IBTM institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding104
Shares held15,036,817
Reported value$341.3m
Quarter flows13 new, 61 added, 15 trimmed, 24 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Krilogy Financial LLC2,618,176$59.4m1.8%
UBS Group AG976,161$22.2m0.0%
MORGAN STANLEY885,349$20.1m0.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC735,847$16.7m0.3%
RAYMOND JAMES FINANCIAL INC532,804$12.1m0.0%
D.A. DAVIDSON & CO.463,113$10.5m0.1%
TRUIST FINANCIAL CORP449,649$10.2m0.0%
TITLEIST ASSET MANAGEMENT, LLC439,395$10.0m0.7%
Probity Advisors, Inc.434,420$9.9m1.4%
ENVESTNET ASSET MANAGEMENT INC394,282$8.9m0.0%
Legacy Private Trust Co.376,158$8.5m0.5%
Snowden Capital Advisors LLC374,409$8.5m0.2%
WELLS FARGO & COMPANY/MN362,730$8.2m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC345,777$7.8m0.0%
AMERIPRISE FINANCIAL INC328,090$7.4m0.0%
Cambridge Investment Research Advisors, Inc.312,790$7.1m0.0%
Janney Montgomery Scott LLC312,533$7.1m0.0%
HighTower Advisors, LLC300,781$6.8m0.0%
Atlantic Private Wealth, LLC293,989$6.7m4.1%
MERCER GLOBAL ADVISORS INC /ADV220,616$5.0m0.0%
Asset Dedication, LLC220,155$5.0m0.3%
Stockman Wealth Management, Inc.218,588$5.0m0.5%
Yoder Wealth Management, Inc.216,814$4.9m1.9%
BANK OF AMERICA CORP /DE/203,434$4.6m0.0%
ROYAL BANK OF CANADA183,319$4.2m0.0%

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

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