IBTG — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBTG)? 20 institutions reported holding $42.28M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($14.7M), Titleist Asset Management, LLC ($8.8M), Gradient Investments LLC ($5.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $14.7M | 645,847 | Trimmed |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $8.8M | 386,220 | Added |
| 3 | Gradient Investments LLC | $5.8M | 253,328 | Added |
| 4 | Delta Wealth Advisors LLC | $2.9M | 128,690 | Trimmed |
| 5 | Montecito Bank & Trust | $2.1M | 90,074 | Hold |
| 6 | Trust Co | $1.4M | 60,343 | Hold |
| 7 | Wealth Enhancement Trust Services, Inc. | $1.4M | 60,000 | New |
| 8 | Horizons Wealth Management | $1.0M | 44,441 | Trimmed |
| 9 | Prosperity Planning, Inc. | $955,852 | 0 | Added |
| 10 | Cambridge Financial Group, LLC | $700,389 | 30,598 | Hold |
| 11 | Conrad Siegel Investment Advisors, Inc. | $612,406 | 26,766 | Added |
| 12 | Farther Finance Advisors, LLC | $590,492 | 25,808 | Trimmed |
| 13 | Heartwood Wealth Advisors LLC | $354,434 | 15,491 | Hold |
| 14 | Stonebridge Financial Group, LLC | $326,839 | 14,285 | Trimmed |
| 15 | Decker Wealth Management LLC | $321,922 | 14,070 | Hold |
| 16 | Cooper Financial Group | $245,963 | 10,750 | Added |
| 17 | Bank of New Hampshire | $11,257 | 492 | New |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $2,860 | 125 | Hold |
| 19 | EASTERN BANK | $0 | 0 | Exited |
| 20 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30