IBTJ institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding213
Shares held50,220,770
Reported value$1.1bn
Quarter flows22 new, 110 added, 46 trimmed, 25 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY3,449,133$74.7m0.0%
BANK OF AMERICA CORP /DE/2,763,412$59.8m0.0%
MERCER GLOBAL ADVISORS INC /ADV2,580,593$55.9m0.1%
WELLS FARGO & COMPANY/MN1,766,489$38.2m0.0%
Brookstone Capital Management1,700,849$36.8m0.4%
TRUE Private Wealth Advisors1,669,970$36.2m3.1%
Financial Advisory Corp1,598,459$34.6m4.6%
RAYMOND JAMES FINANCIAL INC1,434,792$31.1m0.0%
Asset Advisors Investment Management, LLC1,340,715$29.0m2.7%
ENVESTNET ASSET MANAGEMENT INC1,295,472$28.0m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,273,661$27.6m0.2%
BlackRock, Inc.1,220,815$26.4m0.0%
HENGEHOLD CAPITAL MANAGEMENT LLC1,114,945$24.1m1.9%
AMERIPRISE FINANCIAL INC1,039,013$22.5m0.0%
HM PAYSON & CO961,074$20.8m0.3%
ATWOOD & PALMER INC958,727$20.8m1.1%
UBS Group AG937,678$20.3m0.0%
Integrated Wealth Concepts LLC921,429$19.9m0.1%
Journey Advisory Group, LLC808,737$17.5m1.3%
COMMONWEALTH EQUITY SERVICES, LLC790,679$17.1m0.0%
Arax Advisory Partners781,914$16.9m0.1%
Denver PWM, LLC685,352$14.8m4.8%
MKT Advisors LLC661,757$14.3m4.4%
LPL Financial LLC640,840$13.9m0.0%
Merit Financial Group, LLC588,260$12.7m0.1%

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

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