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Ishares Energy Strg Mats ETF (IBAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Midwest Financial Partners Investments, Inc.
DECREASED
Shares55,856 from 56,621
Change-765 (-1%)
Value$2.3M (-$291.9K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
NEW
Shares9,263
Change+9,263
Value$374.7K
Filed 2026-10-13
4Wealth Advisors, Inc.
INCREASED
Shares5,892 from 5,458
Change+434 (+8%)
Value$237.9K (-$2.3K)
Filed 2026-10-13
LVW Advisors, LLC
DECREASED
Shares5,064 from 6,503
Change-1,439 (-22%)
Value$204.9K (-$88.2K)
Filed 2026-10-19
Nuveen, LLC
NEW
Shares3,130
Change+3,130
Value$126.4K
Filed 2026-11-10
N.E.W. Advisory Services LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$58.7K (-$6.7K)
Filed 2026-11-09
CoreCap Advisors, LLC
DECREASED
Shares1,203 from 1,238
Change-35 (-3%)
Value$48.7K (-$7.1K)
Filed 2026-10-08
Manchester Capital Management LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$20.9K (-$2.6K)
Filed 2026-10-22
Quaker Wealth Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$607 (-$69)
Filed 2026-10-22
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 95,034
Change-95,034 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-16
CX Institutional
CLOSED
Shares0 from 1,785
Change-1,785 (-100%)
Value$0 (-$80.0K)
Filed 2026-10-02
Harbour Investments, Inc.
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$24.8K)
Filed 2026-11-09
Lanark Financial, Inc.
CLOSED
Shares0 from 249
Change-249 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-26
Steward Partners Investment Advisory, LLC
N/A
Shares— from 74,825
Change-74,825 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 66,431
Change-66,431 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 43,473
Change-43,473 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 42,725
Change-42,725 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 38,500
Change-38,500 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,112
Change-18,112 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,746
Change-12,746 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,840
Change-10,840 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,114
Change-10,114 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 6,396
Change-6,396 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 247
Change-247 (-100%)
Value—
UBS Group AG
N/A
Shares— from 57
Change-57 (-100%)
Value—
Status
Midwest Financial Partners Investments, Inc.
DECREASED55,85656,621-765-1%$2.6M$2.3M-$291.9K2026-10-08
SAX Wealth Advisors, LLC
NEW9,263—+9,263——$374.7K—2026-10-13
4Wealth Advisors, Inc.
INCREASED5,8925,458+434+8%$240.2K$237.9K-$2.3K2026-10-13
LVW Advisors, LLC
DECREASED5,0646,503-1,439-22%$293.0K$204.9K-$88.2K2026-10-19
Nuveen, LLC
NEW3,130—+3,130——$126.4K—2026-11-10
N.E.W. Advisory Services LLC
UNCHANGED1,4501,45000%$65.3K$58.7K-$6.7K2026-11-09
CoreCap Advisors, LLC
DECREASED1,2031,238-35-3%$55.8K$48.7K-$7.1K2026-10-08
Manchester Capital Management LLC
UNCHANGED52052000%$23.4K$20.9K-$2.6K2026-10-22
Quaker Wealth Management, LLC
UNCHANGED151500%$676$607-$692026-10-22
TD Waterhouse Canada Inc.
CLOSED095,034-95,034-100%$4.2M$0-$4.2M2026-10-16
CX Institutional
CLOSED01,785-1,785-100%$80.0K$0-$80.0K2026-10-02
Harbour Investments, Inc.
CLOSED0550-550-100%$24.8K$0-$24.8K2026-11-09
Lanark Financial, Inc.
CLOSED0249-249-100%$11.2K$0-$11.2K2026-10-26
Steward Partners Investment Advisory, LLC
N/A—74,825-74,825-100%$3.4M———
Jane Street Group, LLC
N/A—66,431-66,431-100%$3.0M———
Old Mission Capital LLC
N/A—43,473-43,473-100%$2.0M———
Federation des caisses Desjardins du Quebec
N/A—42,725-42,725-100%$1.9M———
Guardian Capital LP
N/A—38,500-38,500-100%$1.7M———
Citadel Advisors LLC
N/A—18,112-18,112-100%$816.2K———
Morgan Stanley
N/A—12,746-12,746-100%$574.4K———
Sanctuary Advisors, LLC
N/A—10,840-10,840-100%$488.5K———
Royal Bank of Canada
N/A—10,114-10,114-100%$456.0K———
Advisory Alpha, LLC
N/A—7,840-7,840-100%$353.3K———
Glassman Wealth Services
N/A—6,396-6,396-100%$288.2K———
Mercer Global Advisors Inc
N/A—6,300-6,300-100%$283.9K———
Osaic Holdings, Inc.
N/A—247-247-100%$11.1K———
UBS Group AG
N/A—57-57-100%$2.6K———
Showing 27 of 27 institutions