ISHARES TR (IMTB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
60
Reporting holders
$209.3M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Mariner, LLC | $58.5M | 1,341,102 | 0.06% | 18q | +2.7%+$1.6M |
| Destination Wealth Management | $23.1M | 528,770 | 0.54% | 31q | +2.4%+$545.2K |
| Octavia Wealth Advisors, LLC | $21.6M | 494,673 | 1.86% | 7q | +6.3%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $10.9M | 250,278 | 0.00% | 31q | +10.9%+$1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.7M | 246,948 | 0.02% | 11q | -10.7%-$1.3M |
| CITADEL ADVISORS LLC | $9.7M | 222,147 | 0.00% | 3q | +123.5%+$5.4M |
| Global Retirement Partners, LLC | $8.7M | 199,344 | 0.13% | 5q | +3.3%+$278.8K |
| LPL Financial LLC | $7.6M | 173,926 | 0.00% | 31q | HELD |
| OneDigital Investment Advisors LLC | $6.9M | 157,263 | 0.06% | new | NEW |
| UBS Group AG | $6.3M | 143,860 | 0.00% | 17q | -9.8%-$683.6K |
| MORGAN STANLEY | $5.5M | 125,652 | 0.00% | 31q | +6.4%+$328.0K |
| JPMORGAN CHASE & CO | $4.3M | 98,776 | 0.00% | 20q | +8.2%+$327.7K |
| Summit Financial, LLC | $3.5M | 79,220 | 0.04% | 4q | +9.1%+$288.7K |
| RAYMOND JAMES FINANCIAL INC | $3.3M | 76,508 | 0.00% | 7q | -67.1%-$6.8M |
| Cannon Financial Strategists, Inc. | $3.2M | 72,412 | 0.36% | 17q | +167.0%+$2.0M |
| PFG Advisors | $2.6M | 60,367 | 0.13% | 12q | -62.5%-$4.4M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.6M | 59,314 | 0.00% | 2q | +325.0%+$2.0M |
| Ethos Capital Management, Inc. | $2.6M | 58,646 | 1.82% | 3q | -73.4%-$7.0M |
| JANE STREET GROUP, LLC | $2.4M | 55,127 | 0.00% | 9q | +15.2%+$317.1K |
| IFP Advisors, Inc | $2.2M | 50,992 | 0.04% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.0M | 46,294 | 0.01% | 6q | -3.6%-$75.6K |
| OSAIC HOLDINGS, INC. | $1.7M | 38,805 | 0.00% | 26q | +10.3%+$157.7K |
| ROYAL BANK OF CANADA | $1.4M | 31,538 | 0.00% | 31q | -27.7%-$527.2K |
| J. Mark Nickell & Co. | $867.3K | 16,311 | 0.69% | new | NEW |
| Revisor Wealth Management LLC | $832.5K | 19,088 | 0.20% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $778.4K | 17,847 | 0.00% | 31q | -27.3%-$292.4K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $600.2K | 13,762 | 0.04% | 17q | -53.8%-$698.5K |
| 5T Wealth, LLC | $594.5K | 13,631 | 0.22% | 7q | -45.0%-$486.4K |
| Focus Partners Wealth | $497.5K | 11,407 | 0.00% | 5q | HELD |
| Reliant Investment Partners, LLC | $493.0K | 11,304 | 0.34% | 7q | +1.0%+$4.8K |
| MML INVESTORS SERVICES, LLC | $440.4K | 10,098 | 0.00% | 13q | +30.1%+$101.8K |
| DAYMARK WEALTH PARTNERS, LLC | $412.7K | 9,463 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $377.2K | 8,649 | 0.00% | 6q | -71.4%-$941.0K |
| Charis Legacy Partners, LLC | $309.6K | 7,100 | 0.38% | 6q | HELD |
| Concurrent Investment Advisors, LLC | $267.1K | 6,125 | 0.00% | 8q | -1.7%-$4.6K |
| PRINCIPAL SECURITIES, INC. | $266.3K | 6,107 | 0.00% | 9q | HELD |
| JGP Wealth Management, LLC | $251.0K | 5,756 | 0.02% | 19q | HELD |
| NewEdge Advisors, LLC | $236.2K | 5,415 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $212.2K | 4,865 | 0.00% | 11q | -4.4%-$9.7K |
| Comprehensive Money Management Services LLC | $208.7K | 4,785 | 0.13% | 2q | HELD |
| CHAPMAN FINANCIAL GROUP, LLC | $98.4K | 2,257 | 0.07% | 6q | HELD |
| BLAIR WILLIAM & CO/IL | $73.9K | 1,694 | 0.00% | 29q | -3.0%-$2.3K |
| Archer Investment Corp | $58.7K | 1,346 | 0.01% | 20q | +100.0%+$29.4K |
| Godfrey Financial Associates, Inc. | $57.5K | 1,318 | 0.04% | 3q | HELD |
| EASTERN BANK | $44.0K | 1,008 | 0.00% | 6q | HELD |
| Kopp Family Office, LLC | $39.7K | 911 | 0.02% | 24q | HELD |
| LANARK FINANCIAL, INC. | $39.2K | 900 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $37.5K | 860 | 0.00% | 23q | HELD |
| SIGNATUREFD, LLC | $33.8K | 775 | 0.00% | 14q | +1.2% |
| NFSG Corp | $32.4K | 744 | 0.00% | 11q | HELD |
| WealthShield Partners, LLC | $24.2K | 555 | 0.00% | 20q | HELD |
| Capital Investment Advisory Services, LLC | $21.8K | 500 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $8.7K | 199 | 0.00% | 4q | +1.0% |
| IAG Wealth Partners, LLC | $6.7K | 154 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $5.9K | 136 | 0.00% | 7q | -11.7% |
| FMR LLC | $5.7K | 131 | 0.00% | 2q | +44.0%+$1.7K |
| Cambridge Investment Research Advisors, Inc. | $2.9K | 65,536 | 0.00% | 5q | +263.1%+$2.1K |
| Smartleaf Asset Management LLC | $2.9K | 65 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.2K | 50 | 0.00% | 17q | +2.0% |
| HRT FINANCIAL LP | $1.1K | 26,347 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $844 | 19,360 | 0.03% | new | NEW |
| Betterment LLC | $420 | 9,641 | 0.00% | 2q | +44.9% |
| FIDUCIARY FINANCIAL ADVISORS | $45 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1 | 0 | 0.00% | 15q | -100.0% |
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 | 60 | $209.3M | 4,797,279 | 8 | 20 | 16 | 0.0% |
| Q1 2026 | 59 | $201.3M | 4,595,531 | 7 | 23 | 8 | 0.0% |
| Q4 2025 | 55 | $201.5M | 4,559,269 | 4 | 19 | 11 | 0.0% |
| Q3 2025 | 52 | $198.0M | 4,479,512 | 6 | 16 | 11 | 0.0% |
| Q2 2025 | 45 | $190.8M | 4,376,967 | 3 | 16 | 15 | 0.0% |
| Q1 2025 | 44 | $160.8M | 3,704,525 | 6 | 18 | 8 | 0.0% |
| Q4 2024 | 44 | $149.5M | 3,521,100 | 6 | 18 | 10 | 0.0% |
| Q3 2024 | 39 | $160.9M | 3,614,692 | 4 | 14 | 6 | 0.0% |
| Q2 2024 | 38 | $136.1M | 3,194,400 | 4 | 15 | 8 | 0.0% |
| Q1 2024 | 38 | $117.0M | 2,727,106 | 2 | 14 | 5 | 0.0% |
| Q4 2023 | 44 | $110.0M | 2,528,505 | 6 | 13 | 12 | 0.0% |
| Q3 2023 | 38 | $139.5M | 3,388,452 | 3 | 15 | 11 | 0.0% |
| Q2 2023 | 36 | $116.8M | 2,714,265 | 2 | 13 | 7 | 0.0% |
| Q1 2023 | 37 | $77.7M | 1,780,089 | 2 | 12 | 14 | 0.0% |
| Q4 2022 | 35 | $61.3M | 1,433,975 | 8 | 8 | 13 | 0.0% |
| Q3 2022 | 39 | $41.5M | 982,878 | 2 | 19 | 7 | 0.0% |
| Q2 2022 | 41 | $44.5M | 995,286 | 10 | 8 | 10 | 0.0% |
| Q1 2022 | 41 | $67.5M | 1,426,482 | 6 | 12 | 13 | 0.0% |
| Q4 2021 | 43 | $76.4M | 1,515,399 | 5 | 12 | 16 | 0.0% |
| Q3 2021 | 45 | $91.3M | 1,785,344 | 8 | 16 | 10 | 0.0% |
| Q2 2021 | 40 | $86.4M | 1,679,702 | 6 | 9 | 15 | 0.0% |
| Q1 2021 | 40 | $81.2M | 1,591,734 | 9 | 11 | 8 | 0.0% |
| Q4 2020 | 39 | $78.9M | 1,505,999 | 7 | 10 | 9 | 0.0% |
| Q3 2020 | 33 | $87.3M | 1,666,424 | 7 | 9 | 7 | 0.0% |
| Q2 2020 | 32 | $87.1M | 1,667,180 | 6 | 12 | 3 | 0.0% |
| Q1 2020 | 32 | $74.5M | 1,454,385 | 6 | 8 | 9 | 0.0% |
| Q4 2019 | 33 | $70.2M | 1,386,527 | 3 | 14 | 4 | 0.0% |
| Q3 2019 | 27 | $42.8M | 842,351 | 3 | 11 | 5 | 0.0% |
| Q2 2019 | 26 | $38.9M | 773,410 | 5 | 13 | 5 | 0.0% |
| Q1 2019 | 24 | $39.7M | 803,714 | 3 | 12 | 1 | 0.0% |
| Q4 2018 | 20 | $34.2M | 712,323 | 2 | 0 | 0 | 0.0% |