Companies › IBIT
ISHARES TR (IBIT)
Institutional ownership, SEC filings and insider activity
Sector: Financials · SEC CIK 0001980994 · EDGAR filings · Updated 2026-05-07
ISHARES TR (IBIT) has reported institutional ownership of 23.9%, with 700 institutional managers holding positions valued at $24.0B per the latest 13F reporting period.
Latest updates
- 2026-05-07 — IRANNOTICE filed
- 2026-05-07 — Quarterly report (10-Q) filed
- 2026-03-31 — 424I filed
- 2026-03-31 — Current report (8-K) filed
- 2026-03-26 — FWP filed
- 2026-02-27 — Annual report (10-K) filed
- 2026-02-27 — IRANNOTICE filed
- 2026-01-29 — FWP filed
Institutional ownership overview
According to SEC 13F filings tracked by Sightfile, ISHARES TR has 700 institutional holders and institutional ownership of 23.9%.
| # | Institution | Reported value | % of tracked total |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $4.15B | 17.3% |
| 2 | BlackRock, Inc. | $2.10B | 8.7% |
| 3 | Creative Planning | $1.60B | 6.6% |
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | $1.38B | 5.8% |
| 5 | BANK OF KOREA | $1.17B | 4.9% |
| 6 | MORGAN STANLEY | $1.11B | 4.6% |
| 7 | AMERIPRISE FINANCIAL INC | $1.10B | 4.6% |
| 8 | SEI INVESTMENTS CO | $1.04B | 4.3% |
| 9 | Richard Bernstein Advisors LLC | $516.3M | 2.2% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $476.1M | 2.0% |
Full holder history and quarter-over-quarter changes are available inside the app.
Fails-to-deliver
The SEC's fails-to-deliver file for 2026-06-30 reports 585,378 failed-to-deliver shares ($3.37M) for IBIT — an official data point published by the SEC, shown as reported.
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See full history, cross-references and alerts on SightfileData sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-05-07.