# ISHARES TR (IBTO)

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

- Reporting holders: 4
- Reported value: $22.9M
- 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 |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $16.2M | 705,787 | 0.3% | 7 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $6.7M | 290,298 | 0.4% | 1 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $18.4K | 800 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $11.1K | 484 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $22.9M |
| Q2 2026 | 84 | $347.3M |
| Q1 2026 | 84 | $338.7M |
| Q4 2025 | 78 | $303.1M |
| Q3 2025 | 75 | $286.5M |
| Q2 2025 | 74 | $262.7M |
| Q1 2025 | 71 | $243.0M |
| Q4 2024 | 57 | $200.1M |
| Q3 2024 | 50 | $157.1M |
| Q2 2024 | 43 | $163.9M |
| Q1 2024 | 41 | $144.2M |
| Q4 2023 | 33 | $112.2M |