# ISHARES TR (IBRN)

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

- Reporting holders: 6
- Reported value: $1.5M
- 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 |
|---|---|---|---|---|
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $825.3K | 21,257 | 0.0% | 2 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $582.4K | 15,000 | 0.0% | 8 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $104.8K | 2,700 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $7.7K | 199 | 0.0% | 3 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $3.9K | 100 | 0.0% | 1 |
| [Institute for Wealth Management, LLC.](https://holderbook.com/funds/1533954-institute-for-wealth-management-llc/) | $3.4K | 88 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $1.5M |
| Q1 2026 | 5 | $2.2M |
| Q4 2025 | 3 | $2.8M |
| Q3 2025 | 4 | $2.5M |
| Q2 2025 | 4 | $2.1M |
| Q1 2025 | 4 | $2.6M |
| Q4 2024 | 2 | $2.6M |
| Q3 2024 | 5 | $2.9M |
| Q2 2024 | 4 | $2.7M |
| Q1 2024 | 4 | $3.2M |
| Q4 2023 | 3 | $3.4M |
| Q3 2023 | 3 | $3.8M |