Who Owns ISHARES TR (IMTB)? -- Institutional Holders (2026-03-31)
64 institutions reported holding $202.4M of ISHARES TR (IMTB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mariner, LLC ($57.2M), Destination Wealth Management ($22.6M), Octavia Wealth Advisors, LLC ($20.4M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($12.1M), RAYMOND JAMES FINANCIAL INC ($10.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mariner, LLC | $57.2M | 1.3M | Added |
| 2 | Destination Wealth Management | $22.6M | 516,269 | Added |
| 3 | Octavia Wealth Advisors, LLC | $20.4M | 465,216 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.1M | 276,482 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $10.2M | 232,673 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $9.9M | 225,696 | Added |
| 7 | Ethos Capital Management, Inc. | $9.7M | 220,238 | Added |
| 8 | LPL Financial LLC | $7.6M | 173,129 | Added |
| 9 | PFG Advisors | $7.1M | 161,077 | Added |
| 10 | UBS Group AG | $7.0M | 159,535 | Trimmed |
| 11 | MORGAN STANLEY | $5.2M | 118,131 | Added |
| 12 | CITADEL ADVISORS LLC | $4.4M | 99,390 | Added |
| 13 | JPMORGAN CHASE & CO | $4.0M | 91,308 | Added |
| 14 | Summit Financial, LLC | $3.2M | 72,601 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $2.1M | 48,027 | Added |
| 16 | JANE STREET GROUP, LLC | $2.1M | 47,856 | Trimmed |
| 17 | GOLDMAN SACHS GROUP INC | $2.0M | 46,718 | New |
| 18 | Royal Bank of Canada | $1.9M | 43,639 | Added |
| 19 | OSAIC HOLDINGS, INC. | $1.5M | 35,194 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 30,225 | Added |
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.3M | 29,778 | Trimmed |
| 22 | Cannon Financial Strategists, Inc. | $1.2M | 27,121 | Added |
| 23 | 5T Wealth, LLC | $1.1M | 24,784 | Trimmed |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 24,552 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $791,000 | 18,049 | Added |
Source: SEC Form 13F filings · as of 2026-03-31