iSHARES TRUST - TOPT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,042,871 | 29,846 | 0.01% | 0.01% | 1 | +354,133 | 51.42% | Q1 2026 | May 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 689,021 | 19,719 | 0.01% | — | 2 | +689,021 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 677,098 | 19,378 | 0.01% | 0.0% | 3 | +435,234 | 179.95% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 426,438 | 12,204 | 0.0% | 0.0% | 4 | +62,974 | 17.33% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 420,213 | 12,026 | 0.0% | 0.0% | 5 | -13,706 | -3.16% | Q1 2026 | May 13, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 383,273 | 10,969 | 2.85% | 3.0% | 6 | -7,121 | -1.82% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 294,826 | 8,437 | 0.19% | 0.05% | 7 | +223,712 | 314.58% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 127,111 | 3,637 | 0.0% | 0.0% | 8 | +32,734 | 34.68% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 125,576 | 3,593 | 0.04% | 0.02% | 9 | +63,000 | 100.68% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 103,920 | 2,974 | 0.23% | 0.27% | 10 | -3,566 | -3.32% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | New | 98,686 | 2,824 | 0.07% | — | 11 | +98,686 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 96,542 | 2,763 | 0.0% | 0.0% | 12 | +33,375 | 52.84% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 62,850 | 1,884 | 0.11% | 0.11% | 13 | +1,890 | 3.1% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 59,981 | 1,716 | 0.0% | 0.0% | 14 | -53,351 | -47.07% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 59,543 | 1,704 | 0.0% | 0.0% | 15 | -53,193 | -47.18% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 57,116 | 1,634 | 0.02% | 0.03% | 16 | -7,908 | -12.16% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 55,144 | 1,578 | 0.01% | 0.01% | 17 | -65 | -0.12% | Q1 2026 | Apr 30, 2026 |
| ATX Financial Planning, LLC | History | Added to | 54,965 | 1,573 | 1.2% | 1.17% | 18 | +6,485 | 13.38% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 53,157 | 1,521 | 0.0% | — | 19 | +53,157 | New | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Reduced | 45,762 | 1,309 | 0.31% | 0.36% | 20 | -1,818 | -3.82% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 42,676 | 1,221 | 0.02% | 0.02% | 21 | +342 | 0.81% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,771 | 1,138 | 0.0% | 0.0% | 22 | -9,253 | -18.87% | Q1 2026 | Apr 27, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 38,371 | 1,098 | 0.23% | 0.29% | 23 | -5,164 | -11.86% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 37,209 | 1,064 | 0.0% | 0.01% | 24 | -146,691 | -79.77% | Q1 2026 | May 05, 2026 |
| Core Wealth Partners LLC | History | No change | 35,199 | 1,007 | 0.47% | 0.49% | 25 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 34,584 | 989 | 0.01% | — | 26 | +34,584 | New | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 31,905 | 913 | 0.0% | 0.0% | 27 | +645 | 2.06% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 31,242 | 894 | 0.03% | 0.02% | 28 | +10,270 | 48.97% | Q1 2026 | Apr 23, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 27,469 | 786 | 0.11% | 0.14% | 29 | -5,720 | -17.23% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 27,221 | 779 | 0.02% | — | 30 | +27,221 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 25,331 | 724 | 0.0% | 0.0% | 31 | +24,489 | 2908.43% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 22,746 | 650 | 0.02% | 0.02% | 32 | +607 | 2.74% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | New | 20,303 | 581 | 0.0% | — | 33 | +20,303 | New | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 20,132 | 576 | 0.01% | — | 34 | +20,132 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,606 | 532 | 0.0% | 0.0% | 35 | -1,334 | -6.69% | Q1 2026 | May 12, 2026 |
| Legacy Financial Group LLC | History | Added to | 18,136 | 519 | 0.07% | 0.07% | 36 | +222 | 1.24% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17,881 | 511 | 0.0% | 0.0% | 37 | +4,671 | 35.36% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 13,562 | 388 | 0.02% | 0.02% | 38 | -250 | -1.81% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 12,611 | 360 | 0.02% | 0.02% | 39 | +2,788 | 28.38% | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,290 | 351 | 0.09% | — | 40 | +12,290 | New | Q1 2026 | May 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 11,739 | 335 | 0.2% | 0.2% | 41 | +480 | 4.26% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,593 | 331 | 0.01% | 0.01% | 42 | +1,655 | 16.65% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 11,386 | 325 | 0.01% | 0.07% | 43 | -74,712 | -86.78% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 10,686 | 305 | 0.0% | 0.0% | 44 | -16,201 | -60.26% | Q1 2026 | Apr 29, 2026 |
| Realta Investment Advisors | History | Added to | 10,305 | 294 | 0.1% | 0.09% | 45 | +1,460 | 16.51% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,850 | 281 | 0.0% | 0.0% | 46 | +4,650 | 89.42% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Added to | 9,435 | 270 | 0.05% | 0.05% | 47 | +600 | 6.79% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | New | 9,461 | 261 | 0.0% | — | 48 | +9,461 | New | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,087 | 260 | 0.0% | 0.0% | 49 | +1,440 | 18.83% | Q1 2026 | Apr 20, 2026 |
| Guardian Capital, LLC | History | Added to | 9,100 | 260 | 0.25% | 0.22% | 50 | +1,100 | 13.75% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,080 | 259 | 0.0% | 0.0% | 51 | +1,605 | 21.47% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 8,928 | 255 | 0.0% | 0.0% | 52 | -15,998 | -64.18% | Q1 2026 | May 15, 2026 |
| Norris Financial Group, LLC | History | No change | 8,781 | 251 | 0.08% | 0.09% | 53 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 8,064 | 231 | 0.0% | — | 54 | +8,064 | New | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,673 | 219 | 0.01% | 0.02% | 55 | +139 | 1.84% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 7,384 | 211 | 0.04% | 0.04% | 56 | +334 | 4.74% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,034 | 201 | 0.01% | 0.01% | 57 | +1,390 | 24.63% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,901 | 197 | 0.02% | 0.01% | 58 | +2,339 | 51.27% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 6,417 | 183 | 0.0% | — | 59 | +6,417 | New | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | No change | 5,625 | 160 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 5,229 | 149 | 0.0% | 0.0% | 61 | -14,615 | -73.65% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,389 | 125 | 0.0% | 0.0% | 62 | +4,167 | 1877.03% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,065 | 116 | 0.0% | 0.01% | 63 | -54,084 | -93.01% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,507 | 100 | 0.02% | 0.02% | 64 | -450 | -11.37% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 1,498 | 42 | 0.0% | — | 65 | +1,497 | 149700.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,206 | 39 | 0.01% | — | 66 | +1,206 | New | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,358 | 37 | 0.0% | — | 67 | +1,358 | New | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | New | 1,209 | 34 | 0.01% | — | 69 | +1,209 | New | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | New | 1,206 | 34 | 0.0% | — | 68 | +1,206 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 802 | 22 | 0.0% | 0.0% | 70 | -2,353 | -74.58% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 681 | 19 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 597 | 17 | 0.0% | — | 72 | +597 | New | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 587 | 16 | 0.0% | — | 73 | +587 | New | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 300 | 10 | 0.0% | — | 75 | +300 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 325 | 9 | 0.0% | — | 76 | +325 | New | Q1 2026 | Apr 13, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 262 | 7 | 0.01% | 0.0% | 77 | +100 | 61.73% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 175 | 5 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Reduced | 80 | 2 | 0.0% | 0.0% | 80 | -70 | -46.67% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 104 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -281,154 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -87,844 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -84,092 | -100.0% | Q1 2026 | May 11, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -42,830 | -100.0% | Q1 2026 | Apr 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,681 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,317 | -100.0% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,957 | -100.0% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,847 | -100.0% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -1,096 | -100.0% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -832 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7 | 0 | — | 0.0% | — | -101 | -93.52% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kozak & Associates, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 14, 2026 |
| Financial Perspectives, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |