# ISHARES TR (IBMO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBMO/

- Reporting holders: 10
- Reported value: $3.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.3M | 49,204 | 0.1% | 2 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $912.7K | 35,665 | 0.2% | 28 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $332.2K | 12,956 | 0.0% | 27 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $301.4K | 11,754 | 0.0% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $251.3K | 9,802 | 0.0% | 6 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $249.9K | 9,747 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $74.7K | 2,914 | 0.0% | 11 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $51.4K | 2,008 | 0.0% | 5 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $49.2K | 1,918 | 0.0% | 9 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $23.2K | 905 | 0.0% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $3.5M |
| Q2 2026 | 182 | $537.5M |
| Q1 2026 | 194 | $480.3M |
| Q4 2025 | 183 | $480.8M |
| Q3 2025 | 180 | $425.8M |
| Q2 2025 | 174 | $447.0M |
| Q1 2025 | 179 | $431.7M |
| Q4 2024 | 182 | $449.3M |
| Q3 2024 | 159 | $426.9M |
| Q2 2024 | 156 | $403.8M |
| Q1 2024 | 155 | $430.4M |
| Q4 2023 | 138 | $356.5M |