# ISHARES TR (IBTH)

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

- Reporting holders: 19
- Reported value: $51.9M
- 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 |
|---|---|---|---|---|
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $12.7M | 568,376 | 0.8% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $10.1M | 454,263 | 0.1% | 10 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $8.5M | 382,901 | 5.9% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.6M | 251,359 | 0.1% | 8 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $4.0M | 180,000 | 0.4% | 1 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $3.1M | 138,347 | 0.2% | 11 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $2.1M | 95,145 | 0.3% | 12 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $1.1M | 50,986 | 0.7% | 14 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $922.1K | 41,311 | 0.2% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $831.2K | 37,239 | 0.0% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $663.3K | 29,716 | 0.0% | 6 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $602.6K | 26,998 | 0.1% | 10 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $533.8K | 23,917 | 0.0% | 8 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $530.4K | 23,712 | 0.2% | 10 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $249.4K | 11,174 | 0.1% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $190.5K | 8,534 | 0.0% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $21.7K | 973 | 0.0% | 6 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $8.4K | 377 | 0.0% | 4 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $5.2K | 233 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $51.9M |
| Q2 2026 | 315 | $2.0B |
| Q1 2026 | 314 | $1.8B |
| Q4 2025 | 302 | $1.6B |
| Q3 2025 | 276 | $1.4B |
| Q2 2025 | 257 | $1.3B |
| Q1 2025 | 242 | $1.2B |
| Q4 2024 | 226 | $1.1B |
| Q3 2024 | 192 | $714.7M |
| Q2 2024 | 170 | $628.4M |
| Q1 2024 | 156 | $703.2M |
| Q4 2023 | 132 | $550.1M |