iShares Energy STRG Mats ETFIBATETF

13F holders, Q1 2026 (March 31)

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

20holders +12

13new positions

1sold out

1famous investor

$34.09avg. 13F price*

At the end of Q1 2026, 20 institutions reported holding iShares Energy STRG Mats ETF (IBAT) in their 13F filings, up 12 from Q4 2025. 13 opened new positions and 1 sold out. The largest holders were Steward Partners Investment Advisory, LLC ($2.6M), Jane Street Group, LLC ($2.5M) and Midwest Financial Partners Investments, Inc. ($1.9M). 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 Q4 2025 → Q1 2026

	Institutions	Total Value
New Positions	13	$8.2M
Exits	1	$47K

All 13F filers, Q4 2025 → Q1 2026: 243,469 shares bought and 13,553 shares sold, net +229,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders


Steward Partners Investment Advisory, LLC	0.01%	New	75,507	$2.6M
Jane Street Group, LLC	0.00%	New	72,641	$2.5M
Midwest Financial Partners Investments, Inc.	1.00%	Add +3.9%	55,025	$1.9M
Guardian Capital LP	0.04%	Reduce -14.9%	49,100	$1.7M
Old Mission Capital LLC	0.02%	New	28,465	$971K
Federation des caisses Desjardins du Quebec	0.00%	New	24,261	$828K
Citadel Advisors	0.00%	Reduce -16.1%	17,107	$584K
Advisory Alpha, LLC	0.01%	New	7,840	$267K
LVW Advisors, LLC	0.03%	New	7,818	$267K
Sanctuary Advisors, LLC	0.00%	New	6,738	$230K
4WEALTH Advisors, Inc.	0.19%	New	6,614	$218K
Morgan Stanley	0.00%	New	5,790	$197K
Glassman Wealth Services	0.02%	New	4,522	$154K
Sunbelt Securities, Inc.	0.01%	Reduce -1.1%	3,131	$107K
N.E.W. Advisory Services LLC	0.00%	New	790	$27K
Manchester Capital Management LLC	0.00%	No change	520	$18K
CoreCap Advisors, LLC	0.00%	New	406	$14K
Royal Bank of Canada	0.00%	No change	310	$11K
MAI Capital Management	0.00%	No change	44	$2K
Advisory Services Network, LLC	0.00%	New	29	$989

"% 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.