Inst. Holders
3 funds
IB
IBTK
ISHARES TR
$19.08 ▲ +0.10%
Prev close $19.07Snapshot
The big-picture read on IBTK right now — valuation, ownership and activity at a glance.
Inst. Value
$3.3M
Inst. Activity
1 buys / 0 sells
Price chart 30d -0.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 short_volume
Short Volume: IBTK — 95.8% short (1.8M / 1.9M)
Short: 1,825,198 | Exempt: 0 | TRF Vol: 1,905,626 | Short Ratio: 95.8% | Off-exchange volume (dark p
Sep 30, 2026 Inst.
ATWOOD & PALMER INC — ADD
124,185 shares ($2.4M)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
1,352,130 shares ($26.4M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 15, 2026
short_volume
Short Volume: IBTK — 95.8% short (1.8M / 1.9M)
Short: 1,825,198 | Exempt: 0 | TRF Vol: 1,905,626 | Short Ratio: 95.8% | Off-exchange volume (dark pool + OTC)
Oct 14, 2026
short_volume
Short Volume: IBTK — 68.5% short (0.5M / 0.7M)
Short: 457,409 | Exempt: 0 | TRF Vol: 667,583 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Oct 13, 2026
short_volume
Short Volume: IBTK — 73.5% short (0.4M / 0.5M)
Short: 388,975 | Exempt: 4,400 | TRF Vol: 528,935 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: IBTK — 96.9% short (1.6M / 1.6M)
Short: 1,569,186 | Exempt: 0 | TRF Vol: 1,620,047 | Short Ratio: 96.9% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: IBTK — 84.9% short (1.2M / 1.5M)
Short: 1,242,463 | Exempt: 0 | TRF Vol: 1,463,152 | Short Ratio: 84.9% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own IBTK (from quarterly 13F filings) and who is adding or trimming.
3 institutional holders with $3.3M total value (173,427 shares) as of 2026-Q3. Top holders: ATWOOD, WEALTH, Farther. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ATWOOD & PALMER INC | 124,185 | $2.4M | 71.6% | ADD +42.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46,626 | $886.1K | 26.9% | ADD +56.7% |
| Farther Finance Advisors, LLC | 2,616 | $49.7K | 1.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ATWOOD & PALMER INC | ADD | 87,410 | 124,185 | +42.1% | $2.4M |
| BlackRock, Inc. | ADD | 763,514 | 1,352,130 | +77.1% | $26.4M |
| MML INVESTORS SERVICES, LLC | ADD | 707,822 | 1,058,574 | +49.6% | $20.7M |
| RAYMOND JAMES FINANCIAL INC | TRIM | 811,893 | 426,449 | -47.5% | $8.3M |
| Integrated Wealth Concepts LLC | ADD | 100,422 | 153,569 | +52.9% | $3.0M |
| OSAIC HOLDINGS, INC. | ADD | 54,377 | 105,280 | +93.6% | $2.1M |
| CITADEL ADVISORS LLC | TRIM | 134,892 | 86,097 | -36.2% | $1.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 38,284 | 60,004 | +56.7% | $1.2M |
| Focus Partners Wealth | TRIM | 41,456 | 29,078 | -29.9% | $568.2K |
| JANE STREET GROUP, LLC | ADD | 15,529 | 25,783 | +66.0% | $503.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IBTK.
Shares short
278,550
Settlement Sep 30, 2026
Change vs prior
+44.8%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume