iSHARES TRUST - ILTB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,158,603 | 107,280 | 0.01% | 0.01% | 1 | +342,568 | 18.86% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 1,221,142 | 60,689 | 0.35% | 0.35% | 2 | +137,165 | 12.65% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 429,623 | 21,349 | 0.0% | 0.0% | 3 | +159,738 | 59.19% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 242,795 | 12,066 | 0.42% | 0.43% | 4 | +5,424 | 2.29% | Q4 2025 | Jan 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 238,334 | 11,845 | 2.28% | 2.38% | 5 | -3,880 | -1.6% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 196,248 | 9,753 | 0.0% | 0.0% | 6 | +11,019 | 5.95% | Q4 2025 | Feb 12, 2026 |
| Verde Capital Management | History | Reduced | 182,491 | 9,069 | 1.93% | 2.05% | 7 | -438 | -0.24% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 173,551 | 8,625 | 0.0% | 0.0% | 8 | -23,476 | -11.92% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 171,518 | 8,524 | 0.0% | 0.0% | 9 | +51,786 | 43.25% | Q4 2025 | Jan 29, 2026 |
| Independent Wealth Network Inc. | History | Added to | 124,108 | 6,168 | 1.88% | 1.84% | 10 | +10,458 | 9.2% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 123,908 | 6,158 | 0.0% | 0.0% | 11 | +6,278 | 5.34% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 114,432 | 5,687 | 0.0% | 0.0% | 12 | +9,312 | 8.86% | Q4 2025 | Feb 11, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 111,263 | 5,529 | 1.43% | 1.52% | 13 | -1,730 | -1.53% | Q4 2025 | Jan 20, 2026 |
| Cetera Investment Advisers | History | Added to | 107,356 | 5,335 | 0.01% | 0.01% | 14 | +4,081 | 3.95% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 84,840 | 4,216 | 0.0% | 0.0% | 15 | +11,221 | 15.24% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 83,952 | 4,172 | 0.26% | 0.26% | 16 | +7,866 | 10.34% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | New | 72,046 | 3,580 | 0.07% | — | 17 | +72,046 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 68,423 | 3,400 | 0.08% | 0.08% | 18 | +2,309 | 3.49% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 68,357 | 3,397 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 59,303 | 2,947 | 0.48% | 0.45% | 20 | +5,257 | 9.73% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 55,258 | 2,746 | 0.0% | 0.0% | 21 | -14,965 | -21.31% | Q4 2025 | Feb 18, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 54,118 | 2,696 | 2.02% | 0.21% | 22 | +48,918 | 940.73% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 46,249 | 2,298 | 0.01% | 0.01% | 23 | +3,530 | 8.26% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 41,406 | 2,058 | 0.0% | — | 24 | +41,406 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 39,664 | 1,971 | 0.0% | 0.0% | 25 | +15,232 | 62.34% | Q4 2025 | Feb 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 38,594 | 1,918 | 0.65% | 0.66% | 26 | -442 | -1.13% | Q4 2025 | Jan 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 36,733 | 1,826 | 0.03% | 0.03% | 27 | -965 | -2.56% | Q4 2025 | Feb 09, 2026 |
| Mach-1 Financial Group, LLC | History | New | 35,080 | 1,743 | 0.36% | — | 28 | +35,080 | New | Q4 2025 | Feb 06, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 35,048 | 1,741 | 0.19% | 0.22% | 29 | -1,420 | -3.89% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 32,287 | 1,613 | 0.08% | 0.0% | 30 | +31,830 | 6964.99% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | New | 32,205 | 1,600 | 0.0% | — | 31 | +32,205 | New | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 29,056 | 1,444 | 0.0% | 0.0% | 32 | -13,546 | -31.8% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 24,628 | 1,223 | 0.0% | 0.0% | 33 | -129 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 24,291 | 1,207 | 0.28% | 0.32% | 34 | -1,208 | -4.74% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 24,224 | 1,204 | 0.0% | 0.0% | 35 | +93 | 0.39% | Q4 2025 | Feb 12, 2026 |
| Cresta Advisors, Ltd. | History | No change | 22,570 | 1,121 | 0.47% | 0.51% | 36 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,921 | 1,039 | 0.0% | 0.0% | 37 | +3,010 | 16.81% | Q4 2025 | Feb 13, 2026 |
| Veratis Advisors, Inc. | History | New | 19,977 | 1,015 | 0.8% | — | 38 | +19,977 | New | Q4 2025 | Feb 18, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 19,067 | 947 | 0.17% | 0.22% | 39 | -5,230 | -21.53% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | New | 17,881 | 888 | 0.0% | — | 40 | +17,881 | New | Q4 2025 | Jan 29, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 17,704 | 879 | 0.18% | 0.08% | 41 | +9,599 | 118.43% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,194 | 854 | 0.01% | 0.01% | 42 | +3,253 | 23.33% | Q4 2025 | Feb 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 16,535 | 821 | 0.21% | 0.24% | 43 | -2,721 | -14.13% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 13,894 | 690 | 0.02% | 0.01% | 44 | -590 | -4.07% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,928 | 642 | 0.0% | 0.0% | 45 | -120,344 | -90.3% | Q4 2025 | Feb 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 10,170 | 505 | 0.22% | 0.23% | 46 | +1 | 0.01% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,678 | 480 | 0.0% | 0.0% | 47 | +4,854 | 100.62% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,232 | 459 | 0.0% | 0.0% | 48 | -122 | -1.3% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 9,232 | 458 | 0.0% | — | 49 | +9,232 | New | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,190 | 456 | 0.03% | 0.04% | 50 | -1,375 | -13.01% | Q4 2025 | Feb 03, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,097 | 452 | 0.09% | 0.1% | 51 | +373 | 4.28% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,705 | 432 | 0.0% | 0.0% | 52 | -1,017 | -10.46% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,523 | 423 | 0.0% | 0.0% | 53 | +2,204 | 34.88% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Reduced | 7,314 | 364 | 0.05% | 0.06% | 54 | -86 | -1.16% | Q4 2025 | Feb 04, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,765 | 336 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 6,070 | 301 | 0.02% | — | 56 | +6,070 | New | Q4 2025 | Mar 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,415 | 269 | 0.01% | 0.01% | 57 | -2,694 | -33.22% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,048 | 250 | 0.0% | 0.01% | 58 | -156 | -3.0% | Q4 2025 | Feb 06, 2026 |
| Winter & Associates, Inc. | History | New | 4,812 | 239 | 0.22% | — | 60 | +4,812 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,811 | 239 | 0.0% | 0.01% | 59 | -4,368 | -47.59% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 5,515 | 234 | 0.0% | 0.0% | 61 | +616 | 12.57% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 3,915 | 194 | 0.0% | 0.0% | 62 | +2,024 | 107.03% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 3,499 | 173 | 0.0% | 0.01% | 63 | -3,684 | -51.29% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 3,293 | 163 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,741 | 86 | 0.01% | 0.01% | 65 | +28 | 1.63% | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,550 | 77 | 0.0% | 0.01% | 66 | -4,843 | -75.75% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,220 | 60 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 1,140 | 57 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,133 | 56 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 960 | 47 | 0.0% | 0.0% | 70 | +235 | 32.41% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | Added to | 421 | 20 | 0.0% | 0.0% | 71 | +33 | 8.51% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 385 | 19 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | No change | 208 | 10 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | No change | 193 | 9 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Retirement Wealth Solutions LLC | History | New | 153 | 7 | 0.0% | — | 77 | +153 | New | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | No change | 144 | 7 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 87 | 4 | 0.0% | — | 79 | +87 | New | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Reduced | 87 | 4 | 0.0% | 0.0% | 78 | -13 | -13.0% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | No change | 46 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 27 | 1 | 0.0% | 1.04% | 81 | -33,610 | -99.92% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,174 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vantage Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,902 | -100.0% | Q3 2025 | Nov 05, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,899 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,979 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,979 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -2,030 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,408 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Allworth Financial LP | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CoreCap Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 13, 2026 |
| Quent Capital, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| American Wealth Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |