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 | Reduced | 47,128 | 1,859 | 0.37% | 0.46% | 1 | -12,953 | -21.56% | Q2 2026 | Jul 24, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 45,961 | 1,813 | 0.44% | 0.28% | 2 | +16,936 | 58.35% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,957 | 984 | 0.0% | 0.0% | 3 | +22,815 | 1065.13% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 23,636 | 932 | 0.01% | 0.01% | 4 | +2,124 | 9.87% | Q2 2026 | Aug 12, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 22,578 | 890 | 0.55% | 0.51% | 5 | +1,150 | 5.37% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,634 | 853 | 0.0% | 0.0% | 6 | -792 | -3.53% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,256 | 799 | 0.0% | 0.0% | 7 | -188 | -0.92% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 18,241 | 719 | 0.0% | 0.0% | 8 | +17,029 | 1405.03% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,819 | 466 | 0.01% | 0.0% | 9 | +4,687 | 65.72% | Q2 2026 | Jul 28, 2026 |
| TFB Advisors LLC | History | No change | 11,420 | 450 | 0.2% | 0.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,385 | 409 | 0.0% | 0.0% | 11 | -4,944 | -32.25% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,325 | 407 | 0.0% | 0.0% | 12 | +1,181 | 12.92% | Q2 2026 | Jul 27, 2026 |
| Allegheny Financial Group | History | Added to | 10,080 | 397 | 0.04% | 0.04% | 13 | +960 | 10.53% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | Added to | 9,461 | 373 | 0.0% | 0.0% | 14 | +817 | 9.45% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | New | 9,240 | 364 | 0.0% | — | 15 | +9,240 | New | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 5,527 | 218 | 0.0% | — | 16 | +5,527 | New | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 4,502 | 177 | 0.0% | 0.0% | 17 | +1,531 | 51.53% | Q2 2026 | Jul 20, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 540 | 21 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 469 | 18 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 300 | 11 | 0.0% | — | 21 | +300 | New | Q2 2026 | Aug 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 296 | 9 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | New | 149 | 5 | 0.0% | — | 24 | +149 | New | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 130 | 5 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 46 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,465 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Breachway Investments LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -11,562 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -9,619 | -100.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 12, 2026 |