ISHARES TR

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IBTJ·46436E825·US·ETF

IBTJ (ISHARES TR) is held by 52 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($74.7M), BANK OF AMERICA CORP /DE/ ($59.8M), MERCER GLOBAL ADVISORS INC /ADV ($55.9M). Net institutional sentiment: Mixed.

52

Holders

(10 Elite)

$516.1M

Total Value

60% (47)

Consensus

28 buying - 19 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)34

Insider (Form 4)73

Activist (13D/13G)60

Congressional (STOCK Act)47

Holder Quality

58

★★★★★

Elite

20

★★★★

Strong

66

★★★

Solid

24

★★

Below

53

★

Weak

Held by 52 funds

10 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IBTJ.

Top Holders

Top Holders (52)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	3.4M(+1.9%)	$74.7M	0.0%	-0.52%	30
BANK OF AMERICA CORP /DE/	Increased	2.8M(+12.4%)	$59.8M	0.0%	+0.46%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	2.6M(+10.4%)	$55.9M	0.1%	+0.20%	32
WELLS FARGO & COMPANY/MN	Decreased	1.8M(-22.9%)	$38.2M	0.0%	+3.49%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1.4M(-8.7%)	$31.1M	0.0%	+2.52%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.3M(+6.0%)	$28M	0.0%	-1.15%	31
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	1.3M(+6.3%)	$27.6M	0.2%	+1.18%	37
BlackRock, Inc.	Increased	1.2M(+76.7%)	$26.4M	0.0%	-0.65%	43
AMERIPRISE FINANCIAL INC	Increased	1M(+4.5%)	$22.5M	0.0%	-0.70%	30
UBS Group AG	Increased	937,678(+2.4%)	$20.3M	0.0%	+4.77%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	790,679(-5.3%)	$17.1M	0.0%	+4.22%	0
LPL Financial LLC	Increased	640,840(+3.9%)	$13.9M	0.0%	+1.83%	29
MFMerit Financial Group, LLC	Increased	588,260(+3155.1%)	$12.7M	0.1%	-1.23%	45
IWIntegrated Wealth Concepts LLC	Increased	561,142(+63.1%)	$12.1M	0.1%	-0.81%	41
NewEdge Advisors, LLC	Increased	499,976(+10.1%)	$10.8M	0.0%	+0.36%	31
D.A. DAVIDSON & CO.	Increased	382,798(+6.5%)	$8.3M	0.0%	+6.12%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	324,028(+17.7%)	$7M	0.0%	+1.62%	32
OSAIC HOLDINGS, INC.	Increased	290,713(+0.8%)	$6.3M	0.0%	+0.92%	27
STIFEL FINANCIAL CORP	Decreased	275,978(-72.0%)	$6M	0.0%	+3.48%	0
Baird Financial Group, Inc.	Increased	259,495(+11.5%)	$5.6M	0.0%	+0.40%	30

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IBTJISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer