ISHARES TR

Ticker: IBLC CUSIP: 46436E361 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Foguth Wealth Management, LLC.132,787$5,856
JANE STREET GROUP, LLC92,300$3,776
CITADEL ADVISORS LLC49,383$2,020
Financial Engines Advisors L.L.C.45,992$1,882
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC41,198$1,893
OSAIC HOLDINGS, INC.32,880$1,345
WCG Wealth Advisors LLC23,624$966
SUSQUEHANNA INTERNATIONAL GROUP, LLP21,432$877
Vise Technologies, Inc.16,063$657
Bison Wealth, LLC12,000$482
B. Riley Wealth Advisors, Inc.11,318$463
Creative Planning10,707$438
MORGAN STANLEY9,335$382
Empower Advisory Group, LLC9,110$373
MML INVESTORS SERVICES, LLC9,023$369
Rockefeller Capital Management L.P.8,806$360
Forefront Wealth Partners, LLC7,870$322
GTS SECURITIES LLC7,494$307
FLPUTNAM INVESTMENT MANAGEMENT CO6,456$264
Farther Finance Advisors, LLC6,361$260
Sound Income Strategies, LLC6,313$306
COMMONWEALTH EQUITY SERVICES, LLC5,829$238
Sunbelt Securities, Inc.5,082$208
NBC SECURITIES, INC.1,931$79
Allianz SE1,646$67
Strategic Advocates LLC997$41
Glass Jacobson Investment Advisors llc798$33
SRS Capital Advisors, Inc.750$31
HHM Wealth Advisors, LLC593$24
Provenance Wealth Advisors, LLC508$21
CIBC Private Wealth Group, LLC340$14
BlackRock, Inc.296$12
Anchor Investment Management, LLC250$10
Steward Partners Investment Advisory, LLC199$8
UBS Group AG135$6
CWM, LLC123$0
Capital Investment Advisory Services, LLC100$4
CoreCap Advisors, LLC88$4
UMB Bank, n.a.80$3
Total (39 institutions)580,197$24,401