iSHARES TRUST - SIZE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 510,773 | 81,447 | 0.01% | 0.01% | 1 | +4,986 | 0.99% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 352,448 | 56,201 | 0.0% | 0.0% | 2 | -19,236 | -5.18% | Q1 2026 | May 13, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 163,966 | 26,146 | 22.63% | 21.85% | 3 | -4,766 | -2.82% | Q1 2026 | Apr 20, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 110,863 | 17,678 | 6.49% | 6.68% | 4 | -1,431 | -1.27% | Q1 2026 | Apr 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 103,690 | 16,534 | 0.05% | 0.05% | 5 | -6,224 | -5.66% | Q1 2026 | May 13, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 101,724 | 16,220 | 0.77% | 0.79% | 6 | -353 | -0.35% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 73,443 | 11,711 | 0.02% | 0.02% | 7 | -925 | -1.24% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 66,983 | 10,682 | 0.0% | 0.0% | 8 | +5,017 | 8.1% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 64,898 | 10,348 | 0.0% | 0.0% | 9 | +55,212 | 570.02% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 61,715 | 9,841 | 0.0% | 0.0% | 10 | -10,402 | -14.42% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 59,325 | 9,459 | 0.0% | 0.0% | 11 | -7,884 | -11.73% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 46,561 | 7,424 | 0.01% | 0.01% | 12 | +141 | 0.3% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 37,333 | 5,953 | 0.0% | 0.0% | 13 | -1,532 | -3.94% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 36,567 | 5,830 | 0.0% | 0.0% | 14 | +1,199 | 3.39% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,750 | 5,422 | 0.0% | 0.0% | 15 | +7,941 | 29.62% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 29,641 | 4,726 | 0.0% | 0.0% | 16 | +2,119 | 7.7% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | New | 10,570 | 1,685 | 0.02% | — | 17 | +10,570 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,159 | 1,423 | 0.0% | 0.0% | 18 | +212 | 2.37% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 8,793 | 1,402 | 0.0% | 0.0% | 19 | +6,407 | 268.52% | Q1 2026 | May 15, 2026 |
| G&S Capital LLC | History | New | 6,560 | 1,046 | 0.37% | — | 20 | +6,560 | New | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,868 | 935 | 0.02% | 0.02% | 21 | -220 | -3.61% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 5,830 | 929 | 0.0% | 0.0% | 22 | +342 | 6.23% | Q1 2026 | May 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,827 | 929 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,753 | 917 | 0.0% | 0.0% | 24 | -1,022 | -15.08% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,445 | 868 | 0.0% | 0.0% | 25 | +391 | 7.74% | Q1 2026 | May 14, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,323 | 722 | 0.3% | 0.33% | 26 | -48 | -1.1% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Group | History | Reduced | 4,369 | 703 | 0.05% | 0.05% | 27 | -212 | -4.63% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,168 | 664 | 0.0% | 0.0% | 28 | +1,961 | 88.85% | Q1 2026 | Apr 27, 2026 |
| BCGM Wealth Management, LLC | History | No change | 3,964 | 632 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,637 | 579 | 0.03% | 0.04% | 30 | -133 | -3.53% | Q1 2026 | Apr 29, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 3,124 | 498 | 0.15% | 0.17% | 31 | -211 | -6.33% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,917 | 465 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,637 | 420 | 0.06% | 0.06% | 33 | +10 | 0.38% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,619 | 418 | 0.0% | 0.0% | 34 | +542 | 26.1% | Q1 2026 | Apr 30, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,248 | 358 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,940 | 309 | 0.0% | 0.0% | 36 | -210 | -9.77% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 1,822 | 290 | 0.0% | 0.0% | 37 | -3,633 | -66.6% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,824 | 290 | 0.0% | 0.0% | 38 | -75 | -3.95% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | No change | 1,759 | 280 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,708 | 272 | 0.0% | 0.0% | 40 | -197 | -10.34% | Q1 2026 | May 04, 2026 |
| TKG Advisors, LLC | History | New | 1,703 | 271 | 0.11% | — | 41 | +1,703 | New | Q1 2026 | Apr 24, 2026 |
| Equitable Holdings, Inc. | History | New | 1,545 | 249 | 0.0% | — | 42 | +1,545 | New | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 1,547 | 246 | 0.01% | 0.01% | 43 | -22 | -1.4% | Q1 2026 | Apr 23, 2026 |
| 46 Peaks LLC | History | No change | 1,520 | 242 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | No change | 1,461 | 233 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,397 | 222 | 0.16% | 0.15% | 46 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,344 | 214 | 0.0% | 0.0% | 47 | -26 | -1.9% | Q1 2026 | May 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,302 | 210 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 1,308 | 208 | 0.0% | — | 49 | +1,308 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,065 | 169 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 814 | 129 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 804 | 128 | 0.0% | — | 52 | +804 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 633 | 100 | 0.0% | 0.0% | 53 | -57 | -8.26% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 585 | 93 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 265 | 42 | 0.0% | 0.0% | 55 | -13 | -4.68% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 252 | 40 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 172 | 27 | 0.01% | 0.01% | 57 | +76 | 79.17% | Q1 2026 | Apr 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 141 | 22 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 128 | 20 | 0.0% | 0.0% | 59 | -5 | -3.76% | Q1 2026 | Apr 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 115 | 18 | 0.0% | 0.0% | 60 | -1,073 | -90.32% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 74 | 11 | 0.0% | 0.0% | 61 | -2 | -2.63% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | No change | 65 | 10 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 63 | 10 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 56 | 8 | 0.0% | 0.0% | 65 | +1 | 1.82% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | No change | 51 | 8 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 48 | 7 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | New | 43 | 6 | 0.0% | — | 67 | +43 | New | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 35 | 5 | 0.0% | 0.02% | 68 | -171 | -83.01% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | New | 18 | 2 | 0.0% | — | 71 | +18 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 14 | 2 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | No change | 16 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,000 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,610 | -100.0% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,616 | -100.0% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,207 | -100.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 08, 2026 |