ISHARES TR (IBAT)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
24
Reporting holders
$23.0M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | $4.2M | 95,034 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.4M | 74,825 | 0.02% | 2q | -0.9%-$30.7K |
| JANE STREET GROUP, LLC | $3.0M | 66,431 | 0.00% | 2q | -8.5%-$279.8K |
| Midwest Financial Partners Investments, Inc. | $2.6M | 56,621 | 1.06% | 3q | +2.9%+$71.9K |
| OLD MISSION CAPITAL LLC | $2.0M | 43,473 | 0.03% | 2q | +52.7%+$676.3K |
| Federation des caisses Desjardins du Quebec | $1.9M | 42,725 | 0.01% | 2q | +76.1%+$832.0K |
| GUARDIAN CAPITAL LP | $1.7M | 38,500 | 0.04% | 4q | -21.6%-$477.7K |
| CITADEL ADVISORS LLC | $816.2K | 18,112 | 0.00% | 4q | +5.9%+$45.3K |
| MORGAN STANLEY | $574.4K | 12,746 | 0.00% | 2q | +120.1%+$313.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $567.8K | 12,600 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $488.5K | 10,840 | 0.00% | 2q | +60.9%+$184.8K |
| ROYAL BANK OF CANADA | $456.0K | 10,114 | 0.00% | 3q | +3162.6%+$442.0K |
| Advisory Alpha, LLC | $353.3K | 7,840 | 0.01% | 2q | HELD |
| LVW Advisors, LLC | $293.0K | 6,503 | 0.03% | 2q | -16.8%-$59.3K |
| Glassman Wealth Services | $288.2K | 6,396 | 0.03% | 2q | +41.4%+$84.4K |
| 4WEALTH ADVISORS, INC. | $240.2K | 5,458 | 0.18% | 2q | -17.5%-$50.9K |
| N.E.W. Advisory Services LLC | $65.3K | 1,450 | 0.00% | 2q | +83.5%+$29.7K |
| CoreCap Advisors, LLC | $55.8K | 1,238 | 0.00% | 2q | +204.9%+$37.5K |
| HARBOUR INVESTMENTS, INC. | $24.8K | 550 | 0.00% | new | NEW |
| Manchester Capital Management LLC | $23.4K | 520 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $11.2K | 249 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $11.1K | 247 | 0.00% | new | NEW |
| UBS Group AG | $2.6K | 57 | 0.00% | new | NEW |
| Quaker Wealth Management, LLC | $676 | 15 | 0.00% | new | NEW |
| CX Institutional | $80 | 1,785 | 0.00% | new | NEW |
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 | 24 | $23.0M | 512,544 | 7 | 10 | 5 | 0.0% |
| Q1 2026 | 20 | $12.5M | 366,658 | 13 | 1 | 3 | 0.0% |
| Q4 2025 | 8 | $3.9M | 136,742 | 3 | 0 | 3 | 0.0% |
| Q3 2025 | 6 | $7.6M | 270,764 | 3 | 0 | 2 | 0.0% |
| Q2 2025 | 4 | $4.7M | 215,206 | 0 | 1 | 2 | 0.0% |
| Q1 2025 | 4 | $4.9M | 232,990 | 2 | 0 | 2 | 0.0% |
| Q4 2024 | 5 | $5.6M | 253,956 | 3 | 0 | 2 | 0.0% |
| Q3 2024 | 2 | $6.6M | 253,776 | 0 | 1 | 0 | 0.0% |
| Q2 2024 | 3 | $8.2M | 350,054 | 2 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $8.2M | 320,000 | 1 | 0 | 0 | 0.0% |