ISHARES TR

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IBTO·46436E148·US·ETF

IBTO institutional ownership changes in Q2 2026: 23 institutions opened or added positions, 9 trimmed or exited. IBTO (ISHARES TR) is held by 34 institutional investors as of Q2 2026. Top institutional shareholders: MORGAN STANLEY ($25.4M), ENVESTNET ASSET MANAGEMENT INC ($15.8M), Cetera Investment Advisers ($10M). Net institutional sentiment: Bullish.

34

Holders

(5 Elite)

$114.2M

Total Value

72% (32)

Consensus

23 buying - 9 selling

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

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)27

Activist (13D/13G)85

Congressional (STOCK Act)28

Holder Quality

69

★★★★★

Elite

73

★★★★

Strong

77

★★★

Solid

35

★★

Below

74

★

Weak

Held by 34 funds

5 elite

Who's Trading

Source dates: Price Oct 22, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (34)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.1M(+6.5%)	$25.4M	0.0%	+0.15%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	655,024(+8.6%)	$15.8M	0.0%	+0.83%	31
Cetera Investment Advisers	Increased	414,307(+2.7%)	$10M	0.0%	+0.25%	28
AMERIPRISE FINANCIAL INC	Increased	357,210(+5.3%)	$8.6M	0.0%	-2.91%	29
WELLS FARGO & COMPANY/MN	Increased	327,219(+1.2%)	$7.9M	0.0%	+4.15%	28
HighTower Advisors, LLC	Increased	318,509(+19.1%)	$7.7M	0.0%	+0.34%	32
UBS Group AG	Increased	179,532(+0.6%)	$4.3M	0.0%	+4.91%	27
TRUIST FINANCIAL CORP	Increased	168,492(+7.8%)	$4.1M	0.0%	+2.71%	29
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	156,446(+14.9%)	$3.8M	0.0%	-2.56%	31
BANK OF AMERICA CORP /DE/	Increased	155,157(+13.9%)	$3.7M	0.0%	-1.43%	30
ROYAL BANK OF CANADA	Increased	134,229(+5.5%)	$3.2M	0.0%	+0.97%	28
STIFEL FINANCIAL CORP	Decreased	124,670(-7.9%)	$3M	0.0%	+1.20%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	114,527(+14.4%)	$2.8M	0.0%	-1.17%	30
SEI INVESTMENTS CO	Unchanged	97,575	$2.4M	0.0%	-3.18%	0
RAYMOND JAMES FINANCIAL INC	Decreased	90,891(-2.2%)	$2.2M	0.0%	+1.88%	0
Pinnacle Financial Partners, Inc.	Increased	69,777(+9.6%)	$1.7M	0.0%	-3.19%	28
LPL Financial LLC	Increased	50,883(+10.6%)	$1.2M	0.0%	+0.42%	28
Lido Advisors, LLC	Unchanged	50,214	$1.2M	0.0%	-3.20%	0
JANE STREET GROUP, LLC	New	38,323	$924,795	0.0%	-3.15%	35
BENJAMIN EDWARDS INC	Increased	30,217(+3.1%)	$729,168	0.0%	-0.19%	25

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IBTOISHARES 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