# ISHARES TR (IRTR)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IRTR/

- Reporting holders: 8
- Reported value: $2.2M
- 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 |
|---|---|---|---|---|
| [Valmark Advisers, Inc.](https://holderbook.com/funds/1380443-valmark-advisers-inc/) | $1.1M | 35,621 | 0.0% | 5 |
| [Realta Investment Advisors](https://holderbook.com/funds/1776792-realta-investment-advisors/) | $300.8K | 9,364 | 0.1% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $249.3K | 7,763 | 0.0% | 1 |
| [Summit Financial, LLC](https://holderbook.com/funds/1765536-summit-financial-llc/) | $216.2K | 6,732 | 0.0% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $175.4K | 5,460 | 0.0% | 6 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $93.7K | 2,918 | 0.0% | 2 |
| [AMERIFLEX GROUP, INC.](https://holderbook.com/funds/2057637-ameriflex-group-inc/) | $15.5K | 482 | 0.0% | 7 |
| [Golden State Wealth Management, LLC](https://holderbook.com/funds/1776033-golden-state-wealth-management-llc/) | $15.3K | 475 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $2.2M |
| Q1 2026 | 5 | $1.5M |
| Q4 2025 | 5 | $2.0M |
| Q3 2025 | 5 | $1.9M |
| Q2 2025 | 5 | $1.7M |
| Q1 2025 | 5 | $685.7K |
| Q4 2024 | 4 | $457.0K |
| Q3 2024 | 2 | $365.5K |
| Q2 2024 | 2 | $445.6K |
| Q1 2024 | 1 | $1.1M |
| Q4 2023 | 2 | $2.2M |