iSHARES TRUST - IBTI

Sector: Funds · Industry: ETF / Fund

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.37B

QoQ value delta ($000)

+$224.6M (+19.61%)

Implied price effect (QoQ)

-0.38%

Total shares

61,488,266

QoQ shares delta

+10,273,268 (+20.06%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 250 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Focus Partners Wealth	76,240	3,421,445	0.08%
MORGAN STANLEY	76,179	3,418,717	0.0%
WELLS FARGO & COMPANY/MN	67,721	3,039,168	0.01%
BANK OF AMERICA CORP /DE/	60,750	2,726,336	0.0%
MERCER GLOBAL ADVISORS INC /ADV	53,602	2,405,511	0.08%
RAYMOND JAMES FINANCIAL INC	43,398	1,947,621	0.01%
UBS Group AG	31,427	1,410,375	0.0%
BAILARD, INC.	30,348	1,361,953	0.7%
Brookstone Capital Management	30,191	1,354,916	0.35%
Heartwood Wealth Advisors LLC	28,787	1,291,891	2.51%
ENVESTNET ASSET MANAGEMENT INC	28,307	1,270,377	0.01%
Financial Advisory Corp	27,510	1,234,618	3.82%
Asset Advisors Investment Management, LLC	27,034	1,213,245	2.58%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	26,317	1,181,634	0.16%
HM PAYSON & CO	23,349	1,047,861	0.34%
LPL Financial LLC	23,196	1,040,991	0.01%
Stratos Wealth Partners, LTD.	22,590	1,013,803	0.26%
ATWOOD & PALMER INC	21,022	943,410	1.19%
ROYAL BANK OF CANADA	20,961	940,676	0.0%
Horizon Advisory Services, Inc.	20,081	901,221	10.28%
Journey Advisory Group, LLC	19,395	870,420	1.65%
Integrated Wealth Concepts LLC	18,048	809,948	0.14%
AMERIPRISE FINANCIAL INC	17,889	802,850	0.0%
MKT Advisors LLC	17,839	802,813	5.98%
Baltimore-Washington Financial Advisors, Inc.	17,642	791,726	0.76%