Who Owns ISHARES TR (IBAT)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $22.8M of ISHARES TR (IBAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: TD Waterhouse Canada Inc. ($4.2M), Steward Partners Investment Advisory, LLC ($3.4M), JANE STREET GROUP, LLC ($3.0M), Midwest Financial Partners Investments, Inc. ($2.6M), OLD MISSION CAPITAL LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | TD Waterhouse Canada Inc. | $4.2M | 95,034 | New |
| 2 | Steward Partners Investment Advisory, LLC | $3.4M | 74,825 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $3.0M | 66,431 | Trimmed |
| 4 | Midwest Financial Partners Investments, Inc. | $2.6M | 56,621 | Added |
| 5 | OLD MISSION CAPITAL LLC | $2.0M | 43,473 | Added |
| 6 | Federation des caisses Desjardins du Quebec | $1.9M | 42,725 | Added |
| 7 | GUARDIAN CAPITAL LP | $1.7M | 38,500 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $816,159 | 18,112 | Added |
| 9 | MORGAN STANLEY | $574,358 | 12,746 | Added |
| 10 | Sanctuary Advisors, LLC | $488,470 | 10,840 | Added |
| 11 | Royal Bank of Canada | $456,000 | 10,114 | Added |
| 12 | Advisory Alpha, LLC | $353,285 | 7,840 | Hold |
| 13 | LVW Advisors, LLC | $293,037 | 6,503 | Trimmed |
| 14 | Glassman Wealth Services | $288,215 | 6,396 | Added |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $283,889 | 6,300 | New |
| 16 | 4WEALTH ADVISORS, INC. | $240,193 | 5,458 | Trimmed |
| 17 | CX Institutional | $80,000 | 1,785 | New |
| 18 | N.E.W. Advisory Services LLC | $65,340 | 1,450 | Added |
| 19 | CoreCap Advisors, LLC | $55,787 | 1,238 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $24,784 | 550 | New |
| 21 | Manchester Capital Management LLC | $23,433 | 520 | Hold |
| 22 | NBC SECURITIES, INC. | $11,220 | 249 | New |
| 23 | OSAIC HOLDINGS, INC. | $11,129 | 247 | New |
| 24 | UBS Group AG | $2,569 | 57 | New |
| 25 | Quaker Wealth Management, LLC | $676 | 15 | New |
Source: SEC Form 13F filings · as of 2026-06-30