ISHARES TR (IBTO)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
78
Reporting holders
$324.7M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| GLOBALT Investments LLC / GA | $57.1M | 2,365,635 | 1.93% | 7q | -1.9%-$1.1M |
| Atlantic Union Bankshares Corp | $43.8M | 1,813,486 | 0.73% | 11q | +24.2%+$8.5M |
| Krilogy Financial LLC | $29.1M | 1,206,508 | 0.86% | 11q | +7.5%+$2.0M |
| MORGAN STANLEY | $25.4M | 1,053,283 | 0.00% | 11q | +6.5%+$1.6M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $23.9M | 988,431 | 0.37% | 6q | -8.6%-$2.3M |
| CHATHAM CAPITAL GROUP, INC. | $16.9M | 701,220 | 2.16% | 6q | +4.8%+$780.1K |
| ENVESTNET ASSET MANAGEMENT INC | $15.8M | 655,024 | 0.00% | 10q | +8.6%+$1.2M |
| Cetera Investment Advisers | $10.0M | 414,307 | 0.01% | 6q | +2.7%+$265.4K |
| AMERIPRISE FINANCIAL INC | $8.6M | 357,210 | 0.00% | 4q | -47.3%-$7.7M |
| Headland Capital, LLC | $8.1M | 335,965 | 2.00% | 6q | +7.5%+$563.9K |
| WELLS FARGO & COMPANY/MN | $7.9M | 327,219 | 0.00% | 12q | -49.4%-$7.7M |
| HighTower Advisors, LLC | $7.7M | 318,509 | 0.01% | 9q | +19.1%+$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $7.6M | 312,892 | 0.00% | 4q | +129.9%+$4.3M |
| Probity Advisors, Inc. | $5.9M | 243,911 | 0.84% | 11q | +23.8%+$1.1M |
| UBS Group AG | $4.3M | 179,532 | 0.00% | 12q | +0.6%+$26.7K |
| Accretive Wealth Partners, LLC | $4.1M | 171,564 | 1.01% | 11q | +23.8%+$797.1K |
| TRUIST FINANCIAL CORP | $4.1M | 168,492 | 0.00% | 7q | +7.8%+$293.6K |
| BANK OF AMERICA CORP /DE/ | $3.7M | 155,157 | 0.00% | 11q | +13.9%+$456.4K |
| ROYAL BANK OF CANADA | $3.2M | 134,229 | 0.00% | 10q | +5.5%+$170.2K |
| STIFEL FINANCIAL CORP | $3.0M | 124,670 | 0.00% | 11q | -7.9%-$258.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.8M | 114,527 | 0.02% | 6q | +14.4%+$347.9K |
| FAGAN ASSOCIATES, INC. | $2.4M | 97,627 | 0.29% | 10q | HELD |
| SEI INVESTMENTS CO | $2.4M | 97,575 | 0.00% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 90,891 | 0.00% | 7q | -2.2%-$48.8K |
| Snowden Capital Advisors LLC | $2.1M | 85,027 | 0.05% | 12q | HELD |
| MCF Advisors LLC | $2.0M | 77,997 | 0.07% | new | NEW |
| Pinnacle Financial Partners, Inc. | $1.7M | 69,777 | 0.01% | 3q | +9.6%+$147.2K |
| Stockman Wealth Management, Inc. | $1.4M | 57,551 | 0.14% | new | NEW |
| L2 Asset Management, LLC | $1.3M | 55,364 | 0.14% | 4q | +2.3%+$30.5K |
| LPL Financial LLC | $1.2M | 50,883 | 0.00% | 9q | +10.6%+$117.9K |
| Lido Advisors, LLC | $1.2M | 50,214 | 0.00% | 3q | HELD |
| JANE STREET GROUP, LLC | $924.8K | 38,323 | 0.00% | new | NEW |
| Mechanics Bank Trust Department | $839.1K | 34,770 | 0.10% | 11q | +5.4%+$42.7K |
| BENJAMIN EDWARDS INC | $729.2K | 30,217 | 0.01% | 11q | +3.1%+$21.9K |
| Reliant Wealth Planning | $689.9K | 28,589 | 0.19% | 5q | -6.7%-$49.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $661.0K | 27,391 | 0.00% | 11q | +1.6%+$10.1K |
| Greater Midwest Financial Group, LLC | $575.7K | 23,856 | 0.29% | 6q | +1.3%+$7.5K |
| Simplicity Wealth,LLC | $506.2K | 20,977 | 0.02% | 6q | +21.8%+$90.5K |
| PFG Advisors | $504.9K | 20,925 | 0.03% | 5q | -76.2%-$1.6M |
| Financial Engines Advisors L.L.C. | $468.8K | 19,425 | 0.00% | 11q | +2.4%+$10.8K |
| Kestra Advisory Services, LLC | $459.9K | 19,058 | 0.00% | 10q | +13.6%+$54.9K |
| Visionary Wealth Advisors | $456.0K | 18,896 | 0.02% | 5q | -2.1%-$9.8K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $436.2K | 18,074 | 0.01% | 7q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $430.2K | 17,826 | 0.00% | 4q | HELD |
| JPL Wealth Management, LLC | $412.0K | 17,074 | 0.08% | 7q | -1.9%-$7.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $406.9K | 16,862 | 0.00% | 11q | +24.2%+$79.2K |
| Jacobi Capital Management LLC | $397.1K | 16,454 | 0.02% | 3q | +0.7%+$2.8K |
| Integrated Wealth Concepts LLC | $379.6K | 15,733 | 0.00% | 2q | +7.3%+$25.9K |
| JIM SAULNIER & ASSOCIATES, LLC | $375.3K | 15,552 | 0.15% | 2q | +11.5%+$38.8K |
| CAPTRUST FINANCIAL ADVISORS | $367.3K | 15,219 | 0.00% | 7q | -36.0%-$206.3K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $344.5K | 14,275 | 0.01% | 2q | +9.5%+$29.8K |
| Single Point Partners, LLC | $331.0K | 13,718 | 0.06% | new | NEW |
| Keeler Thomas Management LLC | $311.2K | 12,895 | 0.11% | 6q | -30.7%-$137.9K |
| Old Mission Investment Co LLC | $297.3K | 12,320 | 0.06% | new | FIRST |
| IFP Advisors, Inc | $252.9K | 10,481 | 0.00% | 11q | +99.8%+$126.3K |
| SIGNATUREFD, LLC | $251.4K | 10,418 | 0.00% | 6q | +24.8%+$50.0K |
| Vestmark Advisory Solutions, Inc. | $230.5K | 9,552 | 0.00% | new | NEW |
| Guidance Point Advisors, LLC | $216.2K | 8,961 | 0.05% | 2q | +5.2%+$10.7K |
| Private Advisor Group, LLC | $215.3K | 8,920 | 0.00% | 7q | HELD |
| JAMES INVESTMENT RESEARCH, INC. | $205.7K | 8,525 | 0.02% | 10q | HELD |
| COLDSTREAM CAPITAL MANAGEMENT INC | $203.2K | 8,420 | 0.00% | 2q | HELD |
| Physician Wealth Advisors, Inc. | $182.8K | 7,577 | 0.02% | 7q | +81.6%+$82.1K |
| Asset Dedication, LLC | $123.5K | 5,117 | 0.01% | 8q | +87.9%+$57.8K |
| OSAIC HOLDINGS, INC. | $119.5K | 4,952 | 0.00% | 11q | -3.0%-$3.7K |
| HARBOUR INVESTMENTS, INC. | $109.6K | 4,543 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $88.4K | 3,662 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $83.6K | 3,464 | 0.01% | new | NEW |
| CNB Bank | $81.4K | 3,375 | 0.03% | 4q | +5.1%+$4.0K |
| Atlantic Private Wealth, LLC | $72.6K | 3,008 | 0.04% | 7q | -22.9%-$21.6K |
| CENTRAL TRUST Co | $34.4K | 1,427 | 0.00% | 10q | HELD |
| Rockefeller Capital Management L.P. | $33.4K | 1,384 | 0.00% | 4q | +1.1% |
| Hyposwiss Advisors SA | $27.0K | 1,120 | 0.03% | 3q | HELD |
| Noble Wealth Management PBC | $19.3K | 800 | 0.01% | 6q | -60.0%-$29.0K |
| Federation des caisses Desjardins du Quebec | $15.1K | 626 | 0.00% | 12q | HELD |
| CoreCap Advisors, LLC | $11.7K | 484 | 0.00% | 6q | HELD |
| LOGAN CAPITAL MANAGEMENT INC | $6.8K | 280 | 0.00% | new | NEW |
| AE Wealth Management LLC | $5.9K | 245 | 0.00% | 3q | -17.5%-$1.3K |
| ASSETMARK, INC | $5.2K | 214 | 0.00% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $2.4K | 97,386 | 0.11% | 8q | +4.1% |
| BOSTON FAMILY OFFICE LLC | $1.7K | 70,359 | 0.10% | new | NEW |
| Janney Montgomery Scott LLC | $1.7K | 68,546 | 0.00% | 2q | +4.8% |
| Cambridge Investment Research Advisors, Inc. | $770 | 31,884 | 0.00% | 6q | +101.0% |
| First PREMIER Bank | $5 | 195 | 0.00% | new | NEW |
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 | 78 | $324.7M | 13,450,661 | 9 | 38 | 16 | 0.0% |
| Q1 2026 | 80 | $334.4M | 13,682,146 | 14 | 34 | 15 | 0.0% |
| Q4 2025 | 74 | $300.2M | 12,223,642 | 7 | 37 | 15 | 0.0% |
| Q3 2025 | 70 | $284.3M | 11,536,776 | 12 | 29 | 13 | 0.0% |
| Q2 2025 | 68 | $260.7M | 10,636,821 | 10 | 32 | 14 | 0.0% |
| Q1 2025 | 65 | $241.1M | 9,880,397 | 18 | 21 | 11 | 0.0% |
| Q4 2024 | 53 | $198.9M | 8,413,763 | 13 | 21 | 8 | 0.0% |
| Q3 2024 | 46 | $156.2M | 6,218,246 | 10 | 20 | 7 | 0.0% |
| Q2 2024 | 39 | $162.8M | 6,781,719 | 8 | 19 | 4 | 0.0% |
| Q1 2024 | 37 | $143.3M | 5,902,838 | 14 | 15 | 2 | 0.0% |
| Q4 2023 | 28 | $110.0M | 4,428,940 | 23 | 4 | 1 | 0.0% |
| Q3 2023 | 7 | $35.9M | 1,522,105 | 6 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $1.2M | 100,000 | 2 | 0 | 0 | 0.0% |