# ISHARES TR (IBTG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBTG/

- Reporting holders: 18
- Reported value: $42.3M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $14.7M | 645,847 | 0.2% | 10 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $8.8M | 386,220 | 0.6% | 7 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.8M | 253,328 | 0.1% | 18 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $2.9M | 128,690 | 2.0% | 10 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $2.1M | 90,074 | 0.3% | 12 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.4M | 60,343 | 0.1% | 12 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.4M | 60,000 | 0.1% | 1 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $1.0M | 44,441 | 0.6% | 15 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $955.9K | 41,777 | 0.2% | 4 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $700.4K | 30,598 | 0.2% | 3 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $612.4K | 26,766 | 0.1% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $590.5K | 25,808 | 0.0% | 11 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $354.4K | 15,491 | 0.0% | 5 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $326.8K | 14,285 | 0.0% | 8 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $321.9K | 14,070 | 0.1% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $246.0K | 10,750 | 0.0% | 7 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $11.3K | 492 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.9K | 125 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $42.3M |
| Q2 2026 | 319 | $2.0B |
| Q1 2026 | 322 | $1.9B |
| Q4 2025 | 313 | $1.9B |
| Q3 2025 | 293 | $1.8B |
| Q2 2025 | 282 | $1.6B |
| Q1 2025 | 265 | $1.5B |
| Q4 2024 | 249 | $1.4B |
| Q3 2024 | 210 | $963.0M |
| Q2 2024 | 190 | $852.3M |
| Q1 2024 | 177 | $860.6M |
| Q4 2023 | 159 | $608.6M |