ISHARES TR (IBTR)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
11
Reporting holders
$9.0M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | $1.6M | 64,389 | 0.01% | new | NEW |
| Atria Investments, Inc | $1.6M | 64,309 | 0.02% | new | NEW |
| CITADEL ADVISORS LLC | $1.5M | 61,473 | 0.00% | 2q | +92.8%+$736.6K |
| BlackRock, Inc. | $1.2M | 50,000 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $790.8K | 31,759 | 0.00% | 2q | -26.6%-$286.8K |
| INSIGNEO ADVISORY SERVICES, LLC | $737.1K | 29,604 | 0.03% | new | NEW |
| ROYAL BANK OF CANADA | $662.0K | 26,591 | 0.00% | new | NEW |
| Snowden Capital Advisors LLC | $421.4K | 16,925 | 0.01% | new | NEW |
| Single Point Partners, LLC | $331.6K | 13,318 | 0.06% | new | NEW |
| SIGNATUREFD, LLC | $50.0K | 2,010 | 0.00% | new | NEW |
| UBS Group AG | $14.1K | 568 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 11.1% |
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 | 11 | $9.0M | 360,946 | 8 | 1 | 1 | 0.0% |
| Q1 2026 | 3 | $3.1M | 125,168 | 3 | 0 | 0 | 0.0% |