iSHARES TRUST - Common Stock (IBAT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
IBAT
Shares outstanding
359,281
Price per share
$33.23
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
136,742
Total reported value
$3,917,386
% of total 13F portfolios
0%
Share change
-186,999
Value change
-$5,282,540
Number of holders
8
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 8 institutional investors reported holding 136,742 shares of iSHARES TRUST - Common Stock (IBAT). This represents 38% of the company’s total 359,281 outstanding shares.

Top 10 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Common Stock (IBAT) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GUARDIAN CAPITAL LP 16% 57,700 -2% 0.05% $1,650,278
Midwest Financial Partners Investments, Inc. 15% 52,977 0% 0.84% $1,519,423
CITADEL ADVISORS LLC 5.7% 20,401 -11% 0% $585,117
Sunbelt Securities, Inc. 0.88% 3,165 -51% 0.01% $90,786
BANK OF AMERICA CORP /DE/ 0.45% 1,625 0% $46,605
Manchester Capital Management LLC 0.14% 520 0% $14,915
ROYAL BANK OF CANADA 0.09% 310 0% $9,000
MAI Capital Management 0.01% 44 0% 0% $1,262
BlackRock, Inc. 0% 0 -100% $0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0% 0 -100% $0

Institutional Holders of iSHARES TRUST - Common Stock (IBAT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 136,742 $3,917,386 -$5,282,540 $28.68 8
2025 Q3 270,764 $7,646,307 +$1,305,190 $28.24 6
2025 Q2 227,217 $5,001,309 -$127,473 $22.01 6
2025 Q1 232,990 $4,937,063 -$453,204 $21.19 4
2024 Q4 253,956 $5,591,821 +$4,943 $22.02 5
2024 Q3 253,776 $6,566,682 -$378,064 $25.88 2
2024 Q2 350,054 $8,224,623 +$706,127 $23.50 3
2024 Q1 320,000 $8,201,440 +$8,201,440 $25.63 1