iSHARES TRUST - IBTP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | History | Added to | 1,272,993 | 32,855 | 0.62% | 0.47% | 1 | +313,063 | 32.61% | Q4 2025 | Feb 04, 2026 |
| SUMMITRY LLC | History | Added to | 859,319 | 22,178 | 0.92% | 0.91% | 2 | +26,352 | 3.16% | Q4 2025 | Feb 09, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 716,175 | 18,484 | 0.28% | 0.24% | 3 | +73,471 | 11.43% | Q4 2025 | Jan 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 525,933 | 13,574 | 0.01% | 0.0% | 4 | +427,185 | 432.6% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 467,890 | 12,075 | 0.13% | 0.01% | 5 | +441,311 | 1660.37% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 374,084 | 9,654 | 0.06% | 0.06% | 6 | +6,470 | 1.76% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 346,272 | 8,937 | 0.0% | — | 7 | +346,272 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 234,732 | 6,058 | 3.87% | 3.67% | 8 | +15,687 | 7.16% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 172,964 | 4,464 | 0.01% | 0.01% | 9 | +20,745 | 13.63% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | New | 157,174 | 4,056 | 0.0% | — | 10 | +157,174 | New | Q4 2025 | Feb 13, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 128,645 | 3,320 | 0.99% | 0.98% | 11 | +4,146 | 3.33% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 120,865 | 3,119 | 0.0% | 0.0% | 12 | +20,455 | 20.37% | Q4 2025 | Feb 18, 2026 |
| Probity Advisors, Inc. | History | Added to | 110,486 | 2,851 | 0.46% | 0.43% | 13 | +8,686 | 8.53% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 103,335 | 2,667 | 0.0% | 0.0% | 14 | -1,963 | -1.86% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 76,340 | 1,970 | 0.01% | 0.01% | 15 | +16,065 | 26.65% | Q4 2025 | Feb 17, 2026 |
| Keeler Thomas Management LLC | History | Added to | 63,816 | 1,647 | 0.78% | 0.66% | 16 | +1,400 | 2.24% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 56,274 | 1,452 | 0.0% | 0.01% | 17 | -139,376 | -71.24% | Q4 2025 | Feb 17, 2026 |
| Reliant Wealth Planning | History | Reduced | 52,382 | 1,351 | 0.42% | 0.46% | 18 | -1,928 | -3.55% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 38,835 | 1,002 | 0.0% | 0.0% | 19 | +20,884 | 116.34% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 38,790 | 1,001 | 0.0% | 0.0% | 20 | +10,717 | 38.18% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 36,871 | 951 | 0.02% | 0.03% | 21 | +735 | 2.03% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 36,091 | 931 | 0.0% | 0.0% | 22 | -460,517 | -92.73% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 33,551 | 865 | 0.0% | 0.0% | 23 | -639 | -1.87% | Q4 2025 | Mar 25, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,681 | 766 | 0.0% | 0.0% | 24 | +2,383 | 8.73% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 29,553 | 762 | 0.02% | 0.06% | 25 | -59,958 | -66.98% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,823 | 743 | 0.0% | 0.0% | 26 | -1,498 | -4.94% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 27,413 | 707 | 0.0% | — | 27 | +27,413 | New | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 24,817 | 640 | 0.09% | 0.09% | 28 | +86 | 0.35% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 24,359 | 628 | 0.02% | 0.03% | 29 | -11,037 | -31.18% | Q4 2025 | Jan 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,825 | 537 | 0.0% | 0.0% | 30 | +99 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Petros Family Wealth, LLC | History | Added to | 20,045 | 517 | 0.34% | 0.39% | 31 | +2,289 | 12.89% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,968 | 437 | 0.0% | 0.0% | 32 | +332 | 2.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 16,741 | 432 | 0.0% | 0.0% | 33 | +815 | 5.12% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | New | 14,397 | 371 | 0.01% | — | 34 | +14,397 | New | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | New | 12,329 | 318 | 0.0% | — | 35 | +12,329 | New | Q4 2025 | Jan 29, 2026 |
| Jacobi Capital Management LLC | History | Added to | 11,080 | 285 | 0.02% | 0.02% | 36 | +1,079 | 10.79% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,895 | 255 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 9,137 | 235 | 0.01% | 0.01% | 38 | +120 | 1.33% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | No change | 8,551 | 220 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 8,509 | 219 | 0.0% | — | 40 | +8,509 | New | Q4 2025 | Feb 13, 2026 |
| DEARBORN PARTNERS LLC | History | New | 7,801 | 205 | 0.01% | — | 41 | +7,801 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,840 | 202 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Guidance Point Advisors, LLC | History | New | 7,787 | 200 | 0.05% | — | 43 | +7,787 | New | Q4 2025 | Feb 11, 2026 |
| CNB Bank | History | New | 4,832 | 124 | 0.05% | — | 44 | +4,832 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 4,770 | 123 | 0.0% | 0.0% | 45 | +1,068 | 28.85% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,000 | 103 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mendota Financial Group, LLC | History | No change | 2,192 | 56 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Reduced | 1,971 | 50 | 0.0% | 0.0% | 48 | -1,167 | -37.19% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,839 | 47 | 0.0% | 0.0% | 49 | -103 | -5.3% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,645 | 42 | 0.0% | 0.0% | 50 | +600 | 57.42% | Q4 2025 | Feb 02, 2026 |
| Hyposwiss Advisors SA | History | New | 1,365 | 35 | 0.03% | — | 51 | +1,365 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Added to | 1,037 | 26 | 0.0% | 0.0% | 52 | +17 | 1.67% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | No change | 583 | 15 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -189,477 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,027 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,800 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,019 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,967 | -100.0% | Q3 2025 | Nov 17, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,170 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,052 | -100.0% | Q3 2025 | Nov 18, 2025 |