IBTKISHARES TR
CUSIP 46436E593 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBTK) has 172 institutional holders in Filings Flow’s 13F database, together reporting 34.35M shares worth $677M as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Mercer Global Advisors Inc /Adv, and Bank Of America Corp /De/.
Institutional Holders
172
Q1 2026
Reported Value
$677M
Ticker
IBTK
Quarters Tracked
23
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Waycross Investment Management Co$105M AUM | 9.81% | $10M | 521.1K | Q1 2026 |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 5.99% | $10M | 503.1K | Q1 2026 |
| Wealth Management Strategies, Inc.$221M AUM | 5.94% | $13M | 665.9K | Q1 2026 |
| Denver PWM, LLC$291M AUM | 4.69% | $14M | 694.5K | Q1 2026 |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 4.44% | $10M | 515.1K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 4.43% | $13M | 672.3K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 1.83% | $24M | 1.23M | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 1.71% | $11M | 548.8K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 1.43% | $17M | 851.4K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.95% | $3M | 171.0K | Q1 2026 |
| Trust Co$1.1B AUM | 0.90% | $10M | 485.8K | Q1 2026 |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.84% | $10M | 485.7K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.66% | $11M | 545.5K | Q1 2026 |
| Stockman Wealth Management, Inc.$906M AUM | 0.58% | $5M | 266.0K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.53% | $4M | 186.0K | Q1 2026 |
| EVEXIA WEALTH LLC$364M AUM | 0.45% | $1M | 74.9K | Q3 2025OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.44% | $961,389 | 48.8K | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.43% | $651,861 | 33.1K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 0.43% | $1M | 53.3K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.38% | $773,078 | 39.2K | Q1 2026 |
| Foundry Financial Group, Inc.$202M AUM | 0.37% | $735,773 | 37.3K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.36% | $813,844 | 41.3K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.35% | $818,664 | 41.5K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.34% | $708,434 | 35.9K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.33% | $2M | 110.1K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.32% | $5M | 229.6K | Q1 2026 |
| REBALANCE, LLC$1.7B AUM | 0.30% | $5M | 263.4K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.29% | $9M | 462.1K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.28% | $1M | 61.8K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 0.25% | $2M | 93.0K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.25% | $828,201 | 42.0K | Q1 2026 |
| BAILARD, INC.$4.4B AUM | 0.24% | $11M | 539.4K | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.24% | $454,362 | 22.9K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.24% | $9M | 449.2K | Q1 2026 |
| DecisionMap Wealth Management, LLC$155M AUM | 0.22% | $345,139 | 17.5K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.22% | $221,160 | 11.2K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.20% | $14M | 702.8K | Q1 2026 |
| STAR Financial Bank$212M AUM | 0.17% | $339,151 | 17.1K | Q4 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.16% | $816,330 | 41.4K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.15% | $24M | 1.24M | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.14% | $3M | 175.6K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.13% | $466,380 | 23.6K | Q1 2026 |
| Trinity Wealth Management, LLC$315M AUM | 0.13% | $346,106 | 17.6K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.12% | $283,495 | 14.4K | Q1 2026 |
| Montecito Bank & Trust$607M AUM | 0.11% | $692,350 | 35.1K | Q1 2026 |
| COUNTRY CLUB BANK$1.7B AUM | 0.11% | $2M | 96.4K | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.11% | $18M | 922.7K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.10% | $628,044 | 31.8K | Q1 2026 |
| Heartland Bank & Trust Co$442M AUM | 0.10% | $445,731 | 22.6K | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 0.10% | $2M | 90.3K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.10% | $5M | 255.7K | Q1 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.10% | $274,257 | 13.8K | Q3 2025OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.09% | $314,357 | 15.9K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.09% | $219,779 | 11.1K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.09% | $368,015 | 18.7K | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.08% | $853,876 | 43.3K | Q1 2026 |
| Prosperity Planning, Inc.$395M AUM | 0.08% | $305,999 | 15.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.08% | $52M | 2.65M | Q1 2026 |
| HAMEL ASSOCIATES, INC.$351M AUM | 0.08% | $249,511 | 12.6K | Q3 2025OLDER |
| TFR Capital, LLC.$326M AUM | 0.07% | $201,970 | 10.2K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.06% | $4M | 182.0K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.06% | $4M | 218.4K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.06% | $179,577 | 9.1K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.06% | $796,252 | 40.1K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.06% | $2M | 121.7K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 80.1K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.06% | $295,031 | 15.0K | Q1 2026 |
| United Community Bank$300M AUM | 0.06% | $167,817 | 8.5K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 0.05% | $197,693 | 10.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $1M | 60.4K | Q3 2025OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.05% | $532,381 | 27.0K | Q1 2026 |
| Midwest Professional Planners, LTD.$425M AUM | 0.05% | $214,948 | 10.9K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.05% | $322,182 | 16.2K | Q2 2025OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.04% | $265,648 | 13.5K | Q1 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.04% | $295,800 | 15.0K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.04% | $942,880 | 47.5K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.04% | $16M | 836.5K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.04% | $1M | 51.4K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.04% | $566,121 | 28.7K | Q1 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.04% | $1M | 64.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $14M | 707.8K | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.04% | $98,123 | 4.9K | Q3 2025OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.04% | $282,962 | 14.3K | Q1 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.03% | $269,159 | 13.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $9M | 469.2K | Q4 2025OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 0.03% | $252,905 | 12.7K | Q4 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.03% | $420,726 | 21.3K | Q1 2026 |
| CNB Bank$238M AUM | 0.03% | $78,722 | 4.0K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.03% | $282,982 | 14.3K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 0.03% | $225,777 | 11.4K | Q1 2026 |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.03% | $1M | 59.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $1M | 75.8K | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.03% | $61,802 | 3.1K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.03% | $717,080 | 36.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.03% | $2M | 121.5K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.03% | $176,987 | 9.0K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.03% | $2M | 82.9K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $978,191 | 49.6K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $417,139 | 21.2K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $156,479 | 7.9K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.02% | $97,877 | 5.0K | Q1 2026 |
| Holos Integrated Wealth LLC$198M AUM | 0.02% | $40,889 | 2.1K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $715,619 | 36.3K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $271,111 | 13.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 100.4K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.02% | $66,733 | 3.4K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $202,805 | 10.2K | Q3 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $1M | 60.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $74M | 3.73M | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 127.1K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $14,179 | 719 | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.01% | $858,948 | 43.4K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.01% | $198,975 | 10.1K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $1M | 57.5K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $202,162 | 10.2K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $237,646 | 12.1K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $272,892 | 13.8K | Q1 2026 |
| Robbins Farley$226M AUM | 0.01% | $19,859 | 1.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 87.1K | Q3 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.01% | $17,965 | 911 | Q1 2026 |
| Clayton Financial Group LLC$195M AUM | 0.01% | $15,520 | 787 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 255.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $490,222 | 24.9K | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.01% | $17,193 | 872 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 251.2K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.01% | $42,122 | 2.1K | Q1 2026 |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $8,480 | 430 | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $457,879 | 23.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 318.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $25M | 1.26M | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 85.5K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $349,018 | 17.7K | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.01% | $29,738 | 1.5K | Q1 2026 |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.01% | $199,085 | 10.0K | Q4 2025OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.01% | $118,557 | 6.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $869,372 | 43.7K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 62.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16M | 811.9K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $49,217 | 2.5K | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $14,908 | 756 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $283,869 | 14.4K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $45,010 | 2.3K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $2M | 100.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $225,855 | 11.5K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $290,654 | 14.7K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 156.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $500,570 | 25.2K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $164,346 | 8.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 687.4K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $70,203 | 3.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $36M | 1.83M | Q1 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.00% | $583,613 | 29.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $197,792 | 10.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $204,755 | 10.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 392.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 692.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 96.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 500.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 137.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 54.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $753,237 | 38.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $439,598 | 22.3K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $10,397 | 524 | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $695,859 | 35.3K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $817,531 | 41.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $512,959 | 26.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $6,241 | 314 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $12,009 | 609 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $97,358 | 4.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 134.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 304.2K | Q1 2026 |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $6,859 | 345 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $15M | 763.5K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,865 | 196 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $459,141 | 23.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $112,207 | 5.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $44,373 | 2.2K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $29,803 | 1.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $11,004 | 558 | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $2,124 | 107 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $818,249 | 41.2K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $53,277 | 2.7K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $8,109 | 408 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $98,284 | 5.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $66,259 | 3.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $306,232 | 15.5K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $2,723 | 137 | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $7,967 | 404 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $266,444 | 13.4K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $710 | 36 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $37,692 | 1.9K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $5,267 | 265 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $161 | 8 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,400 | 71 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $20 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.