Who Owns ISHARES TR (IBTO)? -- Institutional Holders (2026-06-30)
93 institutions reported holding $327.0M of ISHARES TR (IBTO) in SEC 13F filings for 2026-06-30. Largest institutional holders: GLOBALT Investments LLC / GA ($57.1M), Atlantic Union Bankshares Corp ($43.8M), Krilogy Financial LLC ($29.1M), MORGAN STANLEY ($25.4M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($23.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GLOBALT Investments LLC / GA | $57.1M | 2.4M | Trimmed |
| 2 | Atlantic Union Bankshares Corp | $43.8M | 1.8M | Added |
| 3 | Krilogy Financial LLC | $29.1M | 1.2M | Added |
| 4 | MORGAN STANLEY | $25.4M | 1.1M | Added |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $23.9M | 988,431 | Trimmed |
| 6 | CHATHAM CAPITAL GROUP, INC. | $16.9M | 701,220 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 655,024 | Added |
| 8 | Cetera Investment Advisers | $10.0M | 414,307 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $8.6M | 357,210 | Added |
| 10 | Headland Capital, LLC | $8.1M | 335,965 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $7.9M | 327,219 | Added |
| 12 | HighTower Advisors, LLC | $7.7M | 318,509 | Added |
| 13 | Probity Advisors, Inc. | $5.9M | 243,911 | Added |
| 14 | UBS Group AG | $4.3M | 179,532 | Added |
| 15 | Accretive Wealth Partners, LLC | $4.1M | 171,564 | Added |
| 16 | TRUIST FINANCIAL CORP | $4.1M | 168,492 | Added |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $3.8M | 156,446 | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $3.7M | 155,157 | Added |
| 19 | Royal Bank of Canada | $3.2M | 134,229 | Added |
| 20 | STIFEL FINANCIAL CORP | $3.0M | 124,670 | Trimmed |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.8M | 114,527 | Added |
| 22 | FAGAN ASSOCIATES, INC. | $2.4M | 97,627 | Trimmed |
| 23 | SEI INVESTMENTS CO | $2.4M | 97,575 | Hold |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | $2.4M | 97,386 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $2.2M | 90,891 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30