iSHARES TRUST - IBTO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLOBALT Investments LLC / GA | History | Reduced | 2,264,703 | 55,609 | 2.03% | 2.04% | 1 | -3,870 | -0.17% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,328,961 | 32,632 | 0.12% | 0.13% | 2 | -7,118 | -0.53% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,322,916 | 32,484 | 0.61% | 0.49% | 3 | +259,627 | 24.42% | Q4 2025 | Feb 04, 2026 |
| Krilogy Financial LLC | History | Added to | 1,144,458 | 28,062 | 0.95% | 0.98% | 4 | +85,366 | 8.06% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 923,089 | 22,666 | 0.0% | 0.0% | 5 | +59,411 | 6.88% | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 637,249 | 15,647 | 0.23% | 0.24% | 6 | -39,615 | -5.85% | Q4 2025 | Jan 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 515,320 | 12,653 | 1.8% | 1.75% | 7 | +22,000 | 4.46% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 413,705 | 10,158 | 0.0% | 0.0% | 8 | -52,975 | -11.35% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 395,943 | 9,722 | 0.01% | 0.01% | 9 | +5,059 | 1.29% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 307,339 | 7,546 | 0.0% | 0.0% | 10 | -2,301 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Headland Capital, LLC | History | Added to | 303,888 | 7,461 | 2.08% | 2.04% | 11 | +8,552 | 2.9% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 249,279 | 6,121 | 0.01% | 0.01% | 12 | +64,472 | 34.89% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 170,528 | 4,187 | 0.0% | 0.0% | 13 | -64,449 | -27.43% | Q4 2025 | Jan 29, 2026 |
| Probity Advisors, Inc. | History | Reduced | 142,201 | 3,491 | 0.56% | 0.58% | 14 | -3,479 | -2.39% | Q4 2025 | Jan 27, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 139,030 | 3,413 | 1.01% | 1.01% | 15 | +4,115 | 3.05% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 134,355 | 3,299 | 0.0% | 0.0% | 16 | +3,293 | 2.51% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 133,841 | 3,286 | 0.0% | 0.0% | 17 | +29,494 | 28.27% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 127,153 | 3,122 | 0.0% | — | 18 | +127,153 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 124,365 | 3,053 | 0.0% | 0.0% | 19 | +19,779 | 18.91% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 107,750 | 2,645 | 0.0% | 0.0% | 20 | +2,379 | 2.26% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 104,493 | 2,565 | 0.12% | 0.05% | 21 | +58,306 | 126.24% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,246 | 2,240 | 0.0% | 0.0% | 22 | +17,089 | 23.04% | Q4 2025 | Feb 18, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 87,867 | 2,157 | 0.29% | 0.28% | 23 | +5,395 | 6.54% | Q4 2025 | Jan 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 82,789 | 2,032 | 0.05% | 0.06% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 81,720 | 2,006 | 0.0% | 0.0% | 25 | +15,216 | 22.88% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 80,085 | 1,966 | 0.01% | 0.01% | 26 | +16,904 | 26.75% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 70,348 | 1,727 | 0.1% | 0.05% | 27 | +38,042 | 117.76% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 63,609 | 1,562 | 0.01% | — | 28 | +63,609 | New | Q4 2025 | Feb 18, 2026 |
| Keeler Thomas Management LLC | History | Added to | 55,645 | 1,366 | 0.65% | 0.54% | 29 | +1,661 | 3.08% | Q4 2025 | Feb 12, 2026 |
| NovaPoint Capital, LLC | History | New | 48,824 | 1,276 | 0.33% | — | 30 | +48,824 | New | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | New | 50,214 | 1,233 | 0.0% | — | 31 | +50,214 | New | Q4 2025 | Feb 10, 2026 |
| L2 Asset Management, LLC | History | Added to | 49,643 | 1,218 | 0.16% | 0.17% | 32 | +2,681 | 5.71% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 49,473 | 1,214 | 0.0% | 0.0% | 33 | +22,624 | 84.26% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 44,249 | 1,086 | 0.0% | 0.0% | 34 | +8,826 | 24.92% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 34,845 | 856 | 0.0% | 0.0% | 35 | +15,273 | 78.03% | Q4 2025 | Jan 26, 2026 |
| Mechanics Bank Trust Department | History | No change | 33,000 | 810 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Reliant Wealth Planning | History | Reduced | 30,643 | 752 | 0.23% | 0.25% | 37 | -809 | -2.57% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 28,967 | 711 | 0.01% | 0.01% | 38 | +1,072 | 3.84% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,851 | 708 | 0.0% | 0.0% | 39 | -50,788 | -63.77% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,694 | 630 | 0.0% | 0.0% | 40 | +1,182 | 4.82% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,599 | 579 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 22,358 | 549 | 0.0% | 0.0% | 42 | +6,156 | 38.0% | Q4 2025 | Feb 12, 2026 |
| Greater Midwest Financial Group, LLC | History | Reduced | 21,012 | 515 | 0.29% | 0.36% | 43 | -1,376 | -6.15% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 20,296 | 498 | 0.01% | 0.01% | 44 | -1,204 | -5.6% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | Reduced | 19,334 | 474 | 0.02% | 0.02% | 45 | -173 | -0.89% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,897 | 464 | 0.0% | 0.0% | 46 | +1,071 | 6.01% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 17,412 | 427 | 0.03% | 0.02% | 47 | +693 | 4.14% | Q4 2025 | Jan 30, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 17,347 | 425 | 0.1% | 0.1% | 48 | -88 | -0.5% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,142 | 396 | 0.0% | 0.0% | 49 | +5,179 | 47.24% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | New | 16,011 | 393 | 0.02% | — | 50 | +16,011 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,037 | 345 | 0.0% | 0.0% | 51 | +980 | 7.51% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,224 | 324 | 0.0% | 0.0% | 52 | +3,518 | 36.25% | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 11,342 | 278 | 0.02% | 0.02% | 53 | +152 | 1.36% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | No change | 8,920 | 219 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Partners, LLC | History | New | 8,645 | 212 | 0.24% | — | 55 | +8,645 | New | Q4 2025 | Jan 28, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 8,525 | 209 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,347 | 204 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 8,025 | 196 | 0.0% | — | 58 | +8,025 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,306 | 154 | 0.0% | 0.0% | 59 | -1,527 | -19.49% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 5,010 | 123 | 0.0% | 0.0% | 60 | +1,123 | 28.89% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,173 | 102 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 4,013 | 98 | 0.06% | 0.06% | 62 | +44 | 1.11% | Q4 2025 | Feb 11, 2026 |
| CNB Bank | History | Reduced | 3,226 | 79 | 0.03% | 0.06% | 63 | -2,723 | -45.77% | Q4 2025 | Feb 11, 2026 |
| Clayton Financial Group LLC | History | New | 2,724 | 66 | 0.03% | — | 64 | +2,724 | New | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 2,072 | 50 | 0.0% | 0.0% | 65 | -1,223 | -37.12% | Q4 2025 | Jan 29, 2026 |
| Noble Wealth Management PBC | History | No change | 2,000 | 49 | 0.02% | 0.03% | 66 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Asset Dedication, LLC | History | Added to | 1,791 | 43 | 0.0% | 0.0% | 67 | +18 | 1.02% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,699 | 41 | 0.0% | 0.0% | 68 | +600 | 54.6% | Q4 2025 | Feb 02, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 1,608 | 39 | 0.01% | 0.01% | 69 | +402 | 33.33% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Added to | 1,555 | 38 | 0.0% | — | 70 | +1,551 | 38775.0% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,360 | 33 | 0.0% | 0.0% | 71 | +18 | 1.34% | Q4 2025 | Mar 16, 2026 |
| Hyposwiss Advisors SA | History | New | 1,120 | 27 | 0.03% | — | 72 | +1,120 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 837 | 20 | 0.0% | — | 73 | +837 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | New | 670 | 16 | 0.0% | — | 74 | +670 | New | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 463 | 11 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 488 | 11 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 161 | 4 | 0.0% | 0.0% | 77 | +2 | 1.26% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -27,587 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -8,140 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,105 | -100.0% | Q3 2025 | Nov 18, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NewEdge Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |