iSHARES TRUST - IBTO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLOBALT Investments LLC / GA | History | No change | 2,365,635 | 57,086 | 1.93% | 1.93% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,813,486 | 43,762 | 0.73% | 0.73% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | No change | 1,206,508 | 29,114 | 0.86% | 0.86% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 1,053,283 | 25,417 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 701,220 | 16,921 | 2.16% | 2.16% | 5 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 705,787 | 16,226 | 0.27% | 0.37% | 6 | -282,644 | -28.6% | Q3 2026 | Oct 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 655,024 | 15,806 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 414,307 | 9,997 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 357,210 | 8,612 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headland Capital, LLC | History | No change | 335,965 | 8,107 | 2.0% | 2.0% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 327,219 | 7,896 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 318,509 | 7,686 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Probity Advisors, Inc. | History | No change | 243,911 | 5,885 | 0.84% | 0.84% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | No change | 179,532 | 4,332 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 171,564 | 4,140 | 1.01% | 1.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 168,492 | 4,065 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 156,446 | 3,775 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 155,157 | 3,744 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 134,229 | 3,239 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 124,670 | 3,008 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 114,527 | 2,762 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 97,627 | 2,355 | 0.29% | 0.29% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 97,575 | 2,354 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 97,386 | 2,350 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 90,891 | 2,193 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 85,027 | 2,051 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 77,997 | 2,008 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 70,359 | 1,698 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 69,777 | 1,683 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 68,546 | 1,654 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 57,551 | 1,388 | 0.14% | 0.14% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| L2 Asset Management, LLC | History | No change | 55,364 | 1,336 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 50,883 | 1,227 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 50,214 | 1,211 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,323 | 924 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 34,770 | 839 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 30,217 | 729 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Reliant Wealth Planning | History | No change | 28,589 | 689 | 0.19% | 0.19% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 27,391 | 661 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Greater Midwest Financial Group, LLC | History | No change | 23,856 | 575 | 0.29% | 0.29% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 20,977 | 506 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | No change | 20,925 | 504 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 19,425 | 468 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,058 | 459 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Visionary Wealth Advisors | History | No change | 18,896 | 455 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 18,074 | 436 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,826 | 430 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 17,074 | 412 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16,862 | 406 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 16,454 | 397 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 15,942 | 385 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 15,552 | 375 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,219 | 367 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 14,275 | 344 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Single Point Partners, LLC | History | No change | 13,718 | 331 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keeler Thomas Management LLC | History | No change | 12,895 | 311 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Old Mission Investment Co LLC | History | No change | 12,320 | 297 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,482 | 277 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IFP Advisors, Inc | History | No change | 10,481 | 252 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 10,418 | 251 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 9,552 | 230 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guidance Point Advisors, LLC | History | No change | 8,961 | 216 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 8,920 | 215 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 8,525 | 205 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,420 | 203 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7,577 | 182 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset Dedication, LLC | History | No change | 5,117 | 123 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,952 | 119 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,543 | 109 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,662 | 88 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,464 | 83 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 3,375 | 81 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 3,008 | 72 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,608 | 38 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CENTRAL TRUST Co | History | No change | 1,427 | 34 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,384 | 33 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hyposwiss Advisors SA | History | No change | 1,120 | 27 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Noble Wealth Management PBC | History | No change | 800 | 18 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 626 | 15 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 484 | 11 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 280 | 6 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 214 | 5 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First PREMIER Bank | History | No change | 195 | 5 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 245 | 5 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |