ISHARES TR

Ticker: IBTQ CUSIP: 46438G422 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
SUMMITRY LLC992,283$25,283
CONFLUENCE INVESTMENT MANAGEMENT LLC834,372$21,260
Accretive Wealth Partners, LLC126,700$3,228
Bell Investment Advisors, Inc104,891$2,673
Probity Advisors, Inc.81,560$2,078
BENJAMIN EDWARDS INC77,631$1,978
UNITED CAPITAL FINANCIAL ADVISORS, LLC60,782$1,549
BlackRock, Inc.50,000$1,274
L2 Asset Management, LLC47,968$1,222
RAYMOND JAMES FINANCIAL INC38,413$979
STIFEL FINANCIAL CORP36,757$937
JANE STREET GROUP, LLC27,308$696
CWM, LLC16,102$0
Reliant Wealth Planning15,407$393
Focus Partners Wealth12,893$329
UBS Group AG12,824$327
LPL Financial LLC12,653$322
COMMONWEALTH EQUITY SERVICES, LLC12,509$319
Private Advisor Group, LLC11,150$284
HighTower Advisors, LLC10,868$277
CITADEL ADVISORS LLC10,236$261
Hyposwiss Advisors SA8,870$226
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8,650$220
SIGNATUREFD, LLC7,410$189
BANK OF AMERICA CORP /DE/7,192$183
CNB Bank5,785$147
ROYAL BANK OF CANADA4,794$122
Physician Wealth Advisors, Inc.4,000$102
Atlantic Private Wealth, LLC3,389$86
COMERICA BANK2,749$70
MORGAN STANLEY2,530$64
CENTRAL TRUST Co1,046$27
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC955$24
Sound Income Strategies, LLC700$18
WELLS FARGO & COMPANY/MN29$1
Total (35 institutions)2,651,406$67,148