# ISHARES TR (IBTJ)

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

- Reporting holders: 16
- Reported value: $64.6M
- 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 |
|---|---|---|---|---|
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $19.4M | 913,459 | 1.0% | 13 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $11.7M | 549,620 | 0.6% | 8 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $9.7M | 456,166 | 0.8% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $7.9M | 370,000 | 0.8% | 1 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $6.7M | 314,762 | 0.1% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.2M | 151,684 | 0.0% | 10 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $2.3M | 106,262 | 0.1% | 7 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.5M | 69,414 | 0.2% | 7 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $681.5K | 32,111 | 0.4% | 5 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $525.1K | 24,742 | 0.1% | 9 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $303.3K | 14,011 | 0.1% | 10 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $263.1K | 12,395 | 0.0% | 4 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $246.6K | 11,616 | 0.2% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $218.0K | 10,272 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $98.9K | 4,658 | 0.0% | 3 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $8.2K | 388 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $64.6M |
| Q2 2026 | 217 | $1.2B |
| Q1 2026 | 218 | $1.1B |
| Q4 2025 | 205 | $891.8M |
| Q3 2025 | 179 | $608.5M |
| Q2 2025 | 164 | $556.0M |
| Q1 2025 | 165 | $506.7M |
| Q4 2024 | 145 | $347.7M |
| Q3 2024 | 127 | $280.3M |
| Q2 2024 | 107 | $208.8M |
| Q1 2024 | 92 | $171.3M |
| Q4 2023 | 73 | $122.4M |