Who Owns ISHARES TR (IMTB)? -- Institutional Holders (2026-06-30)
72 institutions reported holding $211.8M of ISHARES TR (IMTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mariner, LLC ($58.5M), Destination Wealth Management ($23.1M), Octavia Wealth Advisors, LLC ($21.6M), BANK OF AMERICA CORP /DE/ ($10.9M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($10.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mariner, LLC | $58.5M | 1.3M | Added |
| 2 | Destination Wealth Management | $23.1M | 528,770 | Added |
| 3 | Octavia Wealth Advisors, LLC | $21.6M | 494,673 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $10.9M | 250,278 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.7M | 246,948 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $9.7M | 222,147 | Added |
| 7 | Global Retirement Partners, LLC | $8.7M | 199,344 | Added |
| 8 | LPL Financial LLC | $7.6M | 173,926 | Added |
| 9 | OneDigital Investment Advisors LLC | $6.9M | 157,263 | New |
| 10 | UBS Group AG | $6.3M | 143,860 | Trimmed |
| 11 | MORGAN STANLEY | $5.5M | 125,652 | Added |
| 12 | JPMORGAN CHASE & CO | $4.3M | 98,776 | Added |
| 13 | Summit Financial, LLC | $3.5M | 79,220 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $3.3M | 76,508 | Trimmed |
| 15 | Cannon Financial Strategists, Inc. | $3.2M | 72,412 | Added |
| 16 | PFG Advisors | $2.6M | 60,367 | Trimmed |
| 17 | Ethos Capital Management, Inc. | $2.6M | 58,646 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $2.4M | 55,127 | Added |
| 19 | IFP Advisors, Inc | $2.2M | 50,992 | New |
| 20 | Steward Partners Investment Advisory, LLC | $2.0M | 46,294 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $1.7M | 38,805 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $1.4M | 32,768 | Added |
| 23 | Royal Bank of Canada | $1.4M | 31,538 | Trimmed |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 29,657 | Added |
| 25 | HRT FINANCIAL LP | $1.1M | 26,347 | New |
Source: SEC Form 13F filings · as of 2026-06-30