IBTH institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding310
Shares held83,855,313
Reported value$1.9bn
Quarter flows24 new, 152 added, 71 trimmed, 27 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
HM PAYSON & CO6,611,440$147.9m2.0%
BANK OF AMERICA CORP /DE/4,312,834$96.5m0.0%
MORGAN STANLEY3,823,870$85.5m0.0%
NorthCoast Asset Management LLC3,259,854$72.9m1.6%
GLOBALT Investments LLC / GA2,943,106$65.8m2.2%
MERCER GLOBAL ADVISORS INC /ADV2,688,763$60.1m0.1%
Integrated Wealth Concepts LLC2,430,739$54.4m0.3%
NewEdge Advisors, LLC2,039,948$45.6m0.1%
ENVESTNET ASSET MANAGEMENT INC2,024,159$45.3m0.0%
WELLS FARGO & COMPANY/MN1,991,715$44.6m0.0%
LPL Financial LLC1,921,980$43.0m0.0%
RAYMOND JAMES FINANCIAL INC1,771,083$39.6m0.0%
UBS Group AG1,694,910$37.9m0.0%
Brookstone Capital Management1,669,909$37.4m0.4%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,569,360$35.1m0.2%
Arax Advisory Partners1,559,602$34.9m0.2%
Stratos Wealth Advisors, LLC1,548,074$34.6m1.9%
Connecticut Wealth Management, LLC1,433,973$32.1m1.2%
Financial Advisory Corp1,331,948$29.8m4.0%
Focus Partners Wealth1,213,988$27.2m0.0%
BlackRock, Inc.1,182,623$26.5m0.0%
Stratos Wealth Partners, LTD.1,075,530$24.1m0.2%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC980,870$21.9m0.3%
Capital Investment Advisors, LLC891,306$19.9m0.3%
Journey Advisory Group, LLC853,470$19.1m1.5%

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

Get a free API keySee history bundlesDownload free samples