8 institutions reported holding $7.5M of ISHARES TR (IBAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: TD Waterhouse Canada Inc. ($4.2M), Midwest Financial Partners Investments, Inc. ($2.6M), LVW Advisors, LLC ($293,037), 4WEALTH ADVISORS, INC. ($240,193), CX Institutional ($80,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. | $4.2M | 95,034 | New |
| 2 | Midwest Financial Partners Investments, Inc. | $2.6M | 56,621 | Added |
| 3 | LVW Advisors, LLC | $293,037 | 6,503 | Trimmed |
| 4 | 4WEALTH ADVISORS, INC. | $240,193 | 5,458 | Trimmed |
| 5 | CX Institutional | $80,000 | 1,785 | New |
| 6 | CoreCap Advisors, LLC | $55,787 | 1,238 | Added |
| 7 | NBC SECURITIES, INC. | $11,220 | 249 | New |
| 8 | Quaker Wealth Management, LLC | $676 | 15 | New |
Source: SEC Form 13F filings · as of 2026-06-30