iSHARES TRUST - TECB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Added to | 3,952,438 | 219,281 | 0.45% | 0.45% | 1 | +17,009 | 0.43% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 297,618 | 16,511 | 0.0% | 0.0% | 2 | -14,978 | -4.79% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 94,890 | 5,264 | 0.08% | 0.1% | 3 | -285 | -0.3% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 63,890 | 3,544 | 0.0% | 0.0% | 4 | +5,920 | 10.21% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 48,832 | 2,709 | 0.0% | 0.0% | 5 | -5,752 | -10.54% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 41,419 | 2,297 | 0.03% | 0.03% | 6 | +1,369 | 3.42% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 38,040 | 2,110 | 0.24% | 0.24% | 7 | +2,772 | 7.86% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | No change | 37,850 | 2,099 | 0.07% | 0.08% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 36,204 | 2,008 | 0.74% | 0.82% | 9 | -964 | -2.59% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 29,048 | 1,611 | 0.21% | 0.31% | 10 | -7,981 | -21.55% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,766 | 1,484 | 0.0% | 0.0% | 11 | -11,656 | -30.34% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 25,572 | 1,418 | 0.0% | 0.0% | 12 | +20,804 | 436.33% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 24,325 | 1,349 | 0.04% | 0.04% | 13 | +2,195 | 9.92% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,053 | 1,223 | 0.0% | 0.0% | 14 | -3,083 | -12.27% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 21,627 | 1,199 | 0.03% | 0.03% | 15 | +2 | 0.01% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 18,365 | 1,019 | 0.0% | 0.0% | 16 | +3,760 | 25.74% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 17,428 | 985 | 0.22% | 0.16% | 17 | -354 | -1.99% | Q1 2026 | Apr 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 17,628 | 978 | 0.0% | 0.0% | 18 | +2,902 | 19.71% | Q1 2026 | May 15, 2026 |
| Banque Transatlantique SA | History | New | 16,685 | 925 | 0.02% | — | 19 | +16,685 | New | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,539 | 917 | 0.0% | 0.0% | 20 | -3,422 | -17.14% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,466 | 858 | 0.0% | 0.0% | 21 | +204 | 1.34% | Q1 2026 | Apr 30, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 13,668 | 854 | 0.27% | 0.26% | 22 | +1,439 | 11.77% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 15,026 | 833 | 0.0% | 0.0% | 23 | +352 | 2.4% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 14,605 | 810 | 0.0% | 0.0% | 24 | +216 | 1.5% | Q1 2026 | May 14, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 13,261 | 807 | 0.25% | 0.25% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,667 | 758 | 0.0% | 0.0% | 26 | -1,873 | -12.05% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 12,236 | 678 | 0.04% | 0.04% | 27 | +42 | 0.34% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,054 | 668 | 0.0% | 0.0% | 28 | -360 | -2.9% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 11,200 | 621 | 0.0% | 0.0% | 29 | -33,500 | -74.94% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 10,708 | 594 | 0.03% | 0.03% | 30 | -1,050 | -8.93% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 10,373 | 575 | 0.0% | 0.0% | 31 | +3,747 | 56.55% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 10,226 | 567 | 0.07% | 0.07% | 32 | +1,157 | 12.76% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,770 | 542 | 0.0% | 0.0% | 33 | -19,239 | -66.32% | Q1 2026 | May 15, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 9,555 | 540 | 0.1% | 0.11% | 34 | -1,207 | -11.22% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | No change | 8,552 | 474 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,718 | 428 | 0.0% | 0.01% | 36 | -203 | -2.56% | Q1 2026 | May 08, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 6,397 | 386 | 0.02% | 0.03% | 37 | -848 | -11.7% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,829 | 378 | 0.0% | 0.0% | 38 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,790 | 364 | 0.0% | 0.0% | 39 | +5,800 | 585.86% | Q1 2026 | May 13, 2026 |
| Waterford Advisors, LLC | History | New | 12,548 | 304 | 0.1% | — | 40 | +12,548 | New | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,203 | 288 | 0.01% | 0.02% | 41 | +26 | 0.5% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,953 | 277 | 0.0% | 0.0% | 42 | -375 | -7.04% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Added to | 4,729 | 262 | 0.0% | 0.0% | 43 | +235 | 5.23% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 4,509 | 250 | 0.0% | 0.0% | 44 | +32 | 0.71% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 4,322 | 239 | 0.0% | 0.0% | 45 | +583 | 15.59% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,231 | 235 | 0.0% | 0.0% | 47 | -70 | -1.63% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,250 | 235 | 0.01% | 0.01% | 46 | +2 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | New | 4,135 | 229 | 0.0% | — | 49 | +4,135 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 4,135 | 229 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 4,093 | 227 | 0.0% | 0.0% | 50 | -616 | -13.08% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,981 | 220 | 0.0% | 0.0% | 51 | +642 | 19.23% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 2,315 | 128 | 0.0% | 0.0% | 52 | -604 | -20.69% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | Reduced | 1,813 | 100 | 0.07% | 0.07% | 54 | -77 | -4.07% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,552 | 100 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,662 | 92 | 0.0% | 0.0% | 55 | +35 | 2.15% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,378 | 76 | 0.0% | 0.0% | 56 | -36 | -2.55% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,084 | 60 | 0.0% | 0.0% | 57 | +179 | 19.78% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 1,046 | 58 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 55 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| STEPH & CO | History | No change | 850 | 47 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DAGCO, INC. | History | No change | 846 | 46 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 800 | 44 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 678 | 37 | 0.03% | — | 63 | +678 | New | Q1 2026 | Apr 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 500 | 28 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 27 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 415 | 23 | 0.0% | — | 68 | +415 | New | Q1 2026 | May 19, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 419 | 23 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 385 | 23 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 400 | 22 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | No change | 375 | 20 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TD Capital Management LLC | History | No change | 354 | 19 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 301 | 16 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 279 | 15 | 0.0% | 0.0% | 73 | -1,417 | -83.55% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 283 | 15 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 228 | 14 | 0.02% | 0.04% | 76 | -326 | -58.84% | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 268 | 14 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 222 | 12 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bank of Jackson Hole Trust | History | No change | 173 | 9 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | New | 157 | 8 | 0.0% | — | 81 | +157 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 160 | 8 | 0.0% | 0.0% | 80 | -5 | -3.03% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 138 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 79 | 4 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| REAP Financial Group, LLC | History | Reduced | 68 | 3 | 0.0% | 0.0% | 87 | -112 | -62.22% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43 | 2 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 36 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Motiv8 Investments LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | New | 32 | 1 | 0.0% | — | 94 | +32 | New | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 22 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,085 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,357 | -100.0% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,315 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,690 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -808 | -100.0% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -659 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -610 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -382 | -100.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |