IBTH — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBTH)? 19 institutions reported holding $51.89M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($12.7M), Apella Capital, LLC ($10.1M), Delta Wealth Advisors LLC ($8.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $12.7M | 568,376 | Trimmed |
| 2 | Apella Capital, LLC | $10.1M | 454,263 | Added |
| 3 | Delta Wealth Advisors LLC | $8.5M | 382,901 | Added |
| 4 | Gradient Investments LLC | $5.6M | 251,359 | Added |
| 5 | Wealth Enhancement Trust Services, Inc. | $4.0M | 180,000 | New |
| 6 | Legacy Private Trust Co. | $3.1M | 138,347 | Trimmed |
| 7 | Montecito Bank & Trust | $2.1M | 95,145 | Added |
| 8 | Horizons Wealth Management | $1.1M | 50,986 | Added |
| 9 | Prosperity Planning, Inc. | $922,056 | 0 | Added |
| 10 | Farther Finance Advisors, LLC | $831,165 | 37,239 | Added |
| 11 | Avidian Wealth Enterprises, LLC | $663,261 | 29,716 | Added |
| 12 | Conrad Siegel Investment Advisors, Inc. | $602,588 | 26,998 | Trimmed |
| 13 | Stonebridge Financial Group, LLC | $533,825 | 23,917 | Added |
| 14 | Cambridge Financial Group, LLC | $530,438 | 23,712 | Hold |
| 15 | Decker Wealth Management LLC | $249,404 | 11,174 | Hold |
| 16 | Trust Co | $190,483 | 8,534 | Trimmed |
| 17 | CoreCap Advisors, LLC | $21,717 | 973 | Hold |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $8,415 | 377 | Hold |
| 19 | Bank of New Hampshire | $5,201 | 233 | New |
Source: SEC Form 13F filings · as of 2026-09-30