iSHARES TRUST - ILTB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,464,429 | 121,375 | 0.01% | 0.01% | 1 | +297,655 | 13.74% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 1,443,080 | 71,072 | 0.33% | 0.35% | 2 | +140,252 | 10.77% | Q2 2026 | Aug 03, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | Added to | 280,658 | 13,822 | 5.83% | 6.0% | 3 | +27,185 | 10.73% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 247,673 | 12,198 | 0.18% | 0.07% | 4 | +155,942 | 170.0% | Q2 2026 | Aug 10, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 245,120 | 12,072 | 2.08% | 2.34% | 5 | +1,173 | 0.48% | Q2 2026 | Jul 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 242,710 | 11,953 | 0.0% | — | 6 | +242,710 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 230,132 | 11,334 | 0.0% | 0.01% | 7 | -310,929 | -57.47% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 217,279 | 10,701 | 0.0% | 0.0% | 8 | +11,862 | 5.77% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 171,293 | 8,436 | 0.0% | 0.0% | 9 | +1,016 | 0.6% | Q2 2026 | Aug 13, 2026 |
| Verde Capital Management | History | Reduced | 154,947 | 7,631 | 1.41% | 1.83% | 10 | -19,627 | -11.24% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 151,963 | 7,484 | 0.0% | 0.0% | 11 | -19,287 | -11.26% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 149,612 | 7,368 | 0.26% | — | 12 | +149,612 | New | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Added to | 126,550 | 6,232 | 0.0% | 0.0% | 13 | +3,752 | 3.06% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 123,830 | 6,098 | 0.0% | 0.0% | 14 | -9,703 | -7.27% | Q2 2026 | Aug 07, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 110,478 | 5,441 | 1.29% | 1.35% | 15 | +5,467 | 5.21% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | Added to | 88,620 | 4,364 | 0.0% | 0.0% | 16 | +6,155 | 7.46% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 85,430 | 4,207 | 0.0% | 0.0% | 17 | +8,943 | 11.69% | Q2 2026 | Sep 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 77,588 | 3,821 | 0.18% | 0.25% | 18 | -5,851 | -7.01% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 75,082 | 3,697 | 0.08% | 0.08% | 19 | +3,142 | 4.37% | Q2 2026 | Aug 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 68,757 | 3,386 | 0.53% | 0.54% | 20 | +3,038 | 4.62% | Q2 2026 | Jul 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 68,357 | 3,366 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 66,413 | 3,295 | 0.0% | 0.0% | 22 | +10,423 | 18.62% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 50,619 | 2,493 | 0.0% | 0.0% | 23 | +1,114 | 2.25% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 47,187 | 2,324 | 0.59% | 0.68% | 24 | +329 | 0.7% | Q2 2026 | Jul 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 46,637 | 2,296 | 0.1% | 0.09% | 25 | +7,629 | 19.56% | Q2 2026 | Jul 20, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 44,692 | 2,201 | 0.0% | 0.01% | 26 | -3,154 | -6.59% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,691 | 2,151 | 0.01% | 0.01% | 27 | +4,767 | 12.25% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 39,869 | 1,963 | 0.0% | — | 28 | +39,869 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 37,031 | 1,823 | 0.0% | 0.0% | 29 | +23,151 | 166.79% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 33,388 | 1,644 | 0.0% | 0.0% | 30 | +7,966 | 31.34% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 33,228 | 1,637 | 0.02% | 0.03% | 31 | -451 | -1.34% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 31,747 | 1,564 | 0.0% | 0.0% | 32 | -3,208 | -9.18% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 29,671 | 1,461 | 0.13% | 0.16% | 33 | -136 | -0.46% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 23,577 | 1,161 | 0.01% | — | 34 | +23,577 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,084 | 1,147 | 0.0% | 0.0% | 35 | -500 | -2.12% | Q2 2026 | Aug 12, 2026 |
| Veratis Advisors, Inc. | History | New | 22,756 | 1,120 | 0.79% | — | 36 | +22,756 | New | Q2 2026 | Aug 13, 2026 |
| Cresta Advisors, Ltd. | History | No change | 22,570 | 1,111 | 0.4% | 0.45% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 21,505 | 1,059 | 0.0% | 0.0% | 38 | +1,513 | 7.57% | Q2 2026 | Aug 07, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 15,810 | 778 | 0.11% | 0.13% | 39 | -1,084 | -6.42% | Q2 2026 | Aug 03, 2026 |
| VestGen Advisors, LLC | History | Added to | 15,442 | 760 | 0.02% | 0.01% | 40 | +3,925 | 34.08% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 15,356 | 756 | 0.01% | — | 41 | +15,356 | New | Q2 2026 | Jul 21, 2026 |
| Level Financial Advisors | History | New | 15,014 | 739 | 0.17% | — | 42 | +15,014 | New | Q2 2026 | Jul 15, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 14,303 | 704 | 0.16% | 0.21% | 43 | -890 | -5.86% | Q2 2026 | Aug 13, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 12,939 | 637 | 0.58% | — | 44 | +12,939 | New | Q2 2026 | Aug 03, 2026 |
| Latitude Advisors, LLC | History | No change | 10,150 | 499 | 0.2% | 0.23% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,513 | 468 | 0.08% | 0.09% | 46 | +266 | 2.88% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,204 | 453 | 0.0% | 0.0% | 47 | +192 | 2.13% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,171 | 451 | 0.0% | 0.0% | 48 | -1,962 | -17.62% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,041 | 445 | 0.0% | 0.0% | 49 | -866 | -8.74% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,473 | 409 | 0.0% | — | 51 | +8,473 | New | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,317 | 409 | 0.0% | 0.0% | 50 | +467 | 5.95% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,007 | 345 | 0.0% | 0.0% | 52 | -1,219 | -14.82% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 6,537 | 321 | 0.09% | 0.26% | 53 | -14,571 | -69.03% | Q2 2026 | Aug 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6,414 | 315 | 0.01% | 0.01% | 54 | +180 | 2.89% | Q2 2026 | Aug 04, 2026 |
| TSFG, LLC | History | Reduced | 5,791 | 285 | 0.04% | 0.05% | 55 | -418 | -6.73% | Q2 2026 | Jul 23, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 4,839 | 238 | 0.17% | 0.22% | 56 | -1,271 | -20.8% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,701 | 231 | 0.0% | 0.0% | 57 | -2,234 | -32.21% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,601 | 224 | 0.01% | 0.02% | 58 | +4 | 0.09% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 4,295 | 211 | 0.0% | — | 59 | +4,295 | New | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,293 | 162 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Added to | 3,166 | 155 | 0.0% | 0.0% | 61 | +349 | 12.39% | Q2 2026 | Aug 03, 2026 |
| PlanVest Financial, Inc | History | Reduced | 2,362 | 116 | 0.08% | 0.13% | 62 | -1,138 | -32.51% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 1,669 | 82 | 0.01% | 0.01% | 63 | -86 | -4.9% | Q2 2026 | Jul 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,220 | 60 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 1,140 | 55 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,133 | 55 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 1,043 | 51 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 766 | 37 | 0.0% | 0.0% | 68 | -796 | -50.96% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | Reduced | 745 | 36 | 0.0% | 0.01% | 69 | -961 | -56.33% | Q2 2026 | Aug 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 530 | 26 | 0.02% | 0.02% | 70 | +86 | 19.37% | Q2 2026 | Jul 24, 2026 |
| Guardian Partners Inc. | History | New | 280 | 13 | 0.0% | — | 72 | +280 | New | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | New | 272 | 13 | 0.0% | — | 71 | +272 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 208 | 10 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crews Bank & Trust | History | No change | 193 | 9 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arax Advisory Partners | History | New | 174 | 8 | 0.0% | — | 76 | +174 | New | Q2 2026 | Aug 10, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 76 | 3 | 0.0% | 0.66% | 77 | -37,462 | -99.8% | Q2 2026 | Aug 07, 2026 |
| Oakmont Advisory Group, LLC | History | New | 78 | 3 | 0.0% | — | 78 | +78 | New | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 46 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 33 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.45% | — | -254,176 | -100.0% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,905 | -100.0% | Q2 2026 | Sep 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -30,439 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,074 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,765 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,819 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Winter & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -4,819 | -100.0% | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,599 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,549 | -100.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 06, 2026 |
| BLUELINE ADVISORS LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quent Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |