IBTM ISHARES TR: institutional ownership and insider trading
117 funds reported holding $340M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $4.43M, with 11 new positions and 18 funds selling out.
Largest institutional holders of IBTM
- Krilogy Financial LLC — $55.5M
- UBS Group AG (UBS) — $22.2M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $20.1M
- CONFLUENCE INVESTMENT MANAGEMENT LLC — $15.3M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $12.1M
- Probity Advisors, Inc. — $11.1M
- TITLEIST ASSET MANAGEMENT, LLC — $10.6M
- D.A. DAVIDSON & CO. — $10.5M
- TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $10.2M
- ENVESTNET ASSET MANAGEMENT INC — $8.95M