ISHARES TR (IBTL)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
128
Reporting holders
$461.8M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $51.4M | 2,544,060 | 0.01% | 15q | -57.0%-$68.1M |
| TRUE Private Wealth Advisors | $34.1M | 1,688,677 | 2.94% | 6q | -9.3%-$3.5M |
| BlackRock, Inc. | $26.4M | 1,307,693 | 0.00% | new | NEW |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $22.2M | 1,098,504 | 0.35% | 6q | -8.7%-$2.1M |
| TITLEIST ASSET MANAGEMENT, LLC | $20.0M | 990,421 | 1.35% | 3q | +3.7%+$713.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $19.6M | 969,626 | 0.01% | 5q | +316.4%+$14.9M |
| BANK OF AMERICA CORP /DE/ | $18.4M | 913,630 | 0.00% | 17q | +15.8%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $18.0M | 892,700 | 0.00% | 13q | +4.1%+$703.1K |
| Krilogy Financial LLC | $15.2M | 753,026 | 0.45% | 18q | +6.7%+$960.8K |
| MORGAN STANLEY | $14.8M | 730,848 | 0.00% | 14q | +1.9%+$277.8K |
| NewEdge Advisors, LLC | $13.7M | 676,777 | 0.04% | new | NEW |
| AMERIPRISE FINANCIAL INC | $13.2M | 655,984 | 0.00% | 9q | -49.7%-$13.1M |
| Probity Advisors, Inc. | $11.3M | 558,788 | 1.61% | 11q | +11.1%+$1.1M |
| SHELTON WEALTH MANAGEMENT, LLC | $10.8M | 536,805 | 4.25% | 2q | +8.3%+$827.4K |
| Legacy Private Trust Co. | $9.2M | 455,751 | 0.51% | 3q | +6.4%+$556.0K |
| RAYMOND JAMES FINANCIAL INC | $9.0M | 445,255 | 0.00% | 7q | +21.3%+$1.6M |
| Snowden Capital Advisors LLC | $8.2M | 406,659 | 0.19% | 12q | +1.6%+$126.5K |
| Headland Capital, LLC | $8.2M | 405,441 | 2.02% | 6q | +8.1%+$616.0K |
| HighTower Advisors, LLC | $8.1M | 399,026 | 0.01% | 11q | +11.5%+$828.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.0M | 396,107 | 0.04% | 6q | +9.1%+$664.2K |
| FORONJY FINANCIAL LLC | $6.8M | 337,588 | 2.50% | 5q | +6.7%+$425.8K |
| SPRENG CAPITAL MANAGEMENT, INC. | $6.4M | 314,831 | 2.31% | 8q | +3.1%+$190.0K |
| FAGAN ASSOCIATES, INC. | $5.6M | 277,458 | 0.69% | 10q | +1.9%+$106.1K |
| Stockman Wealth Management, Inc. | $5.3M | 264,766 | 0.55% | 9q | +5.0%+$254.0K |
| ROYAL BANK OF CANADA | $5.1M | 253,349 | 0.00% | 14q | -13.6%-$805.8K |
| Asset Dedication, LLC | $4.9M | 242,011 | 0.31% | 9q | +15.0%+$636.1K |
| Yoder Wealth Management, Inc. | $4.6M | 226,174 | 1.78% | 10q | +1.1%+$51.3K |
| UBS Group AG | $4.5M | 224,307 | 0.00% | 18q | +6.4%+$274.1K |
| Parallel Advisors, LLC | $4.3M | 215,153 | 0.07% | 8q | +7.2%+$291.8K |
| Accretive Wealth Partners, LLC | $4.1M | 205,085 | 1.01% | 11q | +23.8%+$797.0K |
| Whalen Wealth Management Inc. | $4.1M | 201,860 | 1.83% | 3q | +0.7%+$26.3K |
| CENTRAL TRUST Co | $3.8M | 187,041 | 0.07% | 14q | +7.8%+$273.8K |
| GOLDMAN SACHS GROUP INC | $3.4M | 169,612 | 0.00% | 12q | +53.6%+$1.2M |
| OneDigital Investment Advisors LLC | $3.4M | 168,327 | 0.03% | 2q | -7.3%-$265.9K |
| STIFEL FINANCIAL CORP | $3.2M | 158,390 | 0.00% | 18q | -2.0%-$64.0K |
| Integrated Wealth Concepts LLC | $2.7M | 136,028 | 0.01% | 11q | +132.9%+$1.6M |
| D.A. DAVIDSON & CO. | $2.7M | 133,676 | 0.01% | 3q | +25.5%+$547.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.6M | 127,242 | 0.00% | 14q | +4.9%+$120.2K |
| LPL Financial LLC | $1.9M | 92,600 | 0.00% | 14q | -4.0%-$78.2K |
| HOWLAND CAPITAL MANAGEMENT LLC | $1.7M | 86,561 | 0.06% | 7q | HELD |
| Valmark Advisers, Inc. | $1.7M | 83,711 | 0.02% | 3q | +45.6%+$529.0K |
| Cetera Investment Advisers | $1.7M | 82,940 | 0.00% | 11q | +3.9%+$63.4K |
| Smartleaf Asset Management LLC | $1.5M | 72,236 | 0.05% | 3q | HELD |
| EIGHT 31 FINANCIAL, LLC | $1.4M | 68,555 | 0.82% | 6q | +5.2%+$68.2K |
| L2 Asset Management, LLC | $1.3M | 66,158 | 0.14% | 4q | +2.3%+$29.7K |
| Allworth Financial LP | $1.2M | 61,664 | 0.01% | 11q | +5963.3%+$1.2M |
| FIRST NATIONAL BANK OF OMAHA | $1.2M | 60,869 | 0.03% | 3q | -4.3%-$54.9K |
| Financial Engines Advisors L.L.C. | $1.2M | 58,450 | 0.00% | 11q | +1.8%+$20.3K |
| Creative Planning | $1.2M | 58,431 | 0.00% | 7q | -25.6%-$405.6K |
| SIGNATUREFD, LLC | $1.2M | 57,652 | 0.02% | 7q | +52.4%+$400.1K |
| SHELTON CAPITAL MANAGEMENT | $1.1M | 56,771 | 0.02% | 2q | -2.0%-$23.2K |
| MOULTON WEALTH MANAGEMENT, INC | $995.4K | 49,511 | 0.65% | 2q | -53.6%-$1.1M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $946.8K | 46,895 | 0.03% | 5q | +29.2%+$213.7K |
| JANE STREET GROUP, LLC | $921.8K | 45,658 | 0.00% | 2q | +44.5%+$283.9K |
| MONECO ADVISORS, LLC | $861.1K | 41,322 | 0.05% | new | NEW |
| Community Financial Services Group, LLC | $824.6K | 41,068 | 0.12% | new | NEW |
| Associated Banc-Corp | $769.0K | 38,089 | 0.02% | 7q | -7.4%-$61.9K |
| BENJAMIN EDWARDS INC | $729.0K | 36,105 | 0.01% | 18q | +3.1%+$22.0K |
| Montecito Bank & Trust | $717.4K | 35,531 | 0.11% | 4q | +20.0%+$119.7K |
| Kestra Advisory Services, LLC | $679.8K | 33,669 | 0.00% | 12q | +7.2%+$45.6K |
| JIM SAULNIER & ASSOCIATES, LLC | $676.5K | 33,505 | 0.27% | 6q | +6.5%+$41.6K |
| LANARK FINANCIAL, INC. | $673.2K | 33,344 | 0.05% | 3q | -1.2%-$8.4K |
| Cerity Partners LLC | $655.5K | 32,467 | 0.00% | 7q | -2.3%-$15.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $638.5K | 31,626 | 0.00% | 11q | -7.5%-$52.1K |
| AQR CAPITAL MANAGEMENT LLC | $598.4K | 29,637 | 0.00% | 4q | +25.4%+$121.1K |
| Old Port Advisors | $582.1K | 28,829 | 0.11% | 2q | +23.6%+$111.2K |
| Summit Wealth Partners, LLC | $578.2K | 28,638 | 0.08% | 6q | +40.3%+$166.0K |
| CITADEL ADVISORS LLC | $573.2K | 28,388 | 0.00% | new | NEW |
| Modern Wealth Management, LLC | $544.2K | 26,952 | 0.01% | new | NEW |
| Compass Ion Advisors, LLC | $528.6K | 26,181 | 0.05% | 11q | HELD |
| IFP Advisors, Inc | $512.9K | 25,406 | 0.01% | 9q | +16.2%+$71.6K |
| OSAIC HOLDINGS, INC. | $512.2K | 25,373 | 0.00% | 14q | +41.6%+$150.4K |
| Visionary Wealth Advisors | $501.4K | 24,834 | 0.02% | 5q | +20.1%+$83.9K |
| National Philanthropic Trust | $496.8K | 24,606 | 0.01% | 4q | HELD |
| Atlantic Private Wealth, LLC | $442.9K | 21,936 | 0.27% | 14q | -14.7%-$76.2K |
| DecisionMap Wealth Management, LLC | $435.6K | 21,577 | 0.24% | 5q | +29.0%+$98.0K |
| Granite Harbor Advisors, Inc. | $415.7K | 20,590 | 0.16% | 2q | HELD |
| Wealth Management Strategies, Inc. | $403.0K | 19,960 | 0.16% | new | NEW |
| Jacobi Capital Management LLC | $399.8K | 19,803 | 0.02% | 8q | +0.7%+$2.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $393.0K | 19,466 | 0.01% | 7q | -2.8%-$11.2K |
| CGN Advisors LLC | $382.9K | 18,964 | 0.03% | 7q | HELD |
| XY Planning Network, Inc. | $382.9K | 18,964 | 0.05% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $376.2K | 18,633 | 0.01% | 6q | +12.0%+$40.3K |
| Great Diamond Partners, LLC | $371.9K | 18,419 | 0.06% | 2q | +45.6%+$116.5K |
| CAPTRUST FINANCIAL ADVISORS | $365.6K | 18,108 | 0.00% | 3q | +24.1%+$71.0K |
| Kestra Investment Management, LLC | $361.7K | 17,917 | 0.01% | 7q | +5.6%+$19.2K |
| Prosperity Planning, Inc. | $352.0K | 17,434 | 0.08% | new | NEW |
| Reliant Wealth Planning | $341.2K | 16,898 | 0.09% | 5q | HELD |
| Single Point Partners, LLC | $331.0K | 16,393 | 0.06% | new | NEW |
| STAR Financial Bank | $320.2K | 15,860 | 0.13% | 8q | -4.2%-$14.2K |
| BIP Wealth, LLC | $315.1K | 15,605 | 0.01% | 3q | -3.1%-$10.1K |
| Capital Investment Advisors, LLC | $298.4K | 14,778 | 0.00% | 3q | HELD |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $296.8K | 14,700 | 0.04% | 4q | HELD |
| Physician Wealth Advisors, Inc. | $284.7K | 14,099 | 0.03% | 7q | +180.9%+$183.3K |
| Guidance Point Advisors, LLC | $278.9K | 13,815 | 0.06% | 6q | +2.4%+$6.5K |
| Vestmark Advisory Solutions, Inc. | $264.7K | 13,110 | 0.00% | new | NEW |
| HM PAYSON & CO | $250.7K | 12,416 | 0.00% | new | NEW |
| Lido Advisors, LLC | $240.0K | 11,886 | 0.00% | 2q | +19.5%+$39.1K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $228.7K | 11,327 | 0.00% | 7q | HELD |
| Koshinski Asset Management, Inc. | $224.7K | 11,129 | 0.01% | 3q | +5.0%+$10.8K |
Showing the largest 100 of 134 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 | 128 | $461.8M | 22,873,596 | 24 | 61 | 21 | 0.0% |
| Q1 2026 | 121 | $483.5M | 23,704,243 | 16 | 60 | 18 | 0.0% |
| Q4 2025 | 113 | $335.0M | 16,320,265 | 20 | 51 | 19 | 0.0% |
| Q3 2025 | 102 | $322.2M | 15,664,814 | 20 | 48 | 14 | 0.0% |
| Q2 2025 | 88 | $287.6M | 14,031,292 | 11 | 34 | 20 | 0.0% |
| Q1 2025 | 79 | $268.4M | 13,219,064 | 17 | 38 | 6 | 0.0% |
| Q4 2024 | 68 | $186.1M | 9,400,117 | 12 | 31 | 10 | 0.0% |
| Q3 2024 | 62 | $166.3M | 7,987,397 | 15 | 27 | 4 | 0.0% |
| Q2 2024 | 48 | $146.2M | 7,317,797 | 9 | 19 | 9 | 0.0% |
| Q1 2024 | 42 | $147.4M | 7,313,714 | 6 | 21 | 8 | 0.0% |
| Q4 2023 | 39 | $126.7M | 6,126,172 | 11 | 18 | 5 | 0.0% |
| Q3 2023 | 30 | $101.2M | 5,170,417 | 9 | 14 | 5 | 0.0% |
| Q2 2023 | 22 | $60.5M | 2,936,385 | 4 | 13 | 3 | 0.0% |
| Q1 2023 | 19 | $28.8M | 1,363,430 | 8 | 6 | 4 | 0.0% |
| Q4 2022 | 10 | $9.0M | 442,121 | 4 | 1 | 5 | 0.0% |
| Q3 2022 | 11 | $26.7M | 1,300,038 | 3 | 5 | 3 | 0.0% |
| Q2 2022 | 9 | $5.6M | 254,203 | 4 | 4 | 1 | 0.0% |
| Q1 2022 | 5 | $2.7M | 116,730 | 5 | 0 | 0 | 0.0% |
| Q4 2021 | 5 | $2.6M | 104,526 | 2 | 0 | 2 | 0.0% |
| Q3 2021 | 3 | $2.4M | 98,634 | 3 | 0 | 0 | 0.0% |