iSHARES TRUST - MADE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 87,000 | 2,714 | 0.0% | 0.0% | 1 | -15,000 | -14.71% | Q4 2025 | Feb 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 59,982 | 1,871 | 0.43% | 0.38% | 2 | +4,289 | 7.7% | Q4 2025 | Jan 21, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 20,017 | 624 | 0.47% | 0.45% | 3 | +150 | 0.76% | Q4 2025 | Feb 11, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 19,062 | 609 | 0.18% | 0.09% | 4 | +9,791 | 105.61% | Q4 2025 | Jan 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,798 | 368 | 0.0% | 0.0% | 5 | -866 | -6.84% | Q4 2025 | Feb 17, 2026 |
| Breachway Investments LLC | History | New | 11,550 | 360 | 0.38% | — | 6 | +11,550 | New | Q4 2025 | Jan 27, 2026 |
| TFB Advisors LLC | History | No change | 11,420 | 356 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,561 | 79 | 0.0% | 0.0% | 8 | +245 | 10.58% | Q4 2025 | Feb 17, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 540 | 16 | 0.0% | 0.0% | 9 | -169 | -23.84% | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | New | 469 | 14 | 0.0% | — | 10 | +469 | New | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 400 | 12 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 291 | 9 | 0.0% | — | 12 | +291 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 45 | 1 | 0.0% | — | 13 | +45 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,043 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,403 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -9,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q3 2025 | Nov 12, 2025 |