iSHARES TRUST - SIZE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 505,787 | 81,720 | 0.01% | 0.01% | 1 | +3,570 | 0.71% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 371,684 | 60,052 | 0.0% | 0.0% | 2 | -11,233 | -2.93% | Q4 2025 | Feb 12, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 168,732 | 27,262 | 21.85% | 23.48% | 3 | +5,854 | 3.59% | Q4 2025 | Jan 14, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 112,294 | 18,143 | 6.68% | 6.73% | 4 | +587 | 0.53% | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | Added to | 109,914 | 17,672 | 0.05% | 0.06% | 5 | +2 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 102,077 | 17,171 | 0.79% | 0.83% | 6 | -295 | -0.29% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 74,368 | 12,015 | 0.02% | 0.0% | 7 | +69,647 | 1475.26% | Q4 2025 | Mar 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 72,117 | 11,651 | 0.0% | 0.0% | 8 | -300 | -0.41% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 67,209 | 10,858 | 0.0% | 0.0% | 9 | +15,899 | 30.99% | Q4 2025 | Mar 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 61,966 | 10,001 | 0.0% | 0.0% | 10 | +4,530 | 7.89% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 46,420 | 7,500 | 0.01% | 0.01% | 11 | +3,273 | 7.59% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 38,865 | 6,279 | 0.0% | 0.0% | 12 | -4,359 | -10.08% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 35,368 | 5,714 | 0.0% | 0.0% | 13 | -13,662 | -27.86% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 27,522 | 4,446 | 0.0% | 0.0% | 14 | -7,498 | -21.41% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 26,809 | 4,331 | 0.0% | 0.0% | 15 | +9,449 | 54.43% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,000 | 2,746 | 0.0% | — | 16 | +17,000 | New | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | New | 12,610 | 2,037 | 0.07% | — | 17 | +12,610 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,686 | 1,564 | 0.0% | 0.0% | 18 | +5,608 | 137.52% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,947 | 1,445 | 0.0% | 0.0% | 19 | +68 | 0.77% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,775 | 1,094 | 0.0% | 0.0% | 20 | -2,058 | -23.3% | Q4 2025 | Feb 18, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,088 | 983 | 0.02% | 0.02% | 21 | -193 | -3.07% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,827 | 941 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| UBS Group AG | History | Added to | 5,488 | 886 | 0.0% | 0.0% | 23 | +4,049 | 281.38% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 5,455 | 881 | 0.0% | 0.0% | 24 | -678 | -11.05% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,054 | 816 | 0.0% | 0.0% | 25 | +2,982 | 143.92% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,616 | 746 | 0.01% | 0.0% | 26 | +1,346 | 41.16% | Q4 2025 | Jan 05, 2026 |
| Keystone Financial Group | History | Added to | 4,581 | 740 | 0.05% | 0.05% | 27 | +490 | 11.98% | Q4 2025 | Feb 06, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 4,371 | 739 | 0.33% | 0.35% | 28 | -196 | -4.29% | Q4 2025 | Feb 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 3,964 | 640 | 0.16% | 0.17% | 29 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 3,770 | 609 | 0.04% | 0.03% | 30 | -277 | -6.84% | Q4 2025 | Jan 30, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 3,335 | 538 | 0.17% | 0.18% | 31 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,917 | 471 | 0.0% | — | 32 | +2,917 | New | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,627 | 424 | 0.06% | 0.07% | 33 | +12 | 0.46% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,386 | 385 | 0.0% | 0.0% | 34 | -10,548 | -81.55% | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 2,248 | 363 | 0.01% | 0.01% | 35 | -75 | -3.23% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,207 | 356 | 0.0% | 0.0% | 36 | -45 | -2.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,207 | 356 | 0.0% | 0.0% | 37 | +13 | 0.59% | Q4 2025 | Feb 18, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,150 | 347 | 0.0% | 0.0% | 38 | -20 | -0.92% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,077 | 336 | 0.0% | 0.0% | 39 | +295 | 16.55% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 1,905 | 307 | 0.0% | — | 40 | +1,905 | New | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,899 | 306 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | No change | 1,759 | 288 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 1,569 | 253 | 0.01% | 0.0% | 43 | +48 | 3.16% | Q4 2025 | Feb 11, 2026 |
| 46 Peaks LLC | History | New | 1,520 | 245 | 0.18% | — | 44 | +1,520 | New | Q4 2025 | Feb 26, 2026 |
| CWM, LLC | History | No change | 1,461 | 236 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,397 | 225 | 0.15% | 0.18% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,370 | 221 | 0.0% | 0.0% | 47 | -99 | -6.74% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,302 | 210 | 0.0% | — | 48 | +1,302 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,188 | 191 | 0.0% | 0.0% | 49 | -1,252 | -51.31% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,065 | 159 | 0.0% | — | 50 | +1,065 | New | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 814 | 131 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 690 | 111 | 0.0% | 0.0% | 52 | +2 | 0.29% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 585 | 94 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 278 | 44 | 0.0% | 0.0% | 54 | -2 | -0.71% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 252 | 40 | 0.0% | — | 55 | +252 | New | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 206 | 33 | 0.02% | 0.0% | 56 | +166 | 415.0% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 200 | 32 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 184 | 29 | 0.0% | — | 58 | +184 | New | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 141 | 23 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 133 | 21 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | New | 97 | 15 | 0.0% | — | 61 | +97 | New | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 96 | 15 | 0.01% | — | 62 | +96 | New | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 76 | 12 | 0.0% | 0.0% | 63 | -2 | -2.56% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | New | 68 | 10 | 0.0% | — | 65 | +68 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 65 | 10 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 63 | 10 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 51 | 8 | 0.0% | 0.0% | 67 | -2 | -3.77% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 55 | 8 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 48 | 7 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 16 | 2 | 0.0% | — | 71 | +16 | New | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 14 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| G&S Capital LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -7,183 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,866 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TKG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,948 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -842 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -308 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Russell Investments Group, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |