ISHARES TR (BTOT)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
8
Reporting holders
$40.4M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $19.9M | 400,000 | 0.00% | 3q | HELD |
| J. Mark Nickell & Co. | $14.8M | 320,589 | 11.80% | new | NEW |
| JANE STREET GROUP, LLC | $3.8M | 76,054 | 0.00% | 3q | +86.2%+$1.7M |
| Princeton Global Asset Management LLC | $1.9M | 37,441 | 0.27% | 2q | +923.0%+$1.7M |
| KELLEHER FINANCIAL ADVISORS | $72.0K | 1,450 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $29.8K | 600 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $24.1K | 675 | 0.01% | 3q | +575.0%+$20.5K |
| UBS Group AG | $5.9K | 119 | 0.00% | 2q | -1.7% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 66.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $40.4M | 836,928 | 3 | 3 | 1 | 0.0% |
| Q1 2026 | 5 | $22.1M | 444,726 | 2 | 0 | 1 | 0.0% |
| Q4 2025 | 4 | $22.7M | 453,274 | 4 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $285.9K | 2,426 | 0 | 0 | 0 | 0.0% |