iSHARES TRUST - ISCB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 352,659 | 22,954 | 0.0% | 0.0% | 1 | -8,360 | -2.32% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 270,252 | 17,590 | 0.02% | 0.02% | 2 | +210 | 0.08% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 189,650 | 12,344 | 0.0% | 0.0% | 3 | +11,301 | 6.34% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 71,704 | 4,667 | 0.0% | 0.0% | 4 | +307 | 0.43% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 63,604 | 4,139 | 0.0% | 0.0% | 5 | -2,608 | -3.94% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 36,963 | 2,405 | 0.27% | 0.28% | 6 | -1,195 | -3.13% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 36,140 | 2,352 | 0.09% | 0.09% | 7 | -400 | -1.09% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,665 | 2,191 | 0.0% | 0.0% | 8 | +423 | 1.27% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 31,012 | 2,018 | 0.0% | 0.0% | 9 | -2,910 | -8.58% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,351 | 1,975 | 0.0% | 0.0% | 10 | -4,134 | -11.99% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,413 | 1,914 | 0.0% | 0.0% | 11 | +409 | 1.41% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,648 | 1,734 | 0.0% | 0.0% | 12 | +2,094 | 8.53% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,061 | 1,696 | 0.0% | 0.0% | 13 | -77 | -0.29% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 24,936 | 1,623 | 0.02% | 0.02% | 14 | +67 | 0.27% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 22,398 | 1,457 | 0.0% | 0.0% | 15 | +758 | 3.5% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 22,182 | 1,443 | 0.0% | 0.0% | 16 | +460 | 2.12% | Q1 2026 | May 15, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 21,528 | 1,401 | 0.36% | 0.42% | 17 | -1,325 | -5.8% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 21,429 | 1,394 | 0.0% | 0.0% | 18 | -920 | -4.12% | Q1 2026 | May 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 19,940 | 1,297 | 0.07% | 0.07% | 19 | -280 | -1.38% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,277 | 1,092 | 0.0% | 0.0% | 20 | -117 | -0.67% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,632 | 757 | 0.0% | 0.0% | 21 | +670 | 6.11% | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 1,149 | 750 | 0.44% | 0.13% | 22 | -2,431 | -67.91% | Q1 2026 | May 14, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 10,780 | 701 | 0.17% | 0.17% | 23 | +101 | 0.95% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,713 | 697 | 0.0% | 0.0% | 24 | +5,210 | 94.68% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 10,148 | 660 | 0.32% | 0.34% | 25 | -5 | -0.05% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,467 | 616 | 0.0% | 0.0% | 26 | -3,225 | -25.41% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 9,318 | 606 | 0.01% | 0.01% | 27 | +1,728 | 22.77% | Q1 2026 | Apr 10, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 9,159 | 596 | 0.46% | 0.48% | 28 | -420 | -4.38% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 8,626 | 561 | 0.14% | 0.14% | 29 | +8 | 0.09% | Q1 2026 | Apr 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,392 | 546 | 0.0% | 0.0% | 30 | +80 | 0.96% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,257 | 537 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,000 | 520 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 7,728 | 502 | 0.0% | 0.0% | 33 | +121 | 1.59% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,172 | 457 | 0.0% | 0.0% | 34 | +3,182 | 79.75% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,955 | 452 | 0.0% | 0.0% | 35 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 6,684 | 435 | 0.0% | 0.0% | 36 | +177 | 2.72% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,478 | 422 | 0.0% | 0.0% | 37 | +277 | 4.47% | Q1 2026 | Apr 30, 2026 |
| Opulen Financial Group LLC | History | Added to | 6,198 | 403 | 0.28% | 0.29% | 38 | +17 | 0.28% | Q1 2026 | Apr 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 6,180 | 402 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 6,099 | 396 | 0.0% | — | 40 | +6,099 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 5,937 | 386 | 0.0% | 0.0% | 41 | +45 | 0.76% | Q1 2026 | May 13, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 5,755 | 374 | 0.23% | 0.22% | 42 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| New Insight Wealth Advisors | History | Reduced | 5,543 | 360 | 0.13% | 0.13% | 43 | -240 | -4.15% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,427 | 353 | 0.0% | 0.0% | 44 | -315 | -5.49% | Q1 2026 | May 08, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 4,777 | 310 | 0.13% | 0.13% | 45 | +2 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Pathway Financial Advisors LLC | History | No change | 4,350 | 286 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,341 | 282 | 0.1% | 0.12% | 47 | -1,370 | -23.99% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,099 | 266 | 0.0% | 0.0% | 48 | +10 | 0.24% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,031 | 262 | 0.02% | 0.02% | 49 | +10 | 0.25% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | No change | 3,923 | 255 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,600 | 253 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,855 | 250 | 0.0% | 0.0% | 52 | +5 | 0.13% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 3,791 | 246 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,645 | 237 | 0.0% | — | 54 | +3,645 | New | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,538 | 232 | 0.0% | 0.0% | 55 | +327 | 10.18% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,548 | 230 | 0.0% | 0.0% | 56 | +1,252 | 54.53% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,531 | 229 | 0.0% | 0.0% | 57 | +2 | 0.06% | Q1 2026 | Apr 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 3,184 | 207 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,088 | 201 | 0.0% | 0.0% | 59 | -340 | -9.92% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,325 | 151 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 2,240 | 145 | 0.22% | — | 62 | +2,240 | New | Q1 2026 | May 04, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 2,239 | 145 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 2,157 | 140 | 0.0% | 0.0% | 63 | +480 | 28.62% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 2,135 | 138 | 0.01% | — | 64 | +2,135 | New | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 2,097 | 136 | 0.0% | 0.0% | 65 | -20 | -0.94% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Added to | 1,808 | 117 | 0.02% | 0.02% | 66 | +303 | 20.13% | Q1 2026 | Apr 24, 2026 |
| WPG Advisers, LLC | History | No change | 1,616 | 105 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,600 | 104 | 0.06% | — | 68 | +1,600 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,552 | 101 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,378 | 89 | 0.0% | 0.0% | 70 | +100 | 7.82% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,148 | 74 | 0.0% | 0.0% | 71 | +574 | 100.0% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 900 | 58 | 0.01% | — | 73 | +900 | New | Q1 2026 | May 18, 2026 |
| ASSETMARK, INC | History | Reduced | 892 | 58 | 0.0% | 0.0% | 72 | -256 | -22.3% | Q1 2026 | May 06, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 792 | 51 | 0.02% | 0.03% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SFAM, LLC | History | No change | 629 | 40 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Wealth Strategies & Associates | History | No change | 500 | 32 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TSFG, LLC | History | No change | 420 | 27 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | New | 400 | 26 | 0.01% | — | 78 | +400 | New | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 392 | 25 | 0.0% | — | 79 | +392 | New | Q1 2026 | May 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 374 | 24 | 0.0% | — | 80 | +374 | New | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 360 | 23 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 287 | 18 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | No change | 247 | 16 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 143 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 93 | 6 | 0.0% | 0.0% | 85 | -22 | -19.13% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Reduced | 91 | 5 | 0.0% | 0.0% | 88 | -190 | -67.62% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 80 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 91 | 5 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 64 | 4 | 0.0% | — | 89 | +64 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,648 | -100.0% | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -2,302 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -560 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |