ISHARES TR (IBTP)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
61
Reporting holders
$216.0M
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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | $46.9M | 1,849,299 | 0.78% | 8q | +29.3%+$10.6M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $24.5M | 965,101 | 0.38% | 6q | +5.0%+$1.2M |
| SUMMITRY LLC | $22.3M | 878,535 | 0.73% | 4q | +1.8%+$384.1K |
| STIFEL FINANCIAL CORP | $19.9M | 784,592 | 0.02% | 6q | +38.6%+$5.5M |
| BENJAMIN EDWARDS INC | $18.4M | 723,444 | 0.17% | 5q | +43.0%+$5.5M |
| D.A. DAVIDSON & CO. | $10.7M | 421,822 | 0.06% | 5q | +9.7%+$943.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.5M | 296,900 | 0.00% | 4q | +128.0%+$4.2M |
| Atlantic Private Wealth, LLC | $5.6M | 222,302 | 3.46% | 6q | -3.8%-$225.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 208,648 | 0.01% | 7q | +7.9%+$385.5K |
| MORGAN STANLEY | $4.7M | 183,785 | 0.00% | 3q | +20.2%+$782.7K |
| Probity Advisors, Inc. | $4.4M | 174,395 | 0.63% | 7q | +19.0%+$706.1K |
| AMERIPRISE FINANCIAL INC | $4.4M | 170,974 | 0.00% | 2q | -51.9%-$4.7M |
| Accretive Wealth Partners, LLC | $4.1M | 159,662 | 0.98% | 8q | +24.5%+$798.7K |
| UBS Group AG | $3.4M | 134,267 | 0.00% | 3q | +1.1%+$37.3K |
| ROYAL BANK OF CANADA | $3.2M | 124,529 | 0.00% | 8q | -70.5%-$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 114,247 | 0.00% | 2q | +14.9%+$377.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.8M | 108,728 | 0.02% | 6q | +14.3%+$344.3K |
| HighTower Advisors, LLC | $2.7M | 105,033 | 0.00% | 7q | +1.4%+$35.6K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 80,546 | 0.00% | 6q | +7.4%+$141.1K |
| Cetera Investment Advisers | $1.5M | 58,292 | 0.00% | 7q | HELD |
| Mariner, LLC | $1.4M | 55,149 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.4M | 54,886 | 0.00% | 4q | +35.0%+$361.2K |
| Reliant Wealth Planning | $1.3M | 52,382 | 0.37% | 5q | HELD |
| Bell Investment Advisors, Inc | $1.3M | 51,498 | 0.19% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.3M | 50,182 | 0.00% | 5q | +20.5%+$217.0K |
| Petros Family Wealth, LLC | $1.1M | 44,648 | 0.69% | 6q | +8.5%+$89.0K |
| LPL Financial LLC | $973.8K | 38,362 | 0.00% | 7q | +11.3%+$98.8K |
| Arax Advisory Partners | $879.2K | 34,635 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $807.9K | 31,825 | 0.00% | 8q | HELD |
| L2 Asset Management, LLC | $663.2K | 26,125 | 0.07% | 4q | +4.6%+$29.3K |
| JANE STREET GROUP, LLC | $604.3K | 23,805 | 0.00% | 7q | +8.2%+$45.6K |
| DEARBORN PARTNERS LLC | $542.1K | 20,805 | 0.02% | 3q | +128.0%+$304.4K |
| Krilogy Financial LLC | $540.1K | 21,275 | 0.02% | 6q | +20.9%+$93.3K |
| Equitable Holdings, Inc. | $528.1K | 20,802 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $527.9K | 20,796 | 0.00% | 3q | -52.9%-$593.7K |
| MML INVESTORS SERVICES, LLC | $483.8K | 19,060 | 0.00% | 5q | +21.8%+$86.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $480.8K | 18,941 | 0.00% | 8q | +83.0%+$218.1K |
| Apella Capital, LLC | $362.3K | 14,397 | 0.01% | 3q | HELD |
| Single Point Partners, LLC | $331.1K | 13,044 | 0.06% | new | NEW |
| Jacobi Capital Management LLC | $291.2K | 11,472 | 0.01% | 7q | +0.8%+$2.3K |
| Keeler Thomas Management LLC | $275.0K | 10,835 | 0.10% | 6q | -30.0%-$117.9K |
| Bank of New York Mellon Corp | $273.9K | 10,790 | 0.00% | new | NEW |
| Old Mission Investment Co LLC | $264.1K | 10,405 | 0.05% | new | FIRST |
| IFP Advisors, Inc | $253.0K | 9,965 | 0.00% | 7q | +99.8%+$126.4K |
| SIGNATUREFD, LLC | $249.0K | 9,809 | 0.00% | 6q | +25.1%+$50.0K |
| Vestmark Advisory Solutions, Inc. | $230.6K | 9,083 | 0.00% | new | NEW |
| Atria Investments, Inc | $225.2K | 8,871 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $217.1K | 8,551 | 0.00% | 6q | HELD |
| Guidance Point Advisors, LLC | $216.5K | 8,530 | 0.05% | 3q | +3.0%+$6.4K |
| Bellecapital International Ltd. | $141.6K | 5,579 | 0.02% | new | NEW |
| CNB Bank | $128.3K | 5,054 | 0.05% | 3q | +5.1%+$6.2K |
| Physician Wealth Advisors, Inc. | $101.5K | 4,000 | 0.01% | 7q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $83.7K | 3,295 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $72.1K | 2,839 | 0.00% | 8q | +54.4%+$25.4K |
| FIFTH THIRD BANCORP | $69.5K | 2,736 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $67.0K | 2,638 | 0.00% | new | NEW |
| CENTRAL TRUST Co | $35.2K | 1,387 | 0.00% | 6q | HELD |
| Hyposwiss Advisors SA | $34.6K | 1,365 | 0.03% | 3q | HELD |
| Asset Dedication, LLC | $30.3K | 1,195 | 0.00% | 6q | +15.2%+$4.0K |
| CVA Family Office, LLC | $14.8K | 583 | 0.00% | 7q | HELD |
| ASSETMARK, INC | $5.2K | 204 | 0.00% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $1.1K | 43,166 | 0.05% | 4q | +115.5% |
| PARK AVENUE SECURITIES LLC | $256 | 10,095 | 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 | 61 | $216.0M | 8,506,904 | 11 | 33 | 5 | 0.0% |
| Q1 2026 | 54 | $194.0M | 7,567,165 | 6 | 24 | 8 | 0.0% |
| Q4 2025 | 51 | $163.5M | 6,336,630 | 8 | 24 | 10 | 0.0% |
| Q3 2025 | 47 | $140.6M | 5,426,861 | 7 | 24 | 8 | 0.0% |
| Q2 2025 | 42 | $108.9M | 4,234,566 | 8 | 23 | 4 | 0.0% |
| Q1 2025 | 36 | $76.2M | 2,968,749 | 19 | 13 | 0 | 0.0% |
| Q4 2024 | 21 | $34.2M | 1,377,704 | 12 | 5 | 2 | 0.0% |
| Q3 2024 | 9 | $20.5M | 774,109 | 8 | 0 | 1 | 0.0% |
| Q2 2024 | 3 | $3.7M | 145,520 | 3 | 0 | 0 | 0.0% |