# ISHARES TR (IBTI)

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

- Reporting holders: 21
- Reported value: $129.3M
- 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 |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $29.2M | 1,334,915 | 2.3% | 3 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $19.3M | 880,996 | 1.0% | 13 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $18.1M | 827,443 | 12.5% | 4 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $12.6M | 574,637 | 0.7% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $11.4M | 519,244 | 1.0% | 12 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $8.9M | 406,711 | 0.6% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $7.9M | 360,000 | 0.8% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $5.3M | 242,478 | 0.1% | 10 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $5.0M | 227,903 | 0.1% | 1 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $4.1M | 189,213 | 1.0% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.9M | 86,465 | 0.3% | 7 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $1.2M | 56,063 | 0.8% | 7 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $1.1M | 49,592 | 0.0% | 4 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $859.9K | 39,248 | 0.2% | 10 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $690.0K | 31,493 | 0.4% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $407.7K | 18,607 | 0.0% | 3 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $396.0K | 18,075 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $322.2K | 14,708 | 0.0% | 3 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $254.6K | 11,498 | 0.1% | 9 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $224.0K | 10,225 | 0.0% | 4 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $8.3K | 379 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $129.3M |
| Q2 2026 | 259 | $1.6B |
| Q1 2026 | 252 | $1.5B |
| Q4 2025 | 235 | $1.1B |
| Q3 2025 | 203 | $934.9M |
| Q2 2025 | 191 | $889.4M |
| Q1 2025 | 186 | $821.4M |
| Q4 2024 | 168 | $824.9M |
| Q3 2024 | 144 | $534.8M |
| Q2 2024 | 128 | $406.7M |
| Q1 2024 | 114 | $359.3M |
| Q4 2023 | 91 | $280.4M |