# ISHARES TR (IBTL)

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

- Reporting holders: 10
- Reported value: $51.7M
- 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 |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $16.4M | 841,069 | 0.3% | 7 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $11.0M | 567,063 | 0.7% | 4 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $9.7M | 496,439 | 0.8% | 1 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $9.1M | 467,052 | 0.5% | 4 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $4.2M | 214,831 | 1.8% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $783.9K | 40,261 | 0.1% | 5 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $403.8K | 20,739 | 0.1% | 2 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $163.5K | 8,395 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.0K | 617 | 0.0% | 5 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.8K | 142 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $51.7M |
| Q2 2026 | 135 | $502.9M |
| Q1 2026 | 127 | $504.4M |
| Q4 2025 | 121 | $350.6M |
| Q3 2025 | 110 | $337.4M |
| Q2 2025 | 96 | $299.7M |
| Q1 2025 | 88 | $281.6M |
| Q4 2024 | 76 | $193.4M |
| Q3 2024 | 71 | $170.4M |
| Q2 2024 | 56 | $151.1M |
| Q1 2024 | 49 | $150.0M |
| Q4 2023 | 45 | $147.4M |