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 | Added to | 2,264,075 | 95,634 | 0.0% | 0.0% | 1 | +365,695 | 19.26% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 249,864 | 10,554 | 0.0% | 0.0% | 2 | -8,343 | -3.23% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 191,123 | 8,073 | 0.0% | 0.0% | 3 | +41,728 | 27.93% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 176,452 | 7,453 | 0.0% | 0.0% | 4 | +12,551 | 7.66% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 171,080 | 7,226 | 0.0% | 0.0% | 5 | +127,557 | 293.08% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 142,499 | 6,019 | 0.1% | 0.07% | 6 | +78,300 | 121.96% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 119,488 | 5,046 | 0.0% | 0.0% | 7 | +7,579 | 6.77% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 101,591 | 4,291 | 0.05% | 0.01% | 8 | +86,463 | 571.54% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 80,001 | 3,379 | 0.0% | 0.0% | 9 | +69,650 | 672.88% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 73,224 | 3,093 | 0.01% | — | 10 | +73,224 | New | Q1 2026 | May 15, 2026 |
| Cypress Capital Group | History | Added to | 69,835 | 2,949 | 0.33% | 0.36% | 11 | +3,930 | 5.96% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 44,209 | 1,867 | 0.0% | 0.0% | 12 | -90,774 | -67.25% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 44,101 | 1,862 | 0.0% | — | 13 | +44,101 | New | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 43,060 | 1,818 | 0.0% | 0.0% | 14 | -8,030 | -15.72% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 41,729 | 1,762 | 0.0% | 0.0% | 15 | -95,130 | -69.51% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 38,608 | 1,630 | 0.0% | 0.0% | 16 | +8,559 | 28.48% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 30,433 | 1,285 | 0.0% | 0.0% | 17 | +6,234 | 25.76% | Q1 2026 | May 14, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 30,000 | 1,267 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 29,354 | 1,239 | 0.0% | 0.0% | 19 | -7,711 | -20.8% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 24,889 | 1,051 | 0.0% | 0.0% | 20 | -115 | -0.46% | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 23,002 | 971 | 0.0% | 0.0% | 21 | +1,939 | 9.21% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 22,257 | 940 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 21,130 | 871 | 0.0% | 0.0% | 23 | -1,480 | -6.55% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 16,906 | 714 | 0.0% | 0.0% | 24 | -1,367 | -7.48% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,008 | 676 | 0.0% | 0.0% | 25 | -1,221 | -7.09% | Q1 2026 | Apr 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 14,176 | 598 | 0.06% | 0.06% | 26 | +1,392 | 10.89% | Q1 2026 | May 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 11,690 | 576 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,121 | 554 | 0.0% | 0.0% | 28 | +2,124 | 19.31% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,405 | 439 | 0.0% | 0.0% | 29 | -2,523 | -19.52% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,174 | 429 | 0.0% | 0.0% | 30 | -33 | -0.32% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,982 | 379 | 0.0% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Finley Financial, LLC | History | Reduced | 8,890 | 375 | 0.18% | 0.21% | 32 | -340 | -3.68% | Q1 2026 | Apr 22, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 8,865 | 374 | 0.01% | 0.01% | 33 | -1,500 | -14.47% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,746 | 369 | 0.0% | 0.0% | 34 | +1,286 | 17.24% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 8,677 | 366 | 0.0% | 0.0% | 35 | +2,310 | 36.28% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | No change | 8,480 | 358 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 8,314 | 351 | 0.08% | 0.1% | 37 | +207 | 2.55% | Q1 2026 | Apr 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 7,494 | 316 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 6,970 | 294 | 0.0% | 0.0% | 39 | +2,703 | 63.35% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,337 | 268 | 0.0% | 0.0% | 40 | +226 | 3.7% | Q1 2026 | Apr 30, 2026 |
| Viewpoint Capital Management LLC | History | No change | 6,005 | 253 | 0.12% | 0.13% | 41 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,046 | 248 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 5,357 | 226 | 0.0% | 0.0% | 43 | -656 | -10.91% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 5,251 | 221 | 0.0% | 0.1% | 44 | -131,193 | -96.15% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | No change | 5,120 | 216 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,181 | 206 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Reduced | 4,808 | 203 | 0.04% | 0.05% | 47 | -466 | -8.84% | Q1 2026 | Apr 15, 2026 |
| TrinityBridge Ltd | History | No change | 4,560 | 193 | 0.01% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,511 | 190 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Added to | 4,293 | 181 | 0.0% | 0.0% | 50 | +2,408 | 127.75% | Q1 2026 | Apr 20, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 3,560 | 150 | 0.01% | 0.02% | 51 | +170 | 5.01% | Q1 2026 | Apr 17, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,714 | 114 | 0.01% | 0.02% | 52 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RHUMBLINE ADVISERS | History | No change | 2,430 | 102 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,171 | 91 | 0.0% | 0.0% | 54 | +800 | 58.35% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,814 | 89 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,788 | 75 | 0.0% | 0.0% | 56 | +120 | 7.19% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 1,085 | 53 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,194 | 50 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,085 | 45 | 0.0% | — | 59 | +1,085 | New | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 1,024 | 43 | 0.0% | — | 60 | +1,024 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 990 | 41 | 0.0% | 0.0% | 61 | -1,094 | -52.5% | Q1 2026 | Apr 13, 2026 |
| Boreal Capital Management LLC | History | No change | 960 | 40 | 0.03% | 0.04% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | No change | 870 | 36 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 772 | 32 | 0.0% | 0.0% | 64 | -115 | -12.97% | Q1 2026 | May 12, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 600 | 25 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 609 | 25 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 491 | 20 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 496 | 20 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 470 | 19 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 410 | 18 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 425 | 17 | 0.0% | 0.0% | 71 | -615 | -59.13% | Q1 2026 | May 07, 2026 |
| Breakwater Investment Management | History | No change | 316 | 13 | 0.0% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 280 | 11 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 240 | 10 | 0.0% | 0.0% | 74 | -425 | -63.91% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 251 | 10 | 0.0% | — | 75 | +251 | New | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | No change | 166 | 7 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | No change | 135 | 5 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 114 | 4 | 0.0% | 0.0% | 79 | -164 | -58.99% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 100 | 4 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 55 | 2 | 0.0% | — | 83 | +55 | New | Q1 2026 | May 08, 2026 |
| Strengthening Families & Communities, LLC | History | New | 55 | 2 | 0.0% | — | 84 | +55 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 46 | 1 | 0.0% | — | 86 | +46 | New | Q1 2026 | May 19, 2026 |
| Strive Financial Group ,LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -29,380 | -100.0% | Q1 2026 | May 07, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -13,857 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,791 | -100.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,337 | -100.0% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,689 | -100.0% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -4,601 | -100.0% | Q1 2026 | Apr 20, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,589 | -100.0% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -4,484 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,448 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,124 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,680 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -289 | -100.0% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BIRCHBROOK, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |