iSHARES TRUST - INDY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 1,898,380 | 93,571 | 0.0% | 0.0% | 1 | -40,839 | -2.11% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 258,207 | 12,727 | 0.0% | 0.0% | 2 | -58,728 | -18.53% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 163,901 | 8,078 | 0.0% | 0.0% | 3 | +14,663 | 9.83% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 149,395 | 7,363 | 0.0% | 0.0% | 4 | -5,201 | -3.36% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 136,859 | 6,745 | 0.0% | 0.0% | 5 | -11,687 | -7.87% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 136,444 | 6,725 | 0.1% | 0.11% | 6 | +734 | 0.54% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 134,983 | 6,653 | 0.0% | 0.0% | 7 | +117,641 | 678.36% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 111,909 | 5,516 | 0.0% | — | 8 | +111,909 | New | Q4 2025 | Feb 17, 2026 |
| Cypress Capital Group | History | Added to | 65,905 | 3,248 | 0.36% | 0.4% | 9 | +655 | 1.0% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 64,199 | 3,164 | 0.07% | 0.01% | 10 | +53,729 | 513.17% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 51,090 | 2,518 | 0.0% | — | 11 | +51,090 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 43,523 | 2,145 | 0.0% | 0.0% | 12 | -73,939 | -62.95% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 37,065 | 1,826 | 0.0% | 0.0% | 13 | +2,986 | 8.76% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 30,049 | 1,481 | 0.0% | 0.0% | 14 | +3,869 | 14.78% | Q4 2025 | Feb 02, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 30,000 | 1,478 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 29,380 | 1,448 | 0.23% | 0.23% | 16 | +3,125 | 11.9% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | No change | 25,004 | 1,232 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 24,199 | 1,192 | 0.0% | 0.0% | 18 | +1,305 | 5.7% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,610 | 1,114 | 0.0% | 0.0% | 19 | +4,871 | 27.46% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 22,257 | 1,097 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 21,063 | 1,038 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 18,273 | 900 | 0.0% | 0.0% | 22 | +1,062 | 6.17% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,229 | 849 | 0.0% | 0.0% | 23 | -2,395 | -12.2% | Q4 2025 | Feb 12, 2026 |
| Quadrature Capital Ltd | History | New | 15,128 | 745 | 0.01% | — | 24 | +15,128 | New | Q4 2025 | Feb 17, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 13,857 | 683 | 0.33% | 0.39% | 25 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,791 | 679 | 0.0% | 0.0% | 26 | +1,679 | 13.86% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,928 | 637 | 0.0% | 0.0% | 27 | -4,164 | -24.36% | Q4 2025 | Feb 17, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 12,784 | 630 | 0.06% | 0.06% | 28 | +260 | 2.08% | Q4 2025 | Feb 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 11,690 | 576 | 0.05% | — | 29 | +11,690 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,997 | 542 | 0.0% | 0.0% | 30 | +668 | 6.47% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,351 | 510 | 0.0% | 0.0% | 31 | -732 | -6.6% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | No change | 10,365 | 510 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,207 | 503 | 0.0% | 0.0% | 33 | -829 | -7.51% | Q4 2025 | Feb 17, 2026 |
| Finley Financial, LLC | History | Added to | 9,230 | 454 | 0.21% | 0.16% | 34 | +2,270 | 32.61% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,982 | 442 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Artisan Partners Limited Partnership | History | Added to | 8,480 | 417 | 0.0% | 0.0% | 36 | +654 | 8.36% | Q4 2025 | Feb 17, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 8,107 | 399 | 0.1% | 0.12% | 37 | +46 | 0.57% | Q4 2025 | Jan 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | New | 7,494 | 369 | 0.02% | — | 38 | +7,494 | New | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,460 | 367 | 0.0% | 0.0% | 39 | +79 | 1.07% | Q4 2025 | Mar 16, 2026 |
| Cerity Partners LLC | History | Added to | 6,367 | 313 | 0.0% | 0.0% | 40 | +809 | 14.56% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,337 | 312 | 0.0% | 0.0% | 41 | -480 | -7.04% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,111 | 301 | 0.0% | 0.0% | 42 | +219 | 3.72% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 6,013 | 296 | 0.0% | 0.0% | 43 | -491 | -7.55% | Q4 2025 | Feb 17, 2026 |
| Viewpoint Capital Management LLC | History | No change | 6,005 | 295 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Activest Wealth Management | History | No change | 5,274 | 259 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rathbones Group PLC | History | No change | 5,120 | 252 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 5,046 | 248 | 0.01% | 0.01% | 47 | +320 | 6.77% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,000 | 246 | 0.0% | 0.0% | 48 | -15,200 | -75.25% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | New | 4,689 | 231 | 0.01% | — | 49 | +4,689 | New | Q4 2025 | Feb 17, 2026 |
| Obermeyer Wealth Partners | History | No change | 4,601 | 226 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,589 | 226 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TrinityBridge Ltd | History | No change | 4,560 | 225 | 0.0% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,511 | 222 | 0.0% | 0.0% | 53 | +338 | 8.1% | Q4 2025 | Jan 20, 2026 |
| Bank of New York Mellon Corp | History | New | 4,484 | 220 | 0.0% | — | 54 | +4,484 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,448 | 219 | 0.0% | 0.0% | 55 | +312 | 7.54% | Q4 2025 | Feb 18, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 4,267 | 210 | 0.0% | — | 56 | +4,267 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,181 | 206 | 0.0% | 0.0% | 57 | +127 | 3.13% | Q4 2025 | Feb 17, 2026 |
| GK Wealth Management LLC | History | Reduced | 4,124 | 203 | 0.13% | 0.16% | 58 | -141 | -3.31% | Q4 2025 | Jan 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,680 | 181 | 0.0% | — | 59 | +3,680 | New | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 3,390 | 167 | 0.02% | 0.02% | 60 | +305 | 9.89% | Q4 2025 | Jan 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,714 | 133 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 2,430 | 119 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,084 | 102 | 0.0% | 0.01% | 63 | -5,721 | -73.3% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 1,885 | 92 | 0.0% | 0.0% | 64 | +1,789 | 1863.54% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,814 | 89 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,668 | 82 | 0.0% | 0.0% | 66 | -191 | -10.27% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,371 | 67 | 0.0% | 0.0% | 67 | -69 | -4.79% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,194 | 58 | 0.0% | 0.0% | 68 | +42 | 3.65% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 1,100 | 54 | 0.0% | — | 69 | +1,100 | New | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | Reduced | 1,085 | 53 | 0.0% | 0.0% | 70 | -40 | -3.56% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,040 | 51 | 0.0% | 0.0% | 71 | -639 | -38.06% | Q4 2025 | Feb 10, 2026 |
| Boreal Capital Management LLC | History | Added to | 960 | 47 | 0.04% | 0.02% | 72 | +480 | 100.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 887 | 43 | 0.0% | 0.0% | 73 | +462 | 108.71% | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | No change | 870 | 42 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 665 | 32 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 609 | 30 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 600 | 29 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | New | 491 | 24 | 0.0% | — | 78 | +491 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 496 | 24 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | No change | 470 | 23 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 410 | 20 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Breakwater Investment Management | History | No change | 316 | 15 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | New | 289 | 14 | 0.0% | — | 83 | +289 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 278 | 13 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 280 | 13 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pacific Center for Financial Services | History | No change | 166 | 8 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 135 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 100 | 4 | 0.0% | — | 89 | +100 | New | Q4 2025 | Feb 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 75 | 3 | 0.0% | — | 90 | +75 | New | Q4 2025 | Feb 11, 2026 |
| Strive Financial Group ,LLC | History | New | 30 | 1 | 0.0% | — | 92 | +30 | New | Q4 2025 | Feb 18, 2026 |
| Rice Partnership, LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 91 | -5 | -18.52% | Q4 2025 | Feb 10, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 9.11% | — | -100,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,940 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,211 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -11,468 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,177 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -6,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Prospect Financial Services LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,300 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,108 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,090 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2025 | Mar 31, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BIRCHBROOK, INC. | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q4 2025 | Feb 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Central Pacific Bank - Trust Division | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |