Who Owns ISHARES TR (IBTI)? -- Institutional Holders (2026-06-30)

147 institutions reported holding $557.9M of ISHARES TR (IBTI) in SEC 13F filings for 2026-06-30. Largest institutional holders: BAILARD, INC. ($31.9M), Brookstone Capital Management ($30.4M), Financial Advisory Corp ($29.8M), ENVESTNET ASSET MANAGEMENT INC ($29.7M), Heartwood Wealth Advisors LLC ($28.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BAILARD, INC.$31.9M1.4MAdded
2Brookstone Capital Management$30.4M1.4MAdded
3Financial Advisory Corp$29.8M1.3MAdded
4ENVESTNET ASSET MANAGEMENT INC$29.7M1.3MAdded
5Heartwood Wealth Advisors LLC$28.9M1.3MAdded
6Asset Advisors Investment Management, LLC$26.9M1.2MAdded
7HM PAYSON & CO$26.2M1.2MAdded
8ATWOOD & PALMER INC$21.2M959,379Added
9Horizon Advisory Services, Inc.$20.4M922,765Added
10Journey Advisory Group, LLC$19.5M878,742Added
11MKT Advisors LLC$18.6M841,610Added
12Krilogy Financial LLC$14.2M642,965Added
13Legacy Private Trust Co.$12.9M580,762Added
14COMMONWEALTH EQUITY SERVICES, LLC$12.1M547,014Trimmed
15Trust Co$11.3M511,055Added
16SHELTON WEALTH MANAGEMENT, LLC$10.9M490,978Added
17BIP Wealth, LLC$10.8M488,074Added
18CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$10.3M467,062Added
19Carmel Capital Partners, LLC$10.0M453,564Added
20MV CAPITAL MANAGEMENT, INC.$9.4M424,248Added
21TITLEIST ASSET MANAGEMENT, LLC$8.8M398,119Trimmed
22D.A. DAVIDSON & CO.$7.7M349,431Added
23Northstar Group, Inc.$7.7M348,639Added
24CENTRAL TRUST Co$6.7M302,583Added
25REBALANCE, LLC$6.6M297,936Added

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