iSHARES TRUST - IBTI

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$1.145B
QoQ value delta ($000)
+$233.5M (+25.61%)
Implied price effect (QoQ)
-0.08%
Shares
Total shares
51,202,298
QoQ shares delta
+10,472,157 (+25.71%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

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
MORGAN STANLEY 77,183 3,451,070 0.0%
Focus Partners Wealth 72,173 3,227,073 0.08%
WELLS FARGO & COMPANY/MN 63,777 2,851,656 0.01%
BANK OF AMERICA CORP /DE/ 59,335 2,653,032 0.0%
MERCER GLOBAL ADVISORS INC /ADV 50,808 2,271,602 0.08%
RAYMOND JAMES FINANCIAL INC 41,624 1,861,166 0.01%
Brookstone Capital Management 30,630 1,369,553 0.35%
Asset Advisors Investment Management, LLC 25,778 1,152,610 2.38%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,358 1,044,411 0.14%
UBS Group AG 22,869 1,022,578 0.0%
Financial Advisory Corp 21,958 981,842 3.19%
Stratos Wealth Partners, LTD. 21,850 976,973 0.25%
ATWOOD & PALMER INC 20,667 924,092 1.17%
Horizon Advisory Services, Inc. 19,713 881,455 9.98%
LPL Financial LLC 19,069 852,664 0.01%
Journey Advisory Group, LLC 18,918 845,879 1.59%
MKT Advisors LLC 17,556 784,305 5.99%
Denver PWM, LLC 16,770 750,016 5.6%
ROYAL BANK OF CANADA 16,756 749,229 0.0%
Baltimore-Washington Financial Advisors, Inc. 16,013 716,024 0.67%
CWM, LLC 15,780 705,553 0.04%
MOSELEY INVESTMENT MANAGEMENT INC 15,749 704,196 4.87%
HM PAYSON & CO 13,842 618,956 0.2%
Integrated Wealth Concepts LLC 13,160 588,449 0.16%
COMMONWEALTH EQUITY SERVICES, LLC 13,123 586,790 0.02%