iShares Energy STRG Mats ETFIBATETF
13F holders, Q2 2026 (June 30)25holders +5
8new positions
2sold out
1famous investor
$44.93avg. 13F price*
At the end of Q2 2026, 25 institutions reported holding iShares Energy STRG Mats ETF (IBAT) in their 13F filings, up 5 from Q1 2026. 8 opened new positions and 2 sold out. The largest holders were TD Waterhouse Canada Inc. ($4.2M), Steward Partners Investment Advisory, LLC ($3.4M) and Jane Street Group, LLC ($3.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Energy STRG Mats ETF
- CUSIP
- 46438G737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.6M |
| Exits | 2 | $2K |
All 13F filers, Q1 2026 → Q2 2026: 164,538 shares bought and 20,036 shares sold, net +144,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| TD Waterhouse Canada Inc. | 0.01% | New | 95,034 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.9% | 74,825 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -8.6% | 66,431 | $3.0M |
| Midwest Financial Partners Investments, Inc. | 1.06% | Add +2.9% | 56,621 | $2.6M |
| Old Mission Capital LLC | 0.05% | Add +52.7% | 43,473 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +76.1% | 42,725 | $1.9M |
| Guardian Capital LP | 0.04% | Reduce -21.6% | 38,500 | $1.7M |
| Citadel Advisors | 0.00% | Add +5.9% | 18,112 | $816K |
| Morgan Stanley | 0.00% | Add +120.1% | 12,746 | $574K |
| Sanctuary Advisors, LLC | 0.00% | Add +60.9% | 10,840 | $488K |
| Royal Bank of Canada | 0.00% | Add +3162.6% | 10,114 | $456K |
| Advisory Alpha, LLC | 0.01% | No change | 7,840 | $353K |
| LVW Advisors, LLC | 0.03% | Reduce -16.8% | 6,503 | $293K |
| Glassman Wealth Services | 0.03% | Add +41.4% | 6,396 | $288K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,300 | $284K |
| 4WEALTH Advisors, Inc. | 0.18% | Reduce -17.5% | 5,458 | $240K |
| CX Institutional | 0.00% | New | 1,785 | $80K |
| N.E.W. Advisory Services LLC | 0.00% | Add +83.5% | 1,450 | $65K |
| CoreCap Advisors, LLC | 0.00% | Add +204.9% | 1,238 | $56K |
| Harbour Investments, Inc. | 0.00% | New | 550 | $25K |
| Manchester Capital Management LLC | 0.00% | No change | 520 | $23K |
| Lanark Financial, Inc. | 0.00% | New | 249 | $11K |
| Osaic Holdings, Inc. | 0.00% | New | 247 | $11K |
| UBS Group AG | 0.00% | New | 57 | $3K |
| Quaker Wealth Management, LLC | 0.00% | New | 15 | $676 |
"% of holder's portfolio" is IBAT's weight in each manager's 13F, not the share of iShares Energy STRG Mats ETF the manager owns.