IJT — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IJT? 58 Institutions Hold $109M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IJT)? 58 institutions reported holding $108.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($31.5M), RTD Financial Advisors, Inc. ($13.7M), Farther Finance Advisors, LLC ($10.6M).

Rank	Institution	Value	Shares	Change
1	Heartwood Wealth Advisors LLC	$31.5M	196,760	Trimmed
2	RTD Financial Advisors, Inc.	$13.7M	85,494	Trimmed
3	Farther Finance Advisors, LLC	$10.6M	66,113	Added
4	Independence Financial Advisors, LLC	$7.4M	46,017	Added
5	First Citizens Financial Corp	$5.3M	32,763	Trimmed
6	First Heartland Consultants, Inc.	$5.2M	32,139	Added
7	May Barnhard Investments LLC	$4.3M	26,580	Trimmed
8	Baring Financial LLC	$3.7M	23,189	Added
9	Lee-Kelleher Wealth Management	$2.7M	16,882	Added
10	DIVERSIFIED MANAGEMENT INC	$2.7M	16,688	Added
11	Dominguez Wealth Management Solutions, Inc.	$2.6M	15,914	Added
12	Pathway Financial Advisors LLC	$2.3M	14,261	Trimmed
13	Acropolis Investment Management, LLC	$1.2M	7,212	Added
14	Wedmont Private Capital	$1.1M	6,514	Added
15	FINANCIAL MANAGEMENT NETWORK INC	$1.0M	6,150	Trimmed
16	FC Advisory LLC	$786,676	4,907	Trimmed
17	Montecito Bank & Trust	$755,475	4,712	Trimmed
18	Gerald Baker Financial Group LLC	$743,825	4,639	Added
19	Hickory Point Bank & Trust	$715,713	4,464	Hold
20	Valeo Financial Advisors, LLC	$643,242	4,012	Trimmed
21	Sprinkle Financial Consultants LLC	$624,861	3,897	Added
22	Avidian Wealth Enterprises, LLC	$597,211	3,725	Trimmed
23	Bangor Savings Bank	$579,272	3,613	Hold
24	jvl associates llc	$577,990	3,605	Hold
25	Decker Wealth Management LLC	$516,423	3,221	Hold

Source: SEC Form 13F filings · as of 2026-09-30