iSHARES TRUST IBTA Institutional Ownership

IBTA
$39.19 -0.17 (-0.43%)
As of: Oct 1, 2026 · 9:59 AM EDT

Institutions by Trading Activity

150 Institutions
Increased 69 46.0%
Unchanged 33 22.0%
Reduced 48 32.0%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
69.85%
▼-0.52 pp QoQ
Shares Held by Institutions
14.07Mn
of 20.15Mn outstanding
▲+1.28% QoQ
Shares Outstanding
20.15Mn
6.08Mn held outside 13F filers
Institutional Investors
150
filed 13F for Jun 2026
▲+18 vs prior quarter
Net Shares Added (QoQ)
+178.06K
accumulated since last quarter
Value of Holdings
$553.91Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Ibotta, Inc. (NYSE:IBTA) showed up in the 13F filings of 150 institutional investors as of June 2026.

Form 13F Holdings

150 Institutional Holders

Report period 30 Jun, 2026
Total shares held 14.07Mn
Of outstanding 69.85%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Koch, Inc. 0002027344 4,389,129 21.78% 0 0.00% $149.93Mn
2 D. E. Shaw & Co., Inc. 0001009207 1,690,546 8.39% 0 0.00% $57.75Mn
3 HSBC HOLDINGS PLC 0000873630 1,016,521 5.05% ▲7,234 +0.72% $35.70Mn
4 BlackRock, Inc. 0002012383 937,170 4.65% ▼25,474 -2.65% $32.01Mn
5 Citigroup Inc 0000831001 644,972 3.20% ▲4,289 +0.67% $22.03Mn
6 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 528,841 2.62% ▲9,541 +1.84% $18.07Mn
7 Notable Capital Management, L.L.C. 0002065606 336,042 1.67% ▼30,990 -8.44% $11.48Mn
8 BNP PARIBAS FINANCIAL MARKETS 0001166588 333,106 1.65% ▲5,933 +1.81% $11.38Mn
9 GEODE CAPITAL MANAGEMENT, LLC 0001214717 277,664 1.38% ▼18,899 -6.37% $9.49Mn
10 State Street Corp 0000093751 272,487 1.35% ▼12,018 -4.22% $9.31Mn
11 RENAISSANCE TECHNOLOGIES LLC 0001037389 223,083 1.11% ▼16,217 -6.78% $7.62Mn
12 Bank Of America Corp /De/ 0000070858 201,088 1.00% ▼38,079 -15.92% $6.87Mn
13 DEUTSCHE BANK AG\ 0000948046 173,907 0.86% ▼97,518 -35.93% $5.94Mn
14 UBS Group AG 0001610520 168,497 0.84% ▼4,622 -2.67% $5.76Mn
15 Morgan Stanley 0000895421 164,498 0.82% ▼72,234 -30.51% $5.62Mn
16 Nuveen, LLC 0001871926 162,509 0.81% ▲110,489 +212.40% $5.55Mn
17 AMERICAN CENTURY COMPANIES INC 0000748054 150,347 0.75% ▲150,347 0.00% $5.14Mn
18 MILLENNIUM MANAGEMENT LLC 0001273087 120,472 0.60% ▲22,999 +23.60% $4.12Mn
19 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0001164833 112,660 0.56% ▼41,320 -26.83% $3.85Mn
20 Goldman Sachs Group Inc 0000886982 105,702 0.52% ▼5,037 -4.55% $3.61Mn