iSHARES TRUST - IMTB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mariner, LLC | History | Added to | 1,305,450 | 57,204 | 0.07% | 0.06% | 1 | +132,565 | 11.3% | Q1 2026 | May 13, 2026 |
| Destination Wealth Management | History | Added to | 516,269 | 22,622 | 0.59% | 0.58% | 2 | +16,291 | 3.26% | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 465,216 | 20,385 | 1.95% | 2.82% | 3 | -203,861 | -30.47% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 276,482 | 12,096 | 0.02% | 0.02% | 4 | -110,423 | -28.54% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 232,673 | 10,195 | 0.0% | 0.0% | 5 | +124,955 | 116.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 225,696 | 9,889 | 0.0% | 0.0% | 6 | +4,272 | 1.93% | Q1 2026 | May 15, 2026 |
| Ethos Capital Management, Inc. | History | Added to | 220,238 | 9,650 | 8.28% | 7.66% | 7 | +36,198 | 19.67% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 192,951 | 8,528 | 0.15% | 0.15% | 8 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 173,129 | 7,586 | 0.0% | 0.0% | 9 | +82,279 | 90.57% | Q1 2026 | May 06, 2026 |
| PFG Advisors | History | Added to | 161,077 | 7,058 | 0.34% | 0.34% | 10 | +2,508 | 1.58% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 159,535 | 6,990 | 0.0% | 0.0% | 11 | -526 | -0.33% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 118,131 | 5,176 | 0.0% | 0.0% | 12 | +2,942 | 2.55% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 99,390 | 4,355 | 0.0% | 0.0% | 13 | +56,351 | 130.93% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 91,308 | 3,987 | 0.0% | 0.0% | 14 | +5,793 | 6.77% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 72,601 | 3,181 | 0.04% | 0.04% | 15 | +11,231 | 18.3% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 48,027 | 2,104 | 0.01% | 0.01% | 16 | +1,187 | 2.53% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 47,856 | 2,097 | 0.0% | 0.0% | 17 | -18,806 | -28.21% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 46,718 | 2,047 | 0.0% | — | 18 | +46,718 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 43,639 | 1,912 | 0.0% | 0.0% | 19 | +12,002 | 37.94% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 35,194 | 1,544 | 0.0% | 0.0% | 20 | +2,966 | 9.2% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,225 | 1,324 | 0.0% | 0.0% | 21 | +6,754 | 28.78% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 29,778 | 1,304 | 0.09% | 0.12% | 22 | -11,491 | -27.84% | Q1 2026 | Apr 16, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 27,121 | 1,188 | 0.16% | 0.16% | 23 | +709 | 2.68% | Q1 2026 | May 12, 2026 |
| 5T Wealth, LLC | History | Reduced | 24,784 | 1,086 | 0.43% | 0.44% | 24 | -90 | -0.36% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 24,552 | 1,075 | 0.0% | 0.0% | 25 | +2,781 | 12.77% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,049 | 791 | 0.0% | 0.0% | 26 | +10,356 | 134.62% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,956 | 611 | 0.0% | — | 27 | +13,956 | New | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 11,960 | 524 | 0.0% | — | 28 | +11,960 | New | Q1 2026 | May 12, 2026 |
| Rice Partnership, LLC | History | Added to | 11,458 | 502 | 0.07% | 0.07% | 29 | +512 | 4.68% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | No change | 11,407 | 499 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 11,193 | 490 | 0.41% | 0.35% | 31 | +1,207 | 12.09% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,764 | 340 | 0.0% | 0.0% | 32 | -2,911 | -27.27% | Q1 2026 | May 04, 2026 |
| Charis Legacy Partners, LLC | History | No change | 7,100 | 311 | 0.45% | 0.46% | 33 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Betterment LLC | History | New | 6,654 | 292 | 0.0% | — | 34 | +6,654 | New | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,231 | 273 | 0.0% | 0.0% | 35 | -280 | -4.3% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,107 | 267 | 0.0% | 0.0% | 36 | -200 | -3.17% | Q1 2026 | May 13, 2026 |
| JGP Wealth Management, LLC | History | No change | 5,756 | 252 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,087 | 222 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Comprehensive Money Management Services LLC | History | New | 4,785 | 209 | 0.14% | — | 39 | +4,785 | New | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 3,794 | 166 | 0.0% | — | 40 | +3,794 | New | Q1 2026 | May 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,257 | 98 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,746 | 76 | 0.0% | 0.0% | 42 | -124 | -6.63% | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,318 | 57 | 0.05% | 0.05% | 43 | +4 | 0.3% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | No change | 1,008 | 44 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 900 | 39 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kopp Family Office, LLC | History | No change | 911 | 39 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 860 | 37 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 766 | 33 | 0.0% | 0.0% | 48 | +5 | 0.66% | Q1 2026 | Apr 07, 2026 |
| NFSG Corp | History | No change | 744 | 32 | 0.01% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | No change | 673 | 29 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | No change | 555 | 24 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 345 | 15 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 300 | 13 | 0.0% | — | 54 | +300 | New | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 233 | 10 | 0.0% | — | 55 | +233 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 197 | 8 | 0.0% | 0.0% | 56 | +2 | 1.03% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | No change | 179 | 7 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 154 | 6 | 0.0% | 0.0% | 58 | +1 | 0.65% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | New | 91 | 3 | 0.0% | — | 59 | +91 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 49 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,230 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,196 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |