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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WealthBridge Capital Management, LLC | History | Added to | 60,081 | 2,001 | 0.46% | 0.43% | 1 | +99 | 0.17% | Q1 2026 | Apr 17, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 29,025 | 1,000 | 0.28% | 0.18% | 2 | +9,963 | 52.27% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 22,426 | 747 | 0.0% | — | 3 | +22,426 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | New | 21,512 | 716 | 0.01% | — | 4 | +21,512 | New | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 21,428 | 713 | 0.51% | 0.47% | 5 | +1,411 | 7.05% | Q1 2026 | May 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 20,444 | 681 | 0.0% | — | 6 | +20,444 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,465 | 548 | 0.0% | — | 7 | +16,465 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 15,329 | 510 | 0.0% | — | 8 | +15,329 | New | Q1 2026 | Apr 27, 2026 |
| Breachway Investments LLC | History | Added to | 11,562 | 392 | 0.38% | 0.38% | 9 | +12 | 0.1% | Q1 2026 | Apr 13, 2026 |
| TFB Advisors LLC | History | No change | 11,420 | 380 | 0.2% | 0.1% | 10 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 9,619 | 320 | 0.01% | — | 11 | +9,619 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 9,144 | 305 | 0.0% | — | 12 | +9,144 | New | Q1 2026 | Apr 30, 2026 |
| Allegheny Financial Group | History | New | 9,120 | 303 | 0.04% | — | 13 | +9,120 | New | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,644 | 288 | 0.0% | 0.0% | 14 | -3,154 | -26.73% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 7,132 | 261 | 0.0% | — | 15 | +7,132 | New | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | New | 2,971 | 98 | 0.0% | — | 16 | +2,971 | New | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,142 | 71 | 0.0% | 0.0% | 17 | -419 | -16.36% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,212 | 40 | 0.0% | 0.0% | 18 | +921 | 316.49% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 540 | 17 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 469 | 15 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | New | 296 | 9 | 0.0% | — | 22 | +296 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | New | 130 | 4 | 0.0% | — | 23 | +130 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 46 | 1 | 0.0% | 0.0% | 24 | +1 | 2.22% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -87,000 | -100.0% | Q1 2026 | May 13, 2026 |