iSHARES TRUST - IBTM

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$335.9M
QoQ value delta ($000)
-$1.419M (-0.42%)
Implied price effect (QoQ)
-0.2%
Shares
Total shares
14,830,578
QoQ shares delta
-32,816 (-0.22%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Krilogy Financial LLC 59,419 2,618,176 1.76%
UBS Group AG 22,153 976,161 0.0%
MORGAN STANLEY 20,093 885,349 0.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC 15,281 703,031 0.26%
RAYMOND JAMES FINANCIAL INC 12,091 532,804 0.0%
D.A. DAVIDSON & CO. 10,510 463,113 0.06%
TRUIST FINANCIAL CORP 10,204 449,649 0.01%
TITLEIST ASSET MANAGEMENT, LLC 9,972 439,395 0.67%
Probity Advisors, Inc. 9,859 434,420 1.41%
ENVESTNET ASSET MANAGEMENT INC 8,948 394,282 0.0%
Legacy Private Trust Co. 8,536 376,158 0.47%
Snowden Capital Advisors LLC 8,497 374,409 0.2%
WELLS FARGO & COMPANY/MN 8,232 362,730 0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,845 345,777 0.04%
AMERIPRISE FINANCIAL INC 7,438 328,090 0.0%
Janney Montgomery Scott LLC 7,093 312,533 0.01%
HighTower Advisors, LLC 6,826 300,781 0.01%
Atlantic Private Wealth, LLC 6,672 293,989 4.09%
MERCER GLOBAL ADVISORS INC /ADV 5,006 220,616 0.01%
Asset Dedication, LLC 4,996 220,155 0.31%
Stockman Wealth Management, Inc. 4,960 218,588 0.51%
Yoder Wealth Management, Inc. 4,920 216,814 1.92%
BANK OF AMERICA CORP /DE/ 4,616 203,434 0.0%
ROYAL BANK OF CANADA 4,160 183,319 0.0%
Accretive Wealth Partners, LLC 4,150 182,878 1.01%