iSHARES TRUST - IRTR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Valmark Advisers, Inc. | History | No change | 35,621 | 1,090 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,910 | 211 | 0.01% | 0.01% | 2 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,640 | 111 | 0.0% | 0.0% | 3 | -760 | -17.27% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,897 | 88 | 0.0% | — | 4 | +2,897 | New | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 482 | 14 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,351 | -100.0% | Q1 2026 | May 12, 2026 |