ISHARES TR (IBTI)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
250
Reporting holders
$1.5B
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $116.8M | 5,276,001 | 0.07% | 10q | +119.3%+$63.6M |
| MORGAN STANLEY | $76.9M | 3,471,206 | 0.00% | 17q | +1.5%+$1.2M |
| Focus Partners Wealth | $75.9M | 3,426,968 | 0.08% | 9q | HELD |
| BANK OF AMERICA CORP /DE/ | $67.7M | 3,057,130 | 0.00% | 23q | +12.1%+$7.3M |
| Stratos Wealth Advisors, LLC | $61.3M | 2,769,082 | 3.37% | 2q | +9211.0%+$60.6M |
| WELLS FARGO & COMPANY/MN | $42.4M | 1,914,158 | 0.01% | 15q | -68.5%-$92.2M |
| Arax Advisory Partners | $41.8M | 1,889,290 | 0.28% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $40.3M | 1,822,459 | 0.01% | 7q | -6.4%-$2.8M |
| Integrated Wealth Concepts LLC | $37.2M | 1,679,990 | 0.18% | 13q | +107.4%+$19.3M |
| BAILARD, INC. | $31.9M | 1,439,724 | 0.65% | 2q | +5.7%+$1.7M |
| UBS Group AG | $30.6M | 1,381,039 | 0.00% | 15q | -2.1%-$649.5K |
| Brookstone Capital Management | $30.4M | 1,373,314 | 0.30% | 3q | +1.4%+$407.3K |
| Financial Advisory Corp | $29.8M | 1,347,199 | 3.95% | 6q | +9.1%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $29.7M | 1,340,234 | 0.01% | 14q | +5.5%+$1.5M |
| Heartwood Wealth Advisors LLC | $28.9M | 1,306,170 | 2.25% | 2q | +1.1%+$316.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $28.0M | 1,264,630 | 0.15% | 10q | +7.0%+$1.8M |
| Asset Advisors Investment Management, LLC | $26.9M | 1,215,509 | 2.47% | 7q | HELD |
| BlackRock, Inc. | $26.4M | 1,194,096 | 0.00% | 7q | +76.2%+$11.4M |
| HM PAYSON & CO | $26.2M | 1,184,748 | 0.35% | 10q | +13.1%+$3.0M |
| LPL Financial LLC | $24.6M | 1,110,186 | 0.01% | 13q | +6.6%+$1.5M |
| Stratos Wealth Partners, LTD. | $23.0M | 1,039,854 | 0.23% | 14q | +2.6%+$576.8K |
| ATWOOD & PALMER INC | $21.2M | 959,379 | 1.13% | 12q | +1.7%+$353.6K |
| Horizon Advisory Services, Inc. | $20.4M | 922,765 | 8.60% | 10q | +2.4%+$477.0K |
| Journey Advisory Group, LLC | $19.5M | 878,742 | 1.49% | 11q | +1.0%+$184.2K |
| MV CAPITAL MANAGEMENT, INC. | $18.7M | 842,104 | 0.87% | 11q | +101.5%+$9.4M |
| MKT Advisors LLC | $18.6M | 841,610 | 5.77% | 11q | +4.8%+$856.1K |
| Baltimore-Washington Financial Advisors, Inc. | $18.4M | 829,783 | 0.69% | 8q | +4.8%+$842.6K |
| AMERIPRISE FINANCIAL INC | $17.8M | 804,732 | 0.00% | 12q | -49.9%-$17.7M |
| OneAscent Financial Services LLC | $17.2M | 775,624 | 0.82% | 2q | +2.6%+$439.8K |
| Denver PWM, LLC | $16.2M | 734,257 | 5.31% | 9q | +10.3%+$1.5M |
| Krilogy Financial LLC | $14.2M | 642,965 | 0.42% | 18q | +7.4%+$975.2K |
| Legacy Private Trust Co. | $12.9M | 580,762 | 0.71% | 10q | +6.0%+$723.4K |
| STIFEL FINANCIAL CORP | $12.3M | 557,388 | 0.01% | 26q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 547,014 | 0.02% | 14q | -4.9%-$620.8K |
| ROYAL BANK OF CANADA | $12.0M | 541,584 | 0.00% | 14q | -42.4%-$8.8M |
| Scissortail Wealth Management, LLC | $11.7M | 526,299 | 2.24% | 11q | +1.6%+$179.5K |
| Trust Co | $11.3M | 511,055 | 1.02% | 11q | HELD |
| Wealth Management Strategies, Inc. | $11.2M | 506,332 | 4.38% | 7q | +6.5%+$680.9K |
| SHELTON WEALTH MANAGEMENT, LLC | $10.9M | 490,978 | 4.26% | 11q | +7.1%+$720.6K |
| BIP Wealth, LLC | $10.8M | 488,074 | 0.31% | 3q | +112.2%+$5.7M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $10.3M | 467,062 | 0.14% | 11q | +20.4%+$1.8M |
| Carmel Capital Partners, LLC | $10.0M | 453,564 | 3.31% | 10q | +55.8%+$3.6M |
| EIGHT 31 FINANCIAL, LLC | $9.5M | 428,466 | 5.64% | 6q | +2.7%+$250.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.8M | 399,155 | 0.00% | 14q | +23.1%+$1.7M |
| TITLEIST ASSET MANAGEMENT, LLC | $8.8M | 398,119 | 0.59% | 6q | -28.8%-$3.6M |
| NewEdge Advisors, LLC | $8.7M | 392,340 | 0.03% | new | NEW |
| OSAIC HOLDINGS, INC. | $8.7M | 391,165 | 0.01% | 16q | +1.6%+$135.7K |
| Snowden Capital Advisors LLC | $8.4M | 378,862 | 0.20% | 12q | -0.9%-$78.3K |
| D.A. DAVIDSON & CO. | $7.7M | 349,431 | 0.04% | 15q | +12.8%+$880.2K |
| Northstar Group, Inc. | $7.7M | 348,639 | 0.99% | 8q | +7.8%+$561.0K |
| Baird Financial Group, Inc. | $7.0M | 313,944 | 0.01% | 10q | +10.1%+$640.2K |
| CENTRAL TRUST Co | $6.7M | 302,583 | 0.12% | 14q | +6.3%+$399.6K |
| Financial Engines Advisors L.L.C. | $6.7M | 300,782 | 0.01% | 11q | -1.7%-$118.5K |
| REBALANCE, LLC | $6.6M | 297,936 | 0.35% | 6q | +11.0%+$654.8K |
| Old Port Advisors | $6.0M | 269,246 | 1.17% | 3q | +76.0%+$2.6M |
| Asset Dedication, LLC | $5.5M | 249,289 | 0.35% | 9q | +19.6%+$906.0K |
| Stockman Wealth Management, Inc. | $5.1M | 230,063 | 0.53% | 13q | +3.1%+$153.5K |
| FCA CORP /TX | $5.1M | 228,370 | 1.25% | 8q | +1.8%+$90.2K |
| Apella Capital, LLC | $4.8M | 217,581 | 0.07% | 9q | +11.8%+$504.8K |
| Global Retirement Partners, LLC | $4.7M | 213,171 | 0.07% | 13q | HELD |
| IFP Advisors, Inc | $4.7M | 210,382 | 0.08% | 11q | +12.4%+$512.8K |
| OAK FAMILY ADVISORS, LLC | $4.4M | 199,346 | 1.13% | 2q | -27.3%-$1.7M |
| Accretive Wealth Partners, LLC | $4.4M | 198,458 | 1.07% | 11q | +22.1%+$796.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.2M | 191,149 | 0.15% | 9q | +7.4%+$290.9K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $4.1M | 183,617 | 0.98% | 3q | -13.4%-$630.9K |
| SIGNATUREFD, LLC | $4.0M | 179,960 | 0.05% | 7q | +4.0%+$154.7K |
| Portland Global Advisors LLC | $3.9M | 175,459 | 0.37% | 3q | +8.2%+$294.4K |
| Belpointe Asset Management LLC | $3.9M | 174,270 | 0.13% | 5q | +8.4%+$298.4K |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.7M | 165,757 | 0.13% | 7q | +18.7%+$577.2K |
| Atlantic Private Wealth, LLC | $3.7M | 165,243 | 2.24% | 2q | +15548.0%+$3.6M |
| Sanctuary Advisors, LLC | $3.5M | 157,821 | 0.02% | 8q | +21.0%+$607.6K |
| Lantz Financial LLC | $3.5M | 156,113 | 0.63% | 3q | +15.8%+$472.0K |
| Midwest Professional Planners, LTD. | $3.5M | 155,906 | 0.68% | 7q | +31.2%+$820.8K |
| Parallel Advisors, LLC | $3.4M | 154,073 | 0.05% | 8q | +7.8%+$247.3K |
| CHATHAM CAPITAL GROUP, INC. | $3.3M | 149,365 | 0.42% | 4q | +0.9%+$31.0K |
| Ashton Thomas Private Wealth, LLC | $3.3M | 149,209 | 0.07% | 3q | +1.3%+$43.9K |
| Cornerstone Planning, LLC | $3.1M | 139,140 | 0.71% | 2q | +2.0%+$61.8K |
| Probity Advisors, Inc. | $3.1M | 138,205 | 0.44% | 11q | -46.4%-$2.6M |
| Allworth Financial LP | $3.0M | 137,666 | 0.01% | 11q | +1.3%+$39.9K |
| SCS Capital Management LLC | $2.9M | 129,890 | 0.03% | 10q | -1.2%-$35.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 126,255 | 0.00% | 3q | +22.7%+$514.9K |
| JIM SAULNIER & ASSOCIATES, LLC | $2.8M | 125,153 | 1.11% | 8q | -1.2%-$34.4K |
| Cetera Investment Advisers | $2.7M | 121,723 | 0.00% | 11q | -1.5%-$42.4K |
| Atria Investments, Inc | $2.7M | 120,644 | 0.03% | 8q | +4.7%+$120.1K |
| Capital Investment Advisors, LLC | $2.7M | 119,829 | 0.03% | 9q | +2.8%+$73.4K |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 114,451 | 0.00% | 11q | +5.7%+$135.6K |
| Astra Wealth Partners LLC | $2.5M | 113,992 | 1.34% | new | NEW |
| Penobscot Investment Management Company, Inc. | $2.4M | 106,465 | 0.16% | 4q | HELD |
| TRANSCEND CAPITAL ADVISORS, LLC | $2.4M | 106,150 | 0.16% | 11q | HELD |
| Valmark Advisers, Inc. | $2.3M | 105,712 | 0.02% | 10q | +32.9%+$579.7K |
| Hughes Financial Services, LLC | $2.3M | 103,191 | 0.30% | 6q | +3.2%+$71.3K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2.1M | 96,460 | 0.34% | 3q | +2.3%+$47.2K |
| Reliant Wealth Planning | $2.1M | 96,139 | 0.59% | 11q | +4.2%+$85.5K |
| Essential Planning, LLC. | $2.0M | 91,472 | 0.57% | 7q | -0.8%-$17.1K |
| TFR Capital, LLC. | $2.0M | 89,777 | 0.56% | 3q | -3.0%-$61.3K |
| TRUIST FINANCIAL CORP | $2.0M | 88,526 | 0.00% | 11q | -1.8%-$36.3K |
| Associated Banc-Corp | $1.9M | 87,512 | 0.05% | 12q | +6.0%+$109.9K |
| Montecito Bank & Trust | $1.8M | 82,195 | 0.27% | 6q | +38.4%+$505.3K |
| MML INVESTORS SERVICES, LLC | $1.8M | 82,059 | 0.00% | 8q | +25.4%+$368.2K |
| Foundry Financial Group, Inc. | $1.7M | 76,878 | 0.74% | 11q | +1.0%+$16.7K |
Showing the largest 100 of 258 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 250 | $1.5B | 68,677,741 | 24 | 132 | 44 | 0.0% |
| Q1 2026 | 242 | $1.4B | 64,028,370 | 32 | 127 | 41 | 0.0% |
| Q4 2025 | 223 | $1.1B | 49,564,884 | 45 | 125 | 18 | 0.0% |
| Q3 2025 | 191 | $899.6M | 40,190,613 | 17 | 107 | 34 | 0.0% |
| Q2 2025 | 180 | $856.1M | 38,289,896 | 18 | 98 | 28 | 0.0% |
| Q1 2025 | 172 | $788.5M | 35,454,064 | 26 | 89 | 22 | 0.0% |
| Q4 2024 | 153 | $727.5M | 33,528,001 | 30 | 80 | 17 | 0.0% |
| Q3 2024 | 128 | $508.6M | 22,619,087 | 21 | 67 | 14 | 0.0% |
| Q2 2024 | 110 | $334.8M | 15,435,392 | 16 | 61 | 14 | 0.0% |
| Q1 2024 | 100 | $337.3M | 15,381,919 | 26 | 51 | 14 | 0.0% |
| Q4 2023 | 77 | $260.2M | 11,731,130 | 32 | 28 | 7 | 0.0% |
| Q3 2023 | 45 | $115.8M | 5,457,289 | 10 | 22 | 7 | 0.0% |
| Q2 2023 | 37 | $78.2M | 3,556,753 | 7 | 22 | 5 | 0.0% |
| Q1 2023 | 33 | $60.4M | 2,685,541 | 13 | 11 | 2 | 0.0% |
| Q4 2022 | 22 | $25.8M | 1,176,784 | 11 | 4 | 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% |