IBTK institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding172
Shares held37,306,548
Reported value$728.8m
Quarter flows21 new, 97 added, 28 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WELLS FARGO & COMPANY/MN3,148,800$61.5m0.0%
MERCER GLOBAL ADVISORS INC /ADV2,861,909$55.9m0.1%
BANK OF AMERICA CORP /DE/2,030,426$39.7m0.0%
ENVESTNET ASSET MANAGEMENT INC1,383,189$27.0m0.0%
TITLEIST ASSET MANAGEMENT, LLC1,373,804$26.8m1.8%
BlackRock, Inc.1,352,130$26.4m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,341,750$26.2m0.1%
HM PAYSON & CO1,203,728$23.5m0.3%
MML INVESTORS SERVICES, LLC1,058,574$20.7m0.0%
D.A. DAVIDSON & CO.1,010,033$19.7m0.1%
Journey Advisory Group, LLC902,785$17.6m1.3%
AMERIPRISE FINANCIAL INC709,148$13.9m0.0%
MKT Advisors LLC712,012$13.8m4.3%
Wealth Management Strategies, Inc.686,872$13.4m5.2%
Denver PWM, LLC684,939$13.3m4.4%
UBS Group AG665,373$13.0m0.0%
Probity Advisors, Inc.601,267$11.7m1.7%
Legacy Private Trust Co.577,483$11.3m0.6%
SHELTON WEALTH MANAGEMENT, LLC554,476$10.8m4.3%
NewEdge Advisors, LLC540,886$10.6m0.0%
BAILARD, INC.536,041$10.5m0.2%
Waycross Investment Management Co531,033$10.4m7.9%
EIGHT 31 FINANCIAL, LLC517,756$10.1m6.0%
ROYAL BANK OF CANADA496,614$9.7m0.0%
Krilogy Financial LLC495,545$9.7m0.3%

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

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