iSHARES TRUST - IBTQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | History | No change | 1,023,757 | 25,680 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMITRY LLC | History | No change | 1,018,921 | 25,559 | 0.84% | 0.84% | 2 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 968,696 | 24,299 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,019,464 | 24,087 | 0.4% | 0.41% | 4 | -25,084 | -2.4% | Q3 2026 | Oct 01, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 775,439 | 19,451 | 0.32% | 0.32% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 298,976 | 7,499 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 200,933 | 5,040 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Probity Advisors, Inc. | History | No change | 177,711 | 4,457 | 0.64% | 0.64% | 8 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 158,478 | 3,986 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 157,881 | 3,960 | 0.96% | 0.96% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 136,155 | 3,415 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 118,518 | 2,973 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 108,778 | 2,727 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 72,516 | 1,819 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 62,095 | 1,557 | 0.95% | 0.95% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 58,304 | 1,462 | 0.21% | 0.21% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| L2 Asset Management, LLC | History | No change | 53,430 | 1,340 | 0.14% | 0.14% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 48,272 | 1,210 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 42,294 | 1,060 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 36,413 | 913 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 35,319 | 885 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 34,678 | 869 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 25,798 | 647 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,912 | 549 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 17,910 | 449 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 14,320 | 359 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 14,061 | 352 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Reliant Wealth Planning | History | No change | 13,818 | 346 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Single Point Partners, LLC | History | No change | 13,219 | 331 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | No change | 11,917 | 298 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 11,150 | 279 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 10,402 | 260 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parcion Private Wealth LLC | History | No change | 9,943 | 249 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 9,403 | 235 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 9,204 | 230 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 8,870 | 222 | 0.21% | 0.21% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 8,570 | 214 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | No change | 8,367 | 209 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CNB Bank | History | No change | 6,049 | 151 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,000 | 100 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,438 | 86 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,346 | 83 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,771 | 69 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 25 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 955 | 23 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 887 | 22 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | No change | 800 | 20 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |