# ISHARES TR (IBTK)

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

- Reporting holders: 11
- Reported value: $59.9M
- 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 |
|---|---|---|---|---|
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $19.8M | 1,043,754 | 1.3% | 7 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $10.8M | 571,288 | 0.6% | 11 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $9.6M | 504,949 | 0.8% | 3 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $9.0M | 471,853 | 0.8% | 9 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $5.9M | 310,328 | 0.1% | 19 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $2.4M | 124,185 | 0.1% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.2M | 60,996 | 0.0% | 8 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $836.5K | 44,049 | 0.1% | 5 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $389.7K | 20,519 | 0.1% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $49.7K | 2,616 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $8.2K | 430 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $59.9M |
| Q2 2026 | 175 | $818.3M |
| Q1 2026 | 173 | $777.3M |
| Q4 2025 | 161 | $559.4M |
| Q3 2025 | 147 | $420.5M |
| Q2 2025 | 131 | $376.0M |
| Q1 2025 | 125 | $315.5M |
| Q4 2024 | 115 | $246.3M |
| Q3 2024 | 96 | $218.1M |
| Q2 2024 | 88 | $191.7M |
| Q1 2024 | 78 | $180.2M |
| Q4 2023 | 66 | $156.6M |