HolderBook

ISHARES TR (IBCB)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

21
Reporting holders
$63.6M
Reported value
0.0%
Held as options
+19
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

FilerValueShares Their book Held Change
HighTower Advisors, LLC$13.9M553,9490.01%newNEW
MB, LEVIS & ASSOCIATES, LLC$13.9M551,1135.11%newNEW
BlackRock, Inc.$10.1M400,0000.00%2qHELD
Capital Investment Advisors, LLC$7.5M299,5150.10%newNEW
Krilogy Financial LLC$5.1M203,6850.15%newNEW
Arrow Financial Corp$3.3M132,0680.30%newNEW
JANE STREET GROUP, LLC$1.7M65,5810.00%2q+186.8%+$1.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M61,0860.00%newNEW
Marathon Mission, Inc.$1.5M60,1210.76%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M55,3860.00%newNEW
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$699.0K27,7810.01%newNEW
Gilbert & Cook, Inc.$697.5K27,7210.08%newNEW
ROYAL BANK OF CANADA$498.0K19,7740.00%newNEW
CITADEL ADVISORS LLC$431.6K17,1540.00%newNEW
Cetera Investment Advisers$321.7K12,7850.00%newNEW
Koesten, Hirschmann & Crabtree, INC.$315.9K12,5550.13%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$266.3K10,5840.00%newNEW
COLDSTREAM CAPITAL MANAGEMENT INC$201.7K8,0150.00%newNEW
ADIRONDACK TRUST CO$150.7K5,9940.04%newNEW
Parallel Advisors, LLC$35.9K1,4250.00%newNEW
Bullock Wealth Management Group$13.5K5410.01%newFIRST
Capital Analysts, LLC$251,0000.00%newNEW

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 →

FiledFormFiler % of class
2026-07-1713G/ABlackRock Portfolio Management LLC12.7%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202621$63.6M2,526,83318100.0%
Q1 20262$10.6M422,8642000.0%