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IBAT ISHARES TR

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ENERGY STRG & MA (fund)

20 managers (20 13F filers) reported a position in IBAT shares at 2026-03-31, 366,658 shares in all. 13 filers opened a position and 1 filer sold out during the quarter.

Managers
20
13F filers
20
New
13
Added
1
Reduced
3
Sold out
1
Shares held by filers
366,658

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Steward Partners Investment Advisory, L…75,507$2.58M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC72,641$2.48M<0.01%new13F-HRTimelineGroup
Midwest Financial Partners Investments,…55,025$1.88M1%+2,04813F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP49,100$1.67M0.04%-8,60013F-HRTimelineGroup
OLD MISSION CAPITAL LLC28,465$971K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…24,261$828K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,107$584K<0.01%-3,29413F-HRTimelineGroup
Advisory Alpha, LLC7,840$267K0.01%new13F-HRTimeline
LVW Advisors, LLC7,818$267K0.03%new13F-HRTimeline
Sanctuary Advisors, LLC6,738$230K<0.01%new13F-HRTimeline
4WEALTH ADVISORS, INC.6,614$218K0.19%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,790$197K<0.01%new13F-HRTimelineGroup
Glassman Wealth Services4,522$154K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.3,131$107K0.01%-3413F-HRTimeline
N.E.W. Advisory Services LLC790$26.9K<0.01%new13F-HRTimeline
Manchester Capital Management LLC520$17.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC406$13.8K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA310$11K<0.01%013F-HRTimelineGroup
MAI Capital Management44$1.5K<0.01%013F-HRTimeline
Advisory Services Network, LLC29$989<0.01%new13F-HRTimeline