb 09, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 13,989 | 322 | 0.18% | 0.21% | 70 | +185 | 1.34% | Q4 2025 | Feb 17, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 13,713 | 316 | 0.07% | 0.07% | 71 | +239 | 1.77% | Q4 2025 | Feb 11, 2026 |
| STAR Financial Bank | History | Reduced | 12,230 | 282 | 0.14% | 0.17% | 72 | -309 | -2.46% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 11,980 | 276 | 0.02% | 0.02% | 73 | +151 | 1.28% | Q4 2025 | Jan 15, 2026 |
| Compass Ion Advisors, LLC | History | No change | 11,200 | 258 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 10,814 | 249 | 0.01% | 0.01% | 75 | -1,642 | -13.18% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,219 | 235 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Lido Advisors, LLC | History | New | 9,698 | 223 | 0.0% | — | 77 | +9,698 | New | Q4 2025 | Feb 10, 2026 |
| REBALANCE, LLC | History | New | 9,694 | 223 | 0.01% | — | 78 | +9,694 | New | Q4 2025 | Jan 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 9,584 | 221 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,807 | 203 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 8,711 | 201 | 0.01% | 0.01% | 81 | -3 | -0.03% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,729 | 155 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clayton Financial Group LLC | History | New | 6,466 | 149 | 0.08% | — | 83 | +6,466 | New | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,470 | 103 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CNB Bank | History | Added to | 3,443 | 79 | 0.03% | 0.03% | 85 | +276 | 8.71% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 2,365 | 54 | 0.01% | 0.01% | 86 | +1,077 | 83.62% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | New | 1,775 | 40 | 0.0% | — | 87 | +1,775 | New | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,548 | 35 | 0.0% | — | 88 | +1,548 | New | Q4 2025 | Feb 09, 2026 |
| Noble Wealth Management PBC | History | No change | 1,500 | 34 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Reduced | 1,380 | 31 | 0.0% | 0.0% | 90 | -815 | -37.13% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,300 | 29 | 0.0% | — | 91 | +1,300 | New | Q4 2025 | Feb 03, 2026 |
| Crews Bank & Trust | History | New | 1,100 | 25 | 0.0% | — | 92 | +1,100 | New | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 900 | 20 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New Hampshire | History | New | 800 | 18 | 0.0% | — | 94 | +800 | New | Q4 2025 | Mar 16, 2026 |
| First PREMIER Bank | History | Added to | 667 | 15 | 0.0% | 0.0% | 95 | +500 | 299.4% | Q4 2025 | Jan 23, 2026 |
| Bank of Jackson Hole Trust | History | No change | 249 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 202 | 4 | 0.0% | 0.0% | 98 | -43 | -17.55% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 172 | 4 | 0.0% | 0.0% | 97 | +2 | 1.18% | Q4 2025 | Feb 10, 2026 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 1.3% | — | -902,319 | -100.0% | Q3 2025 | Oct 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -109,995 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,677 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -15,673 | -100.0% | Q3 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,431 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,222 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,504 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,819 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -622 | -100.0% | Q3 2025 | Nov 18, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2025 | Nov 12, 2025 |