ISHARES TR

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IBTM·46436E296·US·ETF·Unknown - Unknown

IBTM (ISHARES TR) is held by 39 institutional investors as of Q1 2026. Largest holders: UBS Group AG ($22.8M), MORGAN STANLEY ($19.5M), RAYMOND JAMES FINANCIAL INC ($12.1M). Net institutional sentiment: Bullish.

39

Holders

(13 Elite)

$150.9M

Total Value

83% (36)

Consensus

30 buying - 6 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

No verdict yet — fewer than 2 funds hold IBTM.

Top Holders (39)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	995,710(+4.2%)	$22.8M	0.0%	+7.30%	30
MORGAN STANLEY	Increased	848,984(+2.7%)	$19.5M	0.0%	+2.34%	29
RAYMOND JAMES FINANCIAL INC	Increased	527,222(+7.2%)	$12.1M	0.0%	+3.63%	30
D.A. DAVIDSON & CO.	Increased	421,783(+3.0%)	$9.7M	0.1%	+0.36%	28
TRUIST FINANCIAL CORP	Increased	373,676(+4.2%)	$8.6M	0.0%	+4.93%	29
ENVESTNET ASSET MANAGEMENT INC	New	352,822	$8.1M	0.0%	-3.01%	38
WELLS FARGO & COMPANY/MN	Increased	351,071(+7.3%)	$8.1M	0.0%	+3.22%	30
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	304,411(+22.2%)	$7M	0.0%	-1.80%	33
AMERIPRISE FINANCIAL INC	Decreased	282,765(-25.3%)	$6.5M	0.0%	+2.58%	0
HighTower Advisors, LLC	Increased	279,945(+4.4%)	$6.4M	0.0%	+2.80%	28
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	199,069(+6.9%)	$4.6M	0.0%	-1.63%	29
CITADEL ADVISORS LLC	Increased	192,879(+95.6%)	$4.4M	0.0%	-2.15%	43
BANK OF AMERICA CORP /DE/	Decreased	187,988(-0.7%)	$4.3M	0.0%	+2.15%	0
LPL Financial LLC	Increased	182,760(+8.2%)	$4.2M	0.0%	+2.52%	29
NewEdge Advisors, LLC	Decreased	160,108(-7.0%)	$3.7M	0.0%	+4.24%	0
ROYAL BANK OF CANADA	Increased	145,272(+1.5%)	$3.3M	0.0%	+4.85%	27
STIFEL FINANCIAL CORP	Increased	128,214(+23.6%)	$2.9M	0.0%	+0.93%	32
Sanctuary Advisors, LLC	Increased	96,824(+4.1%)	$2.2M	0.0%	-0.84%	27
GOLDMAN SACHS GROUP INC	Unchanged	83,535	$1.9M	0.0%	-1.01%	0
Cetera Investment Advisers	Decreased	78,498(-60.3%)	$1.8M	0.0%	-0.46%	0

Showing 1-20 of 39

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