IBTG institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding317
Shares held82,490,934
Reported value$1.9bn
Quarter flows26 new, 115 added, 113 trimmed, 32 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
HM PAYSON & CO5,657,354$129.5m1.7%
BANK OF AMERICA CORP /DE/4,303,932$98.5m0.0%
MORGAN STANLEY3,991,582$91.4m0.0%
NorthCoast Asset Management LLC3,459,551$79.2m1.8%
Integrated Wealth Concepts LLC2,826,071$64.7m0.3%
NewEdge Advisors, LLC2,698,260$61.8m0.2%
LPL Financial LLC2,504,018$57.3m0.0%
MERCER GLOBAL ADVISORS INC /ADV2,437,085$55.8m0.1%
WELLS FARGO & COMPANY/MN2,394,076$54.8m0.0%
Capital Investment Advisors, LLC2,337,874$53.5m0.7%
Connecticut Wealth Management, LLC1,924,924$44.1m1.6%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,908,680$43.7m0.2%
Financial Advisory Corp1,591,146$36.4m4.8%
SUMMITRY LLC1,554,803$35.6m1.2%
Arax Advisory Partners1,538,030$35.2m0.2%
UBS Group AG1,477,091$33.8m0.0%
ENVESTNET ASSET MANAGEMENT INC1,411,233$32.3m0.0%
RAYMOND JAMES FINANCIAL INC1,386,313$31.7m0.0%
Wealthspire Advisors, LLC1,274,142$29.2m0.2%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,020,698$23.4m0.3%
Krilogy Financial LLC993,197$22.7m0.7%
OneAscent Financial Services LLC911,609$20.9m1.0%
Horizon Advisory Services, Inc.897,318$20.5m8.6%
MKT Advisors LLC809,577$18.5m5.7%
Carnegie Investment Counsel775,246$17.7m0.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBTG"). IBTG price history · All 13F data

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