iSHARES TRUST - LQDB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 250,000 | 21,777 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 56,974 | 4,963 | 0.0% | 0.0% | 2 | +11,604 | 25.58% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 40,217 | 3,503 | 0.0% | 0.0% | 3 | +1,688 | 4.38% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 28,557 | 2,487 | 0.0% | 0.0% | 4 | +8,433 | 41.91% | Q4 2025 | Feb 12, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 27,405 | 2,387 | 0.33% | 0.7% | 5 | +1,112 | 4.23% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,545 | 1,789 | 0.0% | — | 6 | +20,545 | New | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,524 | 1,526 | 0.0% | 0.0% | 7 | -4,956 | -22.05% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,525 | 655 | 0.01% | 0.01% | 8 | +125 | 1.69% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 5,774 | 502 | 0.0% | 0.0% | 9 | +4 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | New | 3,808 | 331 | 0.01% | — | 10 | +3,808 | New | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 984 | 85 | 0.0% | 0.0% | 11 | +584 | 146.0% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 114 | 9 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 13 | 1 | 0.0% | 0.0% | 13 | -111 | -89.52% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Geneos Wealth Management Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 30, 2026 |