IBATISHARES ENERGY STORAGE & MATERIALS ETF
CUSIP 46438G737 · Yahoo Finance ↗ · Google Finance ↗
Ishares Energy Storage & Materials Etf (IBAT) has 2 institutional holders in Filings Flow’s 13F database, together reporting 360.9K shares worth $12M as of Q1 2026. The largest reported holders are Blackrock, Inc., Steward Partners Investment Advisory, LLC, and Jane Street Group, LLC.
Institutional Holders
2
Q1 2026
Reported Value
$55,867
Ticker
IBAT
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Midwest Financial Partners Investments, Inc.$189M AUM | 1.00% | $2M | 55.0K | Q1 2026OLDER |
| 4WEALTH ADVISORS, INC.$117M AUM | 0.19% | $218,166 | 6.6K | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.04% | $2M | 49.1K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $266,672 | 7.8K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.02% | $154,245 | 4.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $970,941 | 28.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 75.5K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $267,422 | 7.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $106,812 | 3.1K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $827,543 | 24.3K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $17,738 | 520 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $26,947 | 790 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $55,787 | 1.2K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $229,833 | 6.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 72.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $583,520 | 17.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $5M | 182.5K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $989 | 29 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,501 | 44 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $46,605 | 1.6K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,993 | 106 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11,000 | 310 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.