iSHARES TRUST - IBTJ

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)

$1.064B

QoQ value delta ($000)

+$173M (+19.4%)

Implied price effect (QoQ)

-0.33%

Total shares

48,670,875

QoQ shares delta

+8,042,954 (+19.8%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 216 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	73,910	3,383,735	0.0%
BANK OF AMERICA CORP /DE/	53,688	2,457,909	0.0%
MERCER GLOBAL ADVISORS INC /ADV	51,045	2,336,938	0.08%
WELLS FARGO & COMPANY/MN	50,031	2,290,527	0.01%
TRUE Private Wealth Advisors	39,804	1,822,278	3.79%
Brookstone Capital Management	38,184	1,748,132	0.44%
Financial Advisory Corp	34,327	1,571,571	4.77%
RAYMOND JAMES FINANCIAL INC	34,326	1,571,533	0.01%
Asset Advisors Investment Management, LLC	27,044	1,238,117	2.58%
ENVESTNET ASSET MANAGEMENT INC	26,702	1,222,479	0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	26,148	1,197,930	0.16%
HENGEHOLD CAPITAL MANAGEMENT LLC	22,728	1,040,554	1.99%
AMERIPRISE FINANCIAL INC	21,717	994,258	0.01%
STIFEL FINANCIAL CORP	21,564	987,258	0.02%
ATWOOD & PALMER INC	20,641	944,974	1.16%
UBS Group AG	19,997	915,521	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	18,245	835,319	0.03%
BENJAMIN EDWARDS INC	17,541	803,097	0.17%
Journey Advisory Group, LLC	17,424	797,733	1.49%
HM PAYSON & CO	16,852	771,542	0.24%
CWM, LLC	16,527	756,665	0.04%
BlackRock, Inc.	15,094	691,063	0.0%
Denver PWM, LLC	14,617	672,520	5.02%
LPL Financial LLC	13,469	616,659	0.0%
MKT Advisors LLC	13,336	612,479	4.47%