Ishares Blockchain & Tech (IBLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Foguth Wealth Management, Llc.

DECREASED

Shares206,226 from 251,149

Change-44,923 (-18%)

Value$7.9M (-$3.3M)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares40,274 from 38,501

Change+1,773 (+5%)

Value$1.7M (-$44.6K)

Filed 2026-10-13

Vise Technologies, Inc.

DECREASED

Shares21,805 from 37,087

Change-15,282 (-41%)

Value$996.2K (-$788.8K)

Filed 2026-10-29

James Investment Research, Inc.

INCREASED

Shares13,732 from 13,375

Change+357 (+3%)

Value$627.4K (-$16.3K)

Filed 2026-10-22

New York Life Investment Management LLC

INCREASED

Shares12,054 from 10,535

Change+1,519 (+14%)

Value$550.7K (+$43.7K)

Filed 2026-11-04

Bison Wealth, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$514.3K (-$55.9K)

Filed 2026-10-13

Creative Planning

UNCHANGED

Shares10,816 from 10,816

Change0 (0%)

Value$494.2K (-$26.4K)

Filed 2026-11-02

Sound Income Strategies, LLC

DECREASED

Shares6,087 from 6,313

Change-226 (-4%)

Value$261.7K (-$42.1K)

Filed 2026-10-09

Acorn Wealth Advisors, LLC

INCREASED

Shares5,236 from 5,185

Change+51 (+1%)

Value$239.2K (-$10.3K)

Filed 2026-10-19

HighTower Advisors, LLC

NEW

Shares4,930

Change+4,930

Value$225.3K

Filed 2026-11-10

Farther Finance Advisors, LLC

UNCHANGED

Shares3,151 from 3,151

Change0 (0%)

Value$144.0K (-$7.7K)

Filed 2026-10-08

Lanark Financial, Inc.

UNCHANGED

Shares1,931 from 1,931

Change0 (0%)

Value$88.2K (-$4.7K)

Filed 2026-10-26

Glass Jacobson Investment Advisors llc

INCREASED

Shares736 from 28

Change+708 (+2529%)

Value$33.6K (+$32.3K)

Filed 2026-10-26

GK Wealth Management LLC

NEW

Shares640

Change+640

Value$29.2K

Filed 2026-10-09

Provenance Wealth Advisors, LLC

INCREASED

Shares568 from 508

Change+60 (+12%)

Value$26.0K (+$1.5K)

Filed 2026-10-30

UMB Bank, n.a.

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$5.0K (-$268)

Filed 2026-11-06

Capital Investment Advisory Services, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.6K (-$244)

Filed 2026-10-30

SBI Securities Co., Ltd.

INCREASED

Shares49 from 13

Change+36 (+277%)

Value$2.2K (+$1.6K)

Filed 2026-10-22

Strategic Advocates LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$183 (-$10)

Filed 2026-11-03

Assetmark, Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$4.8K)

Filed 2026-10-21

Ashton Thomas Private Wealth, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$722)

Filed 2026-11-03

Financial Engines Advisors L.L.C.

N/A

Shares— from 43,108

Change-43,108 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 35,802

Change-35,802 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 31,482

Change-31,482 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 21,620

Change-21,620 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 21,432

Change-21,432 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 9,377

Change-9,377 (-100%)

Value—

Forefront Wealth Partners, LLC

N/A

Shares— from 5,397

Change-5,397 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 4,555

Change-4,555 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 4,389

Change-4,389 (-100%)

Value—

Allianz SE

N/A

Shares— from 1,646

Change-1,646 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 750

Change-750 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 614

Change-614 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 412

Change-412 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 412

Change-412 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 357

Change-357 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 22

Change-22 (-100%)

Value—

	Status
Foguth Wealth Management, Llc.	DECREASED	206,226	251,149	-44,923	-18%	$11.2M	$7.9M	-$3.3M	2026-10-19
Wealth Enhancement Advisory Services, LLC	INCREASED	40,274	38,501	+1,773	+5%	$1.8M	$1.7M	-$44.6K	2026-10-13
Vise Technologies, Inc.	DECREASED	21,805	37,087	-15,282	-41%	$1.8M	$996.2K	-$788.8K	2026-10-29
James Investment Research, Inc.	INCREASED	13,732	13,375	+357	+3%	$643.7K	$627.4K	-$16.3K	2026-10-22
New York Life Investment Management LLC	INCREASED	12,054	10,535	+1,519	+14%	$507.1K	$550.7K	+$43.7K	2026-11-04
Bison Wealth, LLC	UNCHANGED	12,000	12,000	0	0%	$570.2K	$514.3K	-$55.9K	2026-10-13
Creative Planning	UNCHANGED	10,816	10,816	0	0%	$520.6K	$494.2K	-$26.4K	2026-11-02
Sound Income Strategies, LLC	DECREASED	6,087	6,313	-226	-4%	$303.8K	$261.7K	-$42.1K	2026-10-09
Acorn Wealth Advisors, LLC	INCREASED	5,236	5,185	+51	+1%	$249.6K	$239.2K	-$10.3K	2026-10-19
HighTower Advisors, LLC	NEW	4,930	—	+4,930	—	—	$225.3K	—	2026-11-10
Farther Finance Advisors, LLC	UNCHANGED	3,151	3,151	0	0%	$151.7K	$144.0K	-$7.7K	2026-10-08
Lanark Financial, Inc.	UNCHANGED	1,931	1,931	0	0%	$92.9K	$88.2K	-$4.7K	2026-10-26
Glass Jacobson Investment Advisors llc	INCREASED	736	28	+708	+2529%	$1.3K	$33.6K	+$32.3K	2026-10-26
GK Wealth Management LLC	NEW	640	—	+640	—	—	$29.2K	—	2026-10-09
Provenance Wealth Advisors, LLC	INCREASED	568	508	+60	+12%	$24.5K	$26.0K	+$1.5K	2026-10-30
UMB Bank, n.a.	UNCHANGED	110	110	0	0%	$5.3K	$5.0K	-$268	2026-11-06
Capital Investment Advisory Services, LLC	UNCHANGED	100	100	0	0%	$4.8K	$4.6K	-$244	2026-10-30
SBI Securities Co., Ltd.	INCREASED	49	13	+36	+277%	$626	$2.2K	+$1.6K	2026-10-22
Strategic Advocates LLC	UNCHANGED	4	4	0	0%	$193	$183	-$10	2026-11-03
Assetmark, Inc	CLOSED	0	100	-100	-100%	$4.8K	$0	-$4.8K	2026-10-21
Ashton Thomas Private Wealth, LLC	CLOSED	0	15	-15	-100%	$722	$0	-$722	2026-11-03
Financial Engines Advisors L.L.C.	N/A	—	43,108	-43,108	-100%	$2.1M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	35,802	-35,802	-100%	$1.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	31,482	-31,482	-100%	$1.5M	—	—	—
WCG Wealth Advisors LLC	N/A	—	21,620	-21,620	-100%	$1.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	21,432	-21,432	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	9,377	-9,377	-100%	$451.3K	—	—	—
Forefront Wealth Partners, LLC	N/A	—	5,397	-5,397	-100%	$259.7K	—	—	—
Empower Advisory Group, LLC	N/A	—	4,555	-4,555	-100%	$219.2K	—	—	—
Wealthspire Advisors, LLC	N/A	—	4,389	-4,389	-100%	$211.2K	—	—	—
Allianz SE	N/A	—	1,646	-1,646	-100%	$79.2K	—	—	—
Arax Advisory Partners	N/A	—	750	-750	-100%	$36.1K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	614	-614	-100%	$29.6K	—	—	—
BFC Planning, Inc.	N/A	—	412	-412	-100%	$19.8K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	412	-412	-100%	$19.8K	—	—	—
BlackRock, Inc.	N/A	—	357	-357	-100%	$17.2K	—	—	—
Anchor Investment Management, LLC	N/A	—	250	-250	-100%	$12.0K	—	—	—
Morgan Stanley	N/A	—	22	-22	-100%	$1.1K	—	—	—

Showing 38 of 38 institutions