ISHARES TR (IBTQ)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
48
Reporting holders
$173.2M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $26.2M | 1,044,548 | 0.41% | 4q | +29.3%+$5.9M |
| STIFEL FINANCIAL CORP | $25.7M | 1,023,757 | 0.02% | 4q | +756.1%+$22.7M |
| SUMMITRY LLC | $25.6M | 1,018,921 | 0.84% | 4q | +2.1%+$524.1K |
| BENJAMIN EDWARDS INC | $24.3M | 968,696 | 0.22% | 3q | +867.7%+$21.8M |
| Atlantic Union Bankshares Corp | $19.5M | 775,439 | 0.33% | new | NEW |
| LPL Financial LLC | $7.5M | 298,976 | 0.00% | 3q | +7.9%+$550.7K |
| MORGAN STANLEY | $5.0M | 200,933 | 0.00% | 3q | -14.7%-$871.8K |
| Probity Advisors, Inc. | $4.5M | 177,711 | 0.64% | 4q | +28.4%+$985.6K |
| AMERIPRISE FINANCIAL INC | $4.0M | 158,478 | 0.00% | 2q | -54.5%-$4.8M |
| Accretive Wealth Partners, LLC | $4.0M | 157,881 | 0.96% | 4q | +25.3%+$800.5K |
| UBS Group AG | $3.4M | 136,155 | 0.00% | 4q | +1.1%+$38.3K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 118,518 | 0.00% | 2q | +28.7%+$663.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.7M | 108,778 | 0.02% | 3q | +20.4%+$462.6K |
| Mariner, LLC | $1.8M | 72,516 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 69,356 | 0.00% | new | NEW |
| Atlantic Private Wealth, LLC | $1.6M | 62,095 | 0.95% | 3q | +200.1%+$1.0M |
| Bell Investment Advisors, Inc | $1.5M | 58,304 | 0.21% | 3q | -44.8%-$1.2M |
| L2 Asset Management, LLC | $1.3M | 53,430 | 0.14% | 4q | +2.3%+$29.6K |
| CITADEL ADVISORS LLC | $1.2M | 48,272 | 0.00% | 4q | +68.5%+$492.4K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 42,294 | 0.00% | 5q | -2.4%-$25.7K |
| Cetera Investment Advisers | $913.4K | 36,413 | 0.00% | 2q | +3.7%+$32.9K |
| ROYAL BANK OF CANADA | $885.0K | 35,319 | 0.00% | 4q | +594.2%+$757.5K |
| BANK OF AMERICA CORP /DE/ | $647.1K | 25,798 | 0.00% | 3q | +209.6%+$438.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $549.7K | 21,912 | 0.00% | 4q | +70.6%+$227.5K |
| Snowden Capital Advisors LLC | $449.3K | 17,910 | 0.01% | 2q | HELD |
| Bank of New York Mellon Corp | $359.2K | 14,320 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $352.7K | 14,061 | 0.00% | 3q | +2.6%+$8.9K |
| Reliant Wealth Planning | $346.6K | 13,818 | 0.10% | 4q | -10.3%-$39.9K |
| Single Point Partners, LLC | $331.6K | 13,219 | 0.06% | new | NEW |
| Atria Investments, Inc | $298.9K | 11,917 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $279.7K | 11,150 | 0.00% | 3q | HELD |
| HighTower Advisors, LLC | $260.9K | 10,402 | 0.00% | 3q | -1.5%-$4.1K |
| Parcion Private Wealth LLC | $249.4K | 9,943 | 0.01% | new | NEW |
| SIGNATUREFD, LLC | $235.9K | 9,403 | 0.00% | 3q | +26.9%+$50.0K |
| Vestmark Advisory Solutions, Inc. | $230.9K | 9,204 | 0.00% | new | NEW |
| Hyposwiss Advisors SA | $222.5K | 8,870 | 0.21% | 3q | HELD |
| Focus Partners Wealth | $215.0K | 8,570 | 0.00% | 5q | -32.5%-$103.4K |
| Krilogy Financial LLC | $209.9K | 8,367 | 0.01% | new | NEW |
| CNB Bank | $151.7K | 6,049 | 0.06% | 3q | +5.1%+$7.3K |
| Integrated Wealth Concepts LLC | $116.3K | 4,635 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $100.3K | 4,000 | 0.01% | 3q | HELD |
| MATHER GROUP, LLC. | $86.2K | 3,438 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $83.9K | 3,346 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $69.5K | 2,771 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $25.1K | 1,000 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $23.8K | 955 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $22.2K | 887 | 0.00% | 2q | HELD |
| CENTRAL TRUST Co | $20.1K | 800 | 0.00% | 3q | HELD |
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 | 48 | $173.2M | 6,903,535 | 13 | 20 | 7 | 0.0% |
| Q1 2026 | 43 | $100.4M | 3,968,616 | 11 | 18 | 5 | 0.0% |
| Q4 2025 | 34 | $67.1M | 2,635,304 | 17 | 9 | 4 | 0.0% |
| Q3 2025 | 17 | $58.2M | 2,278,006 | 14 | 2 | 0 | 0.0% |
| Q2 2025 | 4 | $2.1M | 82,918 | 3 | 0 | 0 | 0.0% |
| Q1 2025 | 2 | $2.5M | 99,229 | 2 | 0 | 0 | 0.0% |