ISTB — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (ISTB)? 18 institutions reported holding $165.77M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($69.4M), Prosperity Planning, Inc. ($55.0M), Clune & Associates, Ltd. ($17.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $69.4M | 1.5M | Added |
| 2 | Prosperity Planning, Inc. | $55.0M | 0 | Added |
| 3 | CLUNE & ASSOCIATES, LTD. | $17.7M | 374,794 | Trimmed |
| 4 | KFA Private Wealth Group, LLC | $10.2M | 214,882 | Added |
| 5 | Independence Financial Advisors, LLC | $7.6M | 159,811 | Added |
| 6 | Farther Finance Advisors, LLC | $1.8M | 37,896 | Added |
| 7 | FC Advisory LLC | $1.6M | 34,307 | Added |
| 8 | Weaver Consulting Group | $1.0M | 21,997 | Trimmed |
| 9 | Sunburst Financial Group, LLC | $604,801 | 12,800 | Trimmed |
| 10 | SigFig Wealth Management, LLC | $570,492 | 12,074 | Added |
| 11 | Avidian Wealth Enterprises, LLC | $251,913 | 5,331 | Trimmed |
| 12 | BURKETT FINANCIAL SERVICES, LLC | $59,022 | 1,249 | Trimmed |
| 13 | Pacifica Partners Inc. | $24,035 | 510 | Hold |
| 14 | General Partner, Inc. | $12,049 | 255 | Hold |
| 15 | CoreCap Advisors, LLC | $7,615 | 161 | Hold |
| 16 | GAMMA Investing LLC | $473 | 10 | Hold |
| 17 | First Heartland Consultants, Inc. | $0 | 0 | Exited |
| 18 | Bank of New Hampshire | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30