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 | 1,208,160 | 39,772 | 0.01% | 0.01% | 1 | +165,289 | 15.85% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 788,413 | 25,954 | 0.01% | 0.01% | 2 | +111,315 | 16.44% | Q2 2026 | Sep 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 689,021 | 22,682 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 518,627 | 17,073 | 0.0% | 0.0% | 4 | +92,189 | 21.62% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 425,075 | 13,993 | 0.0% | 0.0% | 5 | +4,862 | 1.16% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 393,116 | 12,941 | 0.02% | — | 6 | +393,116 | New | Q2 2026 | Jul 22, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 388,708 | 12,796 | 2.94% | 2.85% | 7 | +5,435 | 1.42% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 224,723 | 7,397 | 0.16% | 0.07% | 8 | +126,037 | 127.72% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 204,325 | 6,726 | 0.01% | 0.0% | 9 | +77,214 | 60.75% | Q2 2026 | Aug 12, 2026 |
| CEERA INVESTMENTS, LLC | History | New | 191,319 | 6,298 | 2.67% | — | 10 | +191,319 | New | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 189,977 | 6,254 | 0.12% | 0.19% | 11 | -104,849 | -35.56% | Q2 2026 | Jul 15, 2026 |
| Atomic Invest LLC | History | Added to | 185,392 | 6,026 | 0.53% | 0.02% | 12 | +183,526 | 9835.26% | Q2 2026 | Sep 25, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 174,117 | 5,731 | 0.37% | 0.23% | 13 | +70,197 | 67.55% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 154,200 | 5,076 | 0.0% | — | 14 | +154,200 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 113,950 | 3,751 | 0.0% | 0.0% | 15 | +17,408 | 18.03% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 109,239 | 3,596 | 0.04% | 0.04% | 16 | -16,337 | -13.01% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 109,205 | 3,595 | 0.18% | 0.11% | 17 | +46,355 | 73.75% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 88,139 | 2,865 | 0.0% | 0.0% | 18 | +78,678 | 831.6% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 84,069 | 2,767 | 0.0% | 0.0% | 19 | +24,526 | 41.19% | Q2 2026 | Aug 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | New | 82,873 | 2,728 | 0.04% | — | 20 | +82,873 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 82,470 | 2,715 | 0.01% | — | 21 | +82,470 | New | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 68,863 | 2,266 | 0.0% | 0.0% | 22 | +31,654 | 85.07% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 61,936 | 2,038 | 0.02% | 0.02% | 23 | +4,820 | 8.44% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 61,154 | 2,013 | 0.01% | 0.01% | 24 | +6,010 | 10.9% | Q2 2026 | Jul 28, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 54,670 | 1,799 | 1.19% | 1.2% | 25 | -295 | -0.54% | Q2 2026 | Aug 20, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 44,091 | 1,451 | 0.0% | — | 26 | +44,091 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 42,346 | 1,394 | 0.0% | 0.0% | 27 | +2,575 | 6.47% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 40,952 | 1,348 | 0.02% | 0.02% | 28 | -1,724 | -4.04% | Q2 2026 | Jul 15, 2026 |
| RIA Advisory Group LLC | History | Reduced | 40,559 | 1,335 | 0.29% | 0.31% | 29 | -5,203 | -11.37% | Q2 2026 | Jul 23, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 40,005 | 1,316 | 0.24% | 0.23% | 30 | +1,634 | 4.26% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | New | 39,182 | 1,289 | 0.07% | — | 31 | +39,182 | New | Q2 2026 | Aug 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 38,730 | 1,274 | 0.02% | 0.01% | 32 | +4,146 | 11.99% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 30,700 | 1,010 | 0.0% | 0.0% | 33 | -29,281 | -48.82% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | New | 33,057 | 1,001 | 0.0% | 0.0% | 34 | +33,057 | New | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Network, LLC | History | New | 29,462 | 969 | 0.66% | — | 35 | +29,462 | New | Q2 2026 | Jul 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 28,953 | 953 | 0.02% | 0.03% | 36 | -2,289 | -7.33% | Q2 2026 | Jul 21, 2026 |
| Core Wealth Partners LLC | History | Reduced | 28,651 | 943 | 0.4% | 0.47% | 37 | -6,548 | -18.6% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 25,331 | 833 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 25,068 | 825 | 0.02% | 0.02% | 39 | -2,153 | -7.91% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | New | 25,052 | 824 | 0.02% | — | 40 | +25,052 | New | Q2 2026 | Aug 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | New | 25,000 | 823 | 0.07% | — | 41 | +25,000 | New | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,623 | 810 | 0.0% | 0.0% | 42 | +6,742 | 37.7% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,628 | 778 | 0.0% | 0.0% | 43 | +15,564 | 193.01% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 22,736 | 748 | 0.02% | 0.02% | 44 | -10 | -0.04% | Q2 2026 | Aug 03, 2026 |
| CPC Advisors, LLC | History | New | 22,340 | 735 | 0.1% | — | 45 | +22,340 | New | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 21,604 | 711 | 0.01% | 0.01% | 46 | +10,218 | 89.74% | Q2 2026 | Aug 06, 2026 |
| RCS Financial Planning, LLC | History | New | 19,683 | 647 | 0.31% | — | 47 | +19,683 | New | Q2 2026 | Jul 22, 2026 |
| Legacy Financial Group LLC | History | Added to | 18,459 | 607 | 0.07% | 0.07% | 48 | +323 | 1.78% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,417 | 606 | 0.0% | 0.0% | 49 | +7,731 | 72.35% | Q2 2026 | Sep 23, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 17,669 | 581 | 0.31% | 0.2% | 50 | +5,930 | 50.52% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,284 | 536 | 0.0% | 0.0% | 51 | -15,621 | -48.96% | Q2 2026 | Jul 27, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 14,585 | 480 | 0.1% | — | 52 | +14,585 | New | Q2 2026 | Jul 16, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 14,565 | 479 | 0.02% | — | 53 | +14,565 | New | Q2 2026 | Aug 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 14,528 | 478 | 0.02% | 0.02% | 54 | +966 | 7.12% | Q2 2026 | Jul 21, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 12,922 | 425 | 0.02% | 0.02% | 55 | +311 | 2.47% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,371 | 407 | 0.01% | 0.01% | 56 | +778 | 6.71% | Q2 2026 | Aug 14, 2026 |
| GatePass Capital, LLC | History | New | 11,515 | 379 | 0.14% | — | 57 | +11,515 | New | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,480 | 345 | 0.0% | 0.0% | 58 | +630 | 6.4% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,113 | 332 | 0.02% | 0.0% | 59 | +9,516 | 1593.97% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | New | 9,669 | 318 | 0.0% | — | 60 | +9,669 | New | Q2 2026 | Aug 14, 2026 |
| SkyOak Wealth, LLC | History | Added to | 9,560 | 314 | 0.05% | 0.05% | 61 | +125 | 1.32% | Q2 2026 | Jul 30, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 9,300 | 306 | 0.09% | 0.09% | 62 | -2,990 | -24.33% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 9,225 | 303 | 0.01% | — | 64 | +9,225 | New | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,229 | 303 | 0.0% | 0.0% | 63 | +142 | 1.56% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 9,195 | 302 | 0.0% | — | 65 | +9,195 | New | Q2 2026 | Aug 07, 2026 |
| Norris Financial Group, LLC | History | No change | 8,781 | 289 | 0.12% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Guardian Capital, LLC | History | Reduced | 7,900 | 260 | 0.21% | 0.25% | 67 | -1,200 | -13.19% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,645 | 251 | 0.0% | 0.0% | 68 | -1,435 | -15.8% | Q2 2026 | Aug 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 7,385 | 243 | 0.04% | 0.04% | 69 | +1 | 0.01% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,224 | 237 | 0.01% | 0.01% | 70 | +190 | 2.7% | Q2 2026 | Jul 22, 2026 |
| Valeo Financial Advisors, LLC | History | New | 7,025 | 231 | 0.0% | — | 71 | +7,025 | New | Q2 2026 | Jul 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 6,961 | 229 | 0.02% | — | 72 | +6,961 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,901 | 227 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 6,838 | 225 | 0.0% | 0.0% | 74 | -13,465 | -66.32% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,800 | 223 | 0.0% | 0.0% | 75 | -11,806 | -63.45% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7,673 | 219 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,460 | 212 | 0.0% | 0.0% | 77 | +43 | 0.67% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 6,395 | 210 | 0.05% | — | 78 | +6,395 | New | Q2 2026 | Aug 13, 2026 |
| CVFG LLC | History | New | 6,305 | 207 | 0.02% | — | 79 | +6,305 | New | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | New | 6,105 | 201 | 0.01% | — | 80 | +6,105 | New | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | No change | 5,625 | 185 | 0.02% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,507 | 115 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 3,226 | 106 | 0.0% | 0.0% | 83 | +3,146 | 3932.5% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,940 | 96 | 0.0% | 0.0% | 84 | -1,125 | -27.68% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 2,243 | 73 | 0.0% | — | 85 | +2,243 | New | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 2,088 | 68 | 0.0% | 0.0% | 86 | -3,141 | -60.07% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,963 | 64 | 0.0% | 0.0% | 87 | +1,282 | 188.25% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,461 | 48 | 0.0% | 0.0% | 88 | -2,928 | -66.71% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,340 | 44 | 0.0% | 0.0% | 89 | +538 | 67.08% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 1,310 | 43 | 0.01% | 0.01% | 90 | +101 | 8.35% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,206 | 40 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | New | 1,039 | 34 | 0.0% | — | 93 | +1,039 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,206 | 34 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | New | 946 | 31 | 0.01% | — | 94 | +946 | New | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 555 | 18 | 0.0% | 0.0% | 95 | -32 | -5.45% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | New | 447 | 14 | 0.0% | — | 96 | +447 | New | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 340 | 11 | 0.0% | 0.0% | 97 | -8,588 | -96.19% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 300 | 10 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 325 | 10 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 262 | 8 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Wealth Partners | History | New | 175 | 5 | 0.0% | — | 103 | +175 | New | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 172 | 5 | 0.0% | — | 101 | +165 | 2357.14% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 175 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 55 | 1 | 0.0% | 0.0% | 105 | -1,443 | -96.33% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -53,157 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -27,469 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -20,132 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.1% | — | -10,305 | -100.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,358 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| Financial Perspectives, Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |