IBTI institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding256
Shares held66,656,908
Reported value$1.5bn
Quarter flows27 new, 147 added, 45 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY3,471,206$76.9m0.0%
Focus Partners Wealth3,426,968$75.9m0.1%
BANK OF AMERICA CORP /DE/3,057,130$67.7m0.0%
Stratos Wealth Advisors, LLC2,769,082$61.3m3.4%
MERCER GLOBAL ADVISORS INC /ADV2,638,111$58.4m0.1%
WELLS FARGO & COMPANY/MN1,914,158$42.4m0.0%
Arax Advisory Partners1,889,290$41.8m0.3%
RAYMOND JAMES FINANCIAL INC1,822,459$40.3m0.0%
Integrated Wealth Concepts LLC1,679,990$37.2m0.2%
BAILARD, INC.1,439,724$31.9m0.6%
UBS Group AG1,381,039$30.6m0.0%
Brookstone Capital Management1,373,314$30.4m0.3%
Financial Advisory Corp1,347,199$29.8m4.0%
ENVESTNET ASSET MANAGEMENT INC1,340,234$29.7m0.0%
Heartwood Wealth Advisors LLC1,306,170$28.9m2.2%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,264,630$28.0m0.2%
Asset Advisors Investment Management, LLC1,215,509$26.9m2.5%
BlackRock, Inc.1,194,096$26.4m0.0%
HM PAYSON & CO1,184,748$26.2m0.3%
LPL Financial LLC1,110,186$24.6m0.0%
Stratos Wealth Partners, LTD.1,039,854$23.0m0.2%
ATWOOD & PALMER INC959,379$21.2m1.1%
Horizon Advisory Services, Inc.922,765$20.4m8.6%
Journey Advisory Group, LLC878,742$19.5m1.5%
MKT Advisors LLC841,610$18.6m5.8%

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

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