iSHARES TRUST - IBTO

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$319.3M
QoQ value delta ($000)
-$7.627M (-2.33%)
Implied price effect (QoQ)
-0.25%
Shares
Total shares
13,261,356
QoQ shares delta
-282,644 (-2.09%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 2 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
GLOBALT Investments LLC / GA 57,086 2,365,635 1.93%
Atlantic Union Bankshares Corp 43,762 1,813,486 0.73%
Krilogy Financial LLC 29,114 1,206,508 0.86%
MORGAN STANLEY 25,417 1,053,283 0.0%
CHATHAM CAPITAL GROUP, INC. 16,921 701,220 2.16%
CONFLUENCE INVESTMENT MANAGEMENT LLC 16,226 705,787 0.27%
ENVESTNET ASSET MANAGEMENT INC 15,806 655,024 0.0%
Cetera Investment Advisers 9,997 414,307 0.01%
AMERIPRISE FINANCIAL INC 8,612 357,210 0.0%
Headland Capital, LLC 8,107 335,965 2.0%
WELLS FARGO & COMPANY/MN 7,896 327,219 0.0%
HighTower Advisors, LLC 7,686 318,509 0.01%
Probity Advisors, Inc. 5,885 243,911 0.84%
UBS Group AG 4,332 179,532 0.0%
Accretive Wealth Partners, LLC 4,140 171,564 1.01%
TRUIST FINANCIAL CORP 4,065 168,492 0.0%
MERCER GLOBAL ADVISORS INC /ADV 3,775 156,446 0.0%
BANK OF AMERICA CORP /DE/ 3,744 155,157 0.0%
ROYAL BANK OF CANADA 3,239 134,229 0.0%
STIFEL FINANCIAL CORP 3,008 124,670 0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,762 114,527 0.02%
FAGAN ASSOCIATES, INC. 2,355 97,627 0.29%
SEI INVESTMENTS CO 2,354 97,575 0.0%
THOROUGHBRED FINANCIAL SERVICES, LLC 2,350 97,386 0.11%
RAYMOND JAMES FINANCIAL INC 2,193 90,891 0.0%