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 | 1,144 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Realta Investment Advisors | History | New | 9,364 | 300 | 0.09% | — | 2 | +9,364 | New | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,763 | 249 | 0.0% | — | 3 | +7,763 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | New | 6,732 | 216 | 0.0% | — | 4 | +6,732 | New | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6,910 | 211 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,460 | 175 | 0.0% | 0.0% | 6 | +1,820 | 50.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,918 | 93 | 0.0% | 0.0% | 7 | +21 | 0.72% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | New | 475 | 15 | 0.0% | — | 9 | +475 | New | Q2 2026 | Jul 22, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 482 | 15 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |