iSHARES TRUST - IBTG

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.946B

QoQ value delta ($000)

+$189.6M (+10.8%)

Implied price effect (QoQ)

-0.32%

Total shares

85,063,120

QoQ shares delta

+8,536,590 (+11.16%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
HM PAYSON & CO	150,035	6,558,915	2.12%
Kovitz Investment Group Partners, LLC	107,853	4,714,898	2.39%
MORGAN STANLEY	90,933	3,975,244	0.01%
BANK OF AMERICA CORP /DE/	90,904	3,973,966	0.01%
MERCER GLOBAL ADVISORS INC /ADV	65,017	2,842,417	0.1%
BAILARD, INC.	64,603	2,824,210	1.43%
WELLS FARGO & COMPANY/MN	57,456	2,511,781	0.01%
Capital Investment Advisors, LLC	56,933	2,488,875	0.87%
RAYMOND JAMES FINANCIAL INC	51,926	2,270,001	0.02%
LPL Financial LLC	51,465	2,249,853	0.01%
NewEdge Advisors, LLC	41,584	1,817,907	0.15%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	38,574	1,686,300	0.23%
Financial Advisory Corp	37,155	1,624,264	5.4%
UBS Group AG	36,275	1,585,824	0.01%
SUMMITRY LLC	34,832	1,522,715	1.45%
Integrated Wealth Concepts LLC	33,580	1,467,977	0.4%
Stratos Wealth Advisors, LLC	33,256	1,453,846	1.61%
Connecticut Wealth Management, LLC	30,365	1,327,463	1.32%
Apollon Wealth Management, LLC	24,568	1,074,034	0.43%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	24,229	1,059,220	0.37%
Carnegie Investment Counsel	20,064	877,139	0.37%
Krilogy Financial LLC	19,884	867,383	0.68%
Horizon Advisory Services, Inc.	19,683	860,483	9.96%
MOSELEY INVESTMENT MANAGEMENT INC	18,822	822,855	5.82%
OSAIC HOLDINGS, INC.	18,060	789,197	0.03%