Who Owns ISHARES TR (IBTM)? -- Institutional Holders (2026-03-31)
118 institutions reported holding $343.3M of ISHARES TR (IBTM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Krilogy Financial LLC ($56.1M), UBS Group AG ($22.8M), Parcion Private Wealth LLC ($20.5M), MORGAN STANLEY ($19.5M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($18.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Krilogy Financial LLC | $56.1M | 2.4M | Trimmed |
| 2 | UBS Group AG | $22.8M | 995,710 | Added |
| 3 | Parcion Private Wealth LLC | $20.5M | 893,909 | New |
| 4 | MORGAN STANLEY | $19.5M | 848,984 | Added |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $18.4M | 804,094 | Added |
| 6 | Janney Montgomery Scott LLC | $12.6M | 551,409 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $12.1M | 527,222 | Added |
| 8 | D.A. DAVIDSON & CO. | $9.7M | 421,783 | Added |
| 9 | TRUIST FINANCIAL CORP | $8.6M | 373,676 | Added |
| 10 | Snowden Capital Advisors LLC | $8.5M | 369,187 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 352,822 | New |
| 12 | WELLS FARGO & COMPANY/MN | $8.1M | 351,071 | Added |
| 13 | Legacy Private Trust Co. | $7.8M | 340,080 | Added |
| 14 | Probity Advisors, Inc. | $7.3M | 318,937 | Added |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.0M | 304,411 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $6.5M | 282,765 | Trimmed |
| 17 | HighTower Advisors, LLC | $6.4M | 279,945 | Added |
| 18 | Atlantic Private Wealth, LLC | $5.4M | 234,626 | Added |
| 19 | Stockman Wealth Management, Inc. | $4.6M | 200,616 | Added |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 199,069 | Added |
| 21 | CITADEL ADVISORS LLC | $4.4M | 192,879 | Added |
| 22 | Asset Dedication, LLC | $4.3M | 189,016 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $4.3M | 187,988 | Trimmed |
| 24 | LPL Financial LLC | $4.2M | 182,760 | Added |
| 25 | PARK AVENUE SECURITIES LLC | $3.8M | 167,713 | Added |
Source: SEC Form 13F filings · as of 2026-03-31