6 institutions reported holding $1.5M of ISHARES TR (IRTR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Valmark Advisers, Inc. ($1.1M), Sunbelt Securities, Inc. ($211,516), Geneos Wealth Management Inc. ($111,420), Aptus Capital Advisors, LLC ($88,674), AMERIFLEX GROUP, INC. ($14,753). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | $1.1M | 35,621 | Hold |
| 2 | Sunbelt Securities, Inc. | $211,516 | 6,910 | Added |
| 3 | Geneos Wealth Management Inc. | $111,420 | 3,640 | Trimmed |
| 4 | Aptus Capital Advisors, LLC | $88,674 | 2,897 | New |
| 5 | AMERIFLEX GROUP, INC. | $14,753 | 482 | Hold |
| 6 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31