ILTBISHARES TR
CUSIP 464289479 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (ILTB) has 88 institutional holders in Filings Flow’s 13F database, together reporting 7.19M shares worth $352M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Ae Wealth Management LLC, and Ameriprise Financial Inc.
Institutional Holders
88
Q1 2026
Reported Value
$352M
Ticker
ILTB
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $106M | 2.17M | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.35% | $64M | 1.30M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $27M | 541.1K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.45% | $12M | 254.2K | Q1 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 6.00% | $12M | 253.5K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 2.34% | $12M | 243.9K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $10M | 205.4K | Q1 2026 |
| Verde Capital Management$468M AUM | 1.83% | $9M | 174.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 171.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 170.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 133.5K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $6M | 122.8K | Q1 2026 |
| ETF Portfolio Partners, Inc.$381M AUM | 1.35% | $5M | 105.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.07% | $4M | 91.7K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.25% | $4M | 83.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 82.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 76.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.08% | $4M | 71.9K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $3M | 68.4K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.54% | $3M | 65.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 56.0K | Q1 2026 |
| Peak Financial Management, Inc.$394M AUM | 0.74% | $3M | 52.6K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 49.5K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $2M | 47.8K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.68% | $2M | 46.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 38.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 38.9K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.09% | $2M | 39.0K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.66% | $2M | 37.5K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.36% | $2M | 35.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 35.0K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 33.7K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 32.2K | Q4 2025OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $1M | 30.4K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.16% | $1M | 29.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 29.1K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $1M | 28.3K | Q2 2025OLDER |
| Betterment LLC$52.8B AUM | 0.00% | $1M | 25.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 23.6K | Q1 2026 |
| Cresta Advisors, Ltd.$244M AUM | 0.45% | $1M | 22.6K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.26% | $1M | 21.1K | Q1 2026 |
| Veratis Advisors, Inc.$126M AUM | 0.80% | $1M | 20.0K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $979,195 | 20.0K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.13% | $827,472 | 16.9K | Q1 2026 |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.21% | $744,158 | 15.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $690,509 | 13.9K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $679,842 | 13.9K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $560,690 | 11.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $545,277 | 11.1K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.23% | $497,147 | 10.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $485,000 | 9.9K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $458,822 | 9.2K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.09% | $452,965 | 9.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $441,421 | 9.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $402,909 | 8.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $384,254 | 7.8K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $346,481 | 7.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $339,677 | 6.9K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.03% | $331,350 | 6.8K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $305,341 | 6.2K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.05% | $304,000 | 6.2K | Q1 2026 |
| PLANWISER FINANCIAL, LLC$138M AUM | 0.22% | $302,262 | 6.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $250,900 | 5.0K | Q4 2025OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.05% | $247,523 | 4.9K | Q3 2025OLDER |
| Winter & Associates, Inc.$133M AUM | 0.21% | $236,280 | 4.8K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $236,039 | 4.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $225,268 | 4.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $224,437 | 4.6K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.04% | $222,810 | 4.5K | Q1 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 0.13% | $210,437 | 4.3K | Q2 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $200,910 | 4.0K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $173,897 | 3.5K | Q4 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.13% | $171,430 | 3.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $163,659 | 3.3K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $161,291 | 3.3K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $137,968 | 2.8K | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.02% | $102,495 | 2.0K | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $85,945 | 1.8K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.01% | $83,625 | 1.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $76,522 | 1.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $76,206 | 1.5K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $71,090 | 1.4K | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $64,790 | 1.3K | Q2 2025OLDER |
| Capital A Wealth Management, LLC$9M AUM | 0.67% | $59,941 | 1.1K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $59,767 | 1.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $55,837 | 1.1K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.03% | $55,494 | 1.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $51,086 | 1.0K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $29,652 | 600 | Q2 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $21,747 | 444 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $20,907 | 421 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $18,857 | 385 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $13,959 | 285 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,245 | 250 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $10,603 | 210 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $10,155 | 208 | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.00% | $9,453 | 193 | Q1 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$277M AUM | 0.00% | $8,105 | 164 | Q2 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $7,604 | 153 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $7,298 | 150 | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $7,054 | 144 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $4,262 | 87 | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $2,280 | 45 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2,253 | 46 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $1,616 | 33 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $1,335 | 27 | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,313 | 26 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $784 | 16 | Q1 2026 |
| Spurstone Advisory Services, LLC$6M AUM | 0.01% | $686 | 14 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $588 | 12 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $319 | 6 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $227 | 5 | Q1 2026 |
| American Wealth Advisors, LLC$96M AUM | 0.00% | $217 | 4 | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $101 | 2 | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $99 | 2 | Q2 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $50 | 1 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $49 | 1 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $39 | 0 | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | — | $0 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.