iSHARES TRUST - IBTM

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$289.9M
QoQ value delta ($000)
+$20.97M (+7.8%)
Implied price effect (QoQ)
-0.2%
Shares
Total shares
12,570,208
QoQ shares delta
+932,550 (+8.01%)
Total shares held by funds (by quarter)

Market chart (IBTM)

Powered by TradingView
Interactive chart by TradingView.

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
Krilogy Financial LLC 61,642 2,676,016 2.1%
UBS Group AG 22,040 955,164 0.0%
MORGAN STANLEY 19,070 826,446 0.0%
RAYMOND JAMES FINANCIAL INC 11,351 491,953 0.0%
Janney Montgomery Scott LLC 11,214 485,962 0.03%
D.A. DAVIDSON & CO. 9,453 409,700 0.06%
CONFLUENCE INVESTMENT MANAGEMENT LLC 9,164 397,180 0.14%
AMERIPRISE FINANCIAL INC 8,730 378,364 0.0%
Snowden Capital Advisors LLC 8,423 365,055 0.22%
TRUIST FINANCIAL CORP 8,276 358,663 0.01%
WELLS FARGO & COMPANY/MN 7,548 327,129 0.0%
Legacy Private Trust Co. 6,971 302,131 0.41%
HighTower Advisors, LLC 6,188 268,204 0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,749 249,173 0.03%
Atlantic Private Wealth, LLC 5,098 220,940 3.26%
Cetera Investment Advisers 4,559 197,607 0.0%
BANK OF AMERICA CORP /DE/ 4,366 189,248 0.0%
MERCER GLOBAL ADVISORS INC /ADV 4,295 186,170 0.01%
NewEdge Advisors, LLC 3,973 172,182 0.01%
LPL Financial LLC 3,898 168,957 0.0%
PARK AVENUE SECURITIES LLC 3,771 163,440 0.03%
JAMES INVESTMENT RESEARCH, INC. 3,710 160,806 0.41%
Probity Advisors, Inc. 3,504 151,891 0.56%
Accretive Wealth Partners, LLC 3,426 148,474 1.02%
Stockman Wealth Management, Inc. 3,424 148,404 0.4%