Who Owns ISHARES TR (IBTK)? -- Institutional Holders (2026-06-30)
187 institutions reported holding $729.1M of ISHARES TR (IBTK) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($61.5M), MERCER GLOBAL ADVISORS INC /ADV ($55.9M), BANK OF AMERICA CORP /DE/ ($39.7M), ENVESTNET ASSET MANAGEMENT INC ($27.0M), TITLEIST ASSET MANAGEMENT, LLC ($26.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WELLS FARGO & COMPANY/MN | $61.5M | 3.1M | Trimmed |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $55.9M | 2.9M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $39.7M | 2.0M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $27.0M | 1.4M | Added |
| 5 | TITLEIST ASSET MANAGEMENT, LLC | $26.8M | 1.4M | Added |
| 6 | BlackRock, Inc. | $26.4M | 1.4M | Added |
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26.2M | 1.3M | Added |
| 8 | HM PAYSON & CO | $23.5M | 1.2M | Added |
| 9 | MML INVESTORS SERVICES, LLC | $20.7M | 1.1M | Added |
| 10 | D.A. DAVIDSON & CO. | $19.7M | 1.0M | Added |
| 11 | Journey Advisory Group, LLC | $17.6M | 902,785 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $13.9M | 709,148 | Added |
| 13 | MKT Advisors LLC | $13.8M | 712,012 | Added |
| 14 | Wealth Management Strategies, Inc. | $13.4M | 686,872 | Added |
| 15 | Denver PWM, LLC | $13.3M | 684,939 | Trimmed |
| 16 | UBS Group AG | $13.0M | 665,373 | Trimmed |
| 17 | Probity Advisors, Inc. | $11.7M | 601,267 | Added |
| 18 | Legacy Private Trust Co. | $11.3M | 577,483 | Added |
| 19 | SHELTON WEALTH MANAGEMENT, LLC | $10.8M | 554,476 | Added |
| 20 | NewEdge Advisors, LLC | $10.6M | 540,886 | Added |
| 21 | BAILARD, INC. | $10.5M | 536,041 | Trimmed |
| 22 | Waycross Investment Management Co | $10.4M | 531,033 | Added |
| 23 | EIGHT 31 FINANCIAL, LLC | $10.1M | 517,756 | Added |
| 24 | Royal Bank of Canada | $9.7M | 496,614 | Trimmed |
| 25 | Krilogy Financial LLC | $9.7M | 495,545 | Added |
Source: SEC Form 13F filings · as of 2026-06-30