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iShares Energy Storage & Materials ETF (IBAT) Institutional Ownership

iShares Energy Storage & Materials ETF logo
$40.41 -0.21 (-0.52%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$40.46 +0.05 (+0.12%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Energy Storage & Materials ETF (NASDAQ:IBAT)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$9.30M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$206.27K
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IBAT Institutional Buying and Selling by Quarter

iShares Energy Storage & Materials ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Sax Wealth Advisors LLC9,263$375K0.0%N/A0.594%
10/9/2026Midwest Financial Partners Investments Inc.55,856$2.26M0.9%-1.4%3.581%
9/2/2026Citadel Advisors LLC18,112$816K0.0%+5.9%1.006%
8/22/2026TD Waterhouse Canada Inc.95,034$4.22M0.0%N/A5.280%
7/7/2026CoreCap Advisors LLC1,238$56K0.0%+204.9%0.069%
7/2/2026 CX Institutional1,785$80K0.0%N/A0.117%
5/5/2026Sanctuary Advisors LLC6,738$230K0.0%N/A0.443%
5/4/2026Glassman Wealth Services4,522$154K0.0%N/A0.298%
4/27/20264WEALTH Advisors Inc.6,614$218K0.2%N/A0.570%
4/23/2026Midwest Financial Partners Investments Inc.55,025$1.88M1.0%+3.9%4.744%
2/20/2026Sunbelt Securities Inc.3,165$91K0.0%-50.5%0.360%
2/18/2026Guardian Capital LP57,700$1.65M0.0%-2.0%6.557%
2/6/2026Midwest Financial Partners Investments Inc.52,977$1.52M0.8%N/A6.020%
11/19/2025Sunbelt Securities Inc.6,397$181K0.0%-21.3%1.777%
11/17/2025Citadel Advisors LLC22,817$644K0.0%N/A6.338%
11/12/2025Guardian Capital LP58,900$1.66M0.1%N/A16.361%
8/13/2025Flow Traders U.S. LLC11,456$252K0.0%N/A4.091%
2/18/2025Sunbelt Securities Inc.8,125$180K0.0%N/A2.902%
2/12/2025OLD Mission Capital LLC10,829$238K0.0%-21.4%3.868%


IBAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 13 institutional investors and hedge funds held shares of iShares Energy Storage & Materials ETF. The most heavily invested institutionals were TD Waterhouse Canada Inc. ($4.22M), Midwest Financial Partners Investments Inc. ($2.26M), Guardian Capital LP ($1.65M), Citadel Advisors LLC ($816K), Sax Wealth Advisors LLC ($375K), Flow Traders U.S. LLC ($252K), and OLD Mission Capital LLC ($238K).Learn more on iShares Energy Storage & Materials ETF's institutional investors.

Of the 12 institutional investors that purchased iShares Energy Storage & Materials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TD Waterhouse Canada Inc. ($95.03K), Guardian Capital LP ($58.90K), Midwest Financial Partners Investments Inc. ($55.03K), Citadel Advisors LLC ($23.82K), Flow Traders U.S. LLC ($11.46K), Sax Wealth Advisors LLC ($9.26K), and Sunbelt Securities Inc. ($8.13K).

Institutional investors have bought a total of 262,535 shares in the last 24 months. This purchase volume represents approximately $9.30M in transactions.

The following institutional investors have sold iShares Energy Storage & Materials ETF stock in the last 24 months: Sunbelt Securities Inc. ($4.96K), Guardian Capital LP ($1.20K), and Midwest Financial Partners Investments Inc. ($765.00).

Institutional investors have sold a total of 6,925 shares in the last 24 months. This volume of shares sold represents approximately $206.27K in transactions.


Related Companies

Institutional ownership data for NASDAQ:IBAT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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