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 | No change | 512,970 | 91,452 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 323,556 | 57,683 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| James Reed Financial Services, Inc. | History | No change | 163,881 | 29,216 | 22.3% | 22.3% | 3 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lido Advisors, LLC | History | No change | 109,018 | 19,435 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trinity Wealth Management, LLC | History | No change | 99,753 | 17,783 | 5.64% | 5.64% | 5 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategic Financial Services, Inc. | History | No change | 98,837 | 17,620 | 0.77% | 0.77% | 6 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 75,509 | 13,461 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 73,053 | 13,023 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 72,798 | 12,977 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 60,343 | 10,758 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 52,562 | 9,370 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 40,151 | 7,158 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 32,943 | 5,873 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 32,810 | 5,849 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 31,076 | 5,508 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,122 | 2,874 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 10,570 | 1,884 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,333 | 1,661 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| G&S Capital LLC | History | No change | 6,917 | 1,233 | 0.36% | 0.36% | 19 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | No change | 5,868 | 1,046 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,827 | 1,038 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,417 | 965 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 5,248 | 935 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 5,238 | 933 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,802 | 856 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,598 | 819 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,564 | 813 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | No change | 4,369 | 778 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QTR Family Wealth, LLC | History | No change | 4,280 | 763 | 0.27% | 0.27% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,036 | 719 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 3,964 | 706 | 0.15% | 0.15% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Blueprint, LLC | History | No change | 3,637 | 648 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,146 | 561 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 3,124 | 556 | 0.14% | 0.14% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,644 | 471 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,451 | 437 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,255 | 402 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,238 | 398 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,809 | 322 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TKG Advisors, LLC | History | No change | 1,789 | 318 | 0.11% | 0.11% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHOREO, LLC | History | No change | 1,759 | 313 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,694 | 302 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 1,652 | 294 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,590 | 283 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 46 Peaks LLC | History | No change | 1,514 | 269 | 0.17% | 0.17% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,474 | 262 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,431 | 255 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,397 | 249 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,344 | 239 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,159 | 206 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 1,148 | 204 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,065 | 189 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 914 | 162 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 814 | 145 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 804 | 143 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 601 | 107 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 519 | 90 | 0.0% | 0.0% | 57 | -16 | -2.99% | Q3 2026 | Oct 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 273 | 48 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FMR LLC | History | No change | 265 | 47 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 252 | 44 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 172 | 30 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | No change | 87 | 15 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 72 | 12 | 0.0% | 0.0% | 64 | -3 | -4.0% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 68 | 12 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 65 | 11 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 59 | 10 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 63 | 10 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 53 | 9 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 51 | 9 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 56 | 9 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 35 | 6 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 14 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |