Who Owns ISHARES TR (IMTB)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $47.1M of ISHARES TR (IMTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Octavia Wealth Advisors, LLC ($21.6M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($10.7M), Cambridge Investment Research Advisors, Inc. ($2.9M), PFG Advisors ($2.6M), Ethos Capital Management, Inc. ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Octavia Wealth Advisors, LLC | $21.6M | 494,673 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.7M | 246,948 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.9M | 65,536 | Added |
| 4 | PFG Advisors | $2.6M | 60,367 | Trimmed |
| 5 | Ethos Capital Management, Inc. | $2.6M | 58,646 | Trimmed |
| 6 | IFP Advisors, Inc | $2.2M | 50,992 | New |
| 7 | Revisor Wealth Management LLC | $832,460 | 19,088 | New |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $778,350 | 17,847 | Trimmed |
| 9 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $600,184 | 13,762 | Trimmed |
| 10 | 5T Wealth, LLC | $594,471 | 13,631 | Trimmed |
| 11 | DAYMARK WEALTH PARTNERS, LLC | $412,683 | 9,463 | New |
| 12 | Charis Legacy Partners, LLC | $309,643 | 7,100 | Hold |
| 13 | Concurrent Investment Advisors, LLC | $267,122 | 6,125 | Trimmed |
| 14 | PRINCIPAL SECURITIES, INC. | $266,337 | 6,107 | Hold |
| 15 | JGP Wealth Management, LLC | $251,029 | 5,756 | Hold |
| 16 | EASTERN BANK | $43,961 | 1,008 | Hold |
| 17 | Kopp Family Office, LLC | $39,730 | 911 | Hold |
| 18 | NBC SECURITIES, INC. | $39,250 | 900 | Hold |
| 19 | SIGNATUREFD, LLC | $33,802 | 775 | Added |
| 20 | Archer Investment Corp | $29,351 | 673 | Hold |
| 21 | Capital Investment Advisory Services, LLC | $21,806 | 500 | Hold |
| 22 | Golden State Wealth Management, LLC | $5,945 | 136 | Trimmed |
| 23 | Rice Partnership, LLC | $0 | 0 | Exited |
| 24 | PRIVATE TRUST CO NA | $0 | 0 | Exited |
| 25 | CITIGROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30