iSHARES TRUST - IDNA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 493,571 | 16,658 | 0.0% | 0.0% | 1 | +6,799 | 1.4% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 467,003 | 15,761 | 0.0% | 0.0% | 2 | +8,306 | 1.81% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | Reduced | 268,472 | 9,060 | 0.3% | 0.3% | 3 | -1,515 | -0.56% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 114,932 | 3,878 | 0.0% | — | 4 | +114,932 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 111,053 | 3,748 | 0.0% | 0.0% | 5 | -3,278 | -2.87% | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors LLC | History | Added to | 105,302 | 3,553 | 0.34% | 0.32% | 6 | +1,169 | 1.12% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 95,351 | 3,218 | 0.0% | 0.0% | 7 | +70,492 | 283.57% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | New | 90,940 | 3,069 | 0.15% | — | 8 | +90,940 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 88,543 | 2,989 | 0.0% | 0.0% | 9 | +36,690 | 70.76% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 81,337 | 2,745 | 0.0% | 0.0% | 10 | -12,874 | -13.67% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 75,462 | 2,546 | 0.0% | 0.0% | 11 | -1,148 | -1.5% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 71,503 | 2,413 | 0.0% | 0.0% | 12 | -1,039 | -1.43% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | Added to | 38,007 | 1,282 | 0.0% | 0.0% | 13 | +4,908 | 14.83% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 37,305 | 1,259 | 0.03% | 0.02% | 14 | +11,151 | 42.64% | Q2 2026 | Jul 07, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 32,894 | 1,110 | 0.08% | 0.09% | 15 | -3,402 | -9.37% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,651 | 933 | 0.0% | 0.0% | 16 | -17 | -0.06% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,572 | 812 | 0.0% | 0.0% | 17 | +3,956 | 19.19% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 23,177 | 782 | 0.0% | 0.0% | 18 | -416 | -1.76% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,022 | 777 | 0.0% | 0.0% | 19 | +12 | 0.05% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 21,622 | 725 | 0.0% | — | 20 | +21,622 | New | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,463 | 724 | 0.0% | — | 21 | +21,463 | New | Q2 2026 | Sep 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,129 | 679 | 0.0% | 0.0% | 22 | +7,738 | 62.45% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 18,646 | 629 | 0.0% | 0.0% | 23 | +11,464 | 159.62% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 17,680 | 596 | 0.03% | 0.04% | 24 | -3,528 | -16.64% | Q2 2026 | Jul 20, 2026 |
| PRUDENTIAL PLC | History | Added to | 16,800 | 567 | 0.0% | 0.0% | 25 | +700 | 4.35% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,353 | 551 | 0.0% | 0.0% | 26 | +6,715 | 69.67% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,778 | 532 | 0.0% | 0.0% | 27 | +4,620 | 41.41% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 15,642 | 527 | 0.0% | 0.0% | 28 | +321 | 2.1% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,693 | 428 | 0.02% | — | 29 | +12,693 | New | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,096 | 374 | 0.0% | — | 30 | +11,096 | New | Q2 2026 | Aug 11, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | New | 9,956 | 336 | 0.06% | — | 31 | +9,956 | New | Q2 2026 | Aug 14, 2026 |
| Opes Wealth Management LLC | History | No change | 10,945 | 317 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | New | 8,379 | 282 | 0.0% | — | 33 | +8,379 | New | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,224 | 277 | 0.02% | 0.02% | 34 | +28 | 0.34% | Q2 2026 | Jul 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,867 | 265 | 0.0% | 0.0% | 35 | +32 | 0.41% | Q2 2026 | Aug 06, 2026 |
| Banco Santander, S.A. | History | No change | 7,560 | 255 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATAURO, LLC | History | Added to | 7,447 | 251 | 0.03% | 0.03% | 37 | +30 | 0.4% | Q2 2026 | Jul 21, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 6,852 | 231 | 0.01% | 0.01% | 38 | -524 | -7.1% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 6,658 | 224 | 0.0% | — | 39 | +6,658 | New | Q2 2026 | Jul 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 5,947 | 200 | 0.0% | — | 40 | +5,947 | New | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,189 | 175 | 0.0% | 0.0% | 41 | +1,699 | 48.68% | Q2 2026 | Aug 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 2,192 | 73 | 0.05% | — | 42 | +2,192 | New | Q2 2026 | Aug 05, 2026 |
| Tidemark, LLC | History | Added to | 1,407 | 47 | 0.01% | 0.01% | 43 | +18 | 1.3% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 897 | 30 | 0.0% | 0.0% | 44 | +611 | 213.64% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Reduced | 910 | 30 | 0.01% | 0.01% | 45 | -7 | -0.76% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,000 | 29 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | No change | 750 | 25 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pacific Center for Financial Services | History | Added to | 555 | 18 | 0.0% | 0.0% | 49 | +2 | 0.36% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 550 | 18 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 500 | 16 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 10 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Added to | 291 | 9 | 0.0% | 0.0% | 54 | +231 | 385.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 291 | 9 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 275 | 9 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 248 | 8 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 257 | 8 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 166 | 5 | 0.0% | 0.0% | 58 | +1 | 0.61% | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 135 | 4 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | Reduced | 94 | 3 | 0.0% | 0.0% | 60 | -86 | -47.78% | Q2 2026 | Aug 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 33 | 1 | 0.0% | — | 65 | +33 | New | Q2 2026 | Jul 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 40 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,301 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,412 | -100.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,413 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2 | 0 | — | 0.0% | — | -293 | -99.32% | Q2 2026 | Aug 14, 2026 |
| CFG Wealth Management Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |