ISHARES TR

$ISTB
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Institutional coverage

380 13F filers hold $ISTB.

13F holders
380
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$ISTB is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.10% to 1.04%, with an average of 0.71% of portfolio. Largest holder: Pittenger & Anderson Inc. at 1.04%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Pittenger & Anderson Inc.
1.04% NEW
α +21.3pts
02
Johnson Financial Group, Inc.
0.98% held
α +14.7pts
03
Principal Securities, Inc.
0.10% held
α +21.3pts
04
Citigroup Inc.
0.00% held
α +26.3pts

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 380 · Source: 13F-HR
01
IHT Wealth Management, LLC
4.26% of portfolio
11,821,596 sh
02
First Hawaiian Bank
0.60% of portfolio
5,415,025 sh
03
Private Management Group Inc.
3.70% of portfolio
2,755,652 sh
04
Strs Ohio
0.02% of portfolio
2,568,895 sh
05
Monterey Private Wealth, Inc.
12.50% of portfolio
2,035,690 sh
06
Banyan Capital Management, Inc.
—
1,865,112 sh
07
Arrow Financial Corp.
0.04% of portfolio
1,762,477 sh
08
Atlantic Edge Private Wealth Management, LLC
—
1,592,732 sh
09
Perseverance Asset Management International
15.20% of portfolio
1,356,366 sh
10
Evensky & Katz LLC
0.07% of portfolio
1,320,761 sh
See all 380 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $ISTB in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ISTB 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 07:18 UTC.