IBB — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IBB? 46 Institutions Hold $58.9M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IBB)? 46 institutions reported holding $58.86M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($11.6M), Toth Financial Advisory Corp ($9.1M), Neville Rodie & Shaw Inc ($8.9M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$11.6M	57,210	Trimmed
2	TOTH FINANCIAL ADVISORY CORP	$9.1M	43,129	Added
3	NEVILLE RODIE & SHAW INC	$8.9M	42,235	Added
4	Monument Capital Management	$6.1M	28,887	New
5	Cadent Capital Advisors, LLC	$4.4M	20,676	New
6	Farther Finance Advisors, LLC	$2.2M	10,666	Trimmed
7	Acropolis Investment Management, LLC	$1.7M	8,157	Trimmed
8	Shulman DeMeo Asset Management LLC	$1.5M	7,182	Trimmed
9	CONGRESS ASSET MANAGEMENT CO	$1.3M	6,240	New
10	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.3M	5,948	Trimmed
11	Kessler Investment Group, LLC	$976,017	4,636	Trimmed
12	DECISION INVESTMENTS, INC	$951,175	4,518	Trimmed
13	Wedmont Private Capital	$771,978	3,851	Added
14	Graves Light Lenhart Wealth, Inc.	$682,675	3,243	Trimmed
15	TITLEIST ASSET MANAGEMENT, LLC	$617,382	2,933	Trimmed
16	Marotta Asset Management	$553,273	2,628	Trimmed
17	Gerald Baker Financial Group LLC	$493,803	2,346	Trimmed
18	CoreCap Advisors, LLC	$479,383	2,277	Added
19	CHAPIN DAVIS, INC.	$437,273	2,077	Hold
20	CX Institutional	$431,000	2,046	Trimmed
21	Dale Q Rice Investment Management Ltd	$415,849	1,975	Trimmed
22	Elm3 Financial Group, LLC	$410,323	1,949	Added
23	Castle Rock Wealth Management, LLC	$387,880	1,910	Added
24	Valeo Financial Advisors, LLC	$382,841	1,818	Added
25	Green Ridge Wealth Planning LLC	$368,428	1,750	Hold

Source: SEC Form 13F filings · as of 2026-09-30