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 | Reduced | 1,172,885 | 51,841 | 0.06% | 0.07% | 1 | -33 | -0.0% | Q4 2025 | Feb 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 669,077 | 29,573 | 2.82% | 2.72% | 2 | +50,635 | 8.19% | Q4 2025 | Jan 23, 2026 |
| Destination Wealth Management | History | Added to | 499,978 | 22,099 | 0.58% | 0.57% | 3 | +28,158 | 5.97% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 386,905 | 17,106 | 0.02% | 0.03% | 4 | -41,294 | -9.64% | Q4 2025 | Jan 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 221,424 | 9,786 | 0.0% | 0.0% | 5 | -90,309 | -28.97% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 192,951 | 8,528 | 0.15% | 0.14% | 6 | +49,165 | 34.19% | Q4 2025 | Feb 06, 2026 |
| Ethos Capital Management, Inc. | History | New | 184,040 | 8,134 | 7.66% | — | 7 | +184,040 | New | Q4 2025 | Jan 21, 2026 |
| UBS Group AG | History | Added to | 160,061 | 7,074 | 0.0% | 0.0% | 8 | +70,930 | 79.58% | Q4 2025 | Jan 29, 2026 |
| PFG Advisors | History | Reduced | 158,569 | 7,008 | 0.34% | 0.29% | 9 | -2,737 | -1.7% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 115,189 | 5,091 | 0.0% | 0.0% | 10 | +2,046 | 1.81% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 107,718 | 4,761 | 0.0% | 0.0% | 11 | +51,345 | 91.08% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 90,850 | 4,015 | 0.0% | 0.0% | 12 | +17,356 | 23.62% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 85,515 | 3,779 | 0.0% | 0.0% | 13 | +12,003 | 16.33% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 66,662 | 2,946 | 0.0% | 0.0% | 14 | +13,218 | 24.73% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Reduced | 61,370 | 2,712 | 0.04% | 0.04% | 15 | -1,109 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,840 | 2,070 | 0.01% | 0.01% | 16 | +12,679 | 37.12% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 43,039 | 1,902 | 0.0% | — | 17 | +43,039 | New | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 41,269 | 1,824 | 0.12% | 0.11% | 18 | +2,294 | 5.89% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,228 | 1,426 | 0.0% | 0.0% | 19 | -1,197 | -3.58% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 31,637 | 1,398 | 0.0% | — | 20 | +31,637 | New | Q4 2025 | Feb 17, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 26,412 | 1,167 | 0.16% | 0.17% | 21 | +190 | 0.72% | Q4 2025 | Feb 04, 2026 |
| 5T Wealth, LLC | History | Added to | 24,874 | 1,099 | 0.44% | 0.47% | 22 | +486 | 1.99% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,471 | 1,037 | 0.0% | 0.0% | 23 | +142 | 0.61% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,771 | 962 | 0.0% | 0.0% | 24 | +995 | 4.79% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | No change | 11,407 | 504 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rice Partnership, LLC | History | Added to | 10,946 | 483 | 0.07% | 0.06% | 26 | +1,700 | 18.39% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,675 | 471 | 0.0% | 0.0% | 27 | -311 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 9,986 | 441 | 0.35% | 0.31% | 28 | +1,011 | 11.26% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,693 | 340 | 0.0% | 0.0% | 29 | -495 | -6.05% | Q4 2025 | Feb 05, 2026 |
| Charis Legacy Partners, LLC | History | No change | 7,100 | 313 | 0.46% | 0.47% | 30 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,511 | 287 | 0.0% | 0.01% | 31 | -236 | -3.5% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,307 | 278 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,230 | 275 | 0.0% | 0.0% | 33 | -5,982 | -48.98% | Q4 2025 | Feb 12, 2026 |
| JGP Wealth Management, LLC | History | No change | 5,756 | 254 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,087 | 224 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,257 | 99 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,870 | 82 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,314 | 58 | 0.05% | — | 38 | +1,314 | New | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,196 | 52 | 0.0% | — | 39 | +1,196 | New | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 1,008 | 44 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kopp Family Office, LLC | History | No change | 911 | 40 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 900 | 39 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 860 | 38 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 761 | 33 | 0.0% | 0.0% | 44 | +11 | 1.47% | Q4 2025 | Jan 20, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 744 | 32 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Archer Investment Corp | History | No change | 673 | 29 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | No change | 555 | 24 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 22 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 345 | 15 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 195 | 8 | 0.0% | 0.0% | 50 | +3 | 1.56% | Q4 2025 | Mar 16, 2026 |
| CITIGROUP INC | History | No change | 179 | 7 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 153 | 6 | 0.0% | 0.0% | 52 | -5 | -3.16% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 65 | 2 | 0.0% | — | 54 | +65 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49 | 2 | 0.0% | 0.0% | 53 | +1 | 2.08% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Key FInancial Inc | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |