iSHARES TRUST - IMTB

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$202.4M
QoQ value delta ($000)
+$559K (+0.28%)
Implied price effect (QoQ)
-0.88%
Shares
Total shares
4,620,242
QoQ shares delta
+53,271 (+1.17%)
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 (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 64 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Mariner, LLC 57,204 1,305,450 0.07%
Destination Wealth Management 22,622 516,269 0.59%
Octavia Wealth Advisors, LLC 20,385 465,216 1.95%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,096 276,482 0.02%
RAYMOND JAMES FINANCIAL INC 10,195 232,673 0.0%
BANK OF AMERICA CORP /DE/ 9,889 225,696 0.0%
Ethos Capital Management, Inc. 9,650 220,238 8.28%
LPL Financial LLC 7,586 173,129 0.0%
PFG Advisors 7,058 161,077 0.34%
UBS Group AG 6,990 159,535 0.0%
MORGAN STANLEY 5,176 118,131 0.0%
CITADEL ADVISORS LLC 4,355 99,390 0.0%
JPMORGAN CHASE & CO 3,987 91,308 0.0%
Summit Financial, LLC 3,181 72,601 0.04%
Steward Partners Investment Advisory, LLC 2,104 48,027 0.01%
JANE STREET GROUP, LLC 2,097 47,856 0.0%
GOLDMAN SACHS GROUP INC 2,047 46,718 0.0%
ROYAL BANK OF CANADA 1,912 43,639 0.0%
OSAIC HOLDINGS, INC. 1,544 35,194 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,324 30,225 0.0%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,304 29,778 0.09%
Cannon Financial Strategists, Inc. 1,188 27,121 0.16%
5T Wealth, LLC 1,086 24,784 0.43%
ENVESTNET ASSET MANAGEMENT INC 1,075 24,552 0.0%
Cambridge Investment Research Advisors, Inc. 791 18,049 0.0%