IBTG ISHARES TR: institutional ownership and insider trading

345 funds reported holding $1.84B of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $24.7M, with 22 new positions and 22 funds selling out.

Largest institutional holders of IBTG

  1. HM PAYSON & CO — $129M
  2. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $98.5M
  3. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $91.4M
  4. Kovitz Investment Group Partners, LLC — $79.2M
  5. NewEdge Advisors, LLC — $61.8M
  6. LPL Financial LLC — $57.3M
  7. MERCER GLOBAL ADVISORS INC /ADV — $55.8M
  8. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $54.8M
  9. Connecticut Wealth Management, LLC — $46.9M
  10. UNITED CAPITAL FINANCIAL ADVISORS, LLC — $43.7M

All IBTG 13F holders