# ISHARES TR (IBTP)

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

- Reporting holders: 2
- 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/) | $22.5M | 938,069 | 0.4% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $345.6K | 14,397 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $22.9M |
| Q2 2026 | 63 | $221.6M |
| Q1 2026 | 55 | $194.5M |
| Q4 2025 | 53 | $164.8M |
| Q3 2025 | 51 | $145.6M |
| Q2 2025 | 46 | $112.9M |
| Q1 2025 | 39 | $79.9M |
| Q4 2024 | 22 | $37.5M |
| Q3 2024 | 9 | $20.5M |
| Q2 2024 | 3 | $3.7M |