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IBAT ISHARES TR

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ENERGY STRG & MA (fund)

25 managers (25 13F filers) reported a position in IBAT shares at 2026-06-30, 508,029 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
25
13F filers
25
New
8
Added
10
Reduced
5
Sold out
2
Shares held by filers
508,029

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TD Waterhouse Canada Inc.95,034$4.22M0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…74,825$3.37M0.02%-68213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,431$2.99M<0.01%-6,21013F-HRTimelineGroup
Midwest Financial Partners Investments,…56,621$2.55M1.06%+1,59613F-HRTimeline
OLD MISSION CAPITAL LLC43,473$1.96M0.05%+15,00813F-HRTimeline
Federation des caisses Desjardins du Qu…42,725$1.93M0.01%+18,46413F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP38,500$1.73M0.04%-10,60013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,112$816K<0.01%+1,00513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,746$574K<0.01%+6,95613F-HRTimelineGroup
Sanctuary Advisors, LLC10,840$488K<0.01%+4,10213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,114$456K<0.01%+9,80413F-HRTimelineGroup
Advisory Alpha, LLC7,840$353K0.01%013F-HRTimeline
LVW Advisors, LLC6,503$293K0.03%-1,31513F-HRTimeline
Glassman Wealth Services6,396$288K0.03%+1,87413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,300$284K<0.01%new13F-HR/ATimeline
4WEALTH ADVISORS, INC.5,458$240K0.18%-1,15613F-HRTimeline
CX Institutional1,785$80K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC1,450$65.3K<0.01%+66013F-HRTimeline
CoreCap Advisors, LLC1,238$55.8K<0.01%+83213F-HRTimeline
HARBOUR INVESTMENTS, INC.550$24.8K<0.01%new13F-HRTimeline
Manchester Capital Management LLC520$23.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.249$11.2K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.247$11.1K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG57$2.57K<0.01%new13F-HRTimelineGroup
Quaker Wealth Management, LLC15$676<0.01%new13F-HRTimeline