Who owns IBAT?
iShares Energy Storage & Materials ETF · iShares
25 institutions reported holding IBAT, worth $22.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBAT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| TD Waterhouse Canada Inc. | Toronto, Ontario, Canada | $4.2M | 95,034 | New position |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $3.4M | 74,825 | −682 shares |
| Jane Street Group, LLC | New York, NY | $3.0M | 66,431 | −6,210 shares |
| Midwest Financial Partners Investments, Inc. | St. Cloud, MN | $2.6M | 56,621 | +1,596 shares |
| Old Mission Capital LLC | Chicago, IL | $2.0M | 43,473 | +15,008 shares |
| Federation des caisses Desjardins du Quebec | Levis, Quebec, Canada | $1.9M | 42,725 | +18,464 shares |
| Guardian Capital LP | Toronto, Ontario, Canada | $1.7M | 38,500 | −10,600 shares |
| Citadel Advisors LLC | Miami, FL | $816K | 18,112 | +1,005 shares |
| Morgan Stanley | New York, NY | $574K | 12,746 | +6,956 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $488K | 10,840 | +4,102 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBAT?
25 institutional managers reported holding IBAT in Form 13F filings for June 30, 2026, worth $22.8M in total. The largest reported position was held by TD Waterhouse Canada Inc., at $4.2M.
Did institutions buy or sell IBAT last quarter?
Reported 13F value rose 84.2% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBAT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.