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IBAT — ISHARES TR

Reported value held$6.59M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)3
Institutional value$1.39M · 30.91K sh
New / Add / Cut / Exit1 / 2 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +35.0% (+8.02K sh)
Institutional value change Up +78.4%

As of Q2 2026, 3 SEC-registered investment managers reported holding IBAT (ISHARES TR) in their latest 13F filings, with a combined reported value of $1.39M across 30.91K shares. That is +35.0% by share count (+8.02K shares) versus the previous quarter, while reported value moved +78.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q3 2025 182.50K $5.15M 0.00% Reduce
Citadel Advisors history Q2 2026 18.11K $816.16K 0.00% Add
Morgan Stanley history Q2 2026 12.75K $574.36K 0.00% Add
Bank of America Corp history Q4 2025 1.62K $46.60K 0.00% New
UBS Group AG history Q2 2026 57 $2.57K 0.00% New
Fidelity Management & Research (FMR) history Q4 2024 1 $22 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Citadel Advisors — — — — 22.82K 20.40K 17.11K 18.11K
Morgan Stanley — — — — — — 5.79K 12.75K
UBS Group AG — — 154 37 — — — 57
BlackRock Inc 240.00K 235.00K 225.00K 207.00K 182.50K — — —
Bank of America Corp — — — — — 1.62K — —
Fidelity Management & Research (FMR) — 1 — — — — — —

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