IBTQ — ISHARES TR
As of Q2 2026, 5 SEC-registered investment managers reported holding IBTQ (ISHARES TR) in their latest 13F filings, with a combined reported value of $10.67M across 425.48K shares. That is +4.5% by share count (+18.16K shares) versus the previous quarter, while reported value moved +3.6%. 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, 3 added to existing stakes, 1 trimmed, 1 exited entirely. 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 200.93K | $5.04M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 136.16K | $3.42M | 0.00% | Add |
| BlackRock Inc history | Q4 2025 | 50.00K | $1.27M | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 48.27K | $1.21M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 25.80K | $647.14K | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 14.32K | $359.22K | 0.00% | New |
| Wells Fargo & Co history | Q1 2026 | 29 | $734 | 0.00% | Hold |
New Positions (Q2 2026)
- BNY Mellon 14.32K sh · $359.22K
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 29 sh · $734
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| Morgan Stanley | — | — | — | 2.53K | 235.69K | 200.93K |
| UBS Group AG | — | — | 240 | 12.82K | 134.63K | 136.16K |
| Citadel Advisors | 49.23K | — | 44.92K | 10.24K | 28.64K | 48.27K |
| Bank of America Corp | — | — | — | 7.19K | 8.33K | 25.80K |
| BNY Mellon | — | — | — | — | — | 14.32K |
| BlackRock Inc | 50.00K | 50.00K | 50.00K | 50.00K | — | — |
| Wells Fargo & Co | — | — | — | 29 | 29 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details