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 | 1,097 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 17,351 | 534 | 0.0% | 0.0% | 2 | +2,978 | 20.72% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6,909 | 212 | 0.01% | 0.01% | 3 | -190 | -2.68% | Q4 2025 | Feb 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,400 | 135 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 482 | 14 | 0.01% | 0.01% | 5 | -482 | -50.0% | Q4 2025 | Feb 18, 2026 |