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 | 349,227 | 26,369 | 0.0% | 0.0% | 1 | -3,432 | -0.97% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 271,969 | 20,535 | 0.02% | 0.02% | 2 | +1,717 | 0.64% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 198,078 | 14,956 | 0.0% | 0.0% | 3 | +8,428 | 4.44% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 72,111 | 5,444 | 0.0% | 0.0% | 4 | +407 | 0.57% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 63,984 | 4,831 | 0.0% | 0.0% | 5 | +380 | 0.6% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 36,131 | 2,728 | 0.25% | 0.27% | 6 | -832 | -2.25% | Q2 2026 | Jul 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 34,130 | 2,577 | 0.08% | 0.09% | 7 | -2,010 | -5.56% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 33,640 | 2,540 | 0.0% | 0.0% | 8 | -25 | -0.07% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 29,413 | 2,220 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 26,647 | 2,012 | 0.0% | 0.0% | 10 | -1 | -0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,509 | 2,001 | 0.0% | 0.0% | 11 | -4,503 | -14.52% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,267 | 1,983 | 0.0% | 0.0% | 12 | -4,084 | -13.46% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 25,966 | 1,960 | 0.0% | 0.0% | 13 | -95 | -0.36% | Q2 2026 | Aug 19, 2026 |
| CHOREO, LLC | History | Added to | 25,010 | 1,888 | 0.02% | 0.02% | 14 | +74 | 0.3% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 22,567 | 1,700 | 0.0% | 0.0% | 15 | +385 | 1.74% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 21,740 | 1,641 | 0.0% | 0.0% | 16 | -658 | -2.94% | Q2 2026 | Aug 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 21,119 | 1,594 | 0.35% | 0.36% | 17 | -409 | -1.9% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20,184 | 1,524 | 0.0% | 0.0% | 18 | -1,245 | -5.81% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 19,907 | 1,503 | 0.0% | 0.0% | 19 | +8,275 | 71.14% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 19,651 | 1,483 | 0.07% | 0.07% | 20 | -289 | -1.45% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,214 | 1,292 | 0.0% | 0.0% | 21 | -63 | -0.36% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,208 | 914 | 0.0% | 0.0% | 22 | +5,036 | 70.22% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,940 | 826 | 0.01% | 0.01% | 23 | +1,622 | 17.41% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,299 | 778 | 0.0% | 0.0% | 24 | +832 | 8.79% | Q2 2026 | Aug 14, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 8,934 | 674 | 0.47% | 0.46% | 25 | -225 | -2.46% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 8,463 | 639 | 0.14% | 0.14% | 26 | -163 | -1.89% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,000 | 604 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 7,776 | 587 | 0.0% | 0.0% | 28 | +48 | 0.62% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,748 | 584 | 0.0% | 0.0% | 29 | -644 | -7.67% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,926 | 522 | 0.0% | 0.0% | 30 | -29 | -0.42% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | Reduced | 6,477 | 489 | 0.0% | 0.0% | 31 | -207 | -3.1% | Q2 2026 | Aug 13, 2026 |
| Opulen Financial Group LLC | History | Added to | 6,216 | 469 | 0.29% | 0.28% | 32 | +18 | 0.29% | Q2 2026 | Jul 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 6,180 | 466 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,099 | 460 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BRIGHTON JONES LLC | History | New | 6,018 | 454 | 0.01% | — | 35 | +6,018 | New | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | Added to | 5,956 | 449 | 0.0% | 0.0% | 36 | +19 | 0.32% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,833 | 440 | 0.0% | 0.0% | 37 | -645 | -9.96% | Q2 2026 | Jul 27, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 5,755 | 434 | 0.23% | 0.23% | 38 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,446 | 411 | 0.0% | 0.0% | 39 | +19 | 0.35% | Q2 2026 | Aug 13, 2026 |
| New Insight Wealth Advisors | History | Reduced | 4,880 | 368 | 0.11% | 0.13% | 40 | -663 | -11.96% | Q2 2026 | Jul 27, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 4,836 | 365 | 0.15% | 0.32% | 41 | -5,312 | -52.35% | Q2 2026 | Jul 28, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 4,777 | 360 | 0.14% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,692 | 354 | 0.0% | 0.0% | 43 | +1,161 | 32.88% | Q2 2026 | Jul 20, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 4,348 | 328 | 0.1% | 0.1% | 44 | +7 | 0.16% | Q2 2026 | Jul 15, 2026 |
| Pathway Financial Advisors LLC | History | No change | 4,350 | 326 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,110 | 310 | 0.0% | 0.0% | 46 | +11 | 0.27% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,041 | 305 | 0.02% | 0.02% | 47 | +10 | 0.25% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 3,923 | 296 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,840 | 289 | 0.0% | 0.0% | 49 | -15 | -0.39% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,750 | 283 | 0.0% | 0.0% | 50 | -6,963 | -65.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,645 | 275 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,600 | 271 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 3,580 | 270 | 0.14% | 0.44% | 53 | +2,431 | 211.58% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,541 | 263 | 0.0% | 0.0% | 54 | +3 | 0.08% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,226 | 243 | 0.0% | 0.0% | 55 | -322 | -9.08% | Q2 2026 | Jul 28, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 3,184 | 240 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,088 | 233 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | New | 3,040 | 229 | 0.02% | — | 58 | +3,040 | New | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 2,998 | 226 | 0.0% | — | 59 | +2,998 | New | Q2 2026 | Aug 04, 2026 |
| Compass Ion Advisors, LLC | History | New | 2,936 | 221 | 0.02% | — | 60 | +2,936 | New | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | New | 2,858 | 215 | 0.0% | — | 61 | +2,858 | New | Q2 2026 | Aug 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | New | 2,685 | 202 | 0.01% | — | 62 | +2,685 | New | Q2 2026 | Jul 21, 2026 |
| Key FInancial Inc | History | Added to | 2,320 | 175 | 0.03% | 0.02% | 64 | +512 | 28.32% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,325 | 175 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 2,240 | 169 | 0.23% | 0.22% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,135 | 161 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Added to | 2,111 | 159 | 0.0% | 0.0% | 67 | +14 | 0.67% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 2,157 | 140 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | No change | 1,616 | 122 | 0.07% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,552 | 117 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,378 | 104 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 792 | 59 | 0.03% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 778 | 58 | 0.0% | 0.0% | 73 | -114 | -12.78% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | Added to | 649 | 49 | 0.0% | — | 74 | +639 | 6390.0% | Q2 2026 | Aug 14, 2026 |
| SFAM, LLC | History | No change | 629 | 47 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 574 | 43 | 0.0% | 0.0% | 76 | -574 | -50.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 561 | 42 | 0.0% | 0.0% | 77 | +1 | 0.18% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | New | 518 | 39 | 0.0% | — | 78 | +518 | New | Q2 2026 | Jul 30, 2026 |
| TSFG, LLC | History | No change | 420 | 32 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Synergy Investment Management, LLC | History | No change | 400 | 30 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 374 | 28 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 300 | 22 | 0.01% | — | 82 | +300 | New | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 287 | 21 | 0.0% | — | 83 | +287 | New | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Advisors | History | No change | 247 | 18 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 143 | 10 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 91 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 80 | 5 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | No change | 64 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KFA Private Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,780 | -100.0% | Q2 2026 | Jul 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,257 | -100.0% | Q2 2026 | Aug 10, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,600 | -100.0% | Q2 2026 | Jul 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -900 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3 | 0 | — | 0.0% | — | -88 | -96.7% | Q2 2026 | Aug 06, 2026 |