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 | No change | 1,849,299 | 46,944 | 0.78% | 0.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 938,069 | 22,549 | 0.38% | 0.38% | 2 | -27,032 | -2.8% | Q3 2026 | Oct 01, 2026 |
| SUMMITRY LLC | History | No change | 878,535 | 22,301 | 0.73% | 0.73% | 3 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 784,592 | 19,916 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 723,444 | 18,364 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 421,822 | 10,707 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 222,302 | 5,643 | 3.46% | 3.46% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 208,648 | 5,296 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 183,785 | 4,665 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Probity Advisors, Inc. | History | No change | 174,395 | 4,426 | 0.63% | 0.63% | 10 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 170,974 | 4,356 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 159,662 | 4,053 | 0.98% | 0.98% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 148,450 | 3,768 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| UBS Group AG | History | No change | 134,267 | 3,408 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 124,529 | 3,161 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 114,247 | 2,900 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 108,728 | 2,759 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 105,033 | 2,666 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 80,546 | 2,044 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 58,292 | 1,479 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 55,149 | 1,399 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 54,886 | 1,393 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Reliant Wealth Planning | History | No change | 52,382 | 1,329 | 0.37% | 0.37% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 51,498 | 1,307 | 0.19% | 0.19% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 50,182 | 1,273 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petros Family Wealth, LLC | History | No change | 44,648 | 1,133 | 0.69% | 0.69% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 43,166 | 1,095 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 38,362 | 973 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 34,635 | 879 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 31,825 | 807 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, LLC | History | No change | 26,125 | 663 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 23,805 | 604 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 21,275 | 540 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 20,802 | 528 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 20,796 | 527 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,060 | 483 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18,941 | 480 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | No change | 14,397 | 362 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Single Point Partners, LLC | History | No change | 13,044 | 331 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jacobi Capital Management LLC | History | No change | 11,472 | 291 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keeler Thomas Management LLC | History | No change | 10,835 | 275 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,790 | 273 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Old Mission Investment Co LLC | History | No change | 10,405 | 264 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 10,095 | 256 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 9,965 | 252 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 9,809 | 249 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 9,123 | 237 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 9,083 | 230 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 8,871 | 225 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 8,551 | 217 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guidance Point Advisors, LLC | History | No change | 8,530 | 216 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bellecapital International Ltd. | History | No change | 5,579 | 141 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CNB Bank | History | No change | 5,054 | 128 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,000 | 101 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,295 | 83 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,839 | 72 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,736 | 69 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | No change | 1,387 | 35 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hyposwiss Advisors SA | History | No change | 1,365 | 34 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Dedication, LLC | History | No change | 1,195 | 30 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CVA Family Office, LLC | History | No change | 583 | 14 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 204 | 5 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |