iSHARES TRUST - IBTG

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.886B

QoQ value delta ($000)

-$60.43M (-3.1%)

Implied price effect (QoQ)

+0.15%

Total shares

82,336,177

QoQ shares delta

-2,768,026 (-3.25%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 320 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	135,386	5,908,223	1.95%
NorthCoast Asset Management LLC	104,237	4,548,891	2.42%
BANK OF AMERICA CORP /DE/	95,175	4,153,434	0.01%
MORGAN STANLEY	93,479	4,079,412	0.01%
MERCER GLOBAL ADVISORS INC /ADV	57,825	2,523,496	0.09%
Capital Investment Advisors, LLC	56,949	2,485,262	0.83%
LPL Financial LLC	54,878	2,394,873	0.01%
WELLS FARGO & COMPANY/MN	54,173	2,364,114	0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42,614	1,859,979	0.26%
Connecticut Wealth Management, LLC	41,242	1,799,794	1.73%
RAYMOND JAMES FINANCIAL INC	38,738	1,690,530	0.01%
UBS Group AG	36,816	1,606,656	0.01%
BAILARD, INC.	36,805	1,606,184	0.85%
Financial Advisory Corp	36,722	1,602,548	5.1%
Integrated Wealth Concepts LLC	36,564	1,595,643	0.29%
SUMMITRY LLC	35,354	1,542,871	1.54%
ENVESTNET ASSET MANAGEMENT INC	31,279	1,365,037	0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	26,133	1,140,456	0.38%
Wealthspire Advisors, LLC	23,470	1,024,244	0.18%
Krilogy Financial LLC	21,047	920,103	0.68%
OneAscent Financial Services LLC	20,762	906,070	1.12%
Horizon Advisory Services, Inc.	20,125	878,276	10.3%
MOSELEY INVESTMENT MANAGEMENT INC	19,298	842,161	6.15%
Carnegie Investment Counsel	19,297	842,147	0.38%
Apella Capital, LLC	17,774	776,694	0.26%