# ISHARES TR (ISTB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ISTB/

- Reporting holders: 16
- Reported value: $165.8M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $69.4M | 1,469,742 | 0.9% | 8 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $55.0M | 1,164,033 | 12.2% | 24 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $17.7M | 374,794 | 2.7% | 8 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $10.2M | 214,882 | 2.4% | 11 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $7.6M | 159,811 | 1.9% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.8M | 37,896 | 0.0% | 16 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $1.6M | 34,307 | 0.4% | 18 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $1.0M | 21,997 | 0.2% | 6 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $604.8K | 12,800 | 0.1% | 27 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $570.5K | 12,074 | 0.0% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $251.9K | 5,331 | 0.0% | 7 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $59.0K | 1,249 | 0.0% | 12 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $24.0K | 510 | 0.0% | 28 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $12.0K | 255 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.6K | 161 | 0.0% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $473 | 10 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $165.8M |
| Q2 2026 | 406 | $4.3B |
| Q1 2026 | 400 | $3.5B |
| Q4 2025 | 394 | $3.4B |
| Q3 2025 | 390 | $3.4B |
| Q2 2025 | 391 | $3.1B |
| Q1 2025 | 396 | $3.1B |
| Q4 2024 | 390 | $3.0B |
| Q3 2024 | 364 | $2.8B |
| Q2 2024 | 374 | $2.7B |
| Q1 2024 | 382 | $2.9B |
| Q4 2023 | 388 | $2.8B |