IBTP institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding63
Shares held8,411,715
Reported value$213.6m
Quarter flows13 new, 37 added, 5 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Atlantic Union Bankshares Corp1,849,299$46.9m0.8%
CONFLUENCE INVESTMENT MANAGEMENT LLC965,101$24.5m0.4%
SUMMITRY LLC878,535$22.3m0.7%
STIFEL FINANCIAL CORP784,592$19.9m0.0%
BENJAMIN EDWARDS INC723,444$18.4m0.2%
D.A. DAVIDSON & CO.421,822$10.7m0.1%
Atlantic Private Wealth, LLC222,302$5.6m3.5%
COMMONWEALTH EQUITY SERVICES, LLC208,648$5.3m0.0%
MORGAN STANLEY183,785$4.7m0.0%
Probity Advisors, Inc.174,395$4.4m0.6%
AMERIPRISE FINANCIAL INC170,974$4.4m0.0%
Accretive Wealth Partners, LLC159,662$4.1m1.0%
MERCER GLOBAL ADVISORS INC /ADV148,450$3.8m0.0%
UBS Group AG134,267$3.4m0.0%
ROYAL BANK OF CANADA124,529$3.2m0.0%
ENVESTNET ASSET MANAGEMENT INC114,247$2.9m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC108,728$2.8m0.0%
HighTower Advisors, LLC105,033$2.7m0.0%
RAYMOND JAMES FINANCIAL INC80,546$2.0m0.0%
Cetera Investment Advisers58,292$1.5m0.0%
Mariner, LLC55,149$1.4m0.0%
CITADEL ADVISORS LLC54,886$1.4m0.0%
Reliant Wealth Planning52,382$1.3m0.4%
Bell Investment Advisors, Inc51,498$1.3m0.2%
BANK OF AMERICA CORP /DE/50,182$1.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBTP"). IBTP price history · All 13F data

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