iSHARES TRUST - IBTP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | History | Added to | 1,430,363 | 36,660 | 0.7% | 0.62% | 1 | +157,370 | 12.36% | Q1 2026 | May 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 919,178 | 23,558 | 0.37% | 0.28% | 2 | +203,003 | 28.35% | Q1 2026 | Apr 01, 2026 |
| SUMMITRY LLC | History | Added to | 870,800 | 22,318 | 0.97% | 0.92% | 3 | +11,481 | 1.34% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 566,032 | 14,507 | 0.01% | 0.01% | 4 | +40,099 | 7.62% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 505,968 | 12,967 | 0.13% | 0.13% | 5 | +38,078 | 8.14% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 422,541 | 10,830 | 0.0% | 0.0% | 6 | +76,269 | 22.03% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 384,663 | 9,858 | 0.06% | 0.06% | 7 | +10,579 | 2.83% | Q1 2026 | May 05, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 231,170 | 5,924 | 3.87% | 3.87% | 8 | -3,562 | -1.52% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 193,461 | 4,958 | 0.01% | 0.01% | 9 | +20,497 | 11.85% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 177,618 | 4,550 | 0.0% | — | 10 | +177,618 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 152,953 | 3,920 | 0.0% | 0.0% | 11 | -4,221 | -2.69% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 146,578 | 3,756 | 0.6% | 0.46% | 12 | +36,092 | 32.67% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 132,797 | 3,403 | 0.0% | 0.0% | 13 | +120,468 | 977.11% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 130,222 | 3,337 | 0.0% | 0.0% | 14 | +9,357 | 7.74% | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 128,199 | 3,285 | 0.92% | 0.99% | 15 | -446 | -0.35% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 103,632 | 2,656 | 0.0% | 0.0% | 16 | +297 | 0.29% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 99,390 | 2,547 | 0.0% | — | 17 | +99,390 | New | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 95,160 | 2,437 | 0.01% | 0.01% | 18 | +18,820 | 24.65% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 74,989 | 1,921 | 0.0% | 0.0% | 19 | +45,308 | 152.65% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 58,251 | 1,492 | 0.0% | 0.0% | 20 | +1,977 | 3.51% | Q1 2026 | May 13, 2026 |
| Reliant Wealth Planning | History | No change | 52,382 | 1,342 | 0.41% | 0.42% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 41,635 | 1,067 | 0.0% | 0.0% | 22 | +2,845 | 7.33% | Q1 2026 | May 15, 2026 |
| Petros Family Wealth, LLC | History | Added to | 41,143 | 1,054 | 0.75% | 0.34% | 23 | +21,098 | 105.25% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 40,657 | 1,042 | 0.0% | 0.0% | 24 | +11,834 | 41.06% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 38,819 | 994 | 0.0% | 0.0% | 25 | -16 | -0.04% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 36,874 | 945 | 0.02% | 0.02% | 26 | +3 | 0.01% | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Reduced | 34,470 | 883 | 0.0% | 0.0% | 27 | -1,621 | -4.49% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 31,825 | 815 | 0.0% | 0.0% | 28 | -1,726 | -5.14% | Q1 2026 | May 15, 2026 |
| L2 Asset Management, LLC | History | Added to | 24,972 | 640 | 0.06% | 0.09% | 29 | +155 | 0.62% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 22,091 | 566 | 0.0% | 0.0% | 30 | +13,582 | 159.62% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,008 | 564 | 0.0% | 0.0% | 31 | +5,267 | 31.46% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 20,765 | 535 | 0.0% | 0.0% | 32 | -60 | -0.29% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 20,034 | 513 | 0.03% | 0.01% | 33 | +10,897 | 119.26% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 17,599 | 450 | 0.01% | 0.02% | 34 | -6,760 | -27.75% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,652 | 401 | 0.0% | 0.0% | 35 | -1,316 | -7.76% | Q1 2026 | May 04, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 15,478 | 396 | 0.17% | 0.78% | 36 | -48,338 | -75.75% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | No change | 14,397 | 370 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 11,381 | 291 | 0.02% | 0.02% | 38 | +301 | 2.72% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,350 | 265 | 0.0% | 0.0% | 39 | +455 | 4.6% | Q1 2026 | May 07, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 9,123 | 237 | 0.01% | 0.01% | 40 | +1,322 | 16.95% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | No change | 8,551 | 219 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 8,278 | 212 | 0.05% | 0.05% | 42 | +491 | 6.31% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,840 | 200 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 4,987 | 127 | 0.0% | 0.0% | 44 | +217 | 4.55% | Q1 2026 | Apr 13, 2026 |
| CNB Bank | History | Reduced | 4,810 | 123 | 0.05% | 0.05% | 45 | -22 | -0.46% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,000 | 102 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,727 | 69 | 0.0% | — | 47 | +2,727 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,971 | 50 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,839 | 47 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,486 | 38 | 0.0% | — | 50 | +1,486 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,387 | 35 | 0.0% | 0.0% | 51 | -258 | -15.68% | Q1 2026 | Apr 17, 2026 |
| Hyposwiss Advisors SA | History | No change | 1,365 | 34 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 1,037 | 26 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | No change | 583 | 14 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | New | 268 | 6 | 0.0% | — | 55 | +268 | New | Q1 2026 | Apr 24, 2026 |
| Signature Resources Capital Management, LLC | History | New | 107 | 2 | 0.0% | — | 56 | +107 | New | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -29,553 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,413 | -100.0% | Q1 2026 | May 15, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,192 | -100.0% | Q1 2026 | Apr 16, 2026 |