iSHARES TRUST IBTA Institutional Ownership

IBTA
$49.01 +0.88 (+1.84%)
As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

149 Institutions
Increased 68 45.6%
Unchanged 33 22.1%
Reduced 48 32.2%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
69.38%
▼-0.99 pp QoQ
Shares Held by Institutions
13.98Mn
of 20.15Mn outstanding
▼-1.65% QoQ
Shares Outstanding
20.15Mn
6.17Mn held outside 13F filers
Institutional Investors
149
filed 13F for Jun 2026
▲+17 vs prior quarter
Net Shares Added (QoQ)
-234.08K
distributed since last quarter
Value of Holdings
$671.84Mn
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

Ibotta, Inc. (NYSE:IBTA) counted 149 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Form 13F Holdings

149 Institutional Holders

Report period 30 Jun, 2026
Total shares held 13.98Mn
Of outstanding 69.38%
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