ISHARES TR (IBTJ)
Institutional ownership reported to the SEC as of Q3 2026, across 27 quarters.
16
Reporting holders
$64.6M
Reported value
0.0%
Calls
0.0%
Puts
-201
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 |
|---|---|---|---|---|---|
| ATWOOD & PALMER INC | $19.4M | 913,459 | 1.00% | 13q | -4.7%-$960.8K |
| Legacy Private Trust Co. | $11.7M | 549,620 | 0.64% | 8q | -1.1%-$126.1K |
| Heartwood Wealth Advisors LLC | $9.7M | 456,166 | 0.76% | 3q | +2.2%+$210.4K |
| Wealth Enhancement Trust Services, Inc. | $7.9M | 370,000 | 0.84% | new | NEW |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.7M | 314,762 | 0.11% | new | NEW |
| Apella Capital, LLC | $3.2M | 151,684 | 0.04% | 10q | +22.7%+$595.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $2.3M | 106,262 | 0.15% | 7q | +6.8%+$143.9K |
| Montecito Bank & Trust | $1.5M | 69,414 | 0.22% | 7q | +12.3%+$160.8K |
| Mendota Financial Group, LLC | $681.5K | 32,111 | 0.42% | 5q | +1.0%+$6.5K |
| Prosperity Planning, Inc. | $525.1K | 24,742 | 0.12% | 9q | +38.3%+$145.5K |
| Cambridge Financial Group, LLC | $303.3K | 14,011 | 0.10% | 10q | HELD |
| Conrad Siegel Investment Advisors, Inc. | $263.1K | 12,395 | 0.04% | 4q | +1.0%+$2.6K |
| Horizons Wealth Management | $246.6K | 11,616 | 0.15% | new | NEW |
| Trust Co | $218.0K | 10,272 | 0.02% | 9q | HELD |
| Farther Finance Advisors, LLC | $98.9K | 4,658 | 0.00% | 3q | +1.0% |
| GILPIN WEALTH MANAGEMENT, LLC | $8.2K | 388 | 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 | 16 | $64.6M | 3,041,560 | 3 | 8 | 2 | 0.0% |
| Q2 2026 | 217 | $1.2B | 55,482,137 | 20 | 101 | 45 | 0.0% |
| Q1 2026 | 218 | $1.1B | 51,987,792 | 23 | 109 | 35 | 0.0% |
| Q4 2025 | 205 | $891.8M | 40,637,343 | 33 | 108 | 23 | 0.0% |
| Q3 2025 | 179 | $608.5M | 27,717,689 | 21 | 92 | 26 | 0.0% |
| Q2 2025 | 164 | $556.0M | 25,366,758 | 13 | 83 | 36 | 0.0% |
| Q1 2025 | 165 | $506.7M | 23,280,316 | 31 | 83 | 22 | 0.0% |
| Q4 2024 | 145 | $347.7M | 16,050,825 | 25 | 77 | 17 | 0.0% |
| Q3 2024 | 127 | $280.3M | 12,730,774 | 22 | 64 | 15 | 0.0% |
| Q2 2024 | 107 | $208.8M | 9,770,662 | 21 | 49 | 12 | 0.0% |
| Q1 2024 | 92 | $171.3M | 7,968,514 | 24 | 42 | 10 | 0.0% |
| Q4 2023 | 73 | $122.4M | 5,618,420 | 27 | 30 | 7 | 0.0% |
| Q3 2023 | 44 | $71.9M | 3,424,799 | 9 | 23 | 5 | 0.0% |
| Q2 2023 | 37 | $53.6M | 2,479,475 | 5 | 24 | 4 | 0.0% |
| Q1 2023 | 36 | $49.5M | 2,232,873 | 10 | 15 | 4 | 0.0% |
| Q4 2022 | 27 | $36.5M | 1,692,182 | 11 | 6 | 8 | 0.0% |
| Q3 2022 | 17 | $24.9M | 1,155,240 | 4 | 6 | 3 | 0.0% |
| Q2 2022 | 16 | $23.2M | 1,017,272 | 4 | 4 | 3 | 0.0% |
| Q1 2022 | 12 | $13.9M | 586,569 | 2 | 3 | 4 | 0.0% |
| Q4 2021 | 13 | $15.9M | 632,301 | 2 | 8 | 1 | 0.0% |
| Q3 2021 | 11 | $16.1M | 639,626 | 3 | 4 | 3 | 0.0% |
| Q2 2021 | 9 | $16.5M | 651,974 | 2 | 1 | 4 | 0.0% |
| Q1 2021 | 9 | $19.0M | 766,267 | 1 | 4 | 3 | 0.0% |
| Q4 2020 | 11 | $22.5M | 859,039 | 3 | 4 | 2 | 0.0% |
| Q3 2020 | 8 | $20.6M | 773,996 | 1 | 5 | 2 | 0.0% |
| Q2 2020 | 8 | $19.4M | 726,753 | 3 | 1 | 2 | 0.0% |
| Q1 2020 | 6 | $17.5M | 665,360 | 6 | 0 | 0 | 0.0% |