ISHARES TR (IBMO)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
176
Reporting holders
$511.8M
Reported value
0.0%
Held as options
-10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $86.9M | 3,391,076 | 0.05% | 22q | +114.9%+$46.5M |
| BANK OF AMERICA CORP /DE/ | $52.7M | 2,056,461 | 0.00% | 27q | +3.5%+$1.8M |
| Rossmore Private Capital | $37.0M | 1,443,221 | 2.99% | 6q | HELD |
| NewEdge Advisors, LLC | $18.8M | 732,003 | 0.06% | new | NEW |
| US BANCORP \DE\ | $16.7M | 652,820 | 0.02% | 25q | +1.4%+$229.7K |
| Integrated Wealth Concepts LLC | $14.4M | 560,200 | 0.07% | 15q | +52.9%+$5.0M |
| Lido Advisors, LLC | $14.2M | 555,766 | 0.04% | 14q | -2.3%-$332.6K |
| Kathmere Capital Management, LLC | $14.2M | 553,898 | 0.75% | 12q | +20.5%+$2.4M |
| LBMC INVESTMENT ADVISORS, LLC | $13.3M | 520,304 | 0.72% | 16q | -0.9%-$124.1K |
| WELLS FARGO & COMPANY/MN | $11.8M | 461,392 | 0.00% | 29q | -50.2%-$11.9M |
| LPL Financial LLC | $9.9M | 386,854 | 0.00% | 23q | -4.3%-$447.8K |
| Hills Bank & Trust Co | $9.7M | 378,134 | 0.41% | 12q | -3.1%-$308.9K |
| MORGAN STANLEY | $9.4M | 367,257 | 0.00% | 27q | +10.6%+$903.9K |
| UBS Group AG | $8.0M | 312,081 | 0.00% | 27q | -18.2%-$1.8M |
| Paradiem, LLC | $7.5M | 294,149 | 1.63% | 10q | HELD |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $7.0M | 273,821 | 0.26% | 17q | +7.0%+$461.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.9M | 269,719 | 0.09% | 15q | +16.4%+$976.3K |
| HighTower Advisors, LLC | $6.3M | 246,532 | 0.01% | 22q | -8.1%-$554.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.3M | 244,402 | 0.00% | 25q | -3.4%-$222.2K |
| CENTRAL TRUST Co | $5.5M | 215,592 | 0.10% | 29q | +4.6%+$242.2K |
| Sound View Wealth Advisors Group, LLC | $5.5M | 214,675 | 0.34% | 22q | -5.7%-$332.5K |
| Cyndeo Wealth Partners, LLC | $5.2M | 201,206 | 0.24% | 15q | +6.1%+$294.8K |
| Praetorian Wealth Management, Inc. | $5.1M | 198,055 | 0.88% | 25q | -7.7%-$424.5K |
| ENVESTNET ASSET MANAGEMENT INC | $4.9M | 192,529 | 0.00% | 2q | +5.7%+$265.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.7M | 182,111 | 0.03% | 19q | +8.9%+$380.3K |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 175,525 | 0.00% | 7q | -1.5%-$69.8K |
| HOWLAND CAPITAL MANAGEMENT LLC | $4.5M | 174,672 | 0.16% | 15q | -5.2%-$243.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 149,069 | 0.00% | 23q | -3.7%-$146.7K |
| Beacon Pointe Advisors, LLC | $3.5M | 135,041 | 0.02% | 26q | -3.9%-$138.7K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $3.3M | 127,207 | 0.04% | 13q | -0.5%-$17.2K |
| Glenview Trust Co | $2.8M | 108,994 | 0.02% | 11q | +100.0%+$1.4M |
| NorthCoast Asset Management LLC | $2.7M | 106,153 | 0.06% | 6q | +2.9%+$76.4K |
| Sanctuary Advisors, LLC | $2.7M | 105,460 | 0.01% | 9q | HELD |
| Quantum Financial Advisors, LLC | $2.7M | 103,716 | 0.26% | 10q | -22.1%-$753.7K |
| Parkway Wealth Management Group, LLC | $2.5M | 98,369 | 0.29% | 3q | +2.4%+$58.2K |
| SONATA CAPITAL GROUP INC | $2.5M | 95,677 | 0.79% | 8q | HELD |
| Cetera Investment Advisers | $2.4M | 95,226 | 0.00% | 15q | -3.7%-$94.3K |
| Valmark Advisers, Inc. | $2.4M | 91,901 | 0.03% | 23q | +13.0%+$270.5K |
| Atwater Malick LLC | $2.3M | 90,163 | 0.50% | 16q | HELD |
| STIFEL FINANCIAL CORP | $2.0M | 76,943 | 0.00% | 10q | +1.2%+$23.7K |
| IHT Wealth Management, LLC | $2.0M | 76,419 | 0.04% | 7q | +0.6%+$11.6K |
| RIA Advisory Group LLC | $1.9M | 75,215 | 0.42% | 14q | +26.8%+$407.3K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | $1.9M | 74,014 | 0.77% | 17q | -0.7%-$12.6K |
| New England Private Wealth Advisors LLC | $1.9M | 73,391 | 0.18% | 11q | HELD |
| Kastel Capital Advisors, LLC | $1.8M | 71,546 | 1.16% | 3q | -5.7%-$109.8K |
| Granite Harbor Advisors, Inc. | $1.7M | 67,346 | 0.68% | 15q | HELD |
| Scissortail Wealth Management, LLC | $1.7M | 64,989 | 0.32% | 11q | +21.6%+$296.5K |
| REGIONS FINANCIAL CORP | $1.6M | 62,745 | 0.01% | 27q | +44.0%+$491.7K |
| AMERIPRISE FINANCIAL INC | $1.6M | 61,672 | 0.00% | 16q | -65.0%-$2.9M |
| ROYAL BANK OF CANADA | $1.5M | 59,884 | 0.00% | 28q | +0.8%+$11.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.5M | 59,854 | 0.02% | 9q | -7.5%-$123.8K |
| Brookstone Capital Management | $1.5M | 58,205 | 0.01% | 7q | +40.2%+$427.8K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.5M | 57,223 | 0.11% | 22q | -3.4%-$51.1K |
| Clearstead Advisors, LLC | $1.5M | 56,787 | 0.01% | 9q | -2.6%-$39.2K |
| Capital Investment Advisors, LLC | $1.5M | 56,606 | 0.02% | 18q | -4.5%-$68.6K |
| Financial Engines Advisors L.L.C. | $1.4M | 54,360 | 0.00% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $1.4M | 54,053 | 0.00% | 21q | -10.5%-$163.2K |
| Lantz Financial LLC | $1.4M | 52,703 | 0.25% | 11q | HELD |
| Evergreen Private Wealth LLC | $1.3M | 52,079 | 0.49% | 11q | HELD |
| SPINNAKER TRUST | $1.3M | 51,999 | 0.06% | 11q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $1.3M | 49,972 | 0.09% | new | NEW |
| Focus Partners Wealth | $1.3M | 49,352 | 0.00% | 11q | -31.5%-$582.4K |
| OneDigital Investment Advisors LLC | $1.3M | 48,925 | 0.01% | 3q | -7.7%-$105.3K |
| CAPTRUST FINANCIAL ADVISORS | $1.2M | 48,501 | 0.00% | 15q | +143.0%+$731.9K |
| PSI Advisors, LLC | $1.2M | 48,374 | 0.29% | 4q | -63.3%-$2.1M |
| O'Domhnaill Enterprises, Inc. | $1.2M | 47,124 | 0.97% | 2q | +7.2%+$80.9K |
| SUMMITPOINT CAPITAL MANAGEMENT | $1.2M | 46,448 | 1.28% | 2q | +1.0%+$11.7K |
| GC Wealth Management RIA, LLC | $1.2M | 46,398 | 0.07% | 10q | +1.9%+$22.3K |
| JANE STREET GROUP, LLC | $1.2M | 46,282 | 0.00% | 10q | -37.0%-$695.7K |
| ASSETMARK, INC | $1.1M | 41,188 | 0.00% | 9q | -60.2%-$1.6M |
| DEUTSCHE BANK AG\ | $1.1M | 41,021 | 0.00% | 6q | HELD |
| Godshalk Welsh Capital Management, Inc. | $1.0M | 40,500 | 0.56% | 5q | +8.0%+$76.9K |
| POSTROCK PARTNERS LLC | $989.9K | 38,606 | 0.40% | 7q | +5.3%+$50.0K |
| Jacobi Capital Management LLC | $933.3K | 36,400 | 0.05% | new | NEW |
| Stratos Wealth Partners, LTD. | $921.5K | 35,940 | 0.01% | 12q | -2.1%-$19.6K |
| JAMES INVESTMENT RESEARCH, INC. | $918.8K | 35,835 | 0.09% | 11q | HELD |
| Baird Financial Group, Inc. | $917.9K | 35,800 | 0.00% | 14q | +2.3%+$20.5K |
| Prism Advisors, Inc. | $914.5K | 35,665 | 0.22% | 27q | HELD |
| Strid Group, LLC | $899.0K | 35,064 | 0.10% | 8q | HELD |
| Aspen Wealth Management LLC | $890.5K | 34,731 | 0.15% | 4q | -27.9%-$344.9K |
| HEFFERNAN ADVISORY, INC | $837.5K | 32,664 | 0.70% | 3q | HELD |
| IFP Advisors, Inc | $821.3K | 32,030 | 0.01% | 18q | -0.8%-$6.7K |
| Snowden Capital Advisors LLC | $812.8K | 31,700 | 0.02% | 10q | HELD |
| Mariner, LLC | $778.6K | 30,368 | 0.00% | 16q | HELD |
| Atlantic Union Bankshares Corp | $771.7K | 30,099 | 0.01% | 5q | -25.4%-$263.1K |
| Crews Bank & Trust | $767.8K | 29,944 | 0.10% | 7q | -6.3%-$51.3K |
| Roof Eidam Maycock Peralta, LLC | $766.7K | 29,904 | 0.15% | 24q | HELD |
| Cove Private Wealth, LLC | $743.6K | 29,000 | 0.14% | new | NEW |
| MV CAPITAL MANAGEMENT, INC. | $733.4K | 28,610 | 0.03% | 3q | +100.0%+$366.7K |
| Financial Advisory Corp | $714.8K | 27,877 | 0.09% | 5q | +11.1%+$71.6K |
| First National Trust Co | $703.8K | 27,449 | 0.02% | 6q | HELD |
| Modern Wealth Management, LLC | $697.4K | 27,199 | 0.01% | 10q | -28.1%-$273.2K |
| Resonant Capital Advisors, LLC | $693.6K | 27,052 | 0.03% | 7q | -1.5%-$10.5K |
| Composition Wealth, LLC | $658.2K | 25,670 | 0.01% | 2q | +6.6%+$40.6K |
| Parallel Advisors, LLC | $636.1K | 24,807 | 0.01% | 14q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $633.9K | 24,722 | 0.12% | 2q | +18.5%+$98.9K |
| 10Elms LLP | $630.6K | 24,594 | 0.27% | 7q | HELD |
| Eldridge Investment Advisors, Inc. | $590.6K | 23,035 | 0.12% | 7q | HELD |
| SMITH, MOORE & CO. | $587.2K | 22,903 | 0.04% | 7q | +4.6%+$25.7K |
| CFS Investment Advisory Services, LLC | $585.6K | 22,873 | 0.04% | 19q | -17.9%-$128.1K |
Showing the largest 100 of 182 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 176 | $511.8M | 19,961,980 | 14 | 48 | 53 | 0.0% |
| Q1 2026 | 186 | $468.7M | 18,291,823 | 20 | 48 | 48 | 0.0% |
| Q4 2025 | 177 | $468.9M | 18,289,339 | 13 | 64 | 39 | 0.0% |
| Q3 2025 | 172 | $408.4M | 15,915,445 | 15 | 62 | 39 | 0.0% |
| Q2 2025 | 166 | $429.3M | 16,754,590 | 15 | 59 | 36 | 0.0% |
| Q1 2025 | 171 | $414.4M | 16,215,839 | 9 | 57 | 52 | 0.0% |
| Q4 2024 | 172 | $432.7M | 16,993,201 | 17 | 64 | 36 | 0.0% |
| Q3 2024 | 150 | $411.5M | 16,042,911 | 11 | 61 | 36 | 0.0% |
| Q2 2024 | 143 | $383.6M | 15,151,219 | 12 | 56 | 33 | 0.0% |
| Q1 2024 | 138 | $383.9M | 15,143,949 | 21 | 53 | 28 | 0.0% |
| Q4 2023 | 122 | $313.2M | 12,275,919 | 23 | 47 | 29 | 0.0% |
| Q3 2023 | 103 | $222.2M | 8,955,980 | 11 | 41 | 28 | 0.0% |
| Q2 2023 | 100 | $229.9M | 9,130,504 | 5 | 42 | 26 | 0.0% |
| Q1 2023 | 93 | $218.8M | 8,571,530 | 14 | 43 | 15 | 0.0% |
| Q4 2022 | 80 | $185.7M | 7,627,207 | 14 | 36 | 10 | 0.0% |
| Q3 2022 | 88 | $164.8M | 6,811,557 | 14 | 38 | 14 | 0.0% |
| Q2 2022 | 85 | $153.7M | 6,065,192 | 17 | 26 | 22 | 0.0% |
| Q1 2022 | 73 | $124.7M | 4,897,186 | 9 | 32 | 14 | 0.0% |
| Q4 2021 | 72 | $128.0M | 4,762,648 | 8 | 38 | 8 | 0.0% |
| Q3 2021 | 67 | $99.5M | 3,701,210 | 3 | 24 | 11 | 0.0% |
| Q2 2021 | 67 | $92.9M | 3,443,314 | 12 | 30 | 7 | 0.0% |
| Q1 2021 | 58 | $73.1M | 2,723,404 | 12 | 22 | 8 | 0.0% |
| Q4 2020 | 50 | $52.4M | 1,935,723 | 10 | 17 | 8 | 0.0% |
| Q3 2020 | 42 | $33.1M | 1,228,589 | 7 | 25 | 2 | 0.0% |
| Q2 2020 | 39 | $22.3M | 836,361 | 8 | 14 | 8 | 0.0% |
| Q1 2020 | 29 | $14.0M | 543,836 | 9 | 11 | 3 | 0.0% |
| Q4 2019 | 23 | $10.5M | 404,635 | 12 | 6 | 1 | 0.0% |
| Q3 2019 | 14 | $6.7M | 259,547 | 9 | 2 | 1 | 0.0% |
| Q2 2019 | 6 | $1.0M | 39,998 | 6 | 0 | 0 | 0.0% |