iSHARES TRUST - IBTM

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$347M
QoQ value delta ($000)
+$57.09M (+19.69%)
Implied price effect (QoQ)
-0.6%
Shares
Total shares
15,136,010
QoQ shares delta
+2,565,802 (+20.41%)
Total shares held by funds (by quarter)

Market chart (IBTM)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 115 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 56,127 2,448,313 1.81%
UBS Group AG 22,831 995,710 0.0%
Parcion Private Wealth LLC 20,497 893,909 1.27%
MORGAN STANLEY 19,467 848,984 0.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC 18,438 804,094 0.29%
Janney Montgomery Scott LLC 12,644 551,409 0.03%
RAYMOND JAMES FINANCIAL INC 12,089 527,222 0.0%
D.A. DAVIDSON & CO. 9,671 421,783 0.06%
TRUIST FINANCIAL CORP 8,568 373,676 0.01%
Snowden Capital Advisors LLC 8,465 369,187 0.22%
ENVESTNET ASSET MANAGEMENT INC 8,090 352,822 0.0%
WELLS FARGO & COMPANY/MN 8,050 351,071 0.0%
Legacy Private Trust Co. 7,798 340,080 0.48%
Probity Advisors, Inc. 7,313 318,937 1.16%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,973 304,411 0.04%
AMERIPRISE FINANCIAL INC 6,483 282,765 0.0%
HighTower Advisors, LLC 6,419 279,945 0.01%
Atlantic Private Wealth, LLC 5,380 234,626 3.52%
Stockman Wealth Management, Inc. 4,600 200,616 0.51%
MERCER GLOBAL ADVISORS INC /ADV 4,564 199,069 0.01%
CITADEL ADVISORS LLC 4,422 192,879 0.0%
Asset Dedication, LLC 4,334 189,016 0.3%
BANK OF AMERICA CORP /DE/ 4,310 187,988 0.0%
LPL Financial LLC 4,190 182,760 0.0%
PARK AVENUE SECURITIES LLC 3,846 167,713 0.03%