iSHARES TRUST - WSML
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Leo Wealth, LLC | History | No change | 362,440 | 11,256 | 0.82% | 0.82% | 1 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 211,340 | 7,452 | 0.0% | 0.0% | 2 | -235,276 | -52.68% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 132,588 | 4,675 | 0.0% | 0.0% | 3 | +48,707 | 58.07% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 78,061 | 2,753 | 0.06% | 0.06% | 4 | +4,214 | 5.71% | Q2 2026 | Aug 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 57,455 | 2,026 | 0.41% | 0.15% | 5 | +38,377 | 201.16% | Q2 2026 | Jul 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 47,069 | 1,660 | 0.07% | 0.07% | 6 | -26,450 | -35.98% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 10,524 | 371 | 0.0% | — | 7 | +10,524 | New | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 10,524 | 371 | 0.0% | — | 8 | +10,524 | New | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | New | 7,299 | 257 | 0.0% | — | 9 | +7,299 | New | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | New | 6,300 | 222 | 0.0% | — | 10 | +6,300 | New | Q2 2026 | Sep 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,889 | 136 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,915 | 102 | 0.0% | 0.0% | 12 | -302 | -9.39% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | New | 1,007 | 35 | 0.0% | — | 13 | +1,007 | New | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 952 | 34 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 866 | 30 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 130 | 4 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -914 | -100.0% | Q2 2026 | Aug 12, 2026 |