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 | Added to | 2,411,272 | 58,810 | 2.1% | 2.03% | 1 | +146,569 | 6.47% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,460,096 | 35,611 | 0.68% | 0.61% | 2 | +137,180 | 10.37% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,122,281 | 27,355 | 0.88% | 0.95% | 3 | -22,177 | -1.94% | Q1 2026 | Apr 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 1,081,896 | 26,387 | 0.41% | 0.23% | 4 | +444,647 | 69.78% | Q1 2026 | Apr 01, 2026 |
| MORGAN STANLEY | History | Added to | 988,796 | 24,116 | 0.0% | 0.0% | 5 | +65,707 | 7.12% | Q1 2026 | May 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 668,895 | 16,314 | 2.37% | 1.8% | 6 | +153,575 | 29.8% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 603,291 | 14,714 | 0.0% | 0.0% | 7 | +189,586 | 45.83% | Q1 2026 | May 04, 2026 |
| PFG Private Wealth Management, LLC | History | New | 492,749 | 12,737 | 5.4% | — | 8 | +492,749 | New | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 403,310 | 9,836 | 0.01% | 0.01% | 9 | +7,367 | 1.86% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 339,188 | 8,270 | 0.0% | 0.0% | 10 | +205,347 | 153.43% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 323,430 | 7,888 | 0.0% | 0.0% | 11 | +16,091 | 5.24% | Q1 2026 | May 11, 2026 |
| Headland Capital, LLC | History | Added to | 312,598 | 7,624 | 2.15% | 2.08% | 12 | +8,710 | 2.87% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 267,449 | 6,523 | 0.01% | 0.01% | 13 | +18,170 | 7.29% | Q1 2026 | May 05, 2026 |
| Probity Advisors, Inc. | History | Added to | 197,074 | 4,806 | 0.76% | 0.56% | 14 | +54,873 | 38.59% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 178,424 | 4,351 | 0.0% | 0.0% | 15 | +7,896 | 4.63% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 156,326 | 3,812 | 0.01% | 0.0% | 16 | +21,971 | 16.35% | Q1 2026 | Apr 27, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 138,531 | 3,378 | 0.95% | 1.01% | 17 | -499 | -0.36% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 136,245 | 3,322 | 0.0% | 0.0% | 18 | +54,525 | 66.72% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 136,120 | 3,319 | 0.0% | 0.0% | 19 | +11,755 | 9.45% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 135,383 | 3,301 | 0.0% | 0.0% | 20 | +27,633 | 25.65% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 127,175 | 3,102 | 0.0% | 0.0% | 21 | +22 | 0.02% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 100,103 | 2,438 | 0.01% | 0.01% | 22 | +20,018 | 25.0% | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 97,677 | 2,382 | 0.33% | 0.29% | 23 | +9,810 | 11.16% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | New | 97,575 | 2,379 | 0.0% | — | 24 | +97,575 | New | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 93,580 | 2,282 | 0.14% | 0.1% | 25 | +23,232 | 33.02% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 92,912 | 2,266 | 0.0% | 0.0% | 26 | +1,666 | 1.83% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 87,769 | 2,140 | 0.1% | 0.12% | 27 | -16,724 | -16.0% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 84,819 | 2,068 | 0.05% | 0.05% | 28 | +2,030 | 2.45% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 65,380 | 1,595 | 0.0% | — | 29 | +65,380 | New | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 63,679 | 1,553 | 0.01% | 0.01% | 30 | +70 | 0.11% | Q1 2026 | May 14, 2026 |
| L2 Asset Management, LLC | History | Added to | 54,099 | 1,319 | 0.13% | 0.16% | 31 | +4,456 | 8.98% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | No change | 50,214 | 1,224 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 45,998 | 1,121 | 0.0% | 0.0% | 33 | +1,749 | 3.95% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Reduced | 34,832 | 849 | 0.0% | 0.0% | 34 | -13 | -0.04% | Q1 2026 | May 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 33,000 | 804 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Reliant Wealth Planning | History | No change | 30,643 | 747 | 0.23% | 0.23% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 29,311 | 714 | 0.01% | 0.01% | 37 | +344 | 1.19% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,971 | 657 | 0.0% | 0.0% | 38 | +1,277 | 4.97% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 25,658 | 625 | 0.02% | — | 39 | +25,658 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,769 | 579 | 0.0% | 0.0% | 40 | +170 | 0.72% | Q1 2026 | May 14, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 23,547 | 574 | 0.31% | 0.29% | 41 | +2,535 | 12.06% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,188 | 565 | 0.0% | — | 42 | +23,188 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 19,302 | 470 | 0.02% | 0.02% | 43 | -32 | -0.17% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 18,976 | 462 | 0.0% | 0.0% | 44 | -3,382 | -15.13% | Q1 2026 | May 14, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 18,609 | 453 | 0.19% | 0.65% | 45 | -37,036 | -66.56% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 18,074 | 440 | 0.01% | 0.01% | 46 | -2,222 | -10.95% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 17,826 | 434 | 0.0% | 0.0% | 47 | -1,071 | -5.67% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Added to | 17,403 | 424 | 0.1% | 0.1% | 48 | +56 | 0.32% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 17,227 | 420 | 0.02% | 0.03% | 49 | -185 | -1.06% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,782 | 409 | 0.0% | 0.0% | 50 | +640 | 3.96% | Q1 2026 | Apr 30, 2026 |
| Jacobi Capital Management LLC | History | Added to | 16,340 | 398 | 0.02% | 0.02% | 51 | +329 | 2.05% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,861 | 387 | 0.0% | 0.0% | 52 | +1,824 | 12.99% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,660 | 357 | 0.0% | — | 53 | +14,660 | New | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 13,944 | 340 | 0.17% | — | 54 | +13,944 | New | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,581 | 331 | 0.0% | 0.0% | 55 | +357 | 2.7% | Q1 2026 | May 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 13,040 | 318 | 0.01% | — | 56 | +13,040 | New | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 11,417 | 278 | 0.02% | 0.02% | 57 | +75 | 0.66% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | No change | 8,920 | 217 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Guidance Point Advisors, LLC | History | New | 8,516 | 207 | 0.05% | — | 60 | +8,516 | New | Q1 2026 | May 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 8,525 | 207 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 8,420 | 205 | 0.0% | — | 61 | +8,420 | New | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,347 | 203 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 5,247 | 127 | 0.0% | 0.0% | 63 | +237 | 4.73% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,104 | 124 | 0.0% | 0.0% | 64 | -1,202 | -19.06% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,173 | 101 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 3,901 | 95 | 0.06% | 0.06% | 66 | -112 | -2.79% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,649 | 88 | 0.0% | — | 67 | +3,649 | New | Q1 2026 | May 01, 2026 |
| CNB Bank | History | Reduced | 3,211 | 78 | 0.03% | 0.03% | 68 | -15 | -0.46% | Q1 2026 | May 06, 2026 |
| Clayton Financial Group LLC | History | Reduced | 2,710 | 66 | 0.03% | 0.03% | 69 | -14 | -0.51% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 2,072 | 50 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | New | 1,989 | 48 | 0.0% | — | 72 | +1,989 | New | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | No change | 2,000 | 48 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Asset Dedication, LLC | History | No change | 1,791 | 43 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,608 | 39 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,427 | 34 | 0.0% | 0.0% | 75 | -272 | -16.01% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,369 | 33 | 0.0% | 0.0% | 76 | +9 | 0.66% | Q1 2026 | May 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 1,120 | 27 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | New | 846 | 20 | 0.0% | — | 78 | +846 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 626 | 15 | 0.0% | 0.12% | 79 | -1,328,335 | -99.95% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 484 | 11 | 0.0% | 0.0% | 80 | -4 | -0.82% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | New | 414 | 10 | 0.0% | — | 81 | +414 | New | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 297 | 7 | 0.0% | 0.0% | 82 | -373 | -55.67% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 283 | 6 | 0.0% | — | 83 | +283 | New | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 162 | 4 | 0.0% | 0.0% | 84 | +1 | 0.62% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 145 | 3 | 0.0% | 0.0% | 85 | -1,410 | -90.68% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,473 | -100.0% | Q1 2026 | May 12, 2026 |
| NovaPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -48,824 | -100.0% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,851 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Partners, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -8,645 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,025 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -837 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -463 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |