| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 4.5% | -27% | $15,313,450 | -$1,034,912 | 502,738 | -6.3% | BlackRock, Inc. | 30 Sep 2025 |
As of 31 Dec 2025, 76 institutional investors reported holding 4,281,980 shares of iShares Top 20 U.S. Stocks ETF - Common Stock (TOPT). This represents 38% of the company’s total 11,171,956 outstanding shares.
The largest institutional shareholders of iShares Top 20 U.S. Stocks ETF - Common Stock (TOPT) together control 34% 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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 6.2% | 688,738 | +35% | 0.01% | $21,509,295 |
| BlackRock, Inc. | 3.9% | 433,919 | -14% | 0% | $13,551,290 |
| Goodman Advisory Group, LLC | 3.5% | 390,394 | -8.4% | 3% | $12,192,006 |
| RAYMOND JAMES FINANCIAL INC | 3.3% | 363,464 | +2453% | 0% | $11,350,981 |
| NewEdge Advisors, LLC | 2.5% | 281,154 | +598100% | 0.02% | $6,811,613 |
| ENVESTNET ASSET MANAGEMENT INC | 2.2% | 241,864 | -4.8% | 0% | $7,553,413 |
| HighTower Advisors, LLC | 1.6% | 183,900 | +21% | 0.01% | $5,743,201 |
| GOLDMAN SACHS GROUP INC | 1% | 112,736 | 0% | 0% | $3,520,745 |
| Clear Creek Financial Management, LLC | 0.96% | 107,486 | +70% | 0.27% | $3,356,788 |
| Cetera Investment Advisers | 0.84% | 94,377 | +3.9% | 0% | $2,947,391 |
| Janney Montgomery Scott LLC | 0.79% | 87,844 | +582% | 0.01% | $2,743,000 |
| Geneos Wealth Management Inc. | 0.77% | 86,098 | +420% | 0.07% | $2,688,841 |
| Kestra Investment Management, LLC | 0.75% | 84,092 | -0.58% | 0.06% | $2,626,193 |
| OPPENHEIMER & CO INC | 0.58% | 65,024 | +28% | 0.03% | $2,030,700 |
| OSAIC HOLDINGS, INC. | 0.57% | 63,167 | +125% | 0% | $1,972,752 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.56% | 62,932 | +4% | 0% | $1,965,367 |
| Horizon Investments, LLC | 0.56% | 62,576 | -1.3% | 0.02% | $1,954,248 |
| FOUNDERS FINANCIAL SECURITIES LLC | 0.55% | 60,960 | +2.2% | 0.11% | $1,903,781 |
| Steward Partners Investment Advisory, LLC | 0.52% | 58,149 | +4.6% | 0.01% | $1,815,993 |
| Kestra Advisory Services, LLC | 0.49% | 55,209 | +26% | 0.01% | $1,724,178 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.44% | 49,024 | -17% | 0% | $1,531,030 |
| ATX Financial Planning, LLC | 0.43% | 48,480 | 0% | 1.2% | $1,514,017 |
| RIA Advisory Group LLC | 0.43% | 47,580 | -1.5% | 0.36% | $1,485,919 |
| Keystone Wealth Services, LLC | 0.39% | 43,535 | +5.8% | 0.29% | $1,359,598 |
| CPC Advisors, LLC | 0.38% | 42,830 | +22% | 0.14% | $1,337,581 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,281,980 | $131,739,505 | +$18,585,612 | $31.23 | 76 |
| 2025 Q3 | 3,568,897 | $108,715,049 | +$32,546,897 | $30.46 | 62 |
| 2025 Q2 | 2,154,479 | $58,802,906 | +$13,156,969 | $27.29 | 45 |
| 2025 Q1 | 1,690,890 | $40,278,396 | +$26,640,360 | $23.82 | 30 |
| 2024 Q4 | 569,372 | $14,837,043 | +$14,837,043 | $26.06 | 15 |