21 institutions reported holding $12.5M of ISHARES TR (IBAT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Steward Partners Investment Advisory, LLC ($2.6M), JANE STREET GROUP, LLC ($2.5M), Midwest Financial Partners Investments, Inc. ($1.9M), GUARDIAN CAPITAL LP ($1.7M), OLD MISSION CAPITAL LLC ($970,941). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | $2.6M | 75,507 | New |
| 2 | JANE STREET GROUP, LLC | $2.5M | 72,641 | New |
| 3 | Midwest Financial Partners Investments, Inc. | $1.9M | 55,025 | Added |
| 4 | GUARDIAN CAPITAL LP | $1.7M | 49,100 | Trimmed |
| 5 | OLD MISSION CAPITAL LLC | $970,941 | 28,465 | New |
| 6 | Federation des caisses Desjardins du Quebec | $827,543 | 24,261 | New |
| 7 | CITADEL ADVISORS LLC | $583,520 | 17,107 | Trimmed |
| 8 | Advisory Alpha, LLC | $267,422 | 7,840 | New |
| 9 | LVW Advisors, LLC | $266,672 | 7,818 | New |
| 10 | Sanctuary Advisors, LLC | $229,833 | 6,738 | New |
| 11 | 4WEALTH ADVISORS, INC. | $218,166 | 6,614 | New |
| 12 | MORGAN STANLEY | $197,497 | 5,790 | New |
| 13 | Glassman Wealth Services | $154,245 | 4,522 | New |
| 14 | Sunbelt Securities, Inc. | $106,812 | 3,131 | Trimmed |
| 15 | N.E.W. Advisory Services LLC | $26,947 | 790 | New |
| 16 | Manchester Capital Management LLC | $17,738 | 520 | Hold |
| 17 | CoreCap Advisors, LLC | $13,849 | 406 | New |
| 18 | Royal Bank of Canada | $11,000 | 310 | Hold |
| 19 | MAI Capital Management | $1,501 | 44 | Hold |
| 20 | Advisory Services Network, LLC | $989 | 29 | New |
| 21 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31