IBTK — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBTK)? 11 institutions reported holding $59.91M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($19.8M), Legacy Private Trust Co. ($10.8M), Heartwood Wealth Advisors LLC ($9.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $19.8M | 1.0M | Trimmed |
| 2 | Legacy Private Trust Co. | $10.8M | 571,288 | Trimmed |
| 3 | Heartwood Wealth Advisors LLC | $9.6M | 504,949 | Added |
| 4 | Trust Co | $9.0M | 471,853 | Trimmed |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.9M | 310,328 | Trimmed |
| 6 | ATWOOD & PALMER INC | $2.4M | 124,185 | Added |
| 7 | Apella Capital, LLC | $1.2M | 60,996 | Added |
| 8 | Montecito Bank & Trust | $836,491 | 44,049 | Added |
| 9 | Prosperity Planning, Inc. | $389,659 | 0 | Added |
| 10 | Farther Finance Advisors, LLC | $49,678 | 2,616 | New |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $8,166 | 430 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30