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 | 2,166,774 | 106,128 | 0.01% | 0.01% | 1 | +8,171 | 0.38% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 1,302,828 | 63,812 | 0.35% | 0.35% | 2 | +81,686 | 6.69% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 541,061 | 26,502 | 0.01% | 0.0% | 3 | +111,438 | 25.94% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 254,176 | 12,449 | 0.45% | 0.42% | 4 | +11,381 | 4.69% | Q1 2026 | Apr 14, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 253,473 | 12,415 | 6.0% | — | 5 | +253,473 | New | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 243,947 | 11,948 | 2.34% | 2.28% | 6 | +5,613 | 2.36% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Added to | 205,417 | 10,061 | 0.0% | 0.0% | 7 | +9,169 | 4.67% | Q1 2026 | May 13, 2026 |
| Verde Capital Management | History | Reduced | 174,574 | 8,550 | 1.83% | 1.93% | 8 | -7,917 | -4.34% | Q1 2026 | Apr 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 171,250 | 8,387 | 0.0% | 0.0% | 9 | -2,301 | -1.33% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 170,277 | 8,340 | 0.0% | 0.0% | 10 | -1,241 | -0.72% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 133,533 | 6,540 | 0.0% | 0.0% | 11 | +19,101 | 16.69% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 122,798 | 6,014 | 0.0% | 0.0% | 12 | -1,110 | -0.9% | Q1 2026 | May 15, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 105,011 | 5,143 | 1.35% | 1.43% | 13 | -6,252 | -5.62% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 91,731 | 4,492 | 0.07% | 0.07% | 14 | +19,685 | 27.32% | Q1 2026 | May 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 83,439 | 4,086 | 0.25% | 0.26% | 15 | -513 | -0.61% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 82,465 | 4,039 | 0.0% | 0.01% | 16 | -24,891 | -23.19% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 76,487 | 3,746 | 0.0% | 0.0% | 17 | -8,353 | -9.85% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 71,940 | 3,523 | 0.08% | 0.08% | 18 | +3,517 | 5.14% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 68,357 | 3,348 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 65,719 | 3,218 | 0.54% | 0.48% | 20 | +6,416 | 10.82% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 55,990 | 2,703 | 0.0% | 0.0% | 21 | +16,326 | 41.16% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 49,505 | 2,424 | 0.0% | 0.0% | 22 | -5,753 | -10.41% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 47,846 | 2,343 | 0.01% | 0.01% | 23 | +1,597 | 3.45% | Q1 2026 | May 05, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 46,858 | 2,295 | 0.68% | 1.88% | 24 | -77,250 | -62.24% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 38,924 | 1,933 | 0.01% | 0.01% | 25 | +21,730 | 126.38% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 38,905 | 1,905 | 0.0% | — | 26 | +38,905 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 39,008 | 1,904 | 0.09% | 0.08% | 27 | +6,721 | 20.82% | Q1 2026 | Apr 27, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 37,538 | 1,838 | 0.66% | 0.65% | 28 | -1,056 | -2.74% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 34,955 | 1,713 | 0.0% | 0.0% | 29 | -6,451 | -15.58% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 33,679 | 1,650 | 0.03% | 0.03% | 30 | -3,054 | -8.31% | Q1 2026 | Apr 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 30,439 | 1,488 | 0.0% | — | 31 | +30,439 | New | Q1 2026 | May 01, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 29,807 | 1,459 | 0.16% | 0.19% | 32 | -5,241 | -14.95% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 25,422 | 1,245 | 0.0% | 0.0% | 33 | +1,198 | 4.95% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,584 | 1,150 | 0.0% | 0.0% | 34 | -1,044 | -4.24% | Q1 2026 | May 13, 2026 |
| Cresta Advisors, Ltd. | History | No change | 22,570 | 1,105 | 0.45% | 0.47% | 35 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 21,108 | 1,033 | 0.26% | 0.28% | 36 | -3,183 | -13.1% | Q1 2026 | Apr 30, 2026 |
| Veratis Advisors, Inc. | History | No change | 19,977 | 1,015 | 0.8% | 0.8% | 37 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,992 | 979 | 0.0% | 0.0% | 38 | -929 | -4.44% | Q1 2026 | May 04, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 16,894 | 827 | 0.13% | 0.17% | 39 | -2,173 | -11.4% | Q1 2026 | Apr 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 15,193 | 744 | 0.21% | 0.21% | 40 | -1,342 | -8.12% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,880 | 679 | 0.0% | 0.0% | 41 | +952 | 7.36% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 11,517 | 560 | 0.01% | — | 42 | +11,517 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,133 | 545 | 0.0% | 0.0% | 43 | +1,455 | 15.03% | Q1 2026 | Apr 27, 2026 |
| Latitude Advisors, LLC | History | Reduced | 10,150 | 497 | 0.23% | 0.22% | 44 | -20 | -0.2% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,907 | 485 | 0.0% | 0.0% | 45 | +675 | 7.31% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,247 | 452 | 0.09% | 0.09% | 46 | +150 | 1.65% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,012 | 441 | 0.0% | 0.0% | 47 | +307 | 3.53% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,226 | 402 | 0.0% | 0.0% | 48 | -9,655 | -54.0% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,850 | 384 | 0.0% | 0.0% | 49 | -673 | -7.9% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | New | 7,074 | 346 | 0.03% | — | 50 | +7,074 | New | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | New | 6,935 | 339 | 0.0% | — | 51 | +6,935 | New | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,765 | 331 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6,234 | 305 | 0.01% | 0.01% | 53 | +819 | 15.12% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | Reduced | 6,209 | 304 | 0.05% | 0.05% | 54 | -1,105 | -15.11% | Q1 2026 | Apr 27, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 6,110 | 302 | 0.22% | 2.02% | 55 | -48,008 | -88.71% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,048 | 250 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,819 | 236 | 0.0% | 0.0% | 57 | +8 | 0.17% | Q1 2026 | May 13, 2026 |
| Winter & Associates, Inc. | History | Added to | 4,819 | 236 | 0.21% | 0.22% | 58 | +7 | 0.15% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Reduced | 4,599 | 225 | 0.0% | 0.0% | 59 | -916 | -16.61% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,597 | 224 | 0.02% | 0.03% | 60 | -4,593 | -49.98% | Q1 2026 | May 01, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 4,549 | 222 | 0.04% | 0.18% | 61 | -13,155 | -74.31% | Q1 2026 | Apr 21, 2026 |
| PlanVest Financial, Inc | History | New | 3,500 | 171 | 0.13% | — | 62 | +3,500 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 3,293 | 163 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,293 | 161 | 0.0% | — | 64 | +3,293 | New | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Reduced | 2,817 | 137 | 0.0% | 0.0% | 65 | -1,098 | -28.05% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,755 | 85 | 0.01% | 0.01% | 66 | +14 | 0.8% | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Reduced | 1,706 | 83 | 0.01% | 0.02% | 67 | -4,364 | -71.89% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,562 | 76 | 0.0% | 0.0% | 68 | +12 | 0.77% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,220 | 59 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 1,140 | 55 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,133 | 55 | 0.02% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 1,043 | 51 | 0.0% | 0.0% | 72 | +83 | 8.65% | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 444 | 21 | 0.02% | 0.0% | 73 | +408 | 1133.33% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 385 | 18 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 285 | 13 | 0.0% | — | 75 | +285 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | No change | 208 | 10 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | No change | 193 | 9 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 144 | 7 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 87 | 4 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 46 | 2 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 33 | 1 | 0.0% | — | 82 | +33 | New | Q1 2026 | May 08, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -35,080 | -100.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,205 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,056 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,894 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,232 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,499 | -100.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -421 | -100.0% | Q1 2026 | May 19, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -82 | -94.25% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |