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 | Reduced | 3,569,668 | 256,123 | 0.45% | 0.45% | 1 | -382,770 | -9.68% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 281,811 | 20,219 | 0.0% | 0.0% | 2 | -15,807 | -5.31% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 94,698 | 6,794 | 0.1% | 0.08% | 3 | -192 | -0.2% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 47,761 | 3,426 | 0.0% | 0.0% | 4 | -1,071 | -2.19% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 42,187 | 3,026 | 0.03% | 0.03% | 5 | +768 | 1.85% | Q2 2026 | Aug 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 38,045 | 2,729 | 0.27% | 0.24% | 6 | +5 | 0.01% | Q2 2026 | Jul 13, 2026 |
| GTS SECURITIES LLC | History | No change | 37,850 | 2,715 | 0.06% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,687 | 2,705 | 0.0% | 0.0% | 8 | +27,917 | 285.74% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 36,506 | 2,619 | 0.0% | 0.0% | 9 | -27,384 | -42.86% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 35,170 | 2,523 | 0.8% | 0.74% | 10 | -1,034 | -2.86% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | Added to | 30,574 | 2,193 | 0.06% | 0.04% | 11 | +6,249 | 25.69% | Q2 2026 | Aug 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 28,982 | 2,079 | 0.23% | 0.21% | 12 | -66 | -0.23% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,604 | 1,980 | 0.0% | 0.0% | 13 | +2,032 | 7.95% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 22,535 | 1,616 | 0.0% | 0.0% | 14 | +482 | 2.19% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 21,221 | 1,522 | 0.0% | 0.0% | 15 | +3,593 | 20.38% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 21,211 | 1,521 | 0.03% | 0.03% | 16 | -416 | -1.92% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,345 | 1,245 | 0.0% | 0.0% | 17 | -1,020 | -5.55% | Q2 2026 | Aug 14, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 17,383 | 1,218 | 0.26% | 0.22% | 18 | -45 | -0.26% | Q2 2026 | Jul 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,441 | 1,179 | 0.0% | 0.0% | 19 | -98 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,281 | 1,168 | 0.0% | 0.0% | 20 | +815 | 5.27% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Added to | 15,639 | 1,122 | 0.0% | 0.0% | 21 | +613 | 4.08% | Q2 2026 | Aug 13, 2026 |
| Banque Transatlantique SA | History | Reduced | 15,332 | 1,100 | 0.02% | 0.02% | 22 | -1,353 | -8.11% | Q2 2026 | Jul 30, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 14,556 | 1,044 | 0.3% | 0.27% | 23 | +888 | 6.5% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 13,020 | 934 | 0.03% | — | 24 | +13,020 | New | Q2 2026 | Jul 07, 2026 |
| PFG Investments, LLC | History | Added to | 13,012 | 933 | 0.04% | 0.03% | 25 | +2,304 | 21.52% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,439 | 892 | 0.0% | 0.0% | 26 | -14,327 | -53.53% | Q2 2026 | Sep 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 11,803 | 846 | 0.05% | 0.04% | 27 | -433 | -3.54% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,411 | 818 | 0.0% | 0.0% | 28 | -643 | -5.33% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 14,605 | 810 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 10,049 | 721 | 0.0% | 0.0% | 30 | -324 | -3.12% | Q2 2026 | Aug 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 9,077 | 651 | 0.12% | 0.1% | 31 | -478 | -5.0% | Q2 2026 | Aug 17, 2026 |
| CERTUITY, LLC | History | No change | 8,552 | 613 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,237 | 591 | 0.0% | 0.0% | 33 | -5,430 | -39.73% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,745 | 555 | 0.0% | 0.0% | 34 | +916 | 13.41% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,304 | 524 | 0.01% | 0.0% | 35 | -414 | -5.36% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,144 | 512 | 0.0% | 0.0% | 36 | +5,454 | 322.72% | Q2 2026 | Aug 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 6,507 | 466 | 0.03% | 0.02% | 37 | +110 | 1.72% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,013 | 431 | 0.0% | 0.0% | 38 | +2,032 | 51.04% | Q2 2026 | Sep 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,337 | 382 | 0.02% | 0.01% | 39 | +134 | 2.58% | Q2 2026 | Aug 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,852 | 348 | 0.0% | 0.0% | 40 | -101 | -2.04% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,540 | 325 | 0.0% | 0.0% | 41 | -189 | -4.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,468 | 320 | 0.01% | 0.01% | 42 | +218 | 5.13% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | Added to | 4,180 | 299 | 0.0% | 0.0% | 43 | +45 | 1.09% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 4,158 | 298 | 0.0% | 0.0% | 44 | +65 | 1.59% | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,112 | 295 | 0.03% | 0.07% | 45 | -6,114 | -59.79% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Reduced | 4,038 | 289 | 0.0% | 0.0% | 46 | -471 | -10.45% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,041 | 289 | 0.0% | 0.0% | 47 | -281 | -6.5% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | New | 4,025 | 288 | 0.01% | — | 49 | +4,025 | New | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,017 | 288 | 0.0% | 0.0% | 48 | -214 | -5.06% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,928 | 278 | 0.0% | 0.0% | 50 | -2,862 | -42.15% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | New | 3,666 | 263 | 0.0% | — | 51 | +3,666 | New | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 3,577 | 256 | 0.0% | — | 52 | +3,577 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,431 | 246 | 0.0% | 0.0% | 53 | +1,769 | 106.44% | Q2 2026 | Aug 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 4,135 | 229 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,060 | 219 | 0.0% | — | 55 | +3,060 | New | Q2 2026 | Aug 05, 2026 |
| Carl P. Sherr & Co., LLC | History | New | 2,943 | 211 | 0.09% | — | 56 | +2,943 | New | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | Reduced | 2,296 | 164 | 0.0% | 0.0% | 57 | -19 | -0.82% | Q2 2026 | Aug 13, 2026 |
| Clark Wealth Partners | History | Added to | 1,815 | 130 | 0.07% | 0.07% | 58 | +2 | 0.11% | Q2 2026 | Jul 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,552 | 111 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 1,378 | 98 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 1,084 | 77 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 1,046 | 75 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 71 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STEPH & CO | History | No change | 850 | 60 | 0.02% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 800 | 57 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 678 | 48 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 639 | 45 | 0.0% | 0.0% | 67 | +501 | 363.04% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 500 | 35 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 500 | 35 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 400 | 28 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 372 | 26 | 0.01% | 0.01% | 72 | -47 | -11.22% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 375 | 26 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 360 | 25 | 0.0% | — | 74 | +360 | New | Q2 2026 | Aug 06, 2026 |
| TD Capital Management LLC | History | No change | 354 | 25 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 301 | 21 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 283 | 20 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 228 | 16 | 0.02% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 220 | 15 | 0.0% | — | 79 | +220 | New | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 222 | 15 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | New | 197 | 14 | 0.0% | — | 81 | +197 | New | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBH Bank | History | New | 173 | 12 | 0.01% | — | 82 | +173 | New | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | New | 150 | 10 | 0.0% | — | 83 | +150 | New | Q2 2026 | Aug 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 173 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 157 | 8 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 79 | 5 | 0.0% | 0.0% | 86 | -81 | -50.63% | Q2 2026 | Jul 06, 2026 |
| Abound Wealth Management | History | No change | 79 | 5 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Russell Investments Group, Ltd. | History | New | 64 | 4 | 0.0% | — | 90 | +64 | New | Q2 2026 | Aug 06, 2026 |
| PFS Partners, LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REAP Financial Group, LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 36 | 3 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 32 | 2 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 18 | 1 | 0.0% | 0.0% | 95 | -261 | -93.55% | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 22 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strive Financial Group ,LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,548 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -846 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 14, 2026 |