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 | No change | 2,618,176 | 59,419 | 1.76% | 1.76% | 1 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 976,161 | 22,153 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 885,349 | 20,093 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 703,031 | 15,281 | 0.26% | 0.26% | 4 | -32,816 | -4.46% | Q3 2026 | Oct 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 532,804 | 12,091 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 463,113 | 10,510 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 449,649 | 10,204 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 439,395 | 9,972 | 0.67% | 0.67% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Probity Advisors, Inc. | History | No change | 434,420 | 9,859 | 1.41% | 1.41% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 394,282 | 8,948 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Legacy Private Trust Co. | History | No change | 376,158 | 8,536 | 0.47% | 0.47% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 374,409 | 8,497 | 0.2% | 0.2% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 362,730 | 8,232 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 345,777 | 7,845 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 328,090 | 7,438 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 312,533 | 7,093 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 300,781 | 6,826 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 293,989 | 6,672 | 4.09% | 4.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 220,616 | 5,006 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Asset Dedication, LLC | History | No change | 220,155 | 4,996 | 0.31% | 0.31% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 218,588 | 4,960 | 0.51% | 0.51% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 216,814 | 4,920 | 1.92% | 1.92% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 203,434 | 4,616 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 183,319 | 4,160 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 182,878 | 4,150 | 1.01% | 1.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 177,908 | 4,038 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 177,585 | 4,030 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 169,364 | 3,843 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 164,188 | 3,726 | 0.38% | 0.38% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 157,946 | 3,584 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 156,395 | 3,549 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 125,114 | 2,839 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 121,448 | 2,756 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 119,249 | 2,706 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 118,224 | 2,683 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 81,786 | 1,856 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 66,535 | 1,510 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 54,947 | 1,247 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cushing Capital Partners, LLC | History | No change | 53,932 | 1,223 | 0.84% | 0.84% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 53,019 | 1,203 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Visionary Wealth Advisors | History | No change | 52,951 | 1,201 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 49,452 | 1,122 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 47,922 | 1,091 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Reliant Wealth Planning | History | No change | 40,753 | 924 | 0.25% | 0.25% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 35,972 | 816 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 31,918 | 724 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 30,150 | 684 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 29,537 | 670 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L2 Asset Management, LLC | History | No change | 29,150 | 661 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 27,249 | 618 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 27,226 | 617 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 26,985 | 612 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 26,736 | 606 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 26,386 | 601 | 0.46% | 0.46% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,230 | 595 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 23,976 | 544 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 23,189 | 526 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 22,670 | 514 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 22,689 | 514 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HEADINVEST, LLC | History | No change | 20,602 | 467 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 20,401 | 461 | 0.3% | 0.3% | 61 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Jacobi Capital Management LLC | History | No change | 17,574 | 398 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Belpointe Asset Management LLC | History | No change | 16,695 | 378 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,387 | 371 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 15,822 | 359 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 15,477 | 351 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hyposwiss Advisors SA | History | No change | 15,190 | 344 | 0.33% | 0.33% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Guidance Point Advisors, LLC | History | No change | 15,121 | 343 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Single Point Partners, LLC | History | No change | 14,585 | 331 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 14,208 | 322 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,098 | 319 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greater Midwest Financial Group, LLC | History | No change | 13,476 | 305 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,934 | 270 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Diamond Partners, LLC | History | No change | 11,852 | 268 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | No change | 11,724 | 266 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 11,702 | 265 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,223 | 257 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | No change | 11,200 | 254 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 11,010 | 249 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,923 | 247 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Old Mission Investment Co LLC | History | No change | 10,485 | 237 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 10,126 | 229 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,073 | 228 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 9,152 | 207 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 8,082 | 183 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,729 | 152 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 6,653 | 150 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,788 | 85 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,689 | 83 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 3,599 | 81 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,780 | 63 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 2,750 | 62 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,635 | 59 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,365 | 53 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Clearstead Trust, LLC | History | No change | 1,954 | 44 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,925 | 43 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,775 | 40 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,300 | 29 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crews Bank & Trust | History | No change | 1,100 | 24 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 900 | 20 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New Hampshire | History | No change | 800 | 18 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| First PREMIER Bank | History | No change | 667 | 15 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 609 | 13 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 555 | 12 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBH Bank | History | No change | 249 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 202 | 4 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |