IBTO institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding83
Shares held13,562,585
Reported value$327.4m
Quarter flows12 new, 45 added, 15 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GLOBALT Investments LLC / GA2,365,635$57.1m1.9%
Atlantic Union Bankshares Corp1,813,486$43.8m0.7%
Krilogy Financial LLC1,206,508$29.1m0.9%
MORGAN STANLEY1,053,283$25.4m0.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC988,431$23.9m0.4%
CHATHAM CAPITAL GROUP, INC.701,220$16.9m2.2%
ENVESTNET ASSET MANAGEMENT INC655,024$15.8m0.0%
Cetera Investment Advisers414,307$10.0m0.0%
AMERIPRISE FINANCIAL INC357,210$8.6m0.0%
Headland Capital, LLC335,965$8.1m2.0%
WELLS FARGO & COMPANY/MN327,219$7.9m0.0%
HighTower Advisors, LLC318,509$7.7m0.0%
Probity Advisors, Inc.243,911$5.9m0.8%
UBS Group AG179,532$4.3m0.0%
Accretive Wealth Partners, LLC171,564$4.1m1.0%
TRUIST FINANCIAL CORP168,492$4.1m0.0%
MERCER GLOBAL ADVISORS INC /ADV156,446$3.8m0.0%
BANK OF AMERICA CORP /DE/155,157$3.7m0.0%
ROYAL BANK OF CANADA134,229$3.2m0.0%
STIFEL FINANCIAL CORP124,670$3.0m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC114,527$2.8m0.0%
FAGAN ASSOCIATES, INC.97,627$2.4m0.3%
SEI INVESTMENTS CO97,575$2.4m0.0%
THOROUGHBRED FINANCIAL SERVICES, LLC97,386$2.4m0.1%
RAYMOND JAMES FINANCIAL INC90,891$2.2m0.0%

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

Get a free API keySee history bundlesDownload free samples