IBTI — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IBTI? 21 Institutions Hold $129M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IBTI)? 21 institutions reported holding $129.27M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($29.2M), Atwood & Palmer Inc ($19.3M), Delta Wealth Advisors LLC ($18.1M).

Rank	Institution	Value	Shares	Change
1	Heartwood Wealth Advisors LLC	$29.2M	1.3M	Added
2	ATWOOD & PALMER INC	$19.3M	880,996	Trimmed
3	Delta Wealth Advisors LLC	$18.1M	827,443	Added
4	Legacy Private Trust Co.	$12.6M	574,637	Trimmed
5	Trust Co	$11.4M	519,244	Added
6	TITLEIST ASSET MANAGEMENT, LLC	$8.9M	406,711	Added
7	Wealth Enhancement Trust Services, Inc.	$7.9M	360,000	New
8	Apella Capital, LLC	$5.3M	242,478	Added
9	CONFLUENCE INVESTMENT MANAGEMENT LLC	$5.0M	227,903	New
10	COLTON GROOME FINANCIAL ADVISORS, LLC	$4.1M	189,213	Added
11	Montecito Bank & Trust	$1.9M	86,465	Added
12	Horizons Wealth Management	$1.2M	56,063	Added
13	Gradient Investments LLC	$1.1M	49,592	Added
14	Prosperity Planning, Inc.	$859,921	0	Added
15	Mendota Financial Group, LLC	$690,004	31,493	Added
16	Avidian Wealth Enterprises, LLC	$407,679	18,607	Trimmed
17	Stonebridge Financial Group, LLC	$396,023	18,075	New
18	Farther Finance Advisors, LLC	$322,245	14,708	Added
19	Cambridge Financial Group, LLC	$254,566	11,498	Hold
20	Conrad Siegel Investment Advisors, Inc.	$224,028	10,225	Added
21	GILPIN WEALTH MANAGEMENT, LLC	$8,304	379	Hold

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