iSHARES TRUST - ICOP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | History | No change | 784,271 | 34,751 | 0.39% | 0.34% | 1 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 161,238 | 7,144 | 0.57% | 0.54% | 2 | +2,422 | 1.53% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 94,257 | 4,176 | 0.0% | 0.0% | 3 | +85,754 | 1008.51% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 79,423 | 3,519 | 0.0% | 0.0% | 4 | +56,910 | 252.79% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 38,580 | 1,709 | 0.0% | 0.0% | 5 | -1,415 | -3.54% | Q4 2025 | Feb 17, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 30,010 | 1,329 | 0.02% | 0.01% | 6 | +20,710 | 222.69% | Q4 2025 | Jan 15, 2026 |
| Kera Capital Partners, Inc. | History | New | 24,448 | 1,248 | 0.15% | — | 7 | +24,448 | New | Q4 2025 | Feb 23, 2026 |
| MARSHALL WACE, LLP | History | New | 27,995 | 1,240 | 0.0% | — | 8 | +27,995 | New | Q4 2025 | Feb 13, 2026 |
| Purpose Unlimited Inc. | History | New | 22,477 | 995 | 0.05% | — | 9 | +22,477 | New | Q4 2025 | Mar 20, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 20,337 | 901 | 0.01% | 0.01% | 10 | -10,001 | -32.97% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 18,050 | 799 | 0.02% | 0.02% | 11 | +15 | 0.08% | Q4 2025 | Jan 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 13,669 | 640 | 0.06% | 0.07% | 12 | -2,354 | -14.69% | Q4 2025 | Jan 12, 2026 |
| Western Wealth Management, LLC | History | New | 12,190 | 540 | 0.02% | — | 13 | +12,190 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 11,837 | 524 | 0.0% | — | 14 | +11,837 | New | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | New | 11,572 | 512 | 0.01% | — | 15 | +11,572 | New | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 11,550 | 511 | 0.0% | 0.0% | 16 | +3,900 | 50.98% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,897 | 438 | 0.0% | — | 17 | +9,897 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 8,554 | 379 | 0.0% | — | 18 | +8,554 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 8,016 | 355 | 0.02% | 0.01% | 19 | +6,005 | 298.61% | Q4 2025 | Feb 20, 2026 |
| GTS SECURITIES LLC | History | New | 7,346 | 325 | 0.01% | — | 20 | +7,346 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,353 | 325 | 0.0% | 0.0% | 21 | -881 | -10.7% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 6,481 | 289 | 0.0% | — | 22 | +6,481 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,129 | 271 | 0.0% | — | 23 | +6,129 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | New | 5,526 | 244 | 0.01% | — | 24 | +5,526 | New | Q4 2025 | Feb 10, 2026 |
| Allie Family Office LLC | History | No change | 5,465 | 242 | 0.11% | 0.1% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 5,000 | 221 | 0.0% | — | 26 | +5,000 | New | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,770 | 211 | 0.0% | — | 28 | +4,770 | New | Q4 2025 | Feb 10, 2026 |
| SLT Holdings LLC | History | New | 4,770 | 211 | 0.14% | — | 29 | +4,770 | New | Q4 2025 | Feb 09, 2026 |
| Rehmann Capital Advisory Group | History | New | 4,766 | 211 | 0.01% | — | 27 | +4,766 | New | Q4 2025 | Mar 04, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,824 | 169 | 0.0% | — | 30 | +3,824 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,334 | 59 | 0.0% | 0.0% | 31 | +794 | 147.04% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | New | 653 | 28 | 0.0% | — | 32 | +653 | New | Q4 2025 | Jan 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 605 | 26 | 0.0% | — | 34 | +605 | New | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | No change | 600 | 26 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 535 | 23 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 507 | 22 | 0.0% | — | 37 | +507 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 500 | 22 | 0.0% | — | 36 | +500 | New | Q4 2025 | Jan 26, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 480 | 21 | 0.01% | 0.0% | 38 | +7 | 1.48% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | New | 400 | 18 | 0.0% | — | 39 | +400 | New | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | No change | 400 | 17 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 285 | 12 | 0.0% | — | 41 | +285 | New | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | New | 228 | 10 | 0.0% | — | 42 | +228 | New | Q4 2025 | Feb 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 150 | 6 | 0.0% | — | 43 | +150 | New | Q4 2025 | Feb 17, 2026 |
| New Millennium Group LLC | History | Reduced | 125 | 5 | 0.0% | 0.0% | 44 | -121 | -49.19% | Q4 2025 | Feb 06, 2026 |
| JDM Financial Group LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -599 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| CURIO WEALTH, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 11, 2026 |