IBTOISHARES TR
CUSIP 46436E148 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBTO) has 84 institutional holders in Filings Flow’s 13F database, together reporting 13.19M shares worth $323M as of Q1 2026. The largest reported holders are Globalt Investments LLC / Ga, Atlantic Union Bankshares Corp, and Krilogy Financial LLC.
Institutional Holders
84
Q1 2026
Reported Value
$323M
Ticker
IBTO
Quarters Tracked
12
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PFG Private Wealth Management, LLC$236M AUM | 5.40% | $13M | 492.7K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 2.37% | $16M | 668.9K | Q1 2026 |
| Headland Capital, LLC$355M AUM | 2.15% | $8M | 312.6K | Q1 2026 |
| GLOBALT Investments LLC / GA$2.8B AUM | 2.10% | $59M | 2.41M | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.95% | $3M | 138.5K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.88% | $27M | 1.12M | Q1 2026 |
| Probity Advisors, Inc.$631M AUM | 0.76% | $5M | 197.1K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.68% | $36M | 1.46M | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.41% | $26M | 1.08M | Q1 2026 |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.33% | $2M | 97.7K | Q1 2026 |
| NovaPoint Capital, LLC$399M AUM | 0.33% | $1M | 48.8K | Q4 2025OLDER |
| Greater Midwest Financial Group, LLC$186M AUM | 0.31% | $574,295 | 23.5K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.23% | $747,377 | 30.6K | Q1 2026 |
| Keeler Thomas Management LLC$236M AUM | 0.19% | $453,878 | 18.6K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.18% | $1M | 49.2K | Q2 2025OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.17% | $340,095 | 13.9K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.14% | $2M | 93.6K | Q1 2026 |
| L2 Asset Management, LLC$1.1B AUM | 0.13% | $1M | 54.1K | Q1 2026 |
| Mechanics Bank Trust Department$808M AUM | 0.11% | $804,862 | 33.0K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.10% | $2M | 87.8K | Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.10% | $213,513 | 8.1K | Q3 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.10% | $424,448 | 17.4K | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.06% | $95,142 | 3.9K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 84.8K | Q1 2026 |
| Guidance Point Advisors, LLC$422M AUM | 0.05% | $207,704 | 8.5K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $500,899 | 19.3K | Q2 2025OLDER |
| Clayton Financial Group LLC$195M AUM | 0.03% | $66,097 | 2.7K | Q1 2026 |
| CNB Bank$238M AUM | 0.03% | $78,316 | 3.2K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.03% | $27,317 | 1.1K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.02% | $48,780 | 2.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $655,000 | 26.7K | Q2 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $420,153 | 17.2K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.02% | $207,921 | 8.5K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $398,532 | 16.3K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $470,772 | 19.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $2M | 101.4K | Q2 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.02% | $2M | 65.1K | Q3 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $278,458 | 11.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $625,793 | 25.7K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 100.1K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $101,779 | 4.2K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $318,043 | 13.0K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $2M | 63.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 403.3K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $39,219 | 1.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $714,852 | 29.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 267.4K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.01% | $440,822 | 18.1K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $200,590 | 8.2K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 156.3K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $46,864 | 1.9K | Q2 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 136.1K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $66,414 | 2.7K | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.00% | $5,147 | 210 | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $2M | 65.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $15M | 603.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 50.2K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $203,582 | 8.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 135.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $357,550 | 14.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $127,973 | 5.2K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $205,363 | 8.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $849,546 | 34.8K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 97.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 339.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $409,311 | 16.8K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $46,000 | 1.9K | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 323.4K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $24M | 988.8K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.00% | $4,000 | 162 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $217,557 | 8.9K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $579,721 | 23.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $387,000 | 15.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $20,553 | 837 | Q4 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $462,821 | 19.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $657,820 | 27.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 92.9K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $34,805 | 1.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 178.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $48,511 | 2.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 127.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $11,805 | 484 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,902 | 283 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 46.0K | Q1 2026 |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $6,900 | 280 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 136.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $331,238 | 13.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $50,878 | 2.1K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $434,773 | 17.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 49.5K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $124,508 | 5.1K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $196,853 | 8.0K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $88,998 | 3.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $708,436 | 28.9K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,634 | 846 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $10,097 | 414 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $574,000 | 23.4K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $565,551 | 23.2K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $33,412 | 1.4K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $15,268 | 626 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,078 | 44 | Q2 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,537 | 145 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $3,053 | 124 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $7,244 | 297 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $11,401 | 463 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $152 | 6 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.