IBTM — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBTM)? 4 institutions reported holding $34.16M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($15.3M), Titleist Asset Management, LLC ($10.6M), Legacy Private Trust Co. ($8.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $15.3M | 703,031 | Trimmed |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $10.6M | 485,641 | Added |
| 3 | Legacy Private Trust Co. | $8.3M | 381,845 | Added |
| 4 | Bank of New Hampshire | $21,736 | 1,000 | Added |
Source: SEC Form 13F filings · as of 2026-09-30