IBTL — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBTL)? 10 institutions reported holding $51.72M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($16.4M), Titleist Asset Management, LLC ($11.0M), Heartwood Wealth Advisors LLC ($9.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $16.4M | 841,069 | Trimmed |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $11.0M | 567,063 | Trimmed |
| 3 | Heartwood Wealth Advisors LLC | $9.7M | 496,439 | New |
| 4 | Legacy Private Trust Co. | $9.1M | 467,052 | Added |
| 5 | Whalen Wealth Management Inc. | $4.2M | 214,831 | Added |
| 6 | Montecito Bank & Trust | $783,882 | 40,261 | Added |
| 7 | Prosperity Planning, Inc. | $403,790 | 0 | Added |
| 8 | Trust Co | $163,452 | 8,395 | Hold |
| 9 | Farther Finance Advisors, LLC | $12,013 | 617 | Hold |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $2,765 | 142 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30