IBAT ISHARES TR
FollowENERGY STRG & MA (fund)
8 managers (8 13F filers) reported a position in IBAT shares at 2025-12-31, 136,742 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 3
- Added
- 0
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 136,742
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP | 57,700 | $1.65M | 0.05% | -1,200 | 13F-HRTimelineGroup |
| Midwest Financial Partners Investments,… | 52,977 | $1.52M | 0.84% | 13F-HRTimeline | |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 20,401 | $585K | <0.01% | -2,416 | 13F-HRTimelineGroup |
| Sunbelt Securities, Inc. | 3,165 | $90.8K | 0.01% | -3,232 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 1,625 | $46.6K | <0.01% | new | 13F-HRTimelineGroup |
| Manchester Capital Management LLC | 520 | $14.9K | <0.01% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 310 | $9K | <0.01% | new | 13F-HRTimelineGroup |
| MAI Capital Management | 44 | $1.26K | <0.01% | 0 | 13F-HRTimeline |