| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WRAPMANAGER INC | 6.4% | $1,052,198 | 41,360 | WRAPMANAGER INC | 31 Dec 2024 |
As of 31 Dec 2025, 26 institutional investors reported holding 899,941 shares of iSHARES TRUST - Common Stock (IBHK). This represents 100% of the company’s total 902,062 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (IBHK) together control 100% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 47% | 423,136 | +34% | 0.67% | $10,938,077 |
| Keeler Thomas Management LLC | 11% | 97,455 | +4.1% | 1.2% | $2,519,203 |
| JANE STREET GROUP, LLC | 7.6% | 68,309 | +115% | 0% | $1,765,788 |
| Straight Path Wealth Management | 6.9% | 61,809 | +18% | 0.43% | $1,597,768 |
| Integrated Wealth Concepts LLC | 5.1% | 46,242 | +41% | 0.01% | $1,195,360 |
| BANK OF AMERICA CORP /DE/ | 4.3% | 38,359 | +2.7% | 0% | $991,581 |
| WRAPMANAGER INC | 3.5% | 31,981 | -18% | 0.28% | $826,709 |
| Freestone Capital Holdings, LLC | 2.1% | 18,741 | +7.2% | 0.01% | $484,455 |
| FOCUSED ALPHA, LLC | 1.5% | 13,487 | 0% | 0.1% | $348,628 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.3% | 12,006 | +23% | 0% | $310,354 |
| CAPTRUST FINANCIAL ADVISORS | 1.3% | 11,925 | +46% | 0% | $308,261 |
| Aspen Wealth Management LLC | 1.3% | 11,586 | +1.7% | 0.06% | $299,498 |
| MORGAN STANLEY | 1.2% | 10,829 | +267% | 0% | $279,930 |
| Reliant Wealth Planning | 1.1% | 10,067 | +31% | 0.08% | $260,232 |
| LPL Financial LLC | 1.1% | 9,570 | +24% | 0% | $247,385 |
| RAYMOND JAMES FINANCIAL INC | 1% | 8,978 | +5.5% | 0% | $232,081 |
| Ellis Investment Partners, LLC | 0.95% | 8,587 | 0.04% | $221,976 | |
| ROYAL BANK OF CANADA | 0.61% | 5,488 | +1029% | 0% | $142,000 |
| CNB Bank | 0.36% | 3,255 | 0.03% | $84,142 | |
| Orion Capital Management LLC | 0.33% | 3,000 | 0% | 0.03% | $77,550 |
| BARRETT & COMPANY, INC. | 0.27% | 2,474 | +39% | 0.02% | $63,953 |
| OSAIC HOLDINGS, INC. | 0.18% | 1,592 | 0% | $41,152 | |
| Bogart Wealth, LLC | 0.06% | 578 | 0% | $14,941 | |
| Sound Income Strategies, LLC | 0.03% | 270 | 0% | $7,018 | |
| HAZLETT, BURT & WATSON, INC. | 0.02% | 155 | +2% | 0% | $4,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 899,941 | $23,263,645 | +$5,048,149 | $25.85 | 26 |
| 2025 Q3 | 691,095 | $18,041,217 | +$10,157,065 | $26.10 | 22 |
| 2025 Q2 | 302,005 | $7,837,059 | -$4,056,194 | $25.95 | 11 |
| 2025 Q1 | 462,672 | $11,761,749 | +$2,394,542 | $25.42 | 12 |
| 2024 Q4 | 368,474 | $9,326,380 | +$15,773 | $25.31 | 9 |
| 2024 Q3 | 367,540 | $9,600,611 | -$509,243 | $26.12 | 5 |
| 2024 Q2 | 387,047 | $9,773,111 | +$9,773,111 | $25.25 | 3 |