# ISHARES TR (IBTM)

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

- Reporting holders: 4
- Reported value: $34.2M
- 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/) | $15.3M | 703,031 | 0.3% | 14 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $10.6M | 485,641 | 0.7% | 3 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $8.3M | 381,845 | 0.5% | 4 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $21.7K | 1,000 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $34.2M |
| Q2 2026 | 106 | $355.9M |
| Q1 2026 | 115 | $358.1M |
| Q4 2025 | 98 | $290.7M |
| Q3 2025 | 96 | $276.4M |
| Q2 2025 | 77 | $201.5M |
| Q1 2025 | 73 | $218.0M |
| Q4 2024 | 67 | $192.0M |
| Q3 2024 | 65 | $192.2M |
| Q2 2024 | 58 | $163.0M |
| Q1 2024 | 56 | $172.5M |
| Q4 2023 | 49 | $151.1M |