Who owns iShares Energy Storage & Materials ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBAT from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 25 institutions disclosed 508,029 shares of iShares Energy Storage & Materials ETF worth $22.7M — about 158.5% of shares outstanding; the largest disclosed holder is TD Waterhouse Canada Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
25
13F holders
$22.7M
value, 2026 filers
158.5%
of shares outstanding (508,029 sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBAT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc.NEW | 95,034 | $4.2M | 0.0% | 29.6% | new |
| 2 | Steward Partners Investment Advisory, LLC | 74,825 | $3.4M | 0.0% | 23.3% | -0.9% |
| 3 | JANE STREET GROUP, LLC | 66,431 | $3.0M | 0.0% | 20.7% | -8.5% |
| 4 | Midwest Financial Partners Investments, Inc. | 56,621 | $2.6M | 1.1% | 17.7% | +2.9% |
| 5 | OLD MISSION CAPITAL LLC | 43,473 | $2.0M | 0.0% | 13.6% | +52.7% |
| 6 | Federation des caisses Desjardins du Quebec | 42,725 | $1.9M | 0.0% | 13.3% | +76.1% |
| 7 | GUARDIAN CAPITAL LP | 38,500 | $1.7M | 0.0% | 12% | -21.6% |
| 8 | CITADEL ADVISORS LLC | 18,112 | $816,159 | 0.0% | 5.6% | +5.9% |
| 9 | MORGAN STANLEY | 12,746 | $574,358 | 0.0% | 4% | +120.1% |
| 10 | Sanctuary Advisors, LLC | 10,840 | $488,470 | 0.0% | 3.4% | +60.9% |
| 11 | ROYAL BANK OF CANADA | 10,114 | $456,000 | 0.0% | 3.2% | +3162.6% |
| 12 | Advisory Alpha, LLC | 7,840 | $353,285 | 0.0% | 2.4% | 0.0% |
| 13 | LVW Advisors, LLC | 6,503 | $293,037 | 0.0% | 2% | -16.8% |
| 14 | Glassman Wealth Services | 6,396 | $288,215 | 0.0% | 2% | +41.4% |
| 15 | MERCER GLOBAL ADVISORS INC /ADVNEW | 6,300 | $283,889 | 0.0% | 2% | new |
| 16 | 4WEALTH ADVISORS, INC. | 5,458 | $240,193 | 0.2% | 1.7% | -17.5% |
| 17 | CX InstitutionalNEW | 1,785 | $80 | 0.0% | 0.6% | new |
| 18 | N.E.W. Advisory Services LLC | 1,450 | $65,340 | 0.0% | 0.5% | +83.5% |
| 19 | CoreCap Advisors, LLC | 1,238 | $55,787 | 0.0% | 0.4% | +204.9% |
| 20 | HARBOUR INVESTMENTS, INC.NEW | 550 | $24,784 | 0.0% | 0.2% | new |
| 21 | Manchester Capital Management LLC | 520 | $23,433 | 0.0% | 0.2% | 0.0% |
| 22 | LANARK FINANCIAL, INC.NEW | 249 | $11,220 | 0.0% | 0.1% | new |
| 23 | OSAIC HOLDINGS, INC.NEW | 247 | $11,129 | 0.0% | 0.1% | new |
| 24 | UBS Group AGNEW | 57 | $2,569 | 0.0% | 0% | new |
| 25 | Quaker Wealth Management, LLCNEW | 15 | $676 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.