IBLC · iShares Blockchain and Tech ETF ETF

$48.22 +0.04 (+0.09%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 35

Total Value: $14,581,487

Total Shares: 399,056

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 35 13F filers · Δ vs Dec 31, 2025

Top Holder

23.3%

+0.4 pts

Top 5

58.2%

−4.2 pts

Top 10

81.0%

+0.4 pts

HHI

1,020

Broadly held−43

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -4

Institutional value: -38.6%

Shares held: -31.2%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mid GTS SECURITIES LLC	+21,128	28,622
Large Steward Partners Investment Advisory, LLC	+19,770	19,969
Small Financial Engines Advisors L.L.C.	+3,611	49,603
Mega JANE STREET GROUP, LLC	+788	93,088
Mega UBS Group AG	+725	860

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Mega CITADEL ADVISORS LLC	−42,713	6,670
Large OSAIC HOLDINGS, INC.	−10,420	22,460
Mega MORGAN STANLEY	−9,292	43
Mid Sunbelt Securities, Inc.	−5,072	10
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	−2,876	38,322

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Small JAMES INVESTMENT RESEARCH, INC.	11,588	$423,425
Large New York Life Investment Management LLC	9,308	$340,114
Mid Advisory Services Network, LLC	970	$35,443
Large Migdal Insurance & Financial Holdings Ltd.	47	$1,717
Mid SBI Securities Co., Ltd.	5	$182

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Small Foguth Wealth Management, LLC.	132,787	$5,432,316
Mid B. Riley Wealth Advisors, Inc.	11,318	$463,019
Large Empower Advisory Group, LLC	9,110	$372,690
Large MML INVESTORS SERVICES, LLC	9,023	$369,130
Mid FLPUTNAM INVESTMENT MANAGEMENT CO	6,456	$264,114

Filter: New 5 Increased 11 Reduced 8 Sold out 9 Unchanged 11

Showing 35 of 35

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

JANE STREET GROUP, LLC IBLC

$3,401,435

23.33%

93,088

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	93,088	$3,401,435	100.0%	Defined

Financial Engines Advisors L.L.C. IBLC

$1,812,493

12.43%

49,603

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IBLC

$1,400,285

9.60%

38,322

GTS SECURITIES LLC IBLC

$1,045,847

7.17%

28,622

OSAIC HOLDINGS, INC. IBLC

$820,688

5.63%

22,460

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	22,460	$820,688	100.0%	Defined

WCG Wealth Advisors LLC IBLC

$793,064

5.44%

21,704

SUSQUEHANNA INTERNATIONAL GROUP, LLP IBLC

$783,125

5.37%

21,432

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	21,432	$783,125	100.0%	Other

Steward Partners Investment Advisory, LLC IBLC

$729,667

5.00%

19,969

Vise Technologies, Inc. IBLC

$586,942

4.03%

16,063

Bison Wealth, LLC IBLC

$438,480

3.01%

12,000

JAMES INVESTMENT RESEARCH, INC. IBLC

$423,425

2.90%

11,588

Creative Planning IBLC

$395,216

2.71%

10,816

New York Life Investment Management LLC IBLC

$340,114

2.33%

9,308

Rockefeller Capital Management L.P. IBLC

$338,323

2.32%

9,259

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	9,259	$338,323	100.0%	Defined

CITADEL ADVISORS LLC IBLC

$243,721

1.67%

6,670

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	6,670	$243,721	100.0%	Defined

Forefront Wealth Partners, LLC IBLC

$238,240

1.63%

6,520

Farther Finance Advisors, LLC IBLC

$232,430

1.59%

6,361

Sound Income Strategies, LLC IBLC

$230,677

1.58%

6,313

NBC SECURITIES, INC. IBLC

$70,558

0.48%

1,931

Allianz SE IBLC

$60,144

0.41%

1,646

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLIANZ MEXICO, S.A. COMPANIA DE SEGUROS	1,646	$60,144	100.0%	Defined

Glass Jacobson Investment Advisors llc IBLC

$46,186

0.32%

1,264

Advisory Services Network, LLC IBLC

$35,443

0.24%

970

UBS Group AG IBLC

$31,423

0.22%

860

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	546	$19,950	63.5%	Defined
UBS Switzerland AG	314	$11,473	36.5%	Defined

HHM Wealth Advisors, LLC IBLC

$22,435

0.15%

614

Provenance Wealth Advisors, LLC IBLC

$18,562

0.13%

508

BlackRock, Inc. IBLC

$13,044

0.09%

357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SpiderRock Advisors, LLC	357	$13,044	100.0%	Sole

Anchor Investment Management, LLC IBLC

$9,135

0.06%

250

Strategic Advocates LLC IBLC

$4,823

0.03%

132

CWM, LLC IBLC

$4,494

0.03%

123

Capital Investment Advisory Services, LLC IBLC

$3,654

0.03%

100

UMB Bank, n.a. IBLC

$3,580

0.02%

Migdal Insurance & Financial Holdings Ltd. IBLC

$1,717

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Migdal Investment Portfolio Management (1998) Ltd.	47	$1,717	100.0%	Defined

MORGAN STANLEY IBLC

$1,570

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	43	$1,570	100.0%	Defined

Sunbelt Securities, Inc. IBLC

$365

0.00%

SBI Securities Co., Ltd. IBLC

$182

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	340	$13,909	100.0%	Sole