Who Owns ISHARES (IBTH)? -- Institutional Holders (2026-06-30)

332 institutions reported holding $1.86B of ISHARES (IBTH) in SEC 13F filings for 2026-06-30. Largest institutional holders: HM PAYSON & CO ($147.9M), BANK OF AMERICA CORP /DE/ ($96.5M), MORGAN STANLEY ($85.5M), Kovitz Investment Group Partners, LLC ($72.9M), GLOBALT Investments LLC / GA ($65.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1HM PAYSON & CO$147.9M6.6MTrimmed
2BANK OF AMERICA CORP /DE/$96.5M4.3MAdded
3MORGAN STANLEY$85.5M3.8MAdded
4Kovitz Investment Group Partners, LLC$72.9M3.3MAdded
5GLOBALT Investments LLC / GA$65.8M2.9MTrimmed
6MERCER GLOBAL ADVISORS INC /ADV$60.1M2.7MAdded
7NewEdge Advisors, LLC$45.6M2.0MAdded
8ENVESTNET ASSET MANAGEMENT INC$45.3M2.0MAdded
9WELLS FARGO & COMPANY/MN$44.6M2.0MTrimmed
10LPL Financial LLC$43.0M1.9MAdded
11RAYMOND JAMES FINANCIAL INC$39.6M1.8MTrimmed
12UBS Group AG$37.9M1.7MTrimmed
13Brookstone Capital Management$37.4M1.7MTrimmed
14UNITED CAPITAL FINANCIAL ADVISORS, LLC$35.1M1.6MAdded
15Arax Advisory Partners$34.9M1.6MNew
16Stratos Wealth Advisors, LLC$34.6M1.5MAdded
17Connecticut Wealth Management, LLC$32.1M1.4MAdded
18Integrated Wealth Concepts LLC$30.9M1.4MAdded
19Financial Advisory Corp$29.8M1.3MAdded
20Focus Partners Wealth$27.2M1.2MTrimmed
21BlackRock, Inc.$26.5M1.2MAdded
22Stratos Wealth Partners, LTD.$24.1M1.1MAdded
23CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$21.9M980,870Added
24Capital Investment Advisors, LLC$19.9M891,306Trimmed
25Journey Advisory Group, LLC$19.1M853,470Trimmed

Source: SEC Form 13F filings · as of 2026-06-30