Who Owns ISHARES TR (IBTK)? -- Institutional Holders (2026-06-30)
98 institutions reported holding $297.6M of ISHARES TR (IBTK) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($27.0M), TITLEIST ASSET MANAGEMENT, LLC ($26.8M), HM PAYSON & CO ($23.5M), D.A. DAVIDSON & CO. ($19.7M), Journey Advisory Group, LLC ($17.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $27.0M | 1.4M | Added |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $26.8M | 1.4M | Added |
| 3 | HM PAYSON & CO | $23.5M | 1.2M | Added |
| 4 | D.A. DAVIDSON & CO. | $19.7M | 1.0M | Added |
| 5 | Journey Advisory Group, LLC | $17.6M | 902,785 | Added |
| 6 | MKT Advisors LLC | $13.8M | 712,012 | Added |
| 7 | Probity Advisors, Inc. | $11.7M | 601,267 | Added |
| 8 | Legacy Private Trust Co. | $11.3M | 577,483 | Added |
| 9 | SHELTON WEALTH MANAGEMENT, LLC | $10.8M | 554,476 | Added |
| 10 | BAILARD, INC. | $10.5M | 536,041 | Trimmed |
| 11 | Waycross Investment Management Co | $10.4M | 531,033 | Added |
| 12 | Krilogy Financial LLC | $9.7M | 495,545 | Added |
| 13 | Heartwood Wealth Advisors LLC | $9.6M | 493,754 | Added |
| 14 | Trust Co | $9.6M | 490,577 | Added |
| 15 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.3M | 322,898 | Trimmed |
| 16 | REBALANCE, LLC | $5.8M | 297,499 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 272,855 | Added |
| 18 | CENTRAL TRUST Co | $5.2M | 265,398 | Added |
| 19 | Asset Dedication, LLC | $4.9M | 253,041 | Added |
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $4.6M | 234,846 | Added |
| 21 | Accretive Wealth Partners, LLC | $4.1M | 211,769 | Added |
| 22 | CHATHAM CAPITAL GROUP, INC. | $3.9M | 198,375 | Added |
| 23 | HOWLAND CAPITAL MANAGEMENT LLC | $3.9M | 197,806 | Added |
| 24 | Atria Investments, Inc | $2.5M | 125,385 | Added |
| 25 | PARK AVENUE SECURITIES LLC | $2.4M | 122,597 | Added |
Source: SEC Form 13F filings · as of 2026-06-30