Who Owns ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $22.8M of ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: TD Waterhouse Canada Inc. ($4.2M), Steward Partners Investment Advisory, LLC ($3.4M), JANE STREET GROUP, LLC ($3.0M), Midwest Financial Partners Investments, Inc. ($2.6M), OLD MISSION CAPITAL LLC ($2.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	TD Waterhouse Canada Inc.	$4.2M	95,034	New
2	Steward Partners Investment Advisory, LLC	$3.4M	74,825	Trimmed
3	JANE STREET GROUP, LLC	$3.0M	66,431	Trimmed
4	Midwest Financial Partners Investments, Inc.	$2.6M	56,621	Added
5	OLD MISSION CAPITAL LLC	$2.0M	43,473	Added
6	Federation des caisses Desjardins du Quebec	$1.9M	42,725	Added
7	GUARDIAN CAPITAL LP	$1.7M	38,500	Trimmed
8	CITADEL ADVISORS LLC	$816,159	18,112	Added
9	MORGAN STANLEY	$574,358	12,746	Added
10	Sanctuary Advisors, LLC	$488,470	10,840	Added
11	Royal Bank of Canada	$456,000	10,114	Added
12	Advisory Alpha, LLC	$353,285	7,840	Hold
13	LVW Advisors, LLC	$293,037	6,503	Trimmed
14	Glassman Wealth Services	$288,215	6,396	Added
15	MERCER GLOBAL ADVISORS INC /ADV	$283,889	6,300	New
16	4WEALTH ADVISORS, INC.	$240,193	5,458	Trimmed
17	CX Institutional	$80,000	1,785	New
18	N.E.W. Advisory Services LLC	$65,340	1,450	Added
19	CoreCap Advisors, LLC	$55,787	1,238	Added
20	HARBOUR INVESTMENTS, INC.	$24,784	550	New
21	Manchester Capital Management LLC	$23,433	520	Hold
22	NBC SECURITIES, INC.	$11,220	249	New
23	OSAIC HOLDINGS, INC.	$11,129	247	New
24	UBS Group AG	$2,569	57	New
25	Quaker Wealth Management, LLC	$676	15	New

Source: SEC Form 13F filings · as of 2026-06-30