IBTJ — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBTJ)? 17 institutions reported holding $64.56M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Atwood & Palmer Inc ($19.4M), Legacy Private Trust Co. ($11.7M), Heartwood Wealth Advisors LLC ($9.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | $19.4M | 913,459 | Trimmed |
| 2 | Legacy Private Trust Co. | $11.7M | 549,620 | Trimmed |
| 3 | Heartwood Wealth Advisors LLC | $9.7M | 456,166 | Added |
| 4 | Wealth Enhancement Trust Services, Inc. | $7.9M | 370,000 | New |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.7M | 314,762 | New |
| 6 | Apella Capital, LLC | $3.2M | 151,684 | Added |
| 7 | TITLEIST ASSET MANAGEMENT, LLC | $2.3M | 106,262 | Added |
| 8 | Montecito Bank & Trust | $1.5M | 69,414 | Added |
| 9 | Mendota Financial Group, LLC | $681,548 | 32,111 | Added |
| 10 | Prosperity Planning, Inc. | $525,144 | 0 | Added |
| 11 | Cambridge Financial Group, LLC | $303,339 | 14,011 | Hold |
| 12 | Conrad Siegel Investment Advisors, Inc. | $263,090 | 12,395 | Added |
| 13 | Horizons Wealth Management | $246,558 | 11,616 | New |
| 14 | Trust Co | $218,029 | 10,272 | Hold |
| 15 | Farther Finance Advisors, LLC | $98,859 | 4,658 | Added |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $8,236 | 388 | Hold |
| 17 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30