iSHARES TRUST - IBTG

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)
$1.86B
QoQ value delta ($000)
+$928K (+0.05%)
Implied price effect (QoQ)
0.0%
Shares
Total shares
81,280,315
QoQ shares delta
+40,642 (+0.05%)
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: 3 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
HM PAYSON & CO 129,496 5,657,354 1.72%
BANK OF AMERICA CORP /DE/ 98,517 4,303,932 0.01%
MORGAN STANLEY 91,367 3,991,582 0.0%
NorthCoast Asset Management LLC 79,189 3,459,551 1.75%
NewEdge Advisors, LLC 61,763 2,698,260 0.18%
LPL Financial LLC 57,316 2,504,018 0.01%
MERCER GLOBAL ADVISORS INC /ADV 55,784 2,437,085 0.07%
WELLS FARGO & COMPANY/MN 54,800 2,394,076 0.01%
Capital Investment Advisors, LLC 53,513 2,337,874 0.7%
Connecticut Wealth Management, LLC 44,061 1,924,924 1.63%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 43,694 1,908,680 0.24%
Financial Advisory Corp 36,421 1,591,146 4.83%
Integrated Wealth Concepts LLC 36,414 1,590,845 0.24%
SUMMITRY LLC 35,589 1,554,803 1.17%
Arax Advisory Partners 35,205 1,538,030 0.23%
UBS Group AG 33,810 1,477,091 0.0%
ENVESTNET ASSET MANAGEMENT INC 32,303 1,411,233 0.01%
RAYMOND JAMES FINANCIAL INC 31,732 1,386,313 0.01%
Wealthspire Advisors, LLC 29,165 1,274,142 0.16%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 23,363 1,020,698 0.31%
Krilogy Financial LLC 22,734 993,197 0.67%
OneAscent Financial Services LLC 20,866 911,609 1.0%
Horizon Advisory Services, Inc. 20,539 897,318 8.64%
MKT Advisors LLC 18,490 809,577 5.75%
Carnegie Investment Counsel 17,745 775,246 0.36%