ISHARES TR
Institutional coverage
117 13F filers hold $IBTL.
13F holders
117
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 117 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
3,976,958 sh
02
Oak Grove Capital LLC
3.62% of portfolio
1,862,284 sh
03
Zions Bancorporation, N.A.
1.63% of portfolio
1,006,280 sh
04
Foundation Wealth Management, LLC
1.47% of portfolio
955,082 sh
05
Marquette Asset Management, LLC
—
857,874 sh
06
Guerra Advisors Inc
2.16% of portfolio
749,860 sh
07
Hosking Partners LLP
0.46% of portfolio
705,440 sh
08
Raymond James Financial Inc.
—
652,473 sh
09
Mairs & Power Inc.
0.09% of portfolio
541,312 sh
10
Independent Wealth Network Inc.
0.22% of portfolio
400,392 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IBTL in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IBTL in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:49 UTC.