ISHARES TR (IBTI)
Institutional ownership reported to the SEC as of Q3 2026, across 27 quarters.
21
Reporting holders
$129.3M
Reported value
0.0%
Calls
0.0%
Puts
-238
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | $29.2M | 1,334,915 | 2.31% | 3q | +2.2%+$629.8K |
| ATWOOD & PALMER INC | $19.3M | 880,996 | 0.99% | 13q | -8.2%-$1.7M |
| Delta Wealth Advisors LLC | $18.1M | 827,443 | 12.45% | 4q | +1139.3%+$16.7M |
| Legacy Private Trust Co. | $12.6M | 574,637 | 0.69% | 11q | -1.1%-$134.2K |
| Trust Co | $11.4M | 519,244 | 0.99% | 12q | +1.6%+$179.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $8.9M | 406,711 | 0.58% | 7q | +2.2%+$188.3K |
| Wealth Enhancement Trust Services, Inc. | $7.9M | 360,000 | 0.84% | new | NEW |
| Apella Capital, LLC | $5.3M | 242,478 | 0.07% | 10q | +11.4%+$545.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.0M | 227,903 | 0.08% | new | NEW |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $4.1M | 189,213 | 0.97% | 4q | +3.0%+$122.6K |
| Montecito Bank & Trust | $1.9M | 86,465 | 0.29% | 7q | +5.2%+$93.6K |
| Horizons Wealth Management | $1.2M | 56,063 | 0.77% | 7q | +8.8%+$99.0K |
| Gradient Investments LLC | $1.1M | 49,592 | 0.02% | 4q | +25.9%+$223.6K |
| Prosperity Planning, Inc. | $859.9K | 39,248 | 0.19% | 10q | +12.6%+$96.3K |
| Mendota Financial Group, LLC | $690.0K | 31,493 | 0.43% | 5q | +0.9%+$6.5K |
| Avidian Wealth Enterprises, LLC | $407.7K | 18,607 | 0.01% | 3q | -6.8%-$30.0K |
| Stonebridge Financial Group, LLC | $396.0K | 18,075 | 0.03% | new | NEW |
| Farther Finance Advisors, LLC | $322.2K | 14,708 | 0.00% | 3q | +116.8%+$173.6K |
| Cambridge Financial Group, LLC | $254.6K | 11,498 | 0.08% | 9q | HELD |
| Conrad Siegel Investment Advisors, Inc. | $224.0K | 10,225 | 0.04% | 4q | +1.2%+$2.7K |
| GILPIN WEALTH MANAGEMENT, LLC | $8.3K | 379 | 0.01% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $129.3M | 5,899,893 | 3 | 13 | 3 | 0.0% |
| Q2 2026 | 259 | $1.6B | 72,203,737 | 24 | 138 | 44 | 0.0% |
| Q1 2026 | 252 | $1.5B | 65,126,496 | 32 | 135 | 41 | 0.0% |
| Q4 2025 | 235 | $1.1B | 51,225,329 | 46 | 134 | 20 | 0.0% |
| Q3 2025 | 203 | $934.9M | 41,768,384 | 21 | 113 | 35 | 0.0% |
| Q2 2025 | 191 | $889.4M | 39,779,088 | 18 | 105 | 30 | 0.0% |
| Q1 2025 | 186 | $821.4M | 36,931,823 | 27 | 97 | 23 | 0.0% |
| Q4 2024 | 168 | $824.9M | 34,798,158 | 31 | 91 | 17 | 0.0% |
| Q3 2024 | 144 | $534.8M | 23,783,938 | 23 | 74 | 17 | 0.0% |
| Q2 2024 | 128 | $406.7M | 18,436,928 | 20 | 68 | 16 | 0.0% |
| Q1 2024 | 114 | $359.3M | 16,385,687 | 27 | 56 | 19 | 0.0% |
| Q4 2023 | 91 | $280.4M | 12,640,253 | 38 | 32 | 9 | 0.0% |
| Q3 2023 | 53 | $123.4M | 5,811,914 | 12 | 24 | 10 | 0.0% |
| Q2 2023 | 43 | $86.5M | 3,930,846 | 9 | 25 | 6 | 0.0% |
| Q1 2023 | 38 | $70.7M | 3,145,267 | 14 | 15 | 2 | 0.0% |
| Q4 2022 | 26 | $37.5M | 1,708,216 | 13 | 5 | 3 | 0.0% |
| Q3 2022 | 13 | $18.1M | 830,144 | 3 | 1 | 4 | 0.0% |
| Q2 2022 | 11 | $25.9M | 1,128,055 | 2 | 1 | 5 | 0.0% |
| Q1 2022 | 9 | $16.1M | 676,655 | 1 | 2 | 4 | 0.0% |
| Q4 2021 | 10 | $19.8M | 785,281 | 1 | 5 | 2 | 0.0% |
| Q3 2021 | 9 | $16.2M | 638,382 | 2 | 2 | 4 | 0.0% |
| Q2 2021 | 11 | $37.5M | 1,471,574 | 3 | 5 | 1 | 0.0% |
| Q1 2021 | 9 | $20.6M | 821,360 | 1 | 4 | 3 | 0.0% |
| Q4 2020 | 9 | $13.5M | 512,234 | 2 | 4 | 2 | 0.0% |
| Q3 2020 | 8 | $12.3M | 462,325 | 1 | 5 | 1 | 0.0% |
| Q2 2020 | 8 | $12.3M | 461,262 | 3 | 1 | 2 | 0.0% |
| Q1 2020 | 5 | $10.2M | 390,401 | 5 | 0 | 0 | 0.0% |