# ISHARES TR (IBGA)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBGA/

- Reporting holders: 8
- Reported value: $91.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SUMMITRY LLC](https://holderbook.com/funds/1280043-summitry-llc/) | $46.0M | 1,883,848 | 1.5% | 7 |
| [Atlantic Union Bankshares Corp](https://holderbook.com/funds/883948-atlantic-union-bankshares-corp/) | $40.8M | 1,668,003 | 0.7% | 8 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $3.3M | 135,923 | 0.0% | 4 |
| [INSIGNEO ADVISORY SERVICES, LLC](https://holderbook.com/funds/1964958-insigneo-advisory-services-llc/) | $740.6K | 30,303 | 0.0% | 1 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $348.6K | 14,262 | 0.0% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $287.0K | 11,733 | 0.0% | 4 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $125.2K | 5,121 | 0.0% | 6 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $51.7K | 2,116 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $91.7M |
| Q1 2026 | 11 | $82.5M |
| Q4 2025 | 9 | $78.5M |
| Q3 2025 | 8 | $69.8M |
| Q2 2025 | 6 | $60.1M |
| Q1 2025 | 5 | $53.2M |
| Q4 2024 | 5 | $40.1M |
| Q3 2024 | 2 | $12.3M |
| Q2 2024 | 2 | $2.4M |