iSHARES TRUST - ISCB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 361,019 | 23,470 | 0.0% | 0.0% | 1 | -10,257 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 270,042 | 17,556 | 0.02% | 0.02% | 2 | +4,598 | 1.73% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 178,349 | 11,595 | 0.0% | 0.0% | 3 | +8,631 | 5.09% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 71,397 | 4,641 | 0.0% | 0.0% | 4 | +251 | 0.35% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 66,212 | 4,304 | 0.0% | 0.0% | 5 | -888 | -1.32% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 43,648 | 2,837 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 38,158 | 2,480 | 0.28% | 0.3% | 7 | -1,243 | -3.15% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 36,540 | 2,375 | 0.09% | 0.09% | 8 | -925 | -2.47% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,485 | 2,241 | 0.0% | 0.0% | 9 | -1,188 | -3.33% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,922 | 2,205 | 0.0% | 0.0% | 10 | +2,446 | 7.77% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,242 | 2,161 | 0.0% | 0.0% | 11 | +45 | 0.14% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 29,004 | 1,885 | 0.0% | 0.0% | 12 | +14 | 0.05% | Q4 2025 | Mar 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,138 | 1,699 | 0.0% | 0.0% | 13 | -80 | -0.31% | Q4 2025 | Feb 18, 2026 |
| CHOREO, LLC | History | Added to | 24,869 | 1,631 | 0.02% | 0.02% | 14 | +115 | 0.46% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,554 | 1,596 | 0.0% | 0.0% | 15 | +416 | 1.72% | Q4 2025 | Feb 06, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 22,853 | 1,485 | 0.42% | 0.43% | 16 | -1,402 | -5.78% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 22,349 | 1,452 | 0.0% | 0.0% | 17 | +4,669 | 26.41% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 21,722 | 1,412 | 0.0% | 0.0% | 18 | -897 | -3.97% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 21,640 | 1,406 | 0.0% | 0.0% | 19 | -853 | -3.79% | Q4 2025 | Jan 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 20,220 | 1,314 | 0.07% | 0.08% | 20 | -564 | -2.71% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,394 | 1,130 | 0.0% | 0.0% | 21 | +989 | 6.03% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,692 | 825 | 0.0% | 0.0% | 22 | +257 | 2.07% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,962 | 713 | 0.0% | — | 23 | +10,962 | New | Q4 2025 | Feb 17, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 10,679 | 694 | 0.17% | 0.19% | 24 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 9,579 | 667 | 0.48% | 0.5% | 25 | -440 | -4.39% | Q4 2025 | Feb 12, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 10,153 | 660 | 0.34% | 0.36% | 26 | +68 | 0.67% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Partners, LLC | History | New | 8,618 | 560 | 0.14% | — | 27 | +8,618 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 8,312 | 540 | 0.0% | — | 28 | +8,312 | New | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,257 | 536 | 0.02% | 0.02% | 29 | -471 | -5.4% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,000 | 520 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 7,607 | 494 | 0.0% | 0.0% | 31 | +192 | 2.59% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,590 | 493 | 0.01% | 0.01% | 32 | +9 | 0.12% | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,954 | 452 | 0.0% | 0.0% | 33 | -30 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 6,507 | 423 | 0.0% | 0.0% | 34 | +30 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,201 | 403 | 0.0% | 0.0% | 35 | -1,910 | -23.55% | Q4 2025 | Feb 05, 2026 |
| Opulen Financial Group LLC | History | Reduced | 6,181 | 401 | 0.29% | 0.32% | 37 | -538 | -8.01% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 6,180 | 401 | 0.02% | 0.02% | 36 | -300 | -4.63% | Q4 2025 | Jan 13, 2026 |
| New Insight Wealth Advisors | History | Reduced | 5,783 | 375 | 0.13% | 0.16% | 38 | -826 | -12.5% | Q4 2025 | Feb 17, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 5,755 | 374 | 0.22% | 0.21% | 39 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,742 | 373 | 0.0% | 0.0% | 41 | -18 | -0.31% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | No change | 5,892 | 373 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,711 | 371 | 0.12% | 0.11% | 42 | +54 | 0.95% | Q4 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,503 | 357 | 0.0% | 0.0% | 43 | -4,873 | -46.96% | Q4 2025 | Feb 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 4,775 | 310 | 0.13% | 0.16% | 44 | -919 | -16.14% | Q4 2025 | Jan 22, 2026 |
| Pathway Financial Advisors LLC | History | No change | 4,350 | 293 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,089 | 265 | 0.0% | 0.0% | 46 | +16 | 0.39% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,021 | 261 | 0.02% | 0.02% | 47 | +16 | 0.4% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,990 | 259 | 0.0% | 0.0% | 48 | +1,109 | 38.49% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | No change | 3,923 | 255 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,850 | 250 | 0.0% | 0.0% | 50 | +56 | 1.48% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 3,791 | 246 | 0.0% | 0.0% | 51 | +2,685 | 242.77% | Q4 2025 | Jan 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,600 | 234 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 3,580 | 232 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,529 | 229 | 0.0% | 0.0% | 54 | +4 | 0.11% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,428 | 223 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,211 | 216 | 0.0% | 0.0% | 56 | +1 | 0.03% | Q4 2025 | Jan 08, 2026 |
| OBSIDIAN CIO, LLC | History | New | 2,302 | 210 | 0.31% | — | 57 | +2,302 | New | Q4 2025 | Feb 18, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 3,184 | 207 | 0.01% | — | 58 | +3,184 | New | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,325 | 151 | 0.01% | 0.01% | 59 | +156 | 7.19% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,296 | 149 | 0.0% | — | 60 | +2,296 | New | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 2,239 | 145 | 0.01% | — | 61 | +2,239 | New | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 2,117 | 137 | 0.0% | 0.0% | 62 | -506 | -19.29% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 1,677 | 109 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WPG Advisers, LLC | History | No change | 1,616 | 105 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,552 | 100 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | Added to | 1,505 | 97 | 0.02% | 0.01% | 66 | +350 | 30.3% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,278 | 83 | 0.0% | 0.0% | 67 | +1,089 | 576.19% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Reduced | 1,148 | 74 | 0.0% | 0.0% | 68 | -66 | -5.44% | Q4 2025 | Jan 23, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 792 | 51 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SFAM, LLC | History | New | 629 | 40 | 0.04% | — | 70 | +629 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 574 | 37 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 560 | 36 | 0.0% | 0.0% | 72 | +1 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 500 | 32 | 0.01% | 0.01% | 73 | -101 | -16.81% | Q4 2025 | Jan 02, 2026 |
| TSFG, LLC | History | No change | 420 | 27 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ORG Partners LLC | History | No change | 360 | 23 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 300 | 19 | 0.01% | — | 76 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 281 | 18 | 0.0% | 0.0% | 78 | +190 | 208.79% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 287 | 18 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | No change | 247 | 16 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | No change | 188 | 12 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 143 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | Reduced | 92 | 5 | 0.0% | 0.0% | 85 | -116 | -55.77% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | New | 80 | 5 | 0.0% | — | 83 | +80 | New | Q4 2025 | Feb 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 91 | 5 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,572 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,233 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,100 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Larson Financial Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |